Latest statistics and disclosures from Moulton Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LQD, RSP, VOO, IAU, HYG, and represent 58.70% of Moulton Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$31M), RSP (+$17M), HYG (+$6.5M), IVV (+$5.7M), XLB (+$5.2M), XLP (+$5.1M), XLI (+$5.0M), XLK, VTI, XLE.
- Started 12 new stock positions in RSP, LQD, XLF, QQQ, IVV, XLB, HYG, XLP, XLI, VTI. XLE, XLK.
- Reduced shares in these 10 stocks: SHY (-$21M), SHV (-$16M), TLT (-$6.6M), , TIP, , BIL, IEF, IAU, .
- Sold out of its positions in SHY, SHV, GOVT, GLD, BIL, XLU.
- Moulton Wealth Management was a net buyer of stock by $33M.
- Moulton Wealth Management has $124M in assets under management (AUM), dropping by 36.02%.
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Portfolio Holdings for Moulton Wealth Management
Companies in the Moulton Wealth Management portfolio as of the December 2020 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Ishares Tr Iboxx Inv Cp Etf (LQD)||25.1||$31M||NEW||231k||135.18|
|Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)||13.3||$17M||NEW||125k||131.17|
|Vanguard Index Fds S&p 500 Etf Shs (VOO)||8.5||$11M||+32%||30k||348.12|
|Ishares Gold Trust Ishares (IAU)||6.6||$8.2M||-7%||466k||17.58|
|Ishares Tr Iboxx Hi Yd Etf (HYG)||5.2||$6.5M||NEW||75k||86.89|
|Ishares Tr Core S&p500 Etf (IVV)||4.6||$5.7M||NEW||15k||380.12|
|Ishares Tr Tips Bd Etf (TIP)||4.2||$5.2M||-47%||41k||126.53|
|Select Sector Spdr Tr Sbi Materials (XLB)||4.2||$5.2M||NEW||68k||76.51|
|Select Sector Spdr Tr Sbi Cons Stpls (XLP)||4.1||$5.1M||NEW||77k||66.34|
|Select Sector Spdr Tr Sbi Int-inds (XLI)||4.1||$5.0M||NEW||56k||89.58|
|Select Sector Spdr Tr Technology (XLK)||3.9||$4.9M||NEW||38k||129.67|
|Vanguard Index Fds Total Stk Mkt (VTI)||3.8||$4.7M||NEW||24k||198.07|
|Select Sector Spdr Tr Energy (XLE)||3.7||$4.7M||NEW||111k||42.07|
|Select Sector Spdr Tr Sbi Int-finl (XLF)||3.7||$4.6M||NEW||148k||31.02|
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|Ishares Tr 20 Yr Tr Bd Etf (TLT)||1.9||$2.4M||-73%||16k||151.09|
|Ishares Tr Barclays 7 10 Yr (IEF)||1.4||$1.7M||-60%||15k||118.03|
|Exxon Mobil Corporation (XOM)||0.4||$520k||11k||46.86|
|Costco Wholesale Corporation (COST)||0.4||$495k||+2%||1.4k||363.97|
|Vanguard Bd Index Fds Total Bnd Mrkt (BND)||0.4||$441k||5.1k||87.12|
|Chevron Corporation (CVX)||0.3||$431k||4.7k||91.62|
|Invesco Qqq Tr Unit Ser 1 (QQQ)||0.2||$209k||NEW||665.00||314.29|
Past Filings by Moulton Wealth Management
SEC 13F filings are viewable for Moulton Wealth Management going back to 2019