Titus Wealth Management current holdings: USA Stocks
Titus Wealth Management reported $0.06 billion in share positions in stocks (listed in the US), 75 positions, in its Form 13F for the quarter ended 2022-06-30; the largest are AAPL, BRKB, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 99,735; Value $13,636,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 21,597; Value $5,896,000.
- MSFT: Country of operation United States; Class COM; Shares 10,983; Value $2,821,000.
- AMZN: Country of operation United States; Class COM; Shares 25,076; Value $2,663,000.
Form 13F-HR as filed (SEC CIK 1732007): quarter ended 2022-06-30, filed 2022-11-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 99,735 | $13,636,000 | 22.83% | 2022-06-30 | 2022-11-09 | |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 21,597 | $5,896,000 | 9.87% | 2022-06-30 | 2022-11-09 | ||
| MSFT MICROSOFT CORP | United States | COM | 10,983 | $2,821,000 | 4.72% | 2022-06-30 | 2022-11-09 | +98.17% |
| AMZN AMAZON COM INC | United States | COM | 25,076 | $2,663,000 | 4.46% | 2022-06-30 | 2022-11-09 | +132.25% |
| XOMXXXX EXXON MOBIL CORP | COM | 23,003 | $1,970,000 | 3.30% | 2022-06-30 | 2022-11-09 | ||
| CVX CHEVRON CORP NEW | United States | COM | 11,413 | $1,652,000 | 2.77% | 2022-06-30 | 2022-11-09 | +41.17% |
| COST COSTCO WHSL CORP NEW | United States | COM | 3,268 | $1,566,000 | 2.62% | 2022-06-30 | 2022-11-09 | +92.91% |
| PG PROCTER AND GAMBLE CO | United States | COM | 10,487 | $1,508,000 | 2.53% | 2022-06-30 | 2022-11-09 | +3.15% |
| HD HOME DEPOT INC | United States | COM | 4,806 | $1,318,000 | 2.21% | 2022-06-30 | 2022-11-09 | +5.02% |
| V VISA INC | United States | COM CL A | 6,279 | $1,236,000 | 2.07% | 2022-06-30 | 2022-11-09 | +85.83% |
| PFE PFIZER INC | United States | COM | 20,905 | $1,096,000 | 1.84% | 2022-06-30 | 2022-11-09 | -45.22% |
| TSLA TESLA INC | United States | COM | 1,617 | $1,089,000 | 1.82% | 2022-06-30 | 2022-11-09 | +57.19% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 1,974 | $1,014,000 | 1.70% | 2022-06-30 | 2022-11-09 | -27.00% |
| JNJ JOHNSON & JOHNSON | United States | COM | 5,323 | $945,000 | 1.58% | 2022-06-30 | 2022-11-09 | +50.74% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 5,879 | $830,000 | 1.39% | 2022-06-30 | 2022-11-09 | +55.81% |
| NVDA NVIDIA CORPORATION | United States | COM | 4,910 | $744,000 | 1.25% | 2022-06-30 | 2022-11-09 | +1398.75% |
| CEF SPROTT PHYSICAL GOLD & SILVE | Canada | TR UNIT | 42,865 | $721,000 | 1.21% | 2022-06-30 | 2022-11-09 | +149.11% |
| SRE SEMPRA | United States | COM | 4,783 | $719,000 | 1.20% | 2022-06-30 | 2022-11-09 | +4.05% |
| JPM JPMORGAN CHASE & CO | United States | COM | 6,233 | $702,000 | 1.18% | 2022-06-30 | 2022-11-09 | +197.47% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 1,444 | $687,000 | 1.15% | 2022-06-30 | 2022-11-09 | +285.47% | |
