TITLEIST ASSET MANAGEMENT, LLC Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$539.5B

Holdings

220

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
101
SBUXSTARBUCKS CORP COM
10,020$962K0.00%
102
LMNDLEMONADE INC COM
59,373$957K0.00%
103
FCXFREEPORT-MCMORAN INC CL B
22,413$954K0.00%
104
PCGPG&E CORP COM
51,393$926K0.00%
105
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
33,219$918K0.00%
106
VOVANGUARD MID-CAP ETF
3,861$898K0.00%
107
TDOCTELADOC HEALTH INC COM
40,196$866K0.00%
108
BACBANK AMERICA CORP COM
24,988$841K0.00%
109
BMTABRITISH AMERN TOB PLC SPONSORED ADR
28,179$825K0.00%
110
AQLTISHARES SELECT DIVIDEND ETF
7,001$820K0.00%
111
PINSPINTEREST INC CL A
22,123$819K0.00%
112
SNOWSNOWFLAKE INC CL A
3,897$775K0.00%
113
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
21,179$769K0.00%
114
HALHALLIBURTON CO COM
20,768$750K0.00%
115
DASHDOORDASH INC CL A
7,570$748K0.00%
116
AEPAMERICAN ELEC PWR CO INC COM
9,167$744K0.00%
117
EOGEOG RES INC COM
6,133$741K0.00%
118
MMITIQ MACKAY MUNICIPAL INTERMEDIATE ETF
29,996$736K0.00%
119
LMTLOCKHEED MARTIN CORP COM
1,601$725K0.00%
120
ONONON HLDG AG NAMEN AKT A
25,554$689K0.00%
121
QCOMQUALCOMM INC COM
4,726$683K0.00%
122
NEENEXTERA ENERGY INC COM
11,196$680K0.00%
123
MDTMEDTRONIC PLC SHS
8,175$673K0.00%
124
ADIANALOG DEVICES INC COM
3,322$659K0.00%
125
PATHUIPATH INC CL A
26,560$659K0.00%
126
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
13,184$659K0.00%
127
IWFISHARES RUSSELL 1000 GROWTH ETF
2,142$649K0.00%
128
RHCRH PLC ORD
9,247$639K0.00%
129
KMIKINDER MORGAN INC DEL COM
35,359$623K0.00%
130
WMTWALMART INC COM
3,955$623K0.00%
131
ALBALBEMARLE CORP COM
4,297$620K0.00%
132
FEFIRSTENERGY CORP COM
16,814$616K0.00%
133
CHPTCHARGEPOINT HOLDINGS INC COM CL A
263,063$615K0.00%
134
MOALTRIA GROUP INC COM
15,169$611K0.00%
135
DWDMORGAN STANLEY COM NEW
6,540$609K0.00%
136
MURMURPHY OIL CORP COM
14,296$609K0.00%
137
CFRCULLEN FROST BANKERS INC COM
5,169$560K0.00%
138
PYPLPAYPAL HLDGS INC COM
8,909$547K0.00%
139
GPCGENUINE PARTS CO COM
3,889$538K0.00%
140
GPIGROUP 1 AUTOMOTIVE INC COM
1,714$522K0.00%
141
MUBISHARES NATIONAL MUNI BOND ETF
4,809$521K0.00%
142
UBERUBER TECHNOLOGIES INC COM
8,342$513K0.00%
143
VWOVANGUARD FTSE EMERGING MARKETS ETF
12,319$506K0.00%
144
CCOCAMECO CORP COM
11,693$503K0.00%
145
XLUUTILITIES SELECT SECTOR SPDR FUND
7,797$493K0.00%
146
HDHOME DEPOT INC COM
1,387$480K0.00%
147
KRKROGER CO COM
10,409$475K0.00%
148
VGLTVANGUARD LONG-TERM TREASURY ETF
7,561$465K0.00%
149
SPGSIMON PPTY GROUP INC NEW COM
3,211$457K0.00%
150
IWDISHARES RUSSELL 1000 VALUE ETF
