Moulton Wealth Management

Moulton Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 9.4 $13M 165k 78.34
Wisdomtree Tr Floatng Rat Trea (USFR) 7.6 $10M 207k 50.27
Ishares Tr TRS FLT RT BD (TFLO) 7.5 $10M 205k 50.59
Spdr Series Trust Bloomberg Sht Te (SJNK) 7.1 $9.8M 383k 25.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 7.1 $9.7M 191k 51.09
Vanguard Index Fds Total Stk Mkt (VTI) 6.8 $9.3M 28k 328.17
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.8 $8.0M 192k 41.58
Goldman Sachs Physical Gold Unit (AAAU) 5.1 $7.0M 185k 38.12
Vaneck Etf Trust Gold Miners Etf (GDX) 3.5 $4.8M 63k 76.40
Select Sector Spdr Tr Technology (XLK) 2.3 $3.2M 11k 281.86
Vaneck Etf Trust Semiconductr Etf (SMH) 2.1 $2.9M 8.9k 326.36
Ishares Tr U.s. Tech Etf (IYW) 2.1 $2.8M 15k 195.86
Ishares Tr Expnd Tec Sc Etf (IGM) 2.1 $2.8M 23k 125.95
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.7 $2.3M 18k 128.03
Ishares Tr China Lg-cap Etf (FXI) 1.7 $2.3M 56k 41.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.2M 16k 139.17
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.1M 10k 209.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.0M 28k 71.37
Ishares Tr Msci Usa Mmentm (MTUM) 1.5 $2.0M 7.8k 256.44
Ishares Silver Tr Ishares (SLV) 1.4 $1.9M 46k 42.37
Select Sector Spdr Tr Indl (XLI) 1.4 $1.9M 13k 154.23
Spdr Gold Tr Gold Shs (GLD) 1.4 $1.9M 5.4k 355.46
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.4 $1.9M 21k 91.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $1.9M 9.7k 194.51
Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $1.7M 17k 103.07
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.5M 16k 96.55
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $1.5M 19k 78.37
Exxon Mobil Corporation (XOM) 1.1 $1.5M 13k 112.75
Ishares Gold Tr Ishares New (IAU) 1.0 $1.4M 19k 72.77
Select Sector Spdr Tr Financial (XLF) 0.9 $1.2M 23k 53.87
Global X Fds Global X Silver (SIL) 0.9 $1.2M 17k 71.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.2M 2.0k 600.28
Global X Fds Global X Copper (COPX) 0.8 $1.2M 20k 59.81
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $1.0M 12k 84.83
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.7 $986k 11k 87.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $973k 4.1k 239.65
Vanguard Index Fds Growth Etf (VUG) 0.7 $949k 2.0k 479.49
Select Sector Spdr Tr Communication (XLC) 0.6 $893k 7.5k 118.37
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $782k 9.0k 87.21
Chevron Corporation (CVX) 0.5 $754k 4.9k 155.28
Select Sector Spdr Tr Energy (XLE) 0.5 $753k 8.4k 89.34
Costco Wholesale Corporation (COST) 0.3 $397k 428.00 926.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $305k 458.00 666.73
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.2 $290k 30k 9.61
Meritage Homes Corporation (MTH) 0.2 $227k 3.1k 72.43