| AXP AMERICAN EXPRESS CO | United States | COM | 3,948 | $547,000 | 0.92% | 2022-06-30 | 2022-11-09 | +120.31% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 2,674 | $488,000 | 0.82% | 2022-06-30 | 2022-11-09 | -48.54% |
| ORCL ORACLE CORP | United States | COM | 6,734 | $471,000 | 0.79% | 2022-06-30 | 2022-11-09 | +97.21% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 211 | $460,000 | 0.77% | 2022-06-30 | 2022-11-09 | +212.89% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 200 | $437,000 | 0.73% | 2022-06-30 | 2022-11-09 | +208.42% |
| CLX CLOROX CO DEL | United States | COM | 3,096 | $436,000 | 0.73% | 2022-06-30 | 2022-11-09 | -42.12% |
| ABBV ABBVIE INC | United States | COM | 2,778 | $426,000 | 0.71% | 2022-06-30 | 2022-11-09 | +71.91% |
| LLY LILLY ELI & CO | United States | COM | 1,303 | $422,000 | 0.71% | 2022-06-30 | 2022-11-09 | +265.37% |
| T AT&T INC | United States | COM | 19,772 | $414,000 | 0.69% | 2022-06-30 | 2022-11-09 | +16.79% |
| WMT WALMART INC | United States | COM | 3,220 | $392,000 | 0.66% | 2022-06-30 | 2022-11-09 | +163.53% |
| INTC INTEL CORP | United States | COM | 10,454 | $391,000 | 0.65% | 2022-06-30 | 2022-11-09 | +209.89% |
| BAC BK OF AMERICA CORP | United States | COM | 12,191 | $380,000 | 0.64% | 2022-06-30 | 2022-11-09 | +76.55% |
| CAT CATERPILLAR INC | United States | COM | 2,060 | $368,000 | 0.62% | 2022-06-30 | 2022-11-09 | +362.43% |
| BA BOEING CO | United States | COM | 2,608 | $357,000 | 0.60% | 2022-06-30 | 2022-11-09 | +37.27% |
| WFC WELLS FARGO CO NEW | United States | COM | 9,092 | $356,000 | 0.60% | 2022-06-30 | 2022-11-09 | +105.46% |
| DOW DOW INC | United States | COM | 6,825 | $352,000 | 0.59% | 2022-06-30 | 2022-11-09 | -46.50% |
| KO COCA COLA CO | United States | COM | 5,548 | $349,000 | 0.58% | 2022-06-30 | 2022-11-09 | +38.04% |
| TGT TARGET CORP | United States | COM | 2,454 | $347,000 | 0.58% | 2022-06-30 | 2022-11-09 | +10.76% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 6,749 | $343,000 | 0.57% | 2022-06-30 | 2022-11-09 | -9.40% |
| AEM AGNICO EAGLE MINES LTD | COM | 7,373 | $337,000 | 0.56% | 2022-06-30 | 2022-11-09 | +306.10% | |
| DIS DISNEY WALT CO | United States | COM | 3,457 | $326,000 | 0.55% | 2022-06-30 | 2022-11-09 | +11.66% |
| MRK MERCK & CO INC | United States | COM | 3,573 | $326,000 | 0.55% | 2022-06-30 | 2022-11-09 | +63.74% |
| DOCU DOCUSIGN INC | United States | COM | 5,666 | $325,000 | 0.54% | 2022-06-30 | 2022-11-09 | +16.73% |
| PM PHILIP MORRIS INTL INC | United States | COM | 3,272 | $323,000 | 0.54% | 2022-06-30 | 2022-11-09 | +96.37% |
| ED CONSOLIDATED EDISON INC | United States | COM | 3,320 | $316,000 | 0.53% | 2022-06-30 | 2022-11-09 | +8.65% |
| VLO VALERO ENERGY CORP | United States | COM | 2,962 | $315,000 | 0.53% | 2022-06-30 | 2022-11-09 | +264.81% |
| AI C3 AI INC | United States | CL A | 17,225 | $315,000 | 0.53% | 2022-06-30 | 2022-11-09 | -43.37% |
| AMAT APPLIED MATLS INC | United States | COM | 3,422 | $311,000 | 0.52% | 2022-06-30 | 2022-11-09 | +462.77% |
