Titus Wealth Management Reduced Holdings in Q2 2022

Titus Wealth Management

  • $200 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.53K
- 2.48%
$130.06 - $178.44 $329K - $452K
99.7K $13.6M
HDV
Ishares Core High Dividend ETF

ETFs
-375
- 0.2%
$97.13 - $109.92 $36.4K - $41.2K
190K $19.1M
VNLA
Janus Henderson Short Duration

ETFs
-14.5K
- 6.36%
$48.58 - $49.04 $706K - $712K
214K $10.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.54K
- 7.53%
$27.38 - $40.87 $124K - $186K
55.8K $1.53M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-15K
- 4.85%
$6.51 - $9.09 $97.7K - $136K
294K $2.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.02K
- 1.14%
$38.85 - $50.6 $39.7K - $51.7K
88.9K $3.63M
EEMV
Ishares Msci Emerging Markets

ETFs
-934
- 0.85%
$54.46 - $62.29 $50.9K - $58.2K
109K $6.05M
FV
First Trust Dorsey Wright Focu

ETFs
-3.77K
- 4.62%
$40.98 - $50.4 $155K - $190K
77.9K $3.23M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.06K
- 2.04%
$40.42 - $49.12 $42.7K - $51.9K
50.6K $2.07M
CVX
Chevron Corp

Energy
-969
- 7.83%
$142.43 - $181.13 $138K - $176K
11.4K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.37%
$416.43 - $608.05 $5K - $7.3K
3.27K $1.57M
AIA
Ishares S&P Asia 50 ETF

ETFs
-293
- 0.57%
$59.58 - $71.24 $17.5K - $20.9K
51.4K $3.23M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-11.5K
- 22.35%
$12.72 - $17.08 $146K - $196K
39.8K $541K
SPY
Spdr S&P 500 ETF Trust

ETFs
-102
- 3.02%
$365.86 - $456.8 $37.3K - $46.6K
3.27K $1.24M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.56K
- 17.03%
$107.41 - $121.51 $167K - $189K
7.59K $835K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-4K
- 4.81%
$9.99 - $12.98 $40K - $51.9K
79.2K $791K
INTC
Intel Corp

Technology
-1.92K
- 15.52%
$36.97 - $49.2 $71K - $94.5K
10.5K $391K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.62K
- 3.37%
$99.0 - $100.08 $160K - $162K
46.3K $4.59M
GLD
Spdr Gold Trust

ETFs
-900
- 38.51%
$168.46 - $184.65 $152K - $166K
1.44K $242K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-4.12K
- 4.88%
$5.13 - $7.62 $21.1K - $31.4K
80.2K $468K
BA
Boeing CO

Industrials
-82
- 3.05%
$115.86 - $191.18 $9.5K - $15.7K
2.61K $357K
HQL
Tekla Life Sciences Investors

Financial Services
-7.26K
- 31.96%
$13.11 - $17.02 $95.2K - $124K
15.5K $220K
GOLD
Barrick Gold Corp

Basic Materials
-1.7K
- 9.26%
$17.69 - $25.58 $30.1K - $43.5K
16.7K $295K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.64K
- 14.58%
$32.02 - $36.26 $84.7K - $95.9K
15.5K $509K
BAC
Bank Of America Corp

Financial Services
-469
- 3.7%
$31.13 - $40.9 $14.6K - $19.2K
12.2K $380K
IWD
Ishares Russell 1000 Val ETF

ETFs
-176
- 3.69%
$140.99 - $168.41 $24.8K - $29.6K
4.6K $666K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-1.5K
- 4.44%
$16.37 - $20.15 $24.6K - $30.2K
32.3K $542K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.42K
- 17.0%
$27.57 - $32.14 $66.6K - $77.6K
11.8K $333K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-995
- 12.85%
$90.1 - $94.09 $89.6K - $93.6K
6.75K $609K
FNY
First Trust Mid Cap Growth Alp
-450
- 9.78%
N/A
4.15K $227K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-205
- 16.48%
$221.34 - $312.59 $45.4K - $64.1K
1.04K $242K
IFRA
Ishares Tr

ETFs
-1.58K
- 19.89%
$32.87 - $39.92 $51.8K - $63K
6.35K $216K
WMT
Walmart Inc.

Consumer Defensive
-18
- 0.56%
$118.29 - $159.87 $2.13K - $2.88K
3.22K $392K
LMT
Lockheed Martin Corp

Industrials
-185
- 23.39%
$404.01 - $469.19 $74.7K - $86.8K
606 $260K
PAAS
Pan American Silver Corp

Basic Materials
-350
- 3.3%
$19.67 - $29.95 $6.88K - $10.5K
10.3K $202K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.41K
- 11.89%
$59.38 - $59.57 $83.6K - $83.9K
10.4K $620K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-947
- 15.94%
$75.21 - $77.95 $71.2K - $73.8K
4.99K $381K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-108
- 1.6%
$99.2 - $114.57 $10.7K - $12.4K
6.65K $676K
FNV
Franco Nevada Corp

Basic Materials
-195
- 10.0%
$131.58 - $168.01 $25.7K - $32.8K
1.76K $231K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-597
- 7.53%
$73.3 - $79.23 $43.8K - $47.3K
7.33K $552K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-70
- 1.41%
$69.6 - $87.62 $4.87K - $6.13K
4.9K $352K
VZ
Verizon Communications Inc

Communication Services
-1.37K
- 16.89%
$46.23 - $55.01 $63.4K - $75.5K
6.75K $343K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-699
- 12.38%
$75.68 - $77.74 $52.9K - $54.3K
4.95K $380K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-339
- 4.32%
$38.16 - $45.36 $12.9K - $15.4K
7.51K $293K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 6.22%
$298.72 - $351.53 $14.9K - $17.6K
754 $232K
IVE
Ishares S&P 500 Value ETF

ETFs
-75
- 4.7%
$133.27 - $158.52 $10K - $11.9K
1.52K $209K
GS
Goldman Sachs Group Inc

Financial Services
-55
- 7.43%
$279.79 - $341.06 $15.4K - $18.8K
685 $203K
XLE
Energy Sector Spdr

ETFs
-39
- 0.52%
$70.66 - $92.28 $2.76K - $3.6K
7.44K $532K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-149
- 4.05%
$60.48 - $81.27 $9.01K - $12.1K
3.53K $217K
Activity Summary
Buys All Purchases 96 New Holdings 13 Increased Positions 83 Sells All Sells 69 Reductions 53 Sold out 16 Options Calls 0 Puts 0
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