2,688$444K0.00%
151
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
22,092$443K0.00%
152
MCDMCDONALDS CORP COM
1,484$439K0.00%
153
TRVCCITIGROUP INC COM NEW
8,377$430K0.00%
154
PTENPATTERSON-UTI ENERGY INC COM
39,518$426K0.00%
155
WCCWESCO INTL INC COM
2,435$423K0.00%
156
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
3,552$408K0.00%
157
ETNEATON CORP PLC SHS
1,695$408K0.00%
158
NVONOVO-NORDISK A S ADR
3,892$402K0.00%
159
COPCONOCOPHILLIPS COM
3,441$399K0.00%
160
MDYSPDR S&P MIDCAP 400 ETF TRUST
784$397K0.00%
161
CTRACOTERRA ENERGY INC COM
15,257$389K0.00%
162
RXRXRECURSION PHARMACEUTICALS INC CL A
39,450$388K0.00%
163
PFEPFIZER INC COM
13,282$382K0.00%
164
XBISPDR S&P BIOTECH ETF
4,233$377K0.00%
165
VONGVANGUARD RUSSELL 1000 GROWTH ETF
4,709$367K0.00%
166
CMCSACOMCAST CORP NEW CL A
8,087$354K0.00%
167
IAU*ISHARES GOLD TRUST
9,024$352K0.00%
168
PGFINVESCO FINANCIAL PREFERRED ETF
23,188$338K0.00%
169
CSCOCISCO SYS INC COM
6,493$328K0.00%
170
OWLBLUE OWL CAPITAL INC COM CL A
22,078$328K0.00%
171
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
23,467$326K0.00%
172
SCHOSCHWAB SHORT-TERM US TREASURY ETF
6,744$326K0.00%
173
MRKMERCK & CO INC COM
2,972$324K0.00%
174
PANWPALO ALTO NETWORKS INC COM
1,096$323K0.00%
175
XLVHEALTH CARE SELECT SECTOR SPDR FUND
2,340$319K0.00%
176
PGPROCTER AND GAMBLE CO COM
2,157$316K0.00%
177
VTIVANGUARD TOTAL STOCK MARKET ETF
1,297$307K0.00%
178
TXNTEXAS INSTRS INC COM
1,800$306K0.00%
179
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
10,470$306K0.00%
180
SDYSPDR S&P DIVIDEND ETF
2,429$303K0.00%
181
YPFYPF SOCIEDAD ANONIMA SPON ADR CL D
17,500$300K0.00%
182
SA2DSANDRIDGE ENERGY INC COM NEW
21,597$295K0.00%
183
HONHONEYWELL INTL INC COM
1,339$280K0.00%
184
DDDUPONT DE NEMOURS INC COM
3,620$278K0.00%
185
MPCMARATHON PETE CORP COM
1,871$277K0.00%
186
MDLZMONDELEZ INTL INC CL A
3,776$273K0.00%
187
BXBLACKSTONE INC COM
2,072$271K0.00%
188
SMHVANECK SEMICONDUCTOR ETF
1,539$269K0.00%
189
CBCHUBB LIMITED COM
1,187$268K0.00%
190
PEPPEPSICO INC COM
1,562$265K0.00%
191
SCHXSCHWAB U.S. LARGE-CAP ETF
4,634$261K0.00%
192
MSIMOTOROLA SOLUTIONS INC COM NEW
832$260K0.00%
193
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
2,302$256K0.00%
194
GQ9SPDR GOLD SHARES
1,319$252K0.00%
195
UPSUNITED PARCEL SERVICE INC CL B
1,597$251K0.00%
196
SMBVANECK SHORT MUNI ETF
14,525$248K0.00%
197
MAMASTERCARD INCORPORATED CL A
570$243K0.00%
198
AMGNAMGEN INC COM
832$239K0.00%
199
DYHTARGET CORP COM
1,674$238K0.00%
200
TPLTEXAS PACIFIC LAND CORPORATION COM
145$228K0.00%
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