Titus Wealth Management Buys iShares Edge MSCI Min Volatility Emerging Markets , PIMCO Enhanced Short Maturity Active Exchange-Trad, Consumer Discretionary Select Sector SPDR Fund, Sells iShares 20+ Year Treasury Bond ETF, Wells Fargo, Caterpillar Inc

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Nov 18, 2019
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Investment company Titus Wealth Management (Current Portfolio) buys iShares Edge MSCI Min Volatility Emerging Markets , PIMCO Enhanced Short Maturity Active Exchange-Trad, Consumer Discretionary Select Sector SPDR Fund, iShares iBoxx $ Investment Grade Corporate Bond ET, iShares Core S&P 500 ETF, sells iShares 20+ Year Treasury Bond ETF, Wells Fargo, Caterpillar Inc, 3M Co, PG&E Corp during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Titus Wealth Management. As of 2019Q3, Titus Wealth Management owns 89 stocks with a total value of $95 million. These are the details of the buys and sells.

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
  1. iShares Core High Dividend ETF (HDV) - 173,488 shares, 17.21% of the total portfolio. Shares added by 17.71%
  2. iShares Core MSCI EAFE ETF (IEFA) - 99,875 shares, 6.42% of the total portfolio. Shares added by 11.33%
  3. iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 96,076 shares, 5.78% of the total portfolio. Shares added by 24.55%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 24,033 shares, 4.78% of the total portfolio. Shares reduced by 0.93%
  5. Berkshire Hathaway Inc (BRK.B) - 21,741 shares, 4.76% of the total portfolio. Shares added by 8.32%
New Purchase: Consumer Discretionary Select Sector SPDR Fund (XLY)

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.



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