$200 Million is the total value of Titus Wealth Management's 161 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDV | Sell | ISHARES TRcore high dv etf | $19,064,000 | -6.2% | 189,826 | -0.2% | 9.55% | +4.3% |
| AAPL | Sell | APPLE INC | $13,636,000 | -23.6% | 99,735 | -2.5% | 6.83% | -15.1% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $10,405,000 | -7.2% | 213,964 | -6.4% | 5.21% | +3.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,991,000 | -22.6% | 32,080 | +0.2% | 4.50% | -13.9% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $8,179,000 | – | 20 | +100.0% | 4.10% | – |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $6,976,000 | -26.7% | 105,853 | +0.7% | 3.50% | -18.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,589,000 | -14.5% | 111,964 | +1.0% | 3.30% | -5.0% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $6,052,000 | -9.9% | 109,180 | -0.8% | 3.03% | +0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,896,000 | -22.2% | 21,597 | +0.6% | 2.95% | -13.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $5,432,000 | -21.2% | 24,837 | +0.1% | 2.72% | -12.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $4,586,000 | -4.4% | 46,272 | -3.4% | 2.30% | +6.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,019,000 | -10.3% | 23,728 | +8.7% | 2.01% | -0.2% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,917,000 | -14.6% | 74,157 | +0.6% | 1.96% | -5.1% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $3,851,000 | +0.5% | 102,525 | +4.0% | 1.93% | +11.8% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $3,631,000 | -16.4% | 88,856 | -1.1% | 1.82% | -7.1% |
| AIA | Sell | ISHARES TRasia 50 etf | $3,227,000 | -9.1% | 51,435 | -0.6% | 1.62% | +1.1% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $3,228,000 | -17.1% | 77,940 | -4.6% | 1.62% | -7.9% |
| MSFT | Buy | MICROSOFT CORP | $2,821,000 | -2.2% | 10,983 | +17.4% | 1.41% | +8.7% |
| AMZN | Buy | AMAZON COM INC | $2,663,000 | -16.1% | 25,076 | +2474.5% | 1.33% | -6.8% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $2,307,000 | -21.7% | 367,416 | +0.8% | 1.16% | -12.9% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,072,000 | -18.2% | 50,629 | -2.0% | 1.04% | -9.0% |
| CHW | Sell | CALAMOS GBL DYN INCOME FUND | $2,005,000 | -26.9% | 293,991 | -4.9% | 1.00% | -18.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,970,000 | +4.5% | 23,003 | +0.8% | 0.99% | +16.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,848,000 | -10.5% | 9,798 | +8.0% | 0.93% | -0.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,704,000 | -8.0% | 4,493 | +10.1% | 0.85% | +2.3% |
| CVX | Sell | CHEVRON CORP NEW | $1,652,000 | -18.1% | 11,413 | -7.8% | 0.83% | -8.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,566,000 | -17.1% | 3,268 | -0.4% | 0.78% | -7.8% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,528,000 | -34.0% | 55,807 | -7.5% | 0.77% | -26.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,526,000 | -11.1% | 38,066 | +0.1% | 0.76% | -1.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,508,000 | -5.2% | 10,487 | +0.8% | 0.76% | +5.6% |
| HD | Buy | HOME DEPOT INC | $1,318,000 | -3.6% | 4,806 | +5.2% | 0.66% | +7.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,235,000 | -19.0% | 3,272 | -3.0% | 0.62% | -9.9% |
| V | Buy | VISA INC | $1,236,000 | +241.4% | 6,279 | +284.7% | 0.62% | +279.8% |
