TITLEIST ASSET MANAGEMENT, LLC Q1 2023 Filing

Filed May 18, 2023

Portfolio Value

$473.3B

Holdings

221

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (221 positions)

#StockSharesValue% PortfolioType
101
MOALTRIA GROUP INC COM
20,015$893K0.00%
102
TAT&T INC COM
46,281$890K0.00%
103
CCOCAMECO CORP COM
33,633$880K0.00%
104
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
32,621$879K0.00%
105
LMNDLEMONADE INC COM
61,123$871K0.00%
106
LMTLOCKHEED MARTIN CORP COM
1,816$858K0.00%
107
BACVERIZON COMMUNICATIONS INC COM
22,041$857K0.00%
108
BACBANK AMERICA CORP COM
29,348$839K0.00%
109
VOVANGUARD MID-CAP ETF
3,816$804K0.00%
110
CCLCARNIVAL CORP COMMON STOCK
79,289$804K0.00%
111
HALHALLIBURTON CO COM
24,075$761K0.00%
112
CTRACOTERRA ENERGY INC COM
30,646$752K0.00%
113
UNHUNITEDHEALTH GROUP INC COM
1,573$743K0.00%
114
PYPLPAYPAL HLDGS INC COM
9,372$711K0.00%
115
MDTMEDTRONIC PLC SHS
8,612$694K0.00%
116
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
34,492$688K0.00%
117
IWFISHARES RUSSELL 1000 GROWTH ETF
2,815$687K0.00%
118
LUVSOUTHWEST AIRLS CO COM
20,154$655K0.00%
119
CFRCULLEN FROST BANKERS INC COM
6,165$649K0.00%
120
UBERUBER TECHNOLOGIES INC COM
20,454$648K0.00%
121
AEPAMERICAN ELEC PWR CO INC COM
7,082$644K0.00%
122
VWOVANGUARD FTSE EMERGING MARKETS ETF
15,917$643K0.00%
123
FEFIRSTENERGY CORP COM
15,161$607K0.00%
124
SNOWSNOWFLAKE INC CL A
3,934$606K0.00%
125
CMECME GROUP INC COM
3,165$606K0.00%
126
GPCGENUINE PARTS CO COM
3,612$604K0.00%
127
RTXRAYTHEON TECHNOLOGIES CORP COM
6,152$602K0.00%
128
KMIKINDER MORGAN INC DEL COM
34,107$597K0.00%
129
ADIANALOG DEVICES INC COM
2,999$591K0.00%
130
PANWPALO ALTO NETWORKS INC COM
2,920$583K0.00%
131
WMTWALMART INC COM
3,745$552K0.00%
132
ABBVABBVIE INC COM
3,462$551K0.00%
133
MURMURPHY OIL CORP COM
14,296$528K0.00%
134
CRWDCROWDSTRIKE HLDGS INC CL A
3,800$521K0.00%
135
MUBISHARES NATIONAL MUNI BOND ETF
4,809$518K0.00%
136
WECWEC ENERGY GROUP INC COM
5,290$501K0.00%
137
PATHUIPATH INC CL A
28,060$492K0.00%
138
ALBALBEMARLE CORP COM
2,205$487K0.00%
139
IWDISHARES RUSSELL 1000 VALUE ETF
3,146$478K0.00%
140
KRKROGER CO COM
9,353$461K0.00%
141
MCDMCDONALDS CORP COM
1,629$455K0.00%
142
CMGCHIPOTLE MEXICAN GRILL INC COM
259$442K0.00%
143
UPSUNITED PARCEL SERVICE INC CL B
2,233$433K0.00%
144
AXPAMERICAN EXPRESS CO COM
2,606$429K0.00%
145
TIPISHARES TIPS BOND ETF
3,848$424K0.00%
146
COPCONOCOPHILLIPS COM
4,186$415K0.00%
147
HDHOME DEPOT INC COM
1,406$414K0.00%
148
DOCUDOCUSIGN INC COM
6,966$406K0.00%
149
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
28,612$395K0.00%
150
