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CIK: 0001792510
Total reported value
$152.1M
$152.1M
30 檔
44.3%
In Q2 2024, Moulton Wealth Management, Inc's U.S. equity holdings reached a combined market value of $152.1M, distributed across 30 disclosed stock positions.
During Q2 2024, Moulton Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 21.56% | -6.73% | +4.25% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 21.27% | -6.86% | +3.27% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.23% | — | +979.64% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.17% | +2.11% | NEW | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 3.82% | +0.41% | -2.01% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.75% | — | — | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.63% | -0.06% | -2.09% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.32% | +0.72% | NEW | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.77% | +1.85% | NEW | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.69% | +0.81% | NEW | |
| 11 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.46% | +0.61% | NEW | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.31% | -0.43% | EXIT | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.28% | — | -1.90% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.13% | +1.05% | NEW | |
| 15 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.98% | -0.55% | +15.91% | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.39% | +0.43% | NEW | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.26% | +0.84% | |
| 19 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 1.25% | +0.29% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.25% | -1.02% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.94% | +0.59% | NEW | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.83% | -34.14% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.83% | +0.53% | NEW | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.13% | — | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.66% | — | +1.75% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.05% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.02% | +0.41% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +4.94% | — | |
| 29 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.22% | +0.17% | NEW | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | — |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $152.1M across 30 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, TFLO, VOO) accounted for 44.3% of total reported equity market value during Q2 2024.
During Q2 2024, Moulton Wealth Management, Inc's top holdings by market value included USFR (21.6%)、TFLO (21.3%)、VOO (10.2%). The largest single position, USFR, represented 21.6% of total portfolio value.
In Q2 2024, Moulton Wealth Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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