TITLEIST ASSET MANAGEMENT, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.0T

Holdings

320

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (320 positions)

#StockSharesValue% PortfolioType
201
MUBISHARES NATIONAL MUNI BOND ETF
4,897$511K0.00%
202
ADBEADOBE INC COM
1,309$506K0.00%
203
ENBENBRIDGE INC COM
11,007$498K0.00%
204
VONGVANGUARD RUSSELL 1000 GROWTH ETF
4,556$497K0.00%
205
MDTMEDTRONIC PLC SHS
5,704$497K0.00%
206
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF
10,204$489K0.00%
207
QQQMINVESCO NASDAQ 100 ETF
2,106$478K0.00%
208
WFCWELLS FARGO CO NEW COM
5,916$474K0.00%
209
XBISPDR S&P BIOTECH ETF
5,693$472K0.00%
210
CRMSALESFORCE INC COM
1,734$472K0.00%
211
BLKBLACKROCK INC COM
438$459K0.00%
212
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
3,072$453K0.00%
213
PGPROCTER AND GAMBLE CO COM
2,835$451K0.00%
214
EEMISHARES MSCI EMERGING MARKETS ETF
9,352$451K0.00%
215
RBLXROBLOX CORP CL A
4,290$451K0.00%
216
ORCLORACLE CORP COM
2,059$450K0.00%
217
WCCWESCO INTL INC COM
2,431$450K0.00%
218
ABTABBOTT LABS COM
3,245$441K0.00%
219
NEENEXTERA ENERGY INC COM
6,209$431K0.00%
220
DOWDOW INC COM
15,745$416K0.00%
221
MSIMOTOROLA SOLUTIONS INC COM NEW
989$415K0.00%
222
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
25,277$411K0.00%
223
IUSINVESCO RAFI STRATEGIC US ETF
7,887$406K0.00%
224
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
4,229$397K0.00%
225
MCDMCDONALDS CORP COM
1,348$393K0.00%
226
CGGRCAPITAL GROUP GROWTH ETF
9,590$389K0.00%
227
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
5,601$384K0.00%
228
AEVAAEVA TECHNOLOGIES INC COM NEW
10,186$384K0.00%
229
SKYHSKY HARBOUR GROUP CORPORATION COM CL A
38,800$379K0.00%
230
RTXRTX CORPORATION COM
2,590$378K0.00%
231
SPGSIMON PPTY GROUP INC NEW COM
2,331$374K0.00%
232
SCHOSCHWAB SHORT-TERM US TREASURY ETF
15,279$372K0.00%
233
SHELSHELL PLC SPON ADS
5,212$367K0.00%
234
CBCHUBB LIMITED COM
1,254$363K0.00%
235
TFINTRIUMPH FINANCIAL INC COM
6,600$363K0.00%
236
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
1,411$357K0.00%
237
PEPPEPSICO INC COM
2,683$354K0.00%
238
VRTVERTIV HOLDINGS CO COM CL A
2,749$353K0.00%
239
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF
10,431$350K0.00%
240
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
2,423$349K0.00%
241
USARUSA RARE EARTH INC WT EXP 031330
146,016$347K0.00%
242
ISRGINTUITIVE SURGICAL INC COM NEW
635$345K0.00%
243
PFFISHARES PREF INCOME SEC ETF
11,112$340K0.00%
244
PATHUIPATH INC CL A
26,560$339K0.00%
245
SCHXSCHWAB U.S. LARGE-CAP ETF
13,901$339K0.00%
246
COPCONOCOPHILLIPS COM
3,780$339K0.00%
247
XLFFINANCIAL SELECT SECTOR SPDR FUND
6,433$336K0.00%
248
DRIDARDEN RESTAURANTS INC COM
1,546$336K0.00%
249
