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CIK: 0001792510
Total reported value
$152.1M
$152.1M
39 檔
43.3%
The Q3 2024 SEC filing reveals that Moulton Wealth Management, Inc held a total portfolio value of $152.1M, covering 39 public equity positions.
In Q3 2024, Moulton Wealth Management, Inc displayed an active expansion posture, initiating 12 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 16.29% | -6.73% | -17.68% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 16.20% | -6.86% | -17.09% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.50% | — | +40.05% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.60% | +4.94% | +1965.25% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.39% | +2.11% | NEW | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.55% | -0.06% | -4.79% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.28% | +0.59% | NEW | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.24% | +1.85% | NEW | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.09% | +0.53% | NEW | |
| 10 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 2.90% | -0.55% | +42.52% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.69% | — | -20.51% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.48% | -0.43% | EXIT | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.46% | — | — | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.03% | -0.83% | +149.25% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.67% | +1.43% | NEW | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.60% | +0.72% | NEW | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.26% | +0.85% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | +0.61% | NEW | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | +0.81% | NEW | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.25% | -1.26% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | +0.49% | NEW | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.92% | +1.05% | NEW | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.92% | -0.82% | — | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.84% | +0.19% | NEW | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | — | -39.50% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.80% | +0.58% | NEW | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.75% | — | +22.65% | |
| 28 | XLB | Ss Materials Select Sector | ETF-Other | 0.65% | — | -71.28% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.13% | — | |
| 30 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.57% | +0.29% | -50.10% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.80% | NEW | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.31% | NEW | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +3.30% | NEW | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | +0.38% | NEW | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.05% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.51% | NEW | |
| 37 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.25% | +0.17% | NEW | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.02% | +0.20% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.20% | — | — |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $152.1M across 39 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, TFLO, VOO) accounted for 43.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $3.0M
Top Position Liquidated / Trimmed
DXJ
前期市值: $4.2M
During Q3 2024, Moulton Wealth Management, Inc's top holdings by market value included USFR (16.3%)、TFLO (16.2%)、VOO (13.5%). The largest single position, USFR, represented 16.3% of total portfolio value.
In Q3 2024, Moulton Wealth Management, Inc made 40 total portfolio adjustments, initiating 12 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 3 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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