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