0001732007-20-000004.txt : 20200814 0001732007-20-000004.hdr.sgml : 20200814 20200814143800 ACCESSION NUMBER: 0001732007-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201104147 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 false false 0001732007 XXXXXXXX 06-30-2020 06-30-2020 Titus Wealth Management

700 LARKSPUR LANDING CIRCLE, SUITE 109 LARSKPUR CA 94939

13F HOLDINGS REPORT 028-18667 N rosemary richard 6508321870 Rosemary Richard San Mateo CA 08-14-2020 0 111 126946 false INFORMATION TABLE 2 20202Q.xml 13F2020Q2 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 117 15250 SH SOLE 0 0 15250 Amazon Com Inc COM 023135106 2847 1032 SH SOLE 0 0 1032 Alibaba group Holdings LTD Sponsored ADS 01609w102 205 952 SH SOLE 0 0 952 Alphabet Inc COM 02079K305 269 190 SH SOLE 0 0 190 APPL INC. COM 037833100 6940 19024 SH SOLE 0 0 19024 AT&T INC COM 00206R102 329 10899 SH SOLE 0 0 10899 Bank Amer Corp COM 060505104 241 10138 SH SOLE 0 0 10138 BERKSHIRE HATHAWAY INC DEL CL B New 084670702 3509 19655 SH SOLE 0 0 19655 BOEING CO COM 097023105 405 2208 SH SOLE 0 0 2208 CALAMOS GBL DYN INCOME FUND COM 12811L107 1029 140817 SH SOLE 0 0 140817 CHEVRON CORP NEW COM 166764100 1006 11272 SH SOLE 0 0 11272 CISCO SYS INC COM 17275R102 365 7832 SH SOLE 0 0 7832 Citigroup inc COM New 172967424 215 4198 SH SOLE 0 0 4198 CLOROX CO DEL COM 189054109 777 3544 SH SOLE 0 0 3544 COCA COLA CO COM 191216100 248 5540 SH SOLE 0 0 5540 COHEN & STEERS QUALITY RLTY COM 19247L106 434 39750 SH SOLE 0 0 39750 Consumer Discretionary COM 81369Y407 766 6000 SH SOLE 0 0 6000 SPDR Series Trust S&P DIV ETF 78464A763 259 2843 SH SOLE 0 0 2843 Colombia Seligm Prem Tech GR COM 19842X109 222 10120 SH SOLE 0 0 10120 COSTCO WHSL CORP NEW COM 22160K105 901 2970 SH SOLE 0 0 2970 Docusign Inc COM 256163106 603 3499 SH SOLE 0 0 3499 Lilly Eli & Co COM 532457108 203 1236 SH SOLE 0 0 1236 EXXON MOBIL CORP COM 30231G102 809 18089 SH SOLE 0 0 18089 FORD MTR CO DEL COM 345370860 103 16920 SH SOLE 0 0 16920 FLAHERTY&CRMN PFD SEC INCOM COM 338478100 529 26300 SH SOLE 0 0 26300 FACEBOOK INC Class A 30303M102 484 2131 SH SOLE 0 0 2131 FIRST TR HIGH INCOME L/S FD COM 33738E109 259 19500 SH SOLE 0 0 19500 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 790 25613 SH SOLE 0 0 25613 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 333 3976 SH SOLE 0 0 3976 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 280 4478 SH SOLE 0 0 4478 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 470 2757 SH SOLE 0 0 2757 First Tr Exchange Traded FD Cloud Computing 33734X192 3753 50375 SH SOLE 0 0 50375 FIRST TR EXCHANGE TRADED FD Multi Asset DI 33738R100 371 27100 SH SOLE 0 0 27100 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 733 22780 SH SOLE 0 0 22780 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 1165 19415 SH SOLE 0 0 19415 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 428 8280 SH SOLE 0 0 8280 FIRST TR SR FLG RTE INCM FD COM 33733U108 256 23500 SH SOLE 0 0 23500 GENERAL ELECTRIC CO COM 369604103 142 20855 SH SOLE 0 0 20855 Home Depot Inc COM 437076102 1200 4791 SH SOLE 0 0 4791 INTEL CORP COM 458140100 567 9478 SH SOLE 0 0 9478 INTERNATIONAL BUSINESS MACHS COM 459200101 509 4216 SH SOLE 0 0 4216 INVESCO QQQ TR UNIT SER 1 46090E103 5988 24186 SH SOLE 0 0 24186 ETF MANGERS Tr Prime Mobile Pay 26924G409 298 6080 SH SOLE 0 0 6080 Ishares TR INTL SEL DIV ETF 464288448 498 19816 SH SOLE 0 0 19816 ISHARES TR CORE MSCI EAFE 46432F842 5783 101165 SH SOLE 0 0 101165 ISHARES TR S&P 500 GRWT ETF 464287309 310 1495 SH SOLE 0 0 1495 ISHARES TR RUS 1000 GRW ETF 464287614 3861 20115 SH SOLE 0 0 20115 ISHARES TR NASDAQ BIOTECH 464287556 499 3648 SH SOLE 0 0 3648 ISHARES TR CALIF MUN BD ETF 464288356 410 6600 SH SOLE 0 0 6600 ISHARES TR CORE S&P500 ETF 464287200 1241 4008 SH SOLE 0 0 4008 ISHARES TR MSCI EMG MKT ETF 464287234 1475 36880 SH SOLE 0 0 36880 ISHARES TR ASIA 50 ETF 464288430 