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Titus Wealth Management13F | |
| Titus Wealth Management | |
| Last update 2022-11-09 | 161 Stocks (13 new) |
| Value $200.00 Mil | Turnover 9 % |
Titus Wealth Management Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV | iShares Core High Dividend ETF | 189,826 | 19,064.0 | -0.20% | 9.550 | -0.02% | 0.160 | +6.64% | +8.52% | 11,245.6 | ||
AAPL | Apple Inc | 99,735 | 13,636.0 | -2.48% | 6.830 | -0.20% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 213,964 | 10,405.0 | -6.36% | 5.210 | -0.32% | 0.410 | +0.47% | +0.51% | 2,671.8 | ||
QQQ | INVESCO QQQ Trust | 32,080 | 8,991.0 | +0.17% | 4.500 | +0.01% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
BRK.A | Berkshire Hathaway Inc | 20 | 8,179.0 | New Holding | 4.100 | +4.10% | 0.000 | -8.33% | +6.20% | 1,040,746.7 | Insurance | |
SKYY |
First Trust ISE Cloud Computing Index Fund
First Trust ISE Cloud Computing Index Fund
| 105,853 | 6,976.0 | 0% | 3.500 | 0% | 0.220 | +26.81% | +4.15% | 3,560.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 111,964 | 6,589.0 | +0.97% | 3.300 | +0.03% | 0.010 | +13.34% | +23.86% | 147,518.3 | ||
EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
| 109,180 | 6,052.0 | -0.85% | 3.030 | -0.03% | 0.070 | +9.70% | +11.00% | 4,637.7 | ||
BRK.B | Berkshire Hathaway Inc | 21,597 | 5,896.0 | +0.56% | 2.950 | +0.02% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
IWF | iShares Russell 1000 Growth ETF | 24,837 | 5,432.0 | +0.05% | 2.720 | 0% | 0.010 | +25.04% | +8.94% | 113,994.5 |
Titus Wealth Management's Historical Top Holdings Breakdowns
Titus Wealth Management Total Holding History ($B)
Titus Wealth Management's Asset Allocation
Titus Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Titus Wealth Management's Hypothetical Growth since 2022-06-30
Titus Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Titus Wealth Management's Holdings Heat Map
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Titus Wealth Management's Holdings Bubble Chart
Titus Wealth Management News
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