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Titus Wealth Management 13F Portfolio

Portfolio Manager
Titus Wealth Management
Performance
0% (N/A)
AUM (13F)
$199.59K
# of Holdings
161
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Titus Wealth Management Holdings Map

Top 50 Titus Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HDV
ISHARES TR
9.55%189.8K$19Knew2022-Q3: 189.8K sharesโ€”2022-06-30
AAPL
APPLE INC
6.83%99.7K$14Knew2022-Q3: 99.7K sharesโ€”2022-06-30
VNLA
JANUS DETROIT STR TR
5.21%214.0K$10Knew2022-Q3: 214.0K sharesโ€”2022-06-30
QQQ
INVESCO QQQ TR
4.5%32.1K$9Knew2022-Q3: 32.1K sharesโ€”2022-06-30
BRKA
BERKSHIRE HATHAWAY INC DEL
4.1%20$8Knew2022-Q3: 20 sharesโ€”2022-06-30
SKYY
FIRST TR EXCHANGE TRADED FD
3.5%105.9K$7Knew2022-Q3: 105.9K sharesโ€”2022-06-30
IEFA
ISHARES TR
3.3%112.0K$7Knew2022-Q3: 112.0K sharesโ€”2022-06-30
EEMV
ISHARES INC
3.03%109.2K$6Knew2022-Q3: 109.2K sharesโ€”2022-06-30
BRKB
BERKSHIRE HATHAWAY INC DEL
2.95%21.6K$6Knew2022-Q3: 21.6K sharesโ€”2022-06-30
IWF
ISHARES TR
2.72%24.8K$5Knew2022-Q3: 24.8K sharesโ€”2022-06-30

About Titus Wealth Managementโ€™s portfolio

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.

Portfolio concentration

Portfolio concentration
HDV โ€” 11.8% ($19.1K)AAPL โ€” 8.5% ($13.6K)VNLA โ€” 6.5% ($10.4K)QQQ โ€” 5.6% ($9.0K)BRKA โ€” 5.1% ($8.2K)SKYY โ€” 4.3% ($7.0K)IEFA โ€” 4.1% ($6.6K)EEMV โ€” 3.8% ($6.1K)BRKB โ€” 3.7% ($5.9K)IWF โ€” 3.4% ($5.4K)Other โ€” 43.3% ($69.7K)
57%in top 10
  • HDV11.8%
  • AAPL8.5%
  • VNLA6.5%
  • QQQ5.6%
  • BRKA5.1%
  • SKYY4.3%
  • IEFA4.1%
  • EEMV3.8%
  • BRKB3.7%
  • IWF3.4%
  • Other43.3%

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Source filings

Holdings on this page are parsed from Titus Wealth Managementโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732007). View Titus Wealth Managementโ€™s 13F filings on SEC

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