Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.3 $19M 35k 538.81
Wisdomtree Tr Floatng Rat Trea (USFR) 11.2 $15M 289k 50.32
Ishares Tr TRS FLT RT BD (TFLO) 11.1 $14M 286k 50.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 8.1 $11M 116k 91.43
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $10M 35k 289.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.4 $7.1M 139k 50.88
Goldman Sachs Physical Gold Unit (AAAU) 3.8 $4.9M 188k 25.93
Ishares Gold Tr Ishares New (IAU) 3.1 $4.0M 82k 49.51
Vanguard Index Fds Growth Etf (VUG) 2.7 $3.5M 8.5k 410.42
Proshares Tr S&p 500 Dv Arist (NOBL) 2.1 $2.8M 28k 99.55
Select Sector Spdr Tr Technology (XLK) 2.1 $2.7M 12k 232.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $2.6M 33k 78.61
Select Sector Spdr Tr Financial (XLF) 1.9 $2.5M 52k 48.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $2.5M 18k 137.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.8 $2.4M 11k 224.35
Select Sector Spdr Tr Communication (XLC) 1.6 $2.1M 22k 96.81
Select Sector Spdr Tr Indl (XLI) 1.6 $2.1M 16k 131.76
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.6 $2.1M 18k 115.55
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $2.0M 63k 31.44
Select Sector Spdr Tr Energy (XLE) 1.3 $1.7M 20k 85.66
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.4M 5.8k 242.13
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.1 $1.4M 19k 75.69
Exxon Mobil Corporation (XOM) 1.1 $1.4M 13k 107.57
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.4M 16k 88.40
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.3M 34k 37.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $1.1M 14k 81.98
Ishares Tr Russell 2000 Etf (IWM) 0.7 $872k 3.9k 220.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $831k 4.7k 175.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $815k 14k 57.41
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $711k 3.6k 195.85
Chevron Corporation (CVX) 0.5 $702k 4.8k 144.84
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $700k 3.4k 206.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $661k 3.7k 178.08
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $629k 19k 33.91
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $478k 12k 40.67
Vanguard Index Fds Value Etf (VTV) 0.4 $471k 2.8k 169.28
Costco Wholesale Corporation (COST) 0.3 $391k 427.00 916.00
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $346k 4.1k 84.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $342k 1.8k 185.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $335k 655.00 511.33
Wisdomtree Tr Blmbg Us Bull (USDU) 0.2 $324k 12k 27.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $273k 466.00 585.58
Meritage Homes Corporation (MTH) 0.2 $236k 1.5k 153.87