$109 Million is the total value of Titus Wealth Management's 100 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCG | Exit | PG&E | $0 | – | -9,877 | -100.0% | -0.22% | – |
| MMM | Exit | 3M Co | $0 | – | -1,498 | -100.0% | -0.26% | – |
| CAT | Exit | Caterpillar Inc DEL | $0 | – | -3,138 | -100.0% | -0.42% | – |
| WFC | Exit | Wells Fargo Co New | $0 | – | -29,038 | -100.0% | -1.36% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -22,971 | -100.0% | -3.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-18
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.