Titus Wealth Management Portfolio Holdings

Titus Wealth Management

  • $200 Million
  • Q2 2022

Titus Wealth Management has filed its 13F form on November 09, 2022 for Q2 2022 where it was disclosed a total value porftolio of $200 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core High Dividend ETF with a value of $19.1M, Apple Inc. with a value of $13.6M, Janus Henderson Short Duration with a value of $10.4M, Invesco Qqq Trust, Series 1 with a value of $8.99M, and Berkshire Hathaway Inc with a value of $8.18M.

Examining the 13F form we can see an decrease of $22.3M in the current position value, from $222M to 200M. Also it can be appreciated an additional of 13 stocks purchases and 16 closed positions.

Titus Wealth Management is based out at Larskpur, CA

Below you can find more details about Titus Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $122 Million
Financial Services: $27.6 Million
Technology: $21.8 Million
Consumer Defensive: $5.82 Million
Consumer Cyclical: $5.28 Million
Healthcare: $4.67 Million
Energy: $4.18 Million
Communication Services: $2.45 Million
Other: $5.57 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82B
$315,000 0.16% of portfolio
17,225
Q2 2022 Reduced 42.23%
$3.21B
$256,000 0.13% of portfolio
845
Q2 2022 Added 2.42%
$4.57B
$202,000 0.1% of portfolio
10,250
Q2 2022 Reduced 3.3%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $200 Million
  • Prior Value $222 Million
  • Filing
  • Period Q2 2022
  • Filing Date November 09, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 13 stocks
  • Additional Purchases 83 stocks
  • Sold out of 16 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Titus Wealth Management Portfolio

Follow Titus Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email