Moulton Wealth Management

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