Titus Wealth Management Purchases in Q2 2022

Titus Wealth Management

  • $200 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
20
New
$402300.0 - $529000.0 $8.05M - $10.6M
20 $8.18M
SH
Proshares Short S&P500 New (De

ETFs
54.6K
New
$13.92 - $17.05 $760K - $931K
54.6K $901K
V
Visa Inc.

Financial Services
4.65K
+ 284.74%
$189.05 - $227.74 $879K - $1.06M
6.28K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
465
+ 30.82%
$452.06 - $546.01 $210K - $254K
1.97K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
3.27K
New
$95.66 - $108.57 $313K - $355K
3.27K $323K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.68K
+ 91.22%
$99.01 - $106.84 $265K - $286K
5.62K $571K
AVGO
Broadcom Inc.

Technology
499
New
$485.81 - $634.85 $242K - $317K
499 $242K
FCAL
First Tr Iii Calif Mun High In

ETFs
4.7K
New
$47.85 - $51.04 $225K - $240K
4.7K $227K
AZN
Astrazeneca PLC

Healthcare
3.4K
New
$59.26 - $71.14 $202K - $242K
3.4K $225K
MUB
Ishares National Muni Bond ETF

ETFs
2.1K
New
$104.73 - $109.51 $220K - $230K
2.1K $223K
IBM
International Business Machines Corp

Technology
1.28K
+ 27.94%
$125.98 - $142.88 $162K - $183K
5.88K $830K
TMO
Thermo Fisher Scientific Inc.

Healthcare
393
New
$500.9 - $612.21 $197K - $241K
393 $213K
GIS
General Mills Inc

Consumer Defensive
2.81K
New
$66.13 - $75.45 $186K - $212K
2.81K $212K
ITA
Ishares Tr

ETFs
2.1K
New
$93.66 - $112.65 $197K - $237K
2.1K $209K
HON
Honeywell International Inc

Industrials
1.18K
New
$173.2 - $205.85 $205K - $243K
1.18K $205K
CMCSA
Comcast Corp

Communication Services
5.23K
New
$37.91 - $48.11 $198K - $252K
5.23K $205K
PEP
Pepsico Inc

Consumer Defensive
1.21K
New
$156.12 - $177.5 $189K - $215K
1.21K $202K
AXP
American Express CO

Financial Services
2.03K
+ 105.84%
$137.5 - $188.46 $279K - $383K
3.95K $547K
LLY
Eli Lilly & CO

Healthcare
367
+ 39.21%
$278.73 - $327.27 $102K - $120K
1.3K $422K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.29K
+ 83.29%
$38.28 - $53.92 $202K - $285K
11.6K $468K
SRE
Sempra Energy

Utilities
328
+ 7.36%
$139.49 - $172.67 $45.8K - $56.6K
4.78K $719K
GOOGL
Alphabet Inc.

Communication Services
82
+ 63.57%
$105.81 - $142.97 $8.68K - $11.7K
211 $460K
GOOG
Alphabet Inc.

Communication Services
74
+ 58.73%
$105.84 - $143.64 $7.83K - $10.6K
200 $437K
XOM
Exxon Mobil Corp

Energy
185
+ 0.81%
$82.26 - $104.59 $15.2K - $19.3K
23K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
955
+ 14.09%
$50.06 - $50.26 $47.8K - $48K
7.74K $387K
LIN
Linde PLC

Basic Materials
128
+ 17.14%
$287.53 - $335.76 $36.8K - $43K
875 $252K
WFC
Wells Fargo & Company

Financial Services
2.35K
+ 34.92%
$37.43 - $49.33 $88.1K - $116K
9.09K $356K
KO
Coca Cola CO

Consumer Defensive
131
+ 2.42%
$59.07 - $66.21 $7.74K - $8.67K
5.55K $349K
JNJ
Johnson & Johnson

Healthcare
135
+ 2.6%
$168.19 - $186.01 $22.7K - $25.1K
5.32K $945K
NOW
Service Now, Inc.

Technology
120
+ 31.75%
$412.25 - $574.82 $49.5K - $69K
498 $237K
VLO
Valero Energy Corp

Energy
94
+ 3.28%
$100.74 - $145.08 $9.47K - $13.6K
2.96K $315K
UNM
Unum Group

Financial Services
82
+ 1.09%
$30.52 - $37.16 $2.5K - $3.05K
7.6K $259K
PAYX
Paychex Inc

Industrials
162
+ 8.35%
$113.0 - $141.23 $18.3K - $22.9K
2.1K $239K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.9K
+ 3.95%
$37.08 - $39.3 $145K - $153K
103K $3.85M
PFE
Pfizer Inc

Healthcare
34
+ 0.16%
$46.53 - $55.17 $1.58K - $1.88K
20.9K $1.1M
NANR
Spdr Index Shs Fds S&P North A

ETFs
1.1K
+ 23.88%
$48.34 - $61.6 $52.9K - $67.5K
5.68K $280K
PNW
Pinnacle West Capital Corp

Utilities
347
+ 11.37%
$65.92 - $80.49 $22.9K - $27.9K
3.4K $249K
ED
Consolidated Edison Inc

Utilities
29
+ 0.88%
$86.88 - $100.58 $2.52K - $2.92K
3.32K $316K
SJI
South Jersey Industries Inc

Utilities
56
+ 0.88%
$33.38 - $34.85 $1.87K - $1.95K
6.43K $220K
ABBV
Abb Vie Inc.

Healthcare
141
+ 5.35%
$137.62 - $174.96 $19.4K - $24.7K
2.78K $426K
O
Realty Income Corp

Real Estate
32
+ 1.01%
$62.79 - $74.93 $2.01K - $2.4K
3.21K $219K
CMF
Ishares California Muni Bond E

ETFs
15
+ 0.23%
$55.37 - $58.09 $831 - $871
6.48K $366K
PBA
Pembina Pipeline Corp

Energy
81
+ 1.22%
$33.23 - $42.37 $2.69K - $3.43K
6.74K $238K
TXN
Texas Instruments Inc

Technology
194
+ 13.33%
$150.2 - $182.71 $29.1K - $35.4K
1.65K $253K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.23%
$114.07 - $132.3 $570 - $662
2.16K $257K
JPM
Jpmorgan Chase & CO

Financial Services
872
+ 16.27%
$112.61 - $135.91 $98.2K - $119K
6.23K $702K
USB
Us Bancorp \De\

Financial Services
81
+ 1.79%
$45.41 - $53.07 $3.68K - $4.3K
4.61K $212K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.1%
$129.51 - $153.39 $259 - $307
1.96K $260K
XLF
Financial Sector Spdr

ETFs
265
+ 4.09%
$30.84 - $38.22 $8.17K - $10.1K
6.74K $212K
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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