0001732007-20-000002.txt : 20200518
0001732007-20-000002.hdr.sgml : 20200518
20200515220818
ACCESSION NUMBER: 0001732007-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200518
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200518
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Titus Wealth Management
CENTRAL INDEX KEY: 0001732007
IRS NUMBER: 922949997
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18667
FILM NUMBER: 20887617
BUSINESS ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE, SUITE 109
CITY: LARSKPUR
STATE: CA
ZIP: 94939
BUSINESS PHONE: 415-461-4800
MAIL ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE, SUITE 109
CITY: LARSKPUR
STATE: CA
ZIP: 94939
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001732007
XXXXXXXX
03-31-2020
03-31-2020
Titus Wealth Management
700 LARKSPUR LANDING CIRCLE, SUITE 109
LARSKPUR
CA
94939
13F HOLDINGS REPORT
028-18667
N
rosemary richard
Chief Compliance Officer
6507532064
rosemary richard
SAN MATEO
CA
05-15-2020
0
101
105893
false
INFORMATION TABLE
2
20201q.xml
ABERDEEN TOTAL DYNAMIC DIVD
COM SH BEN INT
00326L100
99
15000
SH
SOLE
0
0
15000
Amazon Com Inc
COM
023135106
1958
1004
SH
SOLE
0
0
1004
Alphabet Inc
COM
02079K305
214
184
SH
SOLE
0
0
184
APPL INC.
COM
037833100
4609
18126
SH
SOLE
0
0
18126
AT&T INC
COM
00206R102
267
9148
SH
SOLE
0
0
9148
Bank Amer Corp
COM
060505104
215
10128
SH
SOLE
0
0
10128
BERKSHIRE HATHAWAY INC DEL
CL B New
084670702
3799
20779
SH
SOLE
0
0
20779
BOEING CO
COM
097023105
592
3971
SH
SOLE
0
0
3971
CALAMOS GBL DYN INCOME FUND
COM
12811L107
748
130317
SH
SOLE
0
0
130317
CHEVRON CORP NEW
COM
166764100
756
10435
SH
SOLE
0
0
10435
CISCO SYS INC
COM
17275R102
384
9771
SH
SOLE
0
0
9771
CLOROX CO DEL
COM
189054109
644
3719
SH
SOLE
0
0
3719
COCA COLA CO
COM
191216100
252
5690
SH
SOLE
0
0
5690
COHEN & STEERS QUALITY RLTY
COM
19247L106
405
44750
SH
SOLE
0
0
44750
Consumer Discretionary
COM
81369Y407
596
6075
SH
SOLE
0
0
6075
SPDR Series Trust
S&P DIV ETF
78464A763
227
2837
SH
SOLE
0
0
2837
COSTCO WHSL CORP NEW
COM
22160K105
776
2722
SH
SOLE
0
0
2722
Docusign Inc
COM
256163106
206
2234
SH
SOLE
0
0
2234
EXXON MOBIL CORP
COM
30231G102
684
18003
SH
SOLE
0
0
18003
FORD MTR CO DEL
COM
345370860
76
15820
SH
SOLE
0
0
15820
FLAHERTY&CRMN PFD SEC INCOM
COM
338478100
404
24200
SH
SOLE
0
0
24200
FACEBOOK INC
Class A
30303M102
374
2241
SH
SOLE
0
0
2241
FIRST TR HIGH INCOME L/S FD
COM
33738E109
268
22000
SH
SOLE
0
0
22000
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
33738R506
694
27066
SH
SOLE
0
0
27066
FIRST TR EXCHANGE TRADED FD
US EQTY OPPT ETF
336920103
250
3976
SH
SOLE
0
0
3976
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
226
4678
SH
SOLE
0
0
4678
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
354
2865
SH
SOLE
0
0
2865
FIRST TR EXCHANGE TRADED FD
Multi Asset DI
33738R100
318
27100
SH
SOLE
0
0
27100
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
586
22780
SH
SOLE
0
0
22780
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
33739Q408
1246
21115
SH
SOLE
0
0
21115
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
33739Q200
626
12280
SH
SOLE
0
0
12280
FIRST TR SR FLG RTE INCM FD
COM
33733U108
248
26100
SH
SOLE
0
0
26100
GENERAL ELECTRIC CO
COM
369604103
176
22105
SH
SOLE
0
0
22105
Home Depot Inc
COM
437076102
907
4858
SH
SOLE
0
0
4858
INTEL CORP
COM
458140100
512
9456
SH
SOLE
0
0
9456
INTERNATIONAL BUSINESS MACHS
COM
459200101
473
4266
SH
SOLE
0
0
4266
INVESCO QQQ TR
UNIT SER 1
46090E103
4698
24674
SH
SOLE
0
0
24674
Ishares TR
INTL SEL DIV ETF
464288448
435
19265
SH
SOLE
0
0
19265
ISHARES TR
CORE MSCI EAFE
46432F842
5019
100605
SH
SOLE
0
0
100605
ISHARES TR
S&P 500 GRWT ETF
464287309
232
1407
SH
SOLE
0
0
1407
ISHARES TR
RUS 1000 GRW ETF
464287614
3018
20035
SH
SOLE
0
0
20035
ISHARES TR
S&P US PFD STK
464288687
714
22419
SH
SOLE
0
0
22419
ISHARES TR
NASDAQ BIOTECH
464287556
385
3575
SH
SOLE
