TITLEIST ASSET MANAGEMENT, LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$508.4B

Holdings

226

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
101
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
23,132$898K0.00%
102
AQLTISHARES SELECT DIVIDEND ETF
7,893$894K0.00%
103
PTENPATTERSON-UTI ENERGY INC COM
73,532$880K0.00%
104
DVNDEVON ENERGY CORP NEW COM
18,109$875K0.00%
105
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
31,981$869K0.00%
106
CATCATERPILLAR INC COM
3,518$865K0.00%
107
COSTCOSTCO WHSL CORP NEW COM
1,583$852K0.00%
108
LMTLOCKHEED MARTIN CORP COM
1,828$841K0.00%
109
BACVERIZON COMMUNICATIONS INC COM
22,304$829K0.00%
110
PYPLPAYPAL HLDGS INC COM
12,255$817K0.00%
111
MOALTRIA GROUP INC COM
17,918$811K0.00%
112
BMTABRITISH AMERN TOB PLC SPONSORED ADR
24,142$801K0.00%
113
MLB1MERCADOLIBRE INC COM
669$792K0.00%
114
VOVANGUARD MID-CAP ETF
3,570$785K0.00%
115
CTRACOTERRA ENERGY INC COM
30,985$783K0.00%
116
TAT&T INC COM
48,107$767K0.00%
117
PANWPALO ALTO NETWORKS INC COM
2,975$760K0.00%
118
HALHALLIBURTON CO COM
22,617$746K0.00%
119
MDTMEDTRONIC PLC SHS
8,399$739K0.00%
120
BACBANK AMERICA CORP COM
25,213$723K0.00%
121
FEFIRSTENERGY CORP COM
18,309$711K0.00%
122
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
35,551$710K0.00%
123
AEPAMERICAN ELEC PWR CO INC COM
8,396$706K0.00%
124
KMIKINDER MORGAN INC DEL COM
40,209$692K0.00%
125
QCOMQUALCOMM INC COM
5,806$691K0.00%
126
PATHUIPATH INC CL A
41,560$688K0.00%
127
ADIANALOG DEVICES INC COM
3,529$687K0.00%
128
IWFISHARES RUSSELL 1000 GROWTH ETF
2,474$680K0.00%
129
SNOWSNOWFLAKE INC CL A
3,827$673K0.00%
130
GPCGENUINE PARTS CO COM
3,970$671K0.00%
131
DOCUDOCUSIGN INC COM
12,846$656K0.00%
132
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
17,976$634K0.00%
133
KRKROGER CO COM
13,430$631K0.00%
134
WECWEC ENERGY GROUP INC COM
7,061$623K0.00%
135
TFLOISHARES TREASURY FLOATING RATE BOND ETF
12,247$620K0.00%
136
CMECME GROUP INC COM
3,335$617K0.00%
137
ALBALBEMARLE CORP COM
2,734$609K0.00%
138
IEIISHARES 3-7 YEAR TREASURY BOND ETF
5,180$597K0.00%
139
WMTWALMART INC COM
3,763$591K0.00%
140
ABBVABBVIE INC COM
4,307$580K0.00%
141
DASHDOORDASH INC CL A
7,570$578K0.00%
142
CRWDCROWDSTRIKE HLDGS INC CL A
3,821$561K0.00%
143
CFRCULLEN FROST BANKERS INC COM
5,141$552K0.00%
144
MURMURPHY OIL CORP COM
14,296$547K0.00%
145
VWOVANGUARD FTSE EMERGING MARKETS ETF
13,242$538K0.00%
146
MUBISHARES NATIONAL MUNI BOND ETF
4,917$524K0.00%
147
NYCBEURNEW YORK CMNTY BANCORP INC COM
43,712$491K0.00%
148
RTXRAYTHEON TECHNOLOGIES CORP COM
4,930$482K0.00%
149
SPGSIMON PPTY GROUP INC NEW COM
4,051$467K0.00%
