- New Purchases: TLT, GLD, JKH, JKI, PCG, USMV, PDM,
- Added Positions: HDV, MSFT, CMF, JPST, USA, WMT, RQI, LGI, GOOG,
- Reduced Positions: EEMV, IEFA, BRK.B, QQQ, VTI, AAPL, T, AIA, IWF, CEF, MINT, VGK, GDX, IWM, SPY, RGLD, FB, KO, DIS, DON, EEM, IVV, VZ, V, CHW, PFE, DES, CSCO, IVW, INTC, CLX, CVX, FPX, IBB, JNJ, PG, BA, CAT, PFF, JPM, IDV, SRE, AXP, VO, FNX, UNH, FDN, ORCL, GE,
- Sold Out: BND, VOO, LQD, BSV, IWD, NFLX, XLI, SHM, GG, EMD, DOW, AOD,
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- iShares Core High Dividend ETF (HDV) - 147,392 shares, 15.68% of the total portfolio. Shares added by 8134.19%
- Berkshire Hathaway Inc (BRK.B) - 20,072 shares, 11.98% of the total portfolio. Shares reduced by 7.17%
- iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 77,139 shares, 5.11% of the total portfolio. Shares reduced by 16.74%
- PowerShares QQQ Trust Ser 1 (QQQ) - 24,259 shares, 5.10% of the total portfolio. Shares reduced by 9.08%
- Apple Inc (AAPL) - 15,905 shares, 3.54% of the total portfolio. Shares reduced by 9.76%
Titus Wealth Management initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $122.21 and $132.9, with an estimated average price of $126.95. The stock is now traded at around $144.80. The impact to a portfolio due to this purchase was 3.43%. The holding were 22,971 shares as of .
New Purchase: SPDR Gold Trust (GLD)Titus Wealth Management initiated holding in SPDR Gold Trust. The purchase prices were between $119.94 and $134.2, with an estimated average price of $123.59. The stock is now traded at around $141.71. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,011 shares as of .
New Purchase: iShares Morningstar Mid-Cap Growth ETF (JKH)Titus Wealth Management initiated holding in iShares Morningstar Mid-Cap Growth ETF. The purchase prices were between $232.49 and $253.2, with an estimated average price of $241.95. The stock is now traded at around $249.89. The impact to a portfolio due to this purchase was 0.28%. The holding were 975 shares as of .
New Purchase: PG&E Corp (PCG)Titus Wealth Management initiated holding in PG&E Corp. The purchase prices were between $17.02 and $23.95, with an estimated average price of $20.09. The stock is now traded at around $12.75. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,877 shares as of .
New Purchase: iShares Morningstar Mid-Cap Value ETF (JKI)Titus Wealth Management initiated holding in iShares Morningstar Mid-Cap Value ETF. The purchase prices were between $147.74 and $160.18, with an estimated average price of $156.08. The stock is now traded at around $153.55. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,390 shares as of .
New Purchase: Piedmont Office Realty Trust Inc (PDM)Titus Wealth Management initiated holding in Piedmont Office Realty Trust Inc. The purchase prices were between $19.47 and $21.26, with an estimated average price of $20.63. The stock is now traded at around $20.14. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,489 shares as of .
Added: iShares Core High Dividend ETF (HDV)Titus Wealth Management added to a holding in iShares Core High Dividend ETF by 8134.19%. The purchase prices were between $88.8 and $95.23, with an estimated average price of $93.16. The stock is now traded at around $92.75. The impact to a portfolio due to this purchase was 15.49%. The holding were 147,392 shares as of .
Added: Microsoft Corp (MSFT)Titus Wealth Management added to a holding in Microsoft Corp by 34.74%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $138.51. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,017 shares as of .
Added: iShares California Muni Bond ETF (CMF)Titus Wealth Management added to a holding in iShares California Muni Bond ETF by 44.35%. The purchase prices were between $58.85 and $60.47, with an estimated average price of $59.68. The stock is now traded at around $61.79. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,539 shares as of .
Sold Out: Vanguard Total Bond Market ETF (BND)Titus Wealth Management sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.71 and $82.68, with an estimated average price of $80.89.
Sold Out: Vanguard S&P 500 ETF (VOO)Titus Wealth Management sold out a holding in Vanguard S&P 500 ETF. The sale prices were between $252.12 and $271.73, with an estimated average price of $264.51.
Sold Out: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)Titus Wealth Management sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The sale prices were between $118.17 and $124.37, with an estimated average price of $120.06.
Sold Out: Vanguard Short-Term Bond ETF (BSV)Titus Wealth Management sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $78.6 and $80.28, with an estimated average price of $79.28.
Sold Out: iShares Russell 1000 Value ETF (IWD)Titus Wealth Management sold out a holding in iShares Russell 1000 Value ETF. The sale prices were between $118.9 and $127.38, with an estimated average price of $124.56.
Sold Out: Netflix Inc (NFLX)Titus Wealth Management sold out a holding in Netflix Inc. The sale prices were between $336.63 and $385.03, with an estimated average price of $360.67.
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