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Size ($ in 1000's)
At 03/31/2024: $95,368
At 12/31/2023: $77,864
Moulton Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moulton Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Moulton Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Moulton Wealth Management Inc..
In the Moulton Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Moulton Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Moulton Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (TFLO) |
449,757 |
+58,688 |
$22,798 | | TFLO | 449,757 | +58,688 | $22,798 | | WISDOMTREE TR |
452,836 |
+49,650 |
$22,773 | | USFR | 452,836 | +49,650 | $22,773 | | SPDR SER TR (BIL) |
163,024 |
+14,001 |
$14,966 | | BIL | 163,024 | +14,001 | $14,966 | | WISDOMTREE TR |
36,641 |
+36,641 |
$3,976 | | DXJ | 36,641 | +36,641 | $3,976 | | SELECT SECTOR SPDR TR (XLE) |
41,890 |
+41,890 |
$3,955 | | XLE | 41,890 | +41,890 | $3,955 | | ISHARES GOLD TR (IAU) |
91,152 |
-642 |
$3,829 | | IAU | 91,152 | -642 | $3,829 | | SELECT SECTOR SPDR TR (XLV) |
20,802 |
+20,802 |
$3,073 | | XLV | 20,802 | +20,802 | $3,073 | | VANGUARD SPECIALIZED FUNDS (VIG) |
15,813 |
+7,962 |
$2,888 | | VIG | 15,813 | +7,962 | $2,888 | | SELECT SECTOR SPDR TR (XLB) |
29,096 |
+29,096 |
$2,703 | | XLB | 29,096 | +29,096 | $2,703 | | PROSHARES TR (NOBL) |
26,165 |
+26,165 |
$2,653 | | NOBL | 26,165 | +26,165 | $2,653 | | GOLDMAN SACHS PHYSICAL GOLD |
80,318 |
+1,614 |
$1,766 | | AAAU | 80,318 | +1,614 | $1,766 | | ISHARES TR (IEF) |
16,122 |
-41,943 |
$1,526 | | IEF | 16,122 | -41,943 | $1,526 | | EXXON MOBIL CORP |
12,631 |
+109 |
$1,468 | | XOM | 12,631 | +109 | $1,468 | | ISHARES TR (IEI) |
12,529 |
+12,529 |
$1,451 | | IEI | 12,529 | +12,529 | $1,451 | | SPDR GOLD TR (GLD) |
6,004 |
-152 |
$1,235 | | GLD | 6,004 | -152 | $1,235 | | VANGUARD INDEX FDS (VOO) |
2,033 |
+49 |
$977 | | VOO | 2,033 | +49 | $977 | | ISHARES TR (TLT) |
8,814 |
-46,207 |
$834 | | TLT | 8,814 | -46,207 | $834 | | CHEVRON CORP NEW |
4,846 |
UNCH |
$764 | | CVX | 4,846 | UNCH | $764 | | ISHARES TR (SHY) |
8,783 |
-234 |
$718 | | SHY | 8,783 | -234 | $718 | | COSTCO WHSL CORP NEW |
426 |
+1 |
$312 | | COST | 426 | +1 | $312 | | MERITAGE HOMES CORP |
1,509 |
UNCH |
$265 | | MTH | 1,509 | UNCH | $265 | | SPDR S&P 500 ETF TR (SPY) |
489 |
UNCH |
$256 | | SPY | 489 | UNCH | $256 | | DIREXION SHS ETF TR (SPDN) |
11,698 |
+133 |
$142 | | SPDN | 11,698 | +133 | $142 |
See Full List: All Stocks Held By Moulton Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moulton Wealth Management Inc.
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