Moulton Wealth Management

Moulton Wealth Management as of March 31, 2025

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 34 positions in its portfolio as reported in the March 2025 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) 13.9 $18M 36k 513.91
Wisdomtree Tr Floatng Rat Trea (USFR) 13.2 $17M 345k 50.33
Ishares Tr TRS FLT RT BD (TFLO) 12.9 $17M 334k 50.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 8.3 $11M 214k 51.05
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 6.2 $8.1M 89k 91.73
Goldman Sachs Physical Gold Unit (AAAU) 5.4 $7.1M 229k 30.88
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 4.0 $5.3M 455k 11.59
Ishares Gold Tr Ishares New (IAU) 3.6 $4.7M 80k 58.96
Ishares Tr Msci Eafe Min Vl (EFAV) 3.1 $4.0M 52k 77.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.4 $3.2M 22k 146.01
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.4 $3.1M 124k 25.16
Ssga Active Etf Tr Blackstone Senr (SRLN) 2.3 $3.0M 74k 41.13
Vaneck Etf Trust Gold Miners Etf (GDX) 2.1 $2.8M 60k 45.97
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.7M 10k 274.83
Select Sector Spdr Tr Financial (XLF) 2.0 $2.6M 53k 49.81
Proshares Tr S&p 500 Dv Arist (NOBL) 1.7 $2.3M 22k 102.18
Select Sector Spdr Tr Communication (XLC) 1.6 $2.1M 22k 96.45
Select Sector Spdr Tr Indl (XLI) 1.6 $2.0M 16k 131.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.3 $1.7M 22k 78.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.3 $1.7M 21k 81.67
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.6M 5.6k 288.13
Exxon Mobil Corporation (XOM) 1.2 $1.6M 13k 118.93
Wisdomtree Tr Blmbg Us Bull (USDU) 1.1 $1.4M 51k 27.26
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.7 $937k 8.5k 110.18
Ishares Tr China Lg-cap Etf (FXI) 0.7 $905k 25k 35.84
Chevron Corporation (CVX) 0.6 $811k 4.8k 167.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $711k 1.5k 468.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $638k 6.9k 92.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $618k 3.6k 173.25
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $563k 2.9k 194.00
Ishares Tr Rus 1000 Etf (IWB) 0.4 $561k 1.8k 306.72
Costco Wholesale Corporation (COST) 0.3 $404k 427.00 946.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $261k 467.00 559.51
Meritage Homes Corporation (MTH) 0.2 $219k 3.1k 70.89