Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TITUS WEALTH MANAGEMENT | 11-09-2022 | 06-30-2022 | 161 | 199,587,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P NORTH AMER | 151 | $280,000 | 5,680 | 0.14 | 0.12 | 1,095 | 23.88 | 06-30-2022 |
| META PLATFORMS INC | CL A | 152 | $263,000 | 1,634 | 0.13 | 0.16 | 82 | 5.28 | 06-30-2022 |
| LOCKHEED MARTIN CORP | COM | 153 | $260,000 | 606 | 0.13 | 0.16 | -185 | -23.39 | 06-30-2022 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 154 | $260,000 | 1,959 | 0.13 | 0.13 | 2 | 0.10 | 06-30-2022 |
