home Latest News May 16, 2019 – Titus Wealth Management Buys Vanguard Total Bond Market ETF, Amazon.com Inc, Vanguard High Dividend Yield, Sells iShares Core High Dividend, Vanguard FTSE Emerging Markets, PG&E Corp – GuruFocus.com

May 16, 2019 – Titus Wealth Management Buys Vanguard Total Bond Market ETF, Amazon.com Inc, Vanguard High Dividend Yield, Sells iShares Core High Dividend, Vanguard FTSE Emerging Markets, PG&E Corp – GuruFocus.com

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Investment company Titus Wealth Management buys Vanguard Total Bond Market ETF, Amazon.com Inc, Vanguard High Dividend Yield, AT&T Inc, Biogen Inc, Valero Energy Corp, Netflix Inc, iShares International Select Dividend, Vanguard Mid-Cap, WisdomTree U.S. SmallCap Dividend Fund, SPDR S&P 500, iShares Preferred and Income Securities ETF, First Trust Enhanced Short Maturity ETF, WisdomTree U.S. MidCap Dividend Fund, Oracle Corp, sells iShares Core High Dividend, Vanguard FTSE Emerging Markets, PG&E Corp, Bank of America Corporation, iShares iBoxx $ Investment Grade Corporate Bond, JPMorgan Ultra-Short Income, SPDR Select Sector Fund – Industrial during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Titus Wealth Management. As of 2019Q1, Titus Wealth Management owns 90 stocks with a total value of $101 million. These are the details of the buys and sells.

For the details of Titus Wealth Management’s stock buys and sells, go to https://www.gurufocus.com/guru/titus+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Titus Wealth Management

  1. iShares Core High Dividend (HDV) – 1,790 shares, 15.88% of the total portfolio. Shares reduced by 98.96%
  2. Berkshire Hathaway Inc (BRK.B) – 21,622 shares, 10.31% of the total portfolio. Shares reduced by 5.28%
  3. iShares Core MSCI EAFE (IEFA) – 103,371 shares, 6.25% of the total portfolio. Shares reduced by 4.16%
  4. iShares Edge MSCI Min Vol Emerging Markets (EEMV) – 92,651 shares, 5.47% of the total portfolio. Shares added by 2.60%
  5. Invesco QQQ Trust Series 1 (QQQ) – 26,681 shares, 4.77% of the total portfolio. Shares reduced by 7.03%

New Purchase: Vanguard Total Bond Market ETF (BND)

Titus Wealth Management initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $81.18. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,248 shares as of .

New Purchase: Vanguard High Dividend Yield (VYM)

Titus Wealth Management initiated holding in Vanguard High Dividend Yield. The purchase prices were between $76.7 and $86.72, with an estimated average price of $83.44. The stock is now traded at around $86.35. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,619 shares as of .

New Purchase: Biogen Inc (BIIB)

Titus Wealth Management initiated holding in Biogen Inc. The purchase prices were between $216.71 and $338.96, with an estimated average price of $315.3. The stock is now traded at around $232.69. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,100 shares as of .

New Purchase: Valero Energy Corp (VLO)

Titus Wealth Management initiated holding in Valero Energy Corp. The purchase prices were between $74.2 and $87.82, with an estimated average price of $82.53. The stock is now traded at around $84.33. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,991 shares as of .

New Purchase: iShares International Select Dividend (IDV)

Titus Wealth Management initiated holding in iShares International Select Dividend. The purchase prices were between $28.33 and $31.83, with an estimated average price of $30.55. The stock is now traded at around $30.79. The impact to a portfolio due to this purchase was 0.25%. The holding were 8,278 shares as of .

New Purchase: Netflix Inc (NFLX)

Titus Wealth Management initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $358.00. The impact to a portfolio due to this purchase was 0.25%. The holding were 706 shares as of .

Added: Amazon.com Inc (AMZN)

Titus Wealth Management added to a holding in Amazon.com Inc by 29.25%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1905.29. The impact to a portfolio due to this purchase was 0.34%. The holding were 844 shares as of .

Added: AT&T Inc (T)

Titus Wealth Management added to a holding in AT&T Inc by 784.61%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.58. The impact to a portfolio due to this purchase was 0.26%. The holding were 92,212 shares as of .

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

Titus Wealth Management added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 68.92%. The purchase prices were between $24.39 and $28.74, with an estimated average price of $27.24. The stock is now traded at around $27.66. The impact to a portfolio due to this purchase was 0.19%. The holding were 16,644 shares as of .

Added: SPDR S&P 500 (SPY)

Titus Wealth Management added to a holding in SPDR S&P 500 by 22.58%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $287.70. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,501 shares as of .

Added: iShares Preferred and Income Securities ETF (PFF)

Titus Wealth Management added to a holding in iShares Preferred and Income Securities ETF by 22.66%. The purchase prices were between $34.23 and $36.63, with an estimated average price of $35.9. The stock is now traded at around $36.65. The impact to a portfolio due to this purchase was 0.14%. The holding were 20,698 shares as of .

Added: First Trust Enhanced Short Maturity ETF (FTSM)

Titus Wealth Management added to a holding in First Trust Enhanced Short Maturity ETF by 27.06%. The purchase prices were between $59.84 and $60.09, with an estimated average price of $59.97. The stock is now traded at around $60.09. The impact to a portfolio due to this purchase was 0.13%. The holding were 10,165 shares as of .

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Titus Wealth Management sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $37.67 and $43.15, with an estimated average price of $41.12.

Sold Out: PG&E Corp (PCG)

Titus Wealth Management sold out a holding in PG&E Corp. The sale prices were between $6.36 and $24.4, with an estimated average price of $16.19.

Here is the complete portfolio of Titus Wealth Management. Also check out:

1. Titus Wealth Management’s Undervalued Stocks
2. Titus Wealth Management’s Top Growth Companies, and
3. Titus Wealth Management’s High Yield stocks
4. Stocks that Titus Wealth Management keeps buying