Top 50 Titus Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | 9.55% | 189.8K | $19K | new | โ | 2022-06-30 | |
| AAPL | APPLE INC | 6.83% | 99.7K | $14K | new | โ | 2022-06-30 | |
| VNLA | JANUS DETROIT STR TR | 5.21% | 214.0K | $10K | new | โ | 2022-06-30 | |
| QQQ | INVESCO QQQ TR | 4.5% | 32.1K | $9K | new | โ | 2022-06-30 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 4.1% | 20 | $8K | new | โ | 2022-06-30 | |
| SKYY | FIRST TR EXCHANGE TRADED FD | 3.5% | 105.9K | $7K | new | โ | 2022-06-30 | |
| IEFA | ISHARES TR | 3.3% | 112.0K | $7K | new | โ | 2022-06-30 | |
| EEMV | ISHARES INC | 3.03% | 109.2K | $6K | new | โ | 2022-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 2.95% | 21.6K | $6K | new | โ | 2022-06-30 | |
| IWF | ISHARES TR | 2.72% | 24.8K | $5K | new | โ | 2022-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Titus Wealth Management reports $199.59K in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are HDV (9.6%), AAPL (6.8%) and VNLA (5.2%). Figures reflect the Q3 2022 filing.
Sign up free to track Titus Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Titus Wealth Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732007). View Titus Wealth Managementโs 13F filings on SEC