0
0
3575
ISHARES TR
CALIF MUN BD ETF
464288356
398
6584
SH
SOLE
0
0
6584
ISHARES TR
CORE S&P500 ETF
464287200
1065
4120
SH
SOLE
0
0
4120
ISHARES TR
MSCI EMG MKT ETF
464287234
1260
36926
SH
SOLE
0
0
36926
ISHARES TR
ASIA 50 ETF
464288430
2637
47327
SH
SOLE
0
0
47327
ISHARES TR
MSCI KLD400 SOC
464288570
236
2419
SH
SOLE
0
0
2419
ISHARES TR
CORE HIGH DV ETF
46429B663
13021
181980
SH
SOLE
0
0
181980
ISHARES TR
MIN VOL EMRG MKT
464286533
4198
89466
SH
SOLE
0
0
89466
ISHARES TR
RUSSELL 2000 ETF
464287655
1621
14162
SH
SOLE
0
0
14162
ISHARES TR
I BOXX INV CP ETF
464287242
985
7974
SH
SOLE
0
0
7974
ISHARES US ETF TR
INT RT HDG C B
46431W705
369
4445
SH
SOLE
0
0
4445
ISHARES TR
RUS 1000 VAL ETF
464287598
383
3858
SH
SOLE
0
0
3858
ISHARES TR
MIN VOL EAFE ETF
46429B689
278
4474
SH
SOLE
0
0
4474
ISHARES TR
MBS ETF
464288588
300
2719
SH
SOLE
0
0
2719
ISHARES TR
CORE US AGGBD ET
464287226
237
2050
SH
SOLE
0
0
2050
ISHARES TR
CORE S&P MCP ETF
464287507
302
2099
SH
SOLE
0
0
2099
ISHARES TR
PFD AND IMCN SEC
464288687
714
22419
SH
SOLE
0
0
22419
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
8720
177054
SH
SOLE
0
0
177054
JOHNSON & JOHNSON
COM
478160104
675
5146
SH
SOLE
0
0
5146
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
301
6050
SH
SOLE
0
0
6050
JP MORGAN Chase
COM
46625H100
293
3253
SH
SOLE
0
0
3253
KINROSS Gold Corp
COM
496902404
40
10000
SH
SOLE
0
0
10000
LATTICE STRATEGIES TR
HARTFORD MLT ETF
518416102
227
10291
SH
SOLE
0
0
10291
LAZARD GLB TTL RET&INCM FD I
COM
52106W103
471
39200
SH
SOLE
0
0
39200
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
617
127580
SH
SOLE
0
0
127580
Lockheed Martin CORP
COM
539830109
231
680
SH
SOLE
0
0
680
MICROSOFT CORP
COM
594918104
1283
8132
SH
SOLE
0
0
8132
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
3138
31703
SH
SOLE
0
0
31703
Netflix Inc
COM
64110L106
248
661
SH
SOLE
0
0
661
ORACLE CORP
COM
68389X105
314
6493
SH
SOLE
0
0
6493
PACER FDS TR
TRENDP 100 ETF
69374H303
1725
49575
SH
SOLE
0
0
49575
PACER FDS TR
TRENDP US LAR CP
69374H105
2579
95500
SH
SOLE
0
0
95500
PIEDMONT OFFICE REALTY TR IN
COM CLASS A
720190206
185
10489
SH
SOLE
0
0
10489
PFIZER Inc
COM
717081103
652
19986
SH
SOLE
0
0
19986
SPDR Series Trust
Nuveen Blmbrg SR
78468R739
240
4914
SH
SOLE
0
0
4914
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
3138
31703
SH
SOLE
0
0
31703
Proshares TR
SHORT S&P 500 NE
74347B425
581
21015
SH
SOLE
0
0
21015
PROCTER AND GAMBLE CO
COM
742718109
1179
10718
SH
SOLE
0
0
10718
Select SPECTOR SPDR TR
Energy
81369Y506
235
8102
SH
SOLE
0
0
8102
SPDR S&P 500 ETF TR
TR Unit
78462F103
784
3043
SH
SOLE
0
0
3043
Sempra Energy
COM
816851109
521
4608
SH
SOLE
0
0
4608
SPDR GOLD TRUST
GOLD SHS
78463V107
676
4564
SH
SOLE
0
0
4564
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
877
2100
SH
SOLE
0
0
2100
Starbucks CORP
COM
855244109
201
3062
SH
SOLE
0
0
3062
TARGET CORP
COM
87612E106
287
3084
SH
SOLE
0
0
3084
UNITEDHEALTH GROUP INC
COM
91324P102
381
1528
SH
SOLE
0
0
1528
United States Oil Fund LP
UNITS
91232N108
87
20600
SH
SOLE
0
0
20600
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
1316
57123
SH
SOLE
0
0
57123
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
797
6186
SH
SOLE
0
0
6186
VANGUARD INTL EQUITY F
FTSE Europe ETF
922042874
2313
53433
SH
SOLE
0
0
53433
Vanguard BD INDEX FD INC
Total BND MRKT
921937835
492
5761
SH
SOLE
0
0
5761
Vanguard INDEX FNDS
S&P 500 ETF SHS
922908363
301
1273
SH
SOLE
0
0
1273
Vanguard BD INDEX FD INC
Short TRM Bond
921937827
344
4188
SH
SOLE
0
0
4188
Verizon Communications Inc
COM
92343V104
242
4511
SH
SOLE
0
0
4511
VISA INC
COM CL A
92826C839
201
1250
SH
SOLE
0
0
1250
WAL-MART STORES INC
COM
931142103
433
3814
SH
SOLE
0
0
3814
DISNEY WALT CO
COM Disney
254687106
295
4196
SH
SOLE
0
0
4196
Wells Fargo CO New
COM
949746101
229
7984
SH
SOLE
0
0
7984
WisdomTree Floating
FLOATNG RAT TREA
97717X628
370
14725
SH
SOLE
0
0
14725