Moulton Wealth Management

Moulton Wealth Management as of June 30, 2024

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 30 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 21.6 $24M 472k 50.39
Ishares Tr TRS FLT RT BD (TFLO) 21.3 $24M 465k 50.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.2 $11M 22k 514.33
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.2 $4.6M 50k 91.54
Wisdomtree Tr Japn Hedge Eqt (DXJ) 3.8 $4.2M 36k 117.53
Vanguard Index Fds Growth Etf (VUG) 3.7 $4.1M 11k 391.02
Ishares Gold Tr Ishares New (IAU) 3.6 $4.0M 89k 44.83
Select Sector Spdr Tr Energy (XLE) 3.3 $3.7M 41k 88.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $3.1M 21k 145.81
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $3.0M 16k 184.56
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 2.5 $2.7M 72k 37.60
Proshares Tr S&p 500 Dv Arist (NOBL) 2.3 $2.6M 27k 95.70
Select Sector Spdr Tr Sbi Materials (XLB) 2.3 $2.5M 29k 88.05
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $2.4M 12k 201.14
Goldman Sachs Physical Gold Unit (AAAU) 2.0 $2.2M 93k 23.47
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $1.5M 109k 14.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $1.5M 8.9k 164.46
Exxon Mobil Corporation (XOM) 1.3 $1.4M 13k 111.15
Wisdomtree Tr Blmbg Us Bull (USDU) 1.2 $1.4M 51k 26.97
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.3M 5.9k 219.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $1.0M 13k 77.25
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $956k 8.3k 115.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $915k 13k 69.18
Chevron Corporation (CVX) 0.7 $745k 4.8k 153.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $730k 8.9k 81.64
Costco Wholesale Corporation (COST) 0.3 $378k 426.00 886.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $275k 491.00 559.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $259k 944.00 274.15
Meritage Homes Corporation (MTH) 0.2 $242k 1.5k 158.93
Ishares Tr Core S&p500 Etf (IVV) 0.2 $211k 376.00 562.05