Moulton Wealth Management
Latest statistics and disclosures from Moulton Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, TFLO, BIL, IEF, TLT, and represent 82.91% of Moulton Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEF, TLT, IAU, SHY, USFR, TFLO, MTH, SPY, IVV, SPDN.
- Started 5 new stock positions in IVV, SHY, SPY, MTH, SPDN.
- Reduced shares in these 8 stocks: , PDBC, BTAL, AAAU, BND, TIP, GLD, VIG.
- Sold out of its positions in BTAL, PDBC, XLE.
- Moulton Wealth Management was a net buyer of stock by $9.4M.
- Moulton Wealth Management has $78M in assets under management (AUM), dropping by 14.64%.
- Central Index Key (CIK): 0001792510
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Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 26.0 | $20M | +2% | 403k | 50.30 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 25.4 | $20M | +2% | 391k | 50.52 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 17.5 | $14M | 149k | 91.49 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 7.1 | $5.6M | +695% | 58k | 95.64 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.8 | $5.3M | +602% | 55k | 96.87 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.5 | $3.5M | +63% | 92k | 38.40 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 2.0 | $1.6M | 79k | 20.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $1.3M | 7.9k | 169.41 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $1.2M | 13k | 99.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $1.2M | 6.2k | 187.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $864k | 2.0k | 435.67 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $739k | NEW | 9.0k | 81.95 |
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| Chevron Corporation (CVX) | 0.9 | $711k | 4.8k | 146.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $657k | 9.0k | 73.05 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $369k | 3.4k | 106.99 |
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| Costco Wholesale Corporation (COST) | 0.4 | $282k | 425.00 | 662.37 |
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| Meritage Homes Corporation (MTH) | 0.3 | $255k | NEW | 1.5k | 168.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $232k | NEW | 489.00 | 474.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $201k | NEW | 421.00 | 476.70 |
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| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.2 | $155k | NEW | 12k | 13.36 |
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Past Filings by Moulton Wealth Management
SEC 13F filings are viewable for Moulton Wealth Management going back to 2019
- Moulton Wealth Management 2023 Q4 filed Jan. 10, 2024
- Moulton Wealth Management 2023 Q3 filed Oct. 11, 2023
- Moulton Wealth Management 2023 Q2 filed July 13, 2023
- Moulton Wealth Management 2023 Q1 filed April 13, 2023
- Moulton Wealth Management 2022 Q4 filed Jan. 11, 2023
- Moulton Wealth Management 2022 Q3 filed Oct. 14, 2022
- Moulton Wealth Management 2022 Q2 filed July 8, 2022
- Moulton Wealth Management 2022 Q1 filed April 19, 2022
- Moulton Wealth Management 2021 Q4 filed Jan. 12, 2022
- Moulton Wealth Management 2021 Q3 filed Oct. 12, 2021
- Moulton Wealth Management 2021 Q2 filed July 20, 2021
- Moulton Wealth Management 2021 Q1 filed April 8, 2021
- Moulton Wealth Management 2020 Q4 filed Jan. 12, 2021
- Moulton Wealth Management 2020 Q3 filed Oct. 14, 2020
- Moulton Wealth Management 2020 Q2 filed July 8, 2020
- Moulton Wealth Management 2020 Q1 filed April 13, 2020