| CSCO CISCO SYS INC | United States | COM | 6,673 | $285,000 | 0.48% | 2022-06-30 | 2022-11-09 | +150.80% |
| META META PLATFORMS INC | United States | CL A | 1,634 | $263,000 | 0.44% | 2022-06-30 | 2022-11-09 | +358.16% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 606 | $260,000 | 0.44% | 2022-06-30 | 2022-11-09 | +19.13% |
| UNM UNUM GROUP | United States | COM | 7,602 | $259,000 | 0.43% | 2022-06-30 | 2022-11-09 | +159.38% |
| DE DEERE & CO | United States | COM | 862 | $258,000 | 0.43% | 2022-06-30 | 2022-11-09 | +127.23% |
| SAM BOSTON BEER INC | United States | CL A | 845 | $256,000 | 0.43% | 2022-06-30 | 2022-11-09 | -46.37% |
| TXN TEXAS INSTRS INC | United States | COM | 1,649 | $253,000 | 0.42% | 2022-06-30 | 2022-11-09 | +83.33% |
| PNW PINNACLE WEST CAP CORP | United States | COM | 3,400 | $249,000 | 0.42% | 2022-06-30 | 2022-11-09 | +27.74% |
| AVGO BROADCOM INC | United States | COM | 499 | $242,000 | 0.41% | 2022-06-30 | 2022-11-09 | +630.96% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 1,437 | $242,000 | 0.41% | 2022-06-30 | 2022-11-09 | +127.29% |
| PAYX PAYCHEX INC | United States | COM | 2,102 | $239,000 | 0.40% | 2022-06-30 | 2022-11-09 | -12.79% |
| PBA PEMBINA PIPELINE CORP | COM | 6,739 | $238,000 | 0.40% | 2022-06-30 | 2022-11-09 | +25.97% | |
| NOW SERVICENOW INC | United States | COM | 498 | $237,000 | 0.40% | 2022-06-30 | 2022-11-09 | +36.63% |
| SNOW SNOWFLAKE INC | United States | CL A | 1,674 | $233,000 | 0.39% | 2022-06-30 | 2022-11-09 | +137.53% |
| FNV FRANCO NEV CORP | COM | 1,755 | $231,000 | 0.39% | 2022-06-30 | 2022-11-09 | +88.43% | |
| PRU PRUDENTIAL FINL INC | United States | COM | 2,400 | $230,000 | 0.39% | 2022-06-30 | 2022-11-09 | +20.26% |
| KR KROGER CO | United States | COM | 4,780 | $226,000 | 0.38% | 2022-06-30 | 2022-11-09 | +28.44% |
| O REALTY INCOME CORP | United States | COM | 3,214 | $219,000 | 0.37% | 2022-06-30 | 2022-11-09 | -19.22% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 393 | $213,000 | 0.36% | 2022-06-30 | 2022-11-09 | +25.09% |
| USB US BANCORP DEL | United States | COM NEW | 4,611 | $212,000 | 0.35% | 2022-06-30 | 2022-11-09 | +26.34% |
| GIS GENERAL MLS INC | United States | COM | 2,811 | $212,000 | 0.35% | 2022-06-30 | 2022-11-09 | -55.18% |
| HONZZZZ HONEYWELL INTL INC | COM | 1,181 | $205,000 | 0.34% | 2022-06-30 | 2022-11-09 | ||
| CMCSA COMCAST CORP NEW | United States | CL A | 5,228 | $205,000 | 0.34% | 2022-06-30 | 2022-11-09 | -41.27% |
| F FORD MTR CO DEL | United States | COM | 18,406 | $205,000 | 0.34% | 2022-06-30 | 2022-11-09 | +10.51% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 685 | $203,000 | 0.34% | 2022-06-30 | 2022-11-09 | +208.48% |
| PAAS PAN AMERN SILVER CORP | COM | 10,250 | $202,000 | 0.34% | 2022-06-30 | 2022-11-09 | +134.57% | |
| PEP PEPSICO INC | United States | COM | 1,209 | $202,000 | 0.34% | 2022-06-30 | 2022-11-09 | -22.78% |
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