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
- 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
- Moulton Wealth Management 2019 Q4 filed Jan. 8, 2020