| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRUESHARES LOW VOLATILITY EQUITY INCOME ETF | 3 | Q3 2023 | 7.2% |
| THE TRADE DESK INC COM CL A | 3 | Q3 2023 | 3.6% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 3 | Q3 2023 | 3.0% |
| SCHWAB US DIVIDEND EQUITY ETF | 3 | Q3 2023 | 2.5% |
| SPDR S&P 500 ETF TRUST | 3 | Q3 2023 | 3.4% |
| APPLE INC COM | 3 | Q3 2023 | 2.3% |
| ISHARES RUSSELL 2000 ETF | 3 | Q3 2023 | 2.3% |
| NVIDIA CORPORATION COM | 3 | Q3 2023 | 2.4% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 3 | Q3 2023 | 2.2% |
| SHOPIFY INC CL A | 3 | Q3 2023 | 2.4% |
View TITLEIST ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-18 |
View TITLEIST ASSET MANAGEMENT, LLC'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.