TITLEIST ASSET MANAGEMENT, LLC Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$539.5M

Holdings

220

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
VOVANGUARD MID-CAP ETF
$898K
TDOCTELADOC HEALTH INC COM
$866K
BACBANK AMERICA CORP COM
$841K
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$825K
AQLTISHARES SELECT DIVIDEND ETF
$820K
PINSPINTEREST INC CL A
$819K
SNOWSNOWFLAKE INC CL A
$775K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$769K
HALHALLIBURTON CO COM
$750K
DASHDOORDASH INC CL A
$748K
AEPAMERICAN ELEC PWR CO INC COM
$744K
EOGEOG RES INC COM
$741K
MMITIQ MACKAY MUNICIPAL INTERMEDIATE ETF
$736K
LMTLOCKHEED MARTIN CORP COM
$725K
ONONON HLDG AG NAMEN AKT A
$689K
QCOMQUALCOMM INC COM
$683K
NEENEXTERA ENERGY INC COM
$680K
MDTMEDTRONIC PLC SHS
$673K
PATHUIPATH INC CL A
$659K
ADIANALOG DEVICES INC COM
$659K
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
$659K
IWFISHARES RUSSELL 1000 GROWTH ETF
$649K
RHCRH PLC ORD
$639K
WMTWALMART INC COM
$623K
KMIKINDER MORGAN INC DEL COM
$623K
ALBALBEMARLE CORP COM
$620K
FEFIRSTENERGY CORP COM
$616K
CHPTCHARGEPOINT HOLDINGS INC COM CL A
$615K
MOALTRIA GROUP INC COM
$611K
DWDMORGAN STANLEY COM NEW
$609K
MURMURPHY OIL CORP COM
$609K
CFRCULLEN FROST BANKERS INC COM
$560K
PYPLPAYPAL HLDGS INC COM
$547K
GPCGENUINE PARTS CO COM
$538K
GPIGROUP 1 AUTOMOTIVE INC COM
$522K
MUBISHARES NATIONAL MUNI BOND ETF
$521K
UBERUBER TECHNOLOGIES INC COM
$513K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$506K
CCOCAMECO CORP COM
$503K
XLUUTILITIES SELECT SECTOR SPDR FUND
$493K
HDHOME DEPOT INC COM
$480K
KRKROGER CO COM
$475K
VGLTVANGUARD LONG-TERM TREASURY ETF
$465K
SPGSIMON PPTY GROUP INC NEW COM
$457K
IWDISHARES RUSSELL 1000 VALUE ETF
$444K
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
$443K
MCDMCDONALDS CORP COM
$439K
TRVCCITIGROUP INC COM NEW
$430K
PTENPATTERSON-UTI ENERGY INC COM
$426K
WCCWESCO INTL INC COM
$423K
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$408K
ETNEATON CORP PLC SHS
$408K
NVONOVO-NORDISK A S ADR
$402K
COPCONOCOPHILLIPS COM
$399K
CTRACOTERRA ENERGY INC COM
$389K
RXRXRECURSION PHARMACEUTICALS INC CL A
$388K
PFEPFIZER INC COM
$382K
XBISPDR S&P BIOTECH ETF
$377K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$367K
CMCSACOMCAST CORP NEW CL A
$354K
IAU*ISHARES GOLD TRUST
$352K
PGFINVESCO FINANCIAL PREFERRED ETF
$338K
CSCOCISCO SYS INC COM
$328K
OWLBLUE OWL CAPITAL INC COM CL A
$328K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$326K
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
$326K
MRKMERCK & CO INC COM
$324K
PANWPALO ALTO NETWORKS INC COM
$323K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$319K
PGPROCTER AND GAMBLE CO COM
$316K
VTIVANGUARD TOTAL STOCK MARKET ETF
$307K
TXNTEXAS INSTRS INC COM
$306K
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
$306K
SDYSPDR S&P DIVIDEND ETF
$303K
YPFYPF SOCIEDAD ANONIMA SPON ADR CL D
$300K
SA2DSANDRIDGE ENERGY INC COM NEW
$295K
HONHONEYWELL INTL INC COM
$280K
DDDUPONT DE NEMOURS INC COM
$278K
MPCMARATHON PETE CORP COM
$277K
MDLZMONDELEZ INTL INC CL A
$273K
BXBLACKSTONE INC COM
$271K
SMHVANECK SEMICONDUCTOR ETF
$269K
CBCHUBB LIMITED COM
$268K
PEPPEPSICO INC COM
$265K
SCHXSCHWAB U.S. LARGE-CAP ETF
$261K
MSIMOTOROLA SOLUTIONS INC COM NEW
$260K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$256K
GQ9SPDR GOLD SHARES
$252K
UPSUNITED PARCEL SERVICE INC CL B
$251K
SMBVANECK SHORT MUNI ETF
$248K
MAMASTERCARD INCORPORATED CL A
$243K
AMGNAMGEN INC COM
$239K
DYHTARGET CORP COM
$238K
DISDISNEY WALT CO COM
$226K
WFCWELLS FARGO CO NEW COM
$224K
AWMSKYWORKS SOLUTIONS INC COM
$222K
SKYHSKY HARBOUR GROUP CORPORATION COM CL A
$220K
APDAIR PRODS & CHEMS INC COM
$220K
ARKGARK GENOMIC REVOLUTION ETF
$216K
ACNACCENTURE PLC IRELAND SHS CLASS A
$214K
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