2990 46063 SH SOLE 0 0 46063 ISHARES TR MSCI KLD400 SOC 464288570 286 2423 SH SOLE 0 0 2423 ISHARES TR CORE HIGH DV ETF 46429B663 14603 179955 SH SOLE 0 0 179955 ISHARES TR MIN VOL EMRG MKT 464286533 4585 88165 SH SOLE 0 0 88165 ISHARES TR RUSSELL 2000 ETF 464287655 1990 13899 SH SOLE 0 0 13899 ISHARES TR I BOXX INV CP ETF 464287242 1155 8586 SH SOLE 0 0 8586 ISHARES US ETF TR INT RT HDG C B 46431W705 397 4420 SH SOLE 0 0 4420 ISHARES TR RUS 1000 VAL ETF 464287598 458 4064 SH SOLE 0 0 4064 ISHARES TR MIN VOL EAFE ETF 46429B689 296 4481 SH SOLE 0 0 4481 ISHARES TR MBS ETF 464288588 232 2098 SH SOLE 0 0 2098 ISHARES TR MRGSTR MD CP GRW 464288307 264 900 SH SOLE 0 0 900 ISHARES TR CORE US AGGBD ET 464287226 245 2072 SH SOLE 0 0 2072 ISHARES TR CORE S&P MCP ETF 464287507 376 2115 SH SOLE 0 0 2115 ISHARES TR PFD AND IMCN SEC 464288687 633 18286 SH SOLE 0 0 18286 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 10135 201645 SH SOLE 0 0 201645 JOHNSON & JOHNSON COM 478160104 727 5171 SH SOLE 0 0 5171 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 233 4600 SH SOLE 0 0 4600 JP MORGAN Chase COM 46625H100 376 3999 SH SOLE 0 0 3999 Kirkland Lake gold LTD COM 49741E100 247 6000 SH SOLE 0 0 6000 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 258 10463 SH SOLE 0 0 10463 LAZARD GLB TTL RET&INCM FD I COM 52106W103 561 39800 SH SOLE 0 0 39800 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 793 138702 SH SOLE 0 0 138702 Lockheed Martin CORP COM 539830109 248 680 SH SOLE 0 0 680 MICROSOFT CORP COM 594918104 1819 8940 SH SOLE 0 0 8940 Netflix Inc COM 64110L106 305 671 SH SOLE 0 0 671 ORACLE CORP COM 68389X105 348 6293 SH SOLE 0 0 6293 PACER FDS TR TRENDP 100 ETF 69374H303 2116 49575 SH SOLE 0 0 49575 PACER FDS TR TRENDP US LAR CP 69374H105 2685 98750 SH SOLE 0 0 98750 PIEDMONT OFFICE REALTY TR IN COM CLASS A 720190206 174 10489 SH SOLE 0 0 10489 PFIZER Inc COM 717081103 652 19930 SH SOLE 0 0 19930 SPDR Series Trust Nuveen Blmbrg SR 78468R739 245 4914 SH SOLE 0 0 4914 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4266 41948 SH SOLE 0 0 41948 Proshares TR SHORT S&P 500 NE 74347B425 328 14650 SH SOLE 0 0 14650 PROSHARES TR Long Online Shrt 74347B375 367 5050 SH SOLE 0 0 5050 PROCTER AND GAMBLE CO COM 742718109 1254 10478 SH SOLE 0 0 10478 Royal Gold inc COM 780287108 547 4400 SH SOLE 0 0 4400 SPDR S&P 500 ETF TR TR Unit 78462F103 776 2516 SH SOLE 0 0 2516 Sempra Energy COM 816851109 540 4608 SH SOLE 0 0 4608 SPDR GOLD TRUST GOLD SHS 78463V107 764 4564 SH SOLE 0 0 4564 SPDR SER TR Portfolio Sh TSR 78468R101 411 13387 SH SOLE 0 0 13387 SPDR DOW JONES INDL Average UT SER 1 78467X109 204 790 SH SOLE 0 0 790 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 796 47105 SH SOLE 0 0 47105 Servicenow inc COM 81762P102 215 530 SH SOLE 0 0 530 TARGET CORP COM 87612E106 382 3184 SH SOLE 0 0 3184 Tesla Inc COM 8816or101 256 237 SH SOLE 0 0 237 Texas Instrs Inc COM 882508104 202 1590 SH SOLE 0 0 1590 UNITEDHEALTH GROUP INC COM 91324P102 451 1528 SH SOLE 0 0 1528 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2021 55098 SH SOLE 0 0 55098 VANGUARD INDEX FDS TOTAL STK MKT 922908769 990 6323 SH SOLE 0 0 6323 VANGUARD INTL EQUITY F FTSE Europe ETF 922042874 2670 53042 SH SOLE 0 0 53042 Vanguard BD INDEX FD INC Total BND MRKT 921937835 502 5686 SH SOLE 0 0 5686 Vanguard INDEX FNDS S&P 500 ETF SHS 922908363 329 1162 SH SOLE 0 0 1162 Vanguard BD INDEX FD INC Short TRM Bond 921937827 348 4188 SH SOLE 0 0 4188 Verizon Communications Inc COM 92343V104 251 4562 SH SOLE 0 0 4562 VISA INC COM CL A 92826C839 243 1258 SH SOLE 0 0 1258 WAL-MART STORES INC COM 931142103 444 3710 SH SOLE 0 0 3710 DISNEY WALT CO COM Disney 254687106 323 2897 SH SOLE 0 0 2897 Western Assets Emerging Mkts COM 95766A101 179 14500 SH SOLE 0 0 14500 Wells Fargo CO New COM 949746101 233 9095 SH SOLE 0 0 9095 WisdomTree Floating FLOATNG RAT TREA 97717X628 788 31350 SH SOLE 0 0 31350