| PFE | Buy | PFIZER INC | $1,096,000 | +1.4% | 20,905 | +0.2% | 0.55% | +12.7% |
| TSLA | Buy | TESLA INC | $1,089,000 | -16.3% | 1,617 | +34.0% | 0.55% | -6.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,014,000 | +31.7% | 1,974 | +30.8% | 0.51% | +46.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $945,000 | +2.8% | 5,323 | +2.6% | 0.47% | +14.3% |
| SH | New | PROSHARES TRshort s&p 500 ne | $901,000 | – | 54,600 | +100.0% | 0.45% | – |
| LGI | LAZARD GLOBAL TOTAL RETURN & | $843,000 | -13.8% | 54,650 | 0.0% | 0.42% | -4.3% | |
| IDV | Buy | ISHARES TRintl sel div etf | $840,000 | -13.8% | 30,933 | +0.9% | 0.42% | -4.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $835,000 | -24.5% | 7,587 | -17.0% | 0.42% | -16.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $830,000 | +38.8% | 5,879 | +27.9% | 0.42% | +54.6% |
| FCT | Sell | FIRST TR SR FLTG RATE INCOME | $791,000 | -24.4% | 79,225 | -4.8% | 0.40% | -15.9% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $771,000 | -25.7% | 5,605 | 0.0% | 0.39% | -17.3% | |
| NVDA | Buy | NVIDIA CORPORATION | $744,000 | -27.1% | 4,910 | +31.4% | 0.37% | -18.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $740,000 | -14.8% | 3,271 | +1.0% | 0.37% | -5.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $737,000 | -11.3% | 5,134 | +0.2% | 0.37% | -1.3% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $721,000 | -12.8% | 42,865 | +0.5% | 0.36% | -3.2% |
| SRE | Buy | SEMPRA | $719,000 | -4.0% | 4,783 | +7.4% | 0.36% | +6.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $702,000 | -4.0% | 6,233 | +16.3% | 0.35% | +7.0% |
| ASML | Buy | ASML HOLDING N V | $687,000 | -16.0% | 1,444 | +18.0% | 0.34% | -6.8% |
| PTNQ | PACER FDS TRtrendp 100 etf | $676,000 | -3.8% | 13,465 | 0.0% | 0.34% | +6.9% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $676,000 | -10.8% | 6,645 | -1.6% | 0.34% | -0.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $666,000 | -15.9% | 4,596 | -3.7% | 0.33% | -6.4% |
| STK | COLUMBIA SELIGM PREM TECH GR | $650,000 | -21.9% | 25,913 | 0.0% | 0.33% | -13.1% | |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $620,000 | -12.1% | 10,435 | -11.9% | 0.31% | -2.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $618,000 | -21.1% | 10,248 | +0.0% | 0.31% | -12.2% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $609,000 | -15.9% | 6,747 | -12.9% | 0.30% | -6.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $571,000 | +81.3% | 5,616 | +91.2% | 0.29% | +101.4% |
| IBB | ISHARES TRishares biotech | $555,000 | -9.8% | 4,720 | 0.0% | 0.28% | +0.4% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $552,000 | -12.5% | 7,332 | -7.5% | 0.28% | -2.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $547,000 | +52.4% | 3,948 | +105.8% | 0.27% | +69.1% |
| FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $542,000 | -18.5% | 32,300 | -4.4% | 0.27% | -9.3% |
| RQI | Sell | COHEN & STEERS QUALITY INCOM | $541,000 | -36.9% | 39,842 | -22.3% | 0.27% | -30.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $532,000 | -7.0% | 7,441 | -0.5% | 0.27% | +3.5% |
| VFVA | VANGUARD WELLINGTON FDus value factr | $514,000 | -14.5% | 5,630 | 0.0% | 0.26% | -4.8% | |
| EFAV | ISHARES TRmsci eafe min vl | $513,000 | -12.2% | 8,100 | 0.0% | 0.26% | -2.3% | |
