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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 51 | $771,000 | 5,605 | 0.39 | 0.47 | 0 | 0.00 | 06-30-2022 |
| NVIDIA CORPORATION | COM | 52 | $744,000 | 4,910 | 0.37 | 0.46 | 1,173 | 31.39 | 06-30-2022 |
| ISHARES TR | CORE S&P MCP ETF | 53 | $740,000 | 3,271 | 0.37 | 0.39 | 33 | 1.02 | 06-30-2022 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 54 | $737,000 | 5,134 | 0.37 | 0.37 | 9 | 0.18 | 06-30-2022 |
