Moulton Wealth Management

Latest statistics and disclosures from Moulton Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LQD, VOO, TLT, BND, XLK, and represent 57.66% of Moulton Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: BND (+$12M), TLT, XLY, LQD, XLB, VIG, RSP, VTI, XLP, QUAL.
  • Started 5 new stock positions in IVV, XLY, KRBN, XLB, XLP.
  • Reduced shares in these 10 stocks: HYG (-$6.4M), TIP (-$5.7M), QQQ, XLC, IAU, XLV, XLU, GLD, , XLK.
  • Sold out of its positions in DVN, QQQ, HYG, XLC.
  • Moulton Wealth Management was a net seller of stock by $-2.9M.
  • Moulton Wealth Management has $137M in assets under management (AUM), dropping by 2.07%.
  • Central Index Key (CIK): 0001792510

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Portfolio Holdings for Moulton Wealth Management

Companies in the Moulton Wealth Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 23.5 $32M +6% 245k 131.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.6 $13M 30k 438.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.5 $13M +55% 91k 143.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.3 $13M +3141% 152k 84.10
Select Sector Spdr Tr Technology (XLK) 5.7 $7.8M -11% 45k 173.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $6.4M +9% 39k 164.29
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $6.3M +9% 26k 242.30
Ishares Tr Tips Bd Etf (TIP) 4.1 $5.5M -50% 43k 127.90
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $5.2M +21% 30k 172.34
Ishares Gold Tr Ishares New (IAU) 3.5 $4.8M -29% 140k 34.52
Vanguard Index Fds Growth Etf (VUG) 2.8 $3.8M 12k 317.88
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.5 $3.5M 68k 51.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $3.4M +7% 23k 144.89
Vanguard Index Fds Value Etf (VTV) 2.4 $3.2M -2% 22k 149.68

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Spdr Gold Tr Gold Shs (GLD) 2.1 $2.8M -31% 17k 169.56
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.8 $2.4M NEW 12k 209.14
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $2.4M -2% 6.4k 368.38
Select Sector Spdr Tr Financial (XLF) 1.3 $1.8M -35% 44k 40.61
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $942k NEW 10k 90.64
Nucor Corporation (NUE) 0.6 $857k 7.4k 116.54
Costco Wholesale Corporation (COST) 0.6 $829k +7% 1.5k 563.95
Exxon Mobil Corporation (XOM) 0.6 $796k +4% 12k 65.94
Chevron Corporation (CVX) 0.5 $633k +11% 5.2k 121.73
Bath &#38 Body Works In (BBWI) 0.4 $604k 8.6k 70.49
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $426k -82% 6.0k 70.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $388k -83% 2.8k 137.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $362k NEW 4.7k 77.80
Kraneshares Tr Global Carb Stra (KRBN) 0.2 $229k NEW 4.3k 53.11
Ishares Tr Core S&p500 Etf (IVV) 0.2 $215k NEW 448.00 479.91

Past Filings by Moulton Wealth Management

SEC 13F filings are viewable for Moulton Wealth Management going back to 2019