| VOO | VANGUARD INDEX FDS | $510,000 | -16.4% | 1,469 | 0.0% | 0.26% | -6.9% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $509,000 | -22.9% | 15,490 | -14.6% | 0.26% | -14.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $488,000 | -13.5% | 2,674 | +1.7% | 0.24% | -3.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $471,000 | -8.0% | 5,095 | +7.4% | 0.24% | +2.2% |
| ORCL | Buy | ORACLE CORP | $471,000 | -12.9% | 6,734 | +2.9% | 0.24% | -3.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $468,000 | +38.9% | 11,630 | +83.3% | 0.23% | +53.9% |
| ASG | Sell | LIBERTY ALL-STAR GROWTH FD I | $468,000 | -26.4% | 80,235 | -4.9% | 0.23% | -18.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $460,000 | +28.1% | 211 | +63.6% | 0.23% | +42.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $457,000 | +98.7% | 9,670 | +98.6% | 0.23% | +120.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $437,000 | +24.1% | 200 | +58.7% | 0.22% | +37.7% |
| CLX | Sell | CLOROX CO DEL | $436,000 | -4.8% | 3,096 | -6.1% | 0.22% | +5.8% |
| ABBV | Buy | ABBVIE INC | $426,000 | -0.2% | 2,778 | +5.3% | 0.21% | +10.9% |
| LLY | Buy | LILLY ELI & CO | $422,000 | +57.5% | 1,303 | +39.2% | 0.21% | +74.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $417,000 | -32.1% | 3,282 | +0.5% | 0.21% | -24.5% |
| T | Buy | AT&T INC | $414,000 | -11.2% | 19,772 | +0.4% | 0.21% | -1.4% |
| WMT | Sell | WALMART INC | $392,000 | -18.7% | 3,220 | -0.6% | 0.20% | -9.7% |
| INTC | Sell | INTEL CORP | $391,000 | -36.2% | 10,454 | -15.5% | 0.20% | -29.0% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $387,000 | +13.5% | 7,735 | +14.1% | 0.19% | +26.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $381,000 | -17.9% | 4,993 | -15.9% | 0.19% | -8.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $380,000 | -13.6% | 4,945 | -12.4% | 0.19% | -4.0% |
| BAC | Sell | BK OF AMERICA CORP | $380,000 | -27.2% | 12,191 | -3.7% | 0.19% | -19.1% |
| CAT | Buy | CATERPILLAR INC | $368,000 | -19.7% | 2,060 | +0.2% | 0.18% | -10.7% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $366,000 | -2.7% | 6,484 | +0.2% | 0.18% | +8.3% |
| BA | Sell | BOEING CO | $357,000 | -30.7% | 2,608 | -3.0% | 0.18% | -22.8% |
| WFC | Buy | WELLS FARGO CO NEW | $356,000 | +8.9% | 9,092 | +34.9% | 0.18% | +21.1% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $352,000 | -18.1% | 4,899 | -1.4% | 0.18% | -9.3% |
| DOW | Buy | DOW INC | $352,000 | -9.3% | 6,825 | +12.1% | 0.18% | +0.6% |
| KO | Buy | COCA COLA CO | $349,000 | +3.9% | 5,548 | +2.4% | 0.18% | +15.9% |
| TGT | Buy | TARGET CORP | $347,000 | -33.1% | 2,454 | +0.2% | 0.17% | -25.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $343,000 | -17.1% | 6,749 | -16.9% | 0.17% | -8.0% |
| AEM | AGNICO EAGLE MINES LTD | $337,000 | -25.4% | 7,373 | 0.0% | 0.17% | -17.2% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $333,000 | -26.5% | 11,792 | -17.0% | 0.17% | -18.1% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $327,000 | -24.7% | 3,980 | +0.1% | 0.16% | -16.3% |
| MRK | Sell | MERCK & CO INC | $326,000 | +6.2% | 3,573 | -4.4% | 0.16% | +18.1% |
| DIS | Buy | DISNEY WALT CO | $326,000 | -23.1% | 3,457 | +11.7% | 0.16% | -14.7% |
| DOCU | Buy | DOCUSIGN INC | $325,000 | -30.9% | 5,666 | +29.0% | 0.16% | -23.1% |
| PM | New | PHILIP MORRIS INTL INC | $323,000 | – | 3,272 | +100.0% | 0.16% | – |
| VLO | Buy | VALERO ENERGY CORP | $315,000 | +8.2% | 2,962 | +3.3% | 0.16% | +20.6% |
