- New Purchases: XLY, LQD, BND, IWD, VOO, BSV, EWC, SHM, IVE, F,
- Added Positions: HDV, EEMV, MINT, IVV, IEFA, GLD, AAPL, AIA, BRK.B, FB, CEF, IWM, IWF, DIS, FTSM, PFE, COST, VGK, MSFT, HD, CSCO, INTC, TGT, CLX, IVW, VO, T, VZ, SRE, PG, JNJ, KO, AMZN, V, IDV, BA, BAC, PFF, USMV, AXP,
- Reduced Positions: CVX, DES, EEM, VTI, DON, GE, USA, BIIB, XOM, WMT, FNX, FPX, IBB, JKI, GOOG, DSI, VYM,
- Sold Out: TLT, WFC, CAT, MMM, PCG,
For the details of Titus Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/titus+wealth+management/current-portfolio/portfolio
These are the top 5 holdings of Titus Wealth Management- iShares Core High Dividend ETF (HDV) - 173,488 shares, 17.21% of the total portfolio. Shares added by 17.71%
- iShares Core MSCI EAFE ETF (IEFA) - 99,875 shares, 6.42% of the total portfolio. Shares added by 11.33%
- iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 96,076 shares, 5.78% of the total portfolio. Shares added by 24.55%
- PowerShares QQQ Trust Ser 1 (QQQ) - 24,033 shares, 4.78% of the total portfolio. Shares reduced by 0.93%
- Berkshire Hathaway Inc (BRK.B) - 21,741 shares, 4.76% of the total portfolio. Shares added by 8.32%
Titus Wealth Management initiated holding in Consumer Discretionary Select Sector SPDR Fund. The purchase prices were between $114.59 and $124.48, with an estimated average price of $120.55. The stock is now traded at around $121.37. The impact to a portfolio due to this purchase was 0.77%. The holding were 6,075 shares as of .
New Purchase: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)Titus Wealth Management initiated holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The purchase prices were between $122.95 and $129.1, with an estimated average price of $125.99. The stock is now traded at around $126.85. The impact to a portfolio due to this purchase was 0.76%. The holding were 5,669 shares as of .
New Purchase: Vanguard Total Bond Market ETF (BND)Titus Wealth Management initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $81.74 and $84.78, with an estimated average price of $83.27. The stock is now traded at around $83.85. The impact to a portfolio due to this purchase was 0.46%. The holding were 5,175 shares as of .
New Purchase: iShares Russell 1000 Value ETF (IWD)Titus Wealth Management initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $120.51 and $129.42, with an estimated average price of $126.34. The stock is now traded at around $133.61. The impact to a portfolio due to this purchase was 0.4%. The holding were 2,984 shares as of .
New Purchase: Vanguard S&P 500 ETF (VOO)Titus Wealth Management initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $260.57 and $277.38, with an estimated average price of $271.43. The stock is now traded at around $286.43. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,313 shares as of .
New Purchase: Vanguard Short-Term Bond ETF (BSV)Titus Wealth Management initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $79.57 and $80.82, with an estimated average price of $80.19. The stock is now traded at around $80.65. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,188 shares as of .
Added: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)Titus Wealth Management added to a holding in iShares Edge MSCI Min Volatility Emerging Markets by 24.55%. The purchase prices were between $55.22 and $59.35, with an estimated average price of $57.49. The stock is now traded at around $58.49. The impact to a portfolio due to this purchase was 1.14%. The holding were 96,076 shares as of .
Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Titus Wealth Management added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 42.38%. The purchase prices were between $101.53 and $101.76, with an estimated average price of $101.66. The stock is now traded at around $101.66. The impact to a portfolio due to this purchase was 0.83%. The holding were 25,933 shares as of .
Added: iShares Core S&P 500 ETF (IVV)Titus Wealth Management added to a holding in iShares Core S&P 500 ETF by 158.23%. The purchase prices were between $284.16 and $302.28, with an estimated average price of $295.89. The stock is now traded at around $313.61. The impact to a portfolio due to this purchase was 0.72%. The holding were 3,734 shares as of .
Added: SPDR Gold Trust (GLD)Titus Wealth Management added to a holding in SPDR Gold Trust by 200.30%. The purchase prices were between $130.62 and $146.66, with an estimated average price of $139.03. The stock is now traded at around $138.21. The impact to a portfolio due to this purchase was 0.59%. The holding were 6,039 shares as of .
Added: Facebook Inc (FB)Titus Wealth Management added to a holding in Facebook Inc by 91.98%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $195.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,035 shares as of .
Added: The Walt Disney Co (DIS)Titus Wealth Management added to a holding in The Walt Disney Co by 54.23%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $144.67. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,258 shares as of .
Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)Titus Wealth Management sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $130.07 and $147.8, with an estimated average price of $139.03.
Sold Out: Wells Fargo & Co (WFC)Titus Wealth Management sold out a holding in Wells Fargo & Co. The sale prices were between $43.38 and $50.71, with an estimated average price of $47.11.
Sold Out: Caterpillar Inc (CAT)Titus Wealth Management sold out a holding in Caterpillar Inc. The sale prices were between $113.38 and $139.64, with an estimated average price of $127.06.
Sold Out: 3M Co (MMM)Titus Wealth Management sold out a holding in 3M Co. The sale prices were between $155.75 and $179.42, with an estimated average price of $167.24.
Sold Out: PG&E Corp (PCG)Titus Wealth Management sold out a holding in PG&E Corp. The sale prices were between $10 and $23.35, with an estimated average price of $15.16.
Here is the complete portfolio of Titus Wealth Management. Also check out:
1. Titus Wealth Management's Undervalued Stocks
2. Titus Wealth Management's Top Growth Companies, and
3. Titus Wealth Management's High Yield stocks
4. Stocks that Titus Wealth Management keeps buying