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF
3,526$395K0.00%
151
BMTABRITISH AMERN TOB PLC SPONSORED ADR
11,254$395K0.00%
152
ADBEADOBE SYSTEMS INCORPORATED COM
1,016$391K0.00%
153
GPIGROUP 1 AUTOMOTIVE INC COM
1,714$388K0.00%
154
SA2DSANDRIDGE ENERGY INC COM NEW
26,910$387K0.00%
155
MDYSPDR S&P MIDCAP 400 ETF TRUST
827$379K0.00%
156
WCCWESCO INTL INC COM
2,431$375K0.00%
157
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF
3,796$358K0.00%
158
IAU*ISHARES GOLD TRUST
9,219$344K0.00%
159
GSYINVESCO ULTRA SHORT DURATION ETF
6,703$332K0.00%
160
XLVHEALTH CARE SELECT SECTOR SPDR FUND
2,557$331K0.00%
161
WYNNWYNN RESORTS LTD COM
2,925$327K0.00%
162
LYVLIVE NATION ENTERTAINMENT INC COM
4,654$325K0.00%
163
CSCOCISCO SYS INC COM
6,142$321K0.00%
164
PGFINVESCO FINANCIAL PREFERRED ETF
22,116$321K0.00%
165
TXNTEXAS INSTRS INC COM
1,714$318K0.00%
166
NVONOVO-NORDISK A S ADR
1,990$316K0.00%
167
SPLKCHFSPLUNK INC COM
3,259$312K0.00%
168
VONGVANGUARD RUSSELL 1000 GROWTH ETF
4,944$310K0.00%
169
MRKMERCK & CO INC COM
2,830$301K0.00%
170
SDYSPDR S&P DIVIDEND ETF
2,429$300K0.00%
171
PGPROCTER AND GAMBLE CO COM
1,991$296K0.00%
172
MLB1MERCADOLIBRE INC COM
220$289K0.00%
173
CMCSACOMCAST CORP NEW CL A
7,613$288K0.00%
174
GQ9SPDR GOLD SHARES
1,570$287K0.00%
175
DISDISNEY WALT CO COM
2,755$275K0.00%
176
PEPPEPSICO INC COM
1,493$272K0.00%
177
WDAYWORKDAY INC CL A
1,298$268K0.00%
178
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
10,470$266K0.00%
179
BXBLACKSTONE INC COM
3,021$265K0.00%
180
MDLZMONDELEZ INTL INC CL A
3,743$260K0.00%
181
DASHDOORDASH INC CL A
4,070$258K0.00%
182
AVGOBROADCOM INC COM
400$256K0.00%
183
SMBVANECK SHORT MUNI ETF
15,000$255K0.00%
184
PENPENUMBRA INC COM
900$250K0.00%
185
PBTPERMIAN BASIN RTY TR UNIT BEN INT
10,144$247K0.00%
186
TPLTEXAS PACIFIC LAND CORPORATION COM
145$246K0.00%
187
MAMASTERCARD INCORPORATED CL A
675$245K0.00%
188
AWMSKYWORKS SOLUTIONS INC COM
2,065$243K0.00%
189
DDDUPONT DE NEMOURS INC COM
3,371$241K0.00%
190
RXRXRECURSION PHARMACEUTICALS INC CL A
35,750$238K0.00%
191
FFORD MTR CO DEL COM
18,510$233K0.00%
192
VKTXVIKING THERAPEUTICS INC COM
14,000$233K0.00%
193
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
2,207$232K0.00%
194
OBKORIGIN BANCORP INC COM
7,000$225K0.00%
195
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
1,769$225K0.00%
196
SCHXSCHWAB U.S. LARGE-CAP ETF
4,634$224K0.00%
197
MSIMOTOROLA SOLUTIONS INC COM NEW
774$221K0.00%
198
WELLWELLTOWER INC COM
3,087$221K0.00%
199
AIC3 AI INC CL A
6,525$219K0.00%
200
WFCWELLS FARGO CO NEW COM
5,676$212K0.00%
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