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Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio

$95.37Million

Equity Portfolio Value
Last Reported on: 11 Apr, 2024

About MOULTON WEALTH MANAGEMENT, INC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $95.4 Millions as of 31 Mar, 2024.

The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are ACWF, DWMF, BIL. The fund has invested 23.9% of it's portfolio in ISHARES TR and 23.9% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), SPDR GOLD TR (GLD) and ISHARES GOLD TR (IAU). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in WISDOMTREE TR (AGZD), SELECT SECTOR SPDR TR (XLB) and PROSHARES TR (BZQ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SPECIALIZED FUNDS (VIG), ISHARES TR (ACWF) and WISDOMTREE TR (DWMF).

New Buys

Ticker$ Bought
WISDOMTREE TR3,975,540
SELECT SECTOR SPDR TR3,954,820
SELECT SECTOR SPDR TR3,073,060
SELECT SECTOR SPDR TR2,702,730
PROSHARES TR2,653,350
ISHARES TR1,450,990
SIRIUS XM HOLDINGS INC39,718

New stocks bought by MOULTON WEALTH MANAGEMENT, INC

Additions

Ticker% Inc.
VANGUARD SPECIALIZED FUNDS101
ISHARES TR15.01
WISDOMTREE TR12.31
SPDR SER TR9.4
VANGUARD INDEX FDS2.47
GOLDMAN SACHS PHYSICAL GOLD2.05
DIREXION SHS ETF TR1.15
EXXON MOBIL CORP0.87

Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC

Reductions

Ticker% Reduced
ISHARES TR-83.98
ISHARES TR-72.23
ISHARES TR-2.6
SPDR GOLD TR-2.47
ISHARES GOLD TR-0.7

MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock

Sold off

Ticker$ Sold
VANGUARD BD INDEX FDS-657,145
ISHARES TR-368,779
ISHARES TR-200,692

MOULTON WEALTH MANAGEMENT, INC got rid off the above stocks

Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC

Last Reported on: 11 Apr, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAAUGOLDMAN SACHS PHYSICAL GOLD1.8580,3181,766,190ADDED2.05
AAXJISHARES TR1.5212,5291,450,990NEW
ACWFISHARES TR23.91449,75722,798,200ADDED15.01
AGGISHARES TR1.6016,1221,526,140REDUCED-72.23
AGGISHARES TR0.878,814833,948REDUCED-83.98
AGGISHARES TR0.758,783718,292REDUCED-2.6
AGGISHARES TR0.000.000.00SOLD OFF-100
AGGISHARES TR0.000.000.00SOLD OFF-100
AGZDWISDOMTREE TR4.1736,6413,975,540NEW
BILSPDR SER TR15.69163,02414,965,600ADDED9.4
BIVVANGUARD BD INDEX FDS0.000.000.00SOLD OFF-100
BZQPROSHARES TR2.7826,1652,653,350NEW
COMDIREXION SHS ETF TR0.1511,698142,361ADDED1.15
COSTCOSTCO WHSL CORP NEW0.33426311,759ADDED0.24
CVXCHEVRON CORP NEW0.804,846764,394UNCHANGED0.00
DWMFWISDOMTREE TR23.88452,83622,773,100ADDED12.31
GLDSPDR GOLD TR1.296,0041,235,120REDUCED-2.47
IAUISHARES GOLD TR4.0291,1523,829,290REDUCED-0.7
MTHMERITAGE HOMES CORP0.281,509264,688UNCHANGED0.00
SIRISIRIUS XM HOLDINGS INC0.0410,23739,718NEW
SPYSPDR S&P 500 ETF TR0.27489255,781UNCHANGED0.00
VIGVANGUARD SPECIALIZED FUNDS3.0315,8132,887,680ADDED101
VOOVANGUARD INDEX FDS1.022,033977,352ADDED2.47
XLBSELECT SECTOR SPDR TR4.1541,8903,954,820NEW
XLBSELECT SECTOR SPDR TR3.2220,8023,073,060NEW
XLBSELECT SECTOR SPDR TR2.8329,0962,702,730NEW
XOMEXXON MOBIL CORP1.5412,6311,468,270ADDED0.87