Moulton Wealth Management

Moulton Wealth Management as of March 31, 2024

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr TRS FLT RT BD (TFLO) 23.9 $23M 450k 50.69
Wisdomtree Tr Floatng Rat Trea (USFR) 23.9 $23M 453k 50.29
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 15.7 $15M 163k 91.80
Wisdomtree Tr Japn Hedge Eqt (DXJ) 4.2 $4.0M 37k 108.50
Select Sector Spdr Tr Energy (XLE) 4.1 $4.0M 42k 94.41
Ishares Gold Tr Ishares New (IAU) 4.0 $3.8M 91k 42.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $3.1M 21k 147.73
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $2.9M 16k 182.61
Select Sector Spdr Tr Sbi Materials (XLB) 2.8 $2.7M 29k 92.89
Proshares Tr S&p 500 Dv Arist (NOBL) 2.8 $2.7M 26k 101.41
Goldman Sachs Physical Gold Unit (AAAU) 1.9 $1.8M 80k 21.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $1.5M 16k 94.66
Exxon Mobil Corporation (XOM) 1.5 $1.5M 13k 116.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.5 $1.5M 13k 115.81
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.2M 6.0k 205.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $977k 2.0k 480.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $834k 8.8k 94.62
Chevron Corporation (CVX) 0.8 $764k 4.8k 157.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $718k 8.8k 81.78
Costco Wholesale Corporation (COST) 0.3 $312k 426.00 731.83
Meritage Homes Corporation (MTH) 0.3 $265k 1.5k 175.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $256k 489.00 523.07
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.1 $142k 12k 12.17
Sirius Xm Holdings 0.0 $40k 10k 3.88