Moulton Wealth Management

Moulton Wealth Management as of June 30, 2025

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 10.3 $14M 186k 73.57
Vanguard Index Fds Total Stk Mkt (VTI) 8.5 $11M 36k 308.03
Spdr Series Trust Bloomberg Sht Te (SJNK) 8.5 $11M 441k 25.40
Wisdomtree Tr Floatng Rat Trea (USFR) 8.4 $11M 222k 50.33
Ishares Tr TRS FLT RT BD (TFLO) 8.4 $11M 221k 50.49
Ishares Tr Fltg Rate Nt Etf (FLOT) 7.4 $9.8M 193k 50.88
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.9 $9.1M 219k 41.46
Goldman Sachs Physical Gold Unit (AAAU) 4.5 $6.0M 182k 32.94
Ishares Tr Msci Eafe Min Vl (EFAV) 3.5 $4.6M 55k 84.09
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.9 $3.9M 42k 91.50
Ishares Tr Us Aer Def Etf (ITA) 2.7 $3.6M 19k 186.86
Vaneck Etf Trust Gold Miners Etf (GDX) 2.6 $3.4M 65k 52.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $2.7M 40k 67.57
Select Sector Spdr Tr Technology (XLK) 1.9 $2.5M 9.7k 256.96
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.6 $2.1M 19k 115.12
Ishares Tr China Lg-cap Etf (FXI) 1.6 $2.1M 59k 36.27
Select Sector Spdr Tr Indl (XLI) 1.4 $1.9M 12k 149.42
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $1.7M 7.3k 239.36
Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $1.7M 17k 102.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.3 $1.7M 21k 82.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $1.7M 9.1k 184.97
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.7M 5.5k 307.13
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $1.5M 11k 135.49
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $1.5M 19k 81.84
Exxon Mobil Corporation (XOM) 1.1 $1.5M 13k 112.20
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.3M 14k 93.72
Ishares Gold Tr Ishares New (IAU) 1.0 $1.3M 20k 62.87
Select Sector Spdr Tr Financial (XLF) 0.9 $1.2M 23k 53.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $930k 1.7k 556.23
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $883k 4.0k 221.22
Select Sector Spdr Tr Communication (XLC) 0.6 $792k 7.3k 108.04
Chevron Corporation (CVX) 0.5 $720k 4.9k 148.38
Select Sector Spdr Tr Energy (XLE) 0.5 $686k 7.9k 87.03
Costco Wholesale Corporation (COST) 0.3 $422k 428.00 986.78
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.3 $396k 39k 10.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $286k 457.00 625.51
Meritage Homes Corporation (MTH) 0.2 $220k 3.1k 70.64