| AI | Sell | C3 AI INCcl a | $315,000 | -53.5% | 17,225 | -42.2% | 0.16% | -48.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $316,000 | +1.3% | 3,320 | +0.9% | 0.16% | +12.1% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $314,000 | -12.3% | 3,748 | +2.7% | 0.16% | -2.5% |
| AMAT | Buy | APPLIED MATLS INC | $311,000 | -24.0% | 3,422 | +10.4% | 0.16% | -15.2% |
| GOLD | Sell | BARRICK GOLD CORP | $295,000 | -34.4% | 16,654 | -9.3% | 0.15% | -27.1% |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $295,000 | -16.0% | 36,500 | 0.0% | 0.15% | -6.3% | |
| DON | Sell | WISDOMTREE TRus midcap divid | $293,000 | -16.0% | 7,511 | -4.3% | 0.15% | -6.4% |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $289,000 | -15.2% | 4,491 | +0.2% | 0.14% | -5.8% |
| CSCO | Buy | CISCO SYS INC | $285,000 | -13.1% | 6,673 | +13.5% | 0.14% | -3.4% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $284,000 | -11.8% | 11,394 | +2.9% | 0.14% | -2.1% |
| NANR | Buy | SPDR INDEX SHS FDSs&p north amer | $280,000 | +5.3% | 5,680 | +23.9% | 0.14% | +16.7% |
| FB | Buy | META PLATFORMS INCcl a | $263,000 | -23.8% | 1,634 | +5.3% | 0.13% | -14.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $260,000 | -25.5% | 606 | -23.4% | 0.13% | -17.2% |
| UNM | Buy | UNUM GROUP | $259,000 | +9.3% | 7,602 | +1.1% | 0.13% | +21.5% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $260,000 | -11.9% | 1,959 | +0.1% | 0.13% | -2.3% |
| DE | Buy | DEERE & CO | $258,000 | -14.6% | 862 | +18.4% | 0.13% | -5.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $257,000 | -7.2% | 2,164 | +0.2% | 0.13% | +3.2% |
| SAM | Buy | BOSTON BEER INCcl a | $256,000 | -20.0% | 845 | +2.4% | 0.13% | -11.1% |
| TXN | Buy | TEXAS INSTRS INC | $253,000 | -5.2% | 1,649 | +13.3% | 0.13% | +5.8% |
| LIN | Buy | LINDE PLC | $252,000 | +5.4% | 875 | +17.1% | 0.13% | +16.7% |
| PNW | Buy | PINNACLE WEST CAP CORP | $249,000 | +4.6% | 3,400 | +11.4% | 0.12% | +16.8% |
| AVGO | New | BROADCOM INC | $242,000 | – | 499 | +100.0% | 0.12% | – |
| OIH | Sell | VANECK ETF TRUSToil services etf | $242,000 | -31.2% | 1,039 | -16.5% | 0.12% | -23.9% |
| GLD | Sell | SPDR GOLD TR | $242,000 | -42.7% | 1,437 | -38.5% | 0.12% | -36.3% |
| PAYX | Buy | PAYCHEX INC | $239,000 | -9.8% | 2,102 | +8.4% | 0.12% | +0.8% |
| IMCG | ISHARES TRmrgstr md cp grw | $239,000 | -19.3% | 4,600 | 0.0% | 0.12% | -9.8% | |
| NOW | Buy | SERVICENOW INC | $237,000 | +12.3% | 498 | +31.7% | 0.12% | +25.3% |
| PBA | Buy | PEMBINA PIPELINE CORP | $238,000 | -4.8% | 6,739 | +1.2% | 0.12% | +5.3% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $234,000 | -7.1% | 7,952 | -6.5% | 0.12% | +2.6% |
| SNOW | Buy | SNOWFLAKE INCcl a | $233,000 | -24.1% | 1,674 | +24.9% | 0.12% | -15.2% |
| FNV | Sell | FRANCO NEV CORP | $231,000 | -25.7% | 1,755 | -10.0% | 0.12% | -17.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $232,000 | -16.8% | 754 | -6.2% | 0.12% | -7.9% |
| PRU | Buy | PRUDENTIAL FINL INC | $230,000 | -18.1% | 2,400 | +1.1% | 0.12% | -9.4% |
| FCAL | New | FIRST TR EXCH TRADED FD IIIcalif mun incm | $227,000 | – | 4,695 | +100.0% | 0.11% | – |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $227,000 | -26.1% | 4,151 | -9.8% | 0.11% | -17.4% |
| KR | KROGER CO | $226,000 | -17.5% | 4,780 | 0.0% | 0.11% | -8.1% | |
| AZN | New | ASTRAZENECA PLCsponsored adr | $225,000 | – | 3,401 | +100.0% | 0.11% | – |
| MUB | New | ISHARES TRnational mun etf | $223,000 | – | 2,100 | +100.0% | 0.11% | – |
| SJI | Buy | SOUTH JERSEY INDS INC | $220,000 | 0.0% | 6,432 | +0.9% | 0.11% | +11.1% |
