Titus Wealth Management

Latest statistics and disclosures from Titus Wealth Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Titus Wealth Management

Companies in the Titus Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares High Dividend Equity F 12.30 181980 +2% 71.55
Janus Short Duration 8.23 177054 +4% 49.25
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 5.93 63406 +110% 98.98
Ishares Core Msci Eafe Etf core msci eafe 4.74 100605 49.89
Invesco Qqq Trust Series 1 4.44 24674 +2% 190.40
Apple (AAPL) 4.35 18126 254.28
Ishares Inc em mkt min vol 3.96 89466 -4% 46.92
Berkshire Hathaway (BRK.B) 3.59 20779 +67% 182.83
iShares Russell 1000 Growth Index (IWF) 2.85 20035 -2% 150.64
iShares S&P; Asia 50 Index Fund (AIA) 2.49 47327 55.72
Pacer Fds Tr trendp 750 etf 2.44 95500 +87% 27.01
Vanguard European ETF (VGK) 2.18 53433 NEW 43.29
Amazon (AMZN) 1.85 1004 +20% 1950.20
Pacer Fds Tr trendp 100 etf 1.63 49575 +24% 34.80
iShares Russell 2000 Index (IWM) 1.53 14162 114.46
iShares S&P; US Pref Stock Idx Fnd (PFF) 1.35 44838 +110% 31.85
Vaneck Vectors Gold Miners mutual 1.24 57123 -6% 23.04
Microsoft Corporation (MSFT) 1.21 8132 +10% 157.77
iShares MSCI Emerging Markets Indx (EEM) 1.19 36926 -4% 34.12
First Trust Iv Enhanced Short 1.18 21115 -16% 59.01
Procter & Gamble Company (PG) 1.11 10718 110.00
iShares S&P; 500 Index (IVV) 1.01 4120 +10% 258.50
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.93 7974 +80% 123.53
Home Depot (HD) 0.86 4858 +18% 186.70
Sprott Physical Gold & S 0.83 2100 -96% 417.62
Vanguard Total Stock Market ETF (VTI) 0.75 6186 -2% 128.84
SPDR S&P; 500 ETF (SPY) 0.74 3043 +2% 257.64
Costco Wholesale Corporation (COST) 0.73 2722 +28% 285.08
Chevron Corporation (CVX) 0.71 10435 +8% 72.45
Calamos Global Dynamic Income Fund (CHW) 0.71 130317 +11% 5.74
First Tr Exchange Traded Fd first tr nasdaq 0.66 27066 -12% 25.64
Exxon Mobil Corporation (XOM) 0.65 18003 37.99
SPDR Gold Trust (GLD) 0.64 4564 148.12
Johnson & Johnson (JNJ) 0.64 5146 +15% 131.17
Pfizer (PFE) 0.62 19986 32.62
Clorox Company (CLX) 0.61 3719 +4% 173.16
First Tr Exchange Traded Fd fst low mtg etf 0.59 12280 -28% 50.98
Liberty All-Star Equity Fund (USA) 0.58 127580 4.84
Consumer Discretionary SPDR (XLY) 0.56 6075 98.11
Boeing Company (BA) 0.56 3971 +216% 149.08
First Tr Exchange Traded Fd dorsey wrt 5 etf 0.55 22780 -5% 25.72
Proshares Tr short s&p 500 ne 0.55 21015 NEW 27.65
Sempra Energy (SRE) 0.49 4608 113.06
Intel Corporation (INTC) 0.48 9456 +2% 54.15
Vanguard Total Bond Market ETF (BND) 0.46 5761 +6% 85.40
International Business Machines (IBM) 0.45 4266 -10% 110.88
Lazard Global Total Return & Income Fund (LGI) 0.44 39200 +5% 12.02
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.41 19265 +17% 22.58
Wal-Mart Stores (WMT) 0.41 3814 -10% 113.53
Cohen & Steers Quality Income Realty (RQI) 0.38 44750 +2% 9.05
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.38 24200 -12% 16.69
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.38 6584 60.45
iShares NASDAQ Biotechnology Index (IBB) 0.36 3575 107.69
Cisco Systems (CSCO) 0.36 9771 +70% 39.30
iShares Russell 1000 Value Index (IWD) 0.36 3858 +6% 99.27
UnitedHealth (UNH) 0.36 1528 249.35
Facebook Inc cl a 0.35 2241 +9% 166.89
Wisdomtree Tr blmbrg fl trfd 0.35 14725 +3% 25.13
Ishares U S Etf Tr int rt hdg c b 0.35 4445 +11% 83.01
First Trust DJ Internet Index Fund (FDN) 0.33 2865 +11% 123.56
Vanguard Short-Term Bond ETF (BSV) 0.32 4188 82.14
First Tr Exchange Traded Fd multi asset di 0.30 27100 11.73
Oracle Corporation (ORCL) 0.30 6493 -11% 48.36
iShares S&P; MidCap 400 Index (IJH) 0.29 2099 NEW 143.88
J P Morgan Exchange Traded F ultra shrt 0.28 6050 49.75
Vanguard S&p 500 Etf idx fd 0.28 1273 -3% 236.45
iShares Lehman MBS Bond Fund (MBB) 0.28 2719 NEW 110.33
Walt Disney Company (DIS) 0.28 4196 +43% 70.31
JPMorgan Chase & Co. (JPM) 0.28 3253 +16% 90.07
Target Corporation (TGT) 0.27 3084 93.06
Ishares Tr eafe min volat 0.26 4474 62.14
First Tr High Income L/s Fd 0.25 22000 NEW 12.18
AT&T; (T) 0.25 9148 +5% 29.19
Coca-Cola Company (KO) 0.24 5690 +2% 44.29
First Trust IPOX-100 Index Fund (FPX) 0.24 3976 +13% 62.88
Netflix (NFLX) 0.23 661 375.19
First Trust/Four Corners SFRI Fund II (FCT) 0.23 26100 NEW 9.50
Verizon Communications (VZ) 0.23 4511 +13% 53.65
Nuveen Barclays Shrt Term Muni bdfund 0.23 4914 48.84
iShares Lehman Aggregate Bond (AGG) 0.22 2050 NEW 115.61
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.22 2419 +9% 97.56
Energy Select Sector SPDR (XLE) 0.22 8102 NEW 29.01
iShares S&P; 500 Growth Index (IVW) 0.22 1407 +2% 164.89
Lockheed Martin Corporation (LMT) 0.22 680 339.71
Wells Fargo & Company (WFC) 0.22 7984 NEW 28.68
SPDR S&P; Dividend (SDY) 0.21 2837 +9% 80.01
Lattice Strategies Tr dev mk x us st 0.21 10291 22.06
First Trust Mid Cap Core Alpha Fnd (FNX) 0.21 4678 -11% 48.31
Bank of America Corporation (BAC) 0.20 10128 -5% 21.23
Alphabet Inc Class A cs 0.20 184 +15% 1163.04
Docusign Inc 0.19 2234 NEW 92.21
Starbucks Corporation (SBUX) 0.19 3062 NEW 65.64
Visa (V) 0.19 1250 +5% 160.80
Piedmont Office Realty Trust (PDM) 0.17 10489 17.64
General Electric Company (GE) 0.17 22105 +4% 7.96
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef 0.09 15000 -15% 6.60
United States Oil Fund (USO) 0.08 20600 NEW 4.22
Ford Motor Company (F) 0.07 15820 +13% 4.80
Kinross Gold Corp New 0.04 10000 NEW 4.00

Past Filings by Titus Wealth Management

View past SEC 13F filings by Titus Wealth Management

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