150
GPIGROUP 1 AUTOMOTIVE INC COM
1,714$442K0.00%
151
CCOCAMECO CORP COM
14,039$439K0.00%
152
WCCWESCO INTL INC COM
2,431$435K0.00%
153
IWDISHARES RUSSELL 1000 VALUE ETF
2,733$430K0.00%
154
TIPISHARES TIPS BOND ETF
3,862$415K0.00%
155
HDHOME DEPOT INC COM
1,338$415K0.00%
156
UBERUBER TECHNOLOGIES INC COM
9,393$405K0.00%
157
MCDMCDONALDS CORP COM
1,304$389K0.00%
158
LUVSOUTHWEST AIRLS CO COM
10,705$387K0.00%
159
MDYSPDR S&P MIDCAP 400 ETF TRUST
810$387K0.00%
160
COPCONOCOPHILLIPS COM
3,703$383K0.00%
161
SA2DSANDRIDGE ENERGY INC COM NEW
24,062$366K0.00%
162
ADBEADOBE SYSTEMS INCORPORATED COM
734$358K0.00%
163
VONGVANGUARD RUSSELL 1000 GROWTH ETF
4,869$344K0.00%
164
SPLKCHFSPLUNK INC COM
3,229$342K0.00%
165
IAU*ISHARES GOLD TRUST
9,219$335K0.00%
166
MARMARRIOTT INTL INC NEW CL A
1,822$334K0.00%
167
GSYINVESCO ULTRA SHORT DURATION ETF
6,703$332K0.00%
168
SCHOSCHWAB SHORT-TERM US TREASURY ETF
6,872$330K0.00%
169
LYVLIVE NATION ENTERTAINMENT INC COM
3,589$326K0.00%
170
XLVHEALTH CARE SELECT SECTOR SPDR FUND
2,434$323K0.00%
171
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
23,467$322K0.00%
172
PGFINVESCO FINANCIAL PREFERRED ETF
22,438$321K0.00%
173
NVONOVO-NORDISK A S ADR
1,988$321K0.00%
174
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
2,891$319K0.00%
175
MRKMERCK & CO INC COM
2,729$314K0.00%
176
CMCSACOMCAST CORP NEW CL A
7,480$310K0.00%
177
PENPENUMBRA INC COM
900$309K0.00%
178
TXNTEXAS INSTRS INC COM
1,718$309K0.00%
179
ETNEATON CORP PLC SHS
1,510$303K0.00%
180
CSCOCISCO SYS INC COM
5,778$298K0.00%
181
SDYSPDR S&P DIVIDEND ETF
2,429$297K0.00%
182
WDAYWORKDAY INC CL A
1,299$293K0.00%
183
FFORD MTR CO DEL COM
18,825$284K0.00%
184
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
10,470$284K0.00%
185
PGPROCTER AND GAMBLE CO COM
1,827$277K0.00%
186
WYNNWYNN RESORTS LTD COM
2,602$274K0.00%
187
MDLZMONDELEZ INTL INC CL A
3,743$273K0.00%
188
RXRXRECURSION PHARMACEUTICALS INC CL A
35,750$267K0.00%
189
PEPPEPSICO INC COM
1,363$252K0.00%
190
SMBVANECK SHORT MUNI ETF
15,000$252K0.00%
191
GQ9SPDR GOLD SHARES
1,412$251K0.00%
192
UPSUNITED PARCEL SERVICE INC CL B
1,391$249K0.00%
193
MAMASTERCARD INCORPORATED CL A
620$243K0.00%
194
SCHXSCHWAB U.S. LARGE-CAP ETF
4,634$242K0.00%
195
PBTPERMIAN BASIN RTY TR UNIT BEN INT
9,637$240K0.00%
196
MNDYMONDAY COM LTD SHS
1,400$239K0.00%
197
HONHONEYWELL INTL INC COM
1,149$238K0.00%
198
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
2,207$234K0.00%
199
MSIMOTOROLA SOLUTIONS INC COM NEW
742$217K0.00%
200
AWMSKYWORKS SOLUTIONS INC COM
1,968$217K0.00%
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