| O | Buy | REALTY INCOME CORP | $219,000 | -0.9% | 3,214 | +1.0% | 0.11% | +10.0% |
| HQL | Sell | TEKLA LIFE SCIENCES INVSsh ben int | $220,000 | -41.5% | 15,455 | -32.0% | 0.11% | -34.9% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $217,000 | -12.5% | 3,528 | -4.1% | 0.11% | -2.7% |
| IFRA | Sell | ISHARES TRus infrastruc | $216,000 | -30.1% | 6,353 | -19.9% | 0.11% | -22.3% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $213,000 | – | 393 | +100.0% | 0.11% | – |
| GIS | New | GENERAL MLS INC | $212,000 | – | 2,811 | +100.0% | 0.11% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $212,000 | -14.5% | 6,741 | +4.1% | 0.11% | -5.4% |
| USB | Buy | US BANCORP DEL | $212,000 | -12.0% | 4,611 | +1.8% | 0.11% | -2.8% |
| ITA | New | ISHARES TRus aer def etf | $209,000 | – | 2,103 | +100.0% | 0.10% | – |
| IVE | Sell | ISHARES TRs&p 500 val etf | $209,000 | -15.7% | 1,520 | -4.7% | 0.10% | -6.2% |
| F | Buy | FORD MTR CO DEL | $205,000 | -33.9% | 18,406 | +0.4% | 0.10% | -26.4% |
| HON | New | HONEYWELL INTL INC | $205,000 | – | 1,181 | +100.0% | 0.10% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $205,000 | – | 5,228 | +100.0% | 0.10% | – |
| EWC | Buy | ISHARES INCmsci cda etf | $203,000 | -16.1% | 6,040 | +0.4% | 0.10% | -6.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $203,000 | -16.8% | 685 | -7.4% | 0.10% | -7.3% |
| PAAS | Sell | PAN AMERN SILVER CORP | $202,000 | -30.1% | 10,250 | -3.3% | 0.10% | -22.3% |
| PEP | New | PEPSICO INC | $202,000 | – | 1,209 | +100.0% | 0.10% | – |
| KGC | Exit | KINROSS GOLD CORP | $0 | – | -10,300 | -100.0% | -0.03% | – |
| FPL | Exit | FST TR NEW OPPORT MLP & ENE | $0 | – | -14,700 | -100.0% | -0.04% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,409 | -100.0% | -0.09% | – |
| IPAY | Exit | ETF MANAGERS TRprime mobile pay | $0 | – | -3,935 | -100.0% | -0.09% | – |
| MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -1,950 | -100.0% | -0.09% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,835 | -100.0% | -0.09% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -873 | -100.0% | -0.09% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,390 | -100.0% | -0.10% | – |
| HPQ | Exit | HP INC | $0 | – | -5,856 | -100.0% | -0.10% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -861 | -100.0% | -0.10% | – |
| BNS | Exit | BANK NOVA SCOTIA B C | $0 | – | -3,124 | -100.0% | -0.10% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,344 | -100.0% | -0.10% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -779 | -100.0% | -0.10% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -744 | -100.0% | -0.12% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,444 | -100.0% | -0.13% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -3,771 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2022 | 15.3% |
| JANUS DETROIT STR TR | 19 | Q2 2022 | 8.4% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2022 | 10.5% |
| APPL INC. | 19 | Q2 2022 | 8.2% |
| ISHARES TR | 19 | Q2 2022 | 3.6% |
| ISHARES TR | 19 | Q2 2022 | 3.1% |
| PIMCO ETF TR | 19 | Q2 2022 | 5.9% |
| CHEVRON CORP NEW | 19 | Q2 2022 | 16.2% |
| ISHARES TR | 19 | Q2 2022 | 2.6% |
| ISHARES TR | 19 | Q2 2022 | 7.9% |
View Titus Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-16 |
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-18 |
View Titus Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.