Titus Wealth Management Q1 2022 vs. Q2 2022 13F Holdings Comparison

As businesses grow, so do their investment portfolios. For Titus Wealth Management, it's no different. The company's holdings underwent some significant changes when comparing Q1 2022 to Q2 2022. In this article, we'll dive into the data and discuss the key takeaways.

Firstly, as we look at the top holdings of the company, we notice that Apple Inc saw a 23.6% decline in shares between the two quarters. This change also reflected in the value, where Q2 saw a decrease of $4,221,000. Interestingly, the issuer with the largest percentage decrease in holdings between the quarters was VanEck ETF Trust. The options decreased by 34%, reflecting a drop in value by $786,000.

On the other hand, the Berkshire Hathaway Inc Del option type saw a solid increase of 20 shares, now valuing at $5,879,000. Visa Inc saw an impressive 241.4% increase in value, with the Q2 value hitting $1,236,000, and shares increasing by 3,647. It wasn't the only issuer that saw an increase in value; Microsoft Corp, UnitedHealth Group Inc, and International Business Machs also saw an uptick in value by 3.7%, 31.7%, and 38.8%, respectively.

With the Q2 value standing at $19,509,227, which is $1,766,000 less than the Q1 value, it's clear that Titus Wealth Management's portfolio underwent significant changes in the past few months. Interestingly, 21 out of the 40 entities had a decreased change percentage, with some only slightly in the negatives such as Proshares TR, where Q2 saw the value drop by $555,000.

The iShares TR had multiple issuers, some of which took a hit in both shares and value. For example, the options for the iShares TR had a decrease in shares value by 9.1%, and the iShares TR also saw a decline of 14.5% in shares between the two quarters. The company's overall strategy is to maintain a diversified portfolio by investing in multiple entities. As seen before, some options saw a decline in value, but others like Visa Inc showed significant growth, which, for a long-term investment, is a positive sign.

In conclusion, investment strategies and share price fluctuations can be volatile, which is why companies like Titus Wealth Management keep a close eye on their holdings. While some of the issuers saw a decline, others widened up, with Visa Inc being the most notable. It will be interesting to observe how the strategy plays out in the coming quarters.