$222 Million is the total value of Titus Wealth Management's 170 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HON | Exit | HONEYWELL INTL INC | $0 | – | -944 | -100.0% | -0.11% | – |
| PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -6,408 | -100.0% | -0.11% | – |
| C | Exit | CITIGROUP INC | $0 | – | -2,889 | -100.0% | -0.11% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -1,885 | -100.0% | -0.11% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -1,686 | -100.0% | -0.11% | – |
| CLIX | Exit | PROSHARES TRlong online shrt | $0 | – | -3,465 | -100.0% | -0.12% | – |
| MDIV | Exit | FIRST TR EXCHANGE-TRADED FDmulti asset di | $0 | – | -18,100 | -100.0% | -0.16% | – |
| OUNZ | Exit | VANECK MERK GOLD TRgold trust | $0 | – | -20,745 | -100.0% | -0.19% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -1,373 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
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.