Moulton Wealth Management

Moulton Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 39 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 16.3 $20M 389k 50.28
Ishares Tr TRS FLT RT BD (TFLO) 16.2 $19M 385k 50.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.5 $16M 31k 526.65
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $5.5M 20k 282.75
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.4 $5.3M 58k 91.51
Ishares Gold Tr Ishares New (IAU) 3.5 $4.3M 85k 50.08
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.3 $3.9M 48k 81.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $3.9M 26k 151.64
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.1 $3.7M 46k 81.31
Goldman Sachs Physical Gold Unit (AAAU) 2.9 $3.5M 133k 26.23
Vanguard Index Fds Growth Etf (VUG) 2.7 $3.2M 8.4k 383.38
Proshares Tr S&p 500 Dv Arist (NOBL) 2.5 $3.0M 28k 105.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $3.0M 31k 95.55
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $2.4M 21k 118.11
Select Sector Spdr Tr Indl (XLI) 1.7 $2.0M 15k 135.51
Select Sector Spdr Tr Energy (XLE) 1.6 $1.9M 21k 93.18
Exxon Mobil Corporation (XOM) 1.3 $1.6M 13k 124.83
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.3 $1.5M 41k 37.55
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.5M 7.6k 197.23
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.4M 5.9k 245.00
Select Sector Spdr Tr Financial (XLF) 1.1 $1.3M 29k 45.65
Ishares Tr Msci Usa Mmentm (MTUM) 0.9 $1.1M 5.4k 203.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $1.1M 11k 96.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $1.0M 5.1k 198.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $962k 5.4k 178.58
Select Sector Spdr Tr Communication (XLC) 0.8 $960k 11k 90.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $905k 11k 82.52
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $780k 8.2k 95.17
Chevron Corporation (CVX) 0.6 $731k 4.8k 150.74
Wisdomtree Tr Blmbg Us Bull (USDU) 0.6 $684k 26k 26.87
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $601k 3.4k 179.21
Ishares Tr Russell 2000 Etf (IWM) 0.5 $556k 2.5k 219.15
Select Sector Spdr Tr Technology (XLK) 0.4 $517k 2.3k 225.29
Vanguard Index Fds Value Etf (VTV) 0.3 $388k 2.2k 174.60
Costco Wholesale Corporation (COST) 0.3 $377k 426.00 884.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $356k 731.00 487.39
Meritage Homes Corporation (MTH) 0.3 $303k 1.5k 198.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $282k 492.00 573.10
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $244k 5.6k 43.52