DUKDUKE ENERGY CORP NEW COM NEW
2,837$334K0.00%
250
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
5,547$331K0.00%
251
SDYSPDR S&P DIVIDEND ETF
2,429$329K0.00%
252
USARUSA RARE EARTH INC COM
29,380$321K0.00%
253
MPCMARATHON PETE CORP COM
1,928$320K0.00%
254
MAMASTERCARD INCORPORATED CL A
562$315K0.00%
255
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
15,536$312K0.00%
256
VTEBVANGUARD TAX-EXEMPT BOND ETF
6,234$305K0.00%
257
BYLDISHARES YIELD OPTIMIZED BOND ETF
13,266$299K0.00%
258
CGUSCAPITAL GROUP CORE EQUITY ETF
7,989$295K0.00%
259
CMECME GROUP INC COM
1,071$295K0.00%
260
BPBP PLC SPONSORED ADR
9,665$289K0.00%
261
SOXXISHARES SEMICONDUCTOR ETF
1,194$284K0.00%
262
ICFISHARES SELECT U.S. REIT ETF
4,634$283K0.00%
263
DDDUPONT DE NEMOURS INC COM
4,110$281K0.00%
264
OREALTY INCOME CORP COM
4,854$279K0.00%
265
QCOMQUALCOMM INC COM
1,742$277K0.00%
266
AFLAFLAC INC COM
2,633$277K0.00%
267
CSCOCISCO SYS INC COM
3,959$274K0.00%
268
MGKVANGUARD MEGA CAP GROWTH ETF
748$273K0.00%
269
XYZBLOCK INC CL A
4,016$272K0.00%
270
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
1,256$272K0.00%
271
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF
10,449$271K0.00%
272
CMCSACOMCAST CORP NEW CL A
7,618$271K0.00%
273
WECWEC ENERGY GROUP INC COM
2,576$268K0.00%
274
MDBMONGODB INC CL A
1,255$263K0.00%
275
LULULULULEMON ATHLETICA INC COM
1,072$254K0.00%
276
SNOWSNOWFLAKE INC COM SHS
1,131$253K0.00%
277
HALOHALOZYME THERAPEUTICS INC COM
4,854$252K0.00%
278
MDLZMONDELEZ INTL INC CL A
3,745$252K0.00%
279
SEIXVIRTUS SEIX SENIOR LOAN ETF
10,672$251K0.00%
280
LMTLOCKHEED MARTIN CORP COM
542$251K0.00%
281
NXDRNEXTDOOR HOLDINGS INC COM CL A
151,750$251K0.00%
282
SMBVANECK SHORT MUNI ETF
14,525$250K0.00%
283
ALCALCON AG ORD SHS
2,795$246K0.00%
284
DWDMORGAN STANLEY COM NEW
1,723$242K0.00%
285
ADIANALOG DEVICES INC COM
1,020$242K0.00%
286
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
3,547$241K0.00%
287
IWVISHARES RUSSELL 3000 ETF
681$239K0.00%
288
CGCBCAPITAL GROUP CORE BOND ETF
9,000$236K0.00%
289
XLVHEALTH CARE SELECT SECTOR SPDR FUND
1,738$234K0.00%
290
VSTVISTRA CORP COM
1,206$233K0.00%
291
AEPAMERICAN ELEC PWR CO INC COM
2,183$226K0.00%
292
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
2,789$224K0.00%
293
SAFXXCF GLOBAL INC COM CL A
127,500$224K0.00%
294
OLNOLIN CORP COM PAR $1
10,928$219K0.00%
295
GEGE AEROSPACE COM NEW
847$218K0.00%
296
VOOVVANGUARD S&P 500 VALUE ETF
1,152$217K0.00%
297
JAAAJANUS HENDERSON AAA CLO ETF
4,262$216K0.00%
298
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF
4,997$216K0.00%
299
AQLTISHARES CORE MSCI EAFE ETF
2,585$215K0.00%
300
ARKGARK GENOMIC REVOLUTION ETF
8,800$214K0.00%
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