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CIK: 0001792510
Total reported value
$152.1M
$152.1M
43 檔
44.9%
During the Q4 2024 filing period, Moulton Wealth Management, Inc (CIK: 0001792510) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $152.1M across 43 reported positions.
Moulton Wealth Management, Inc executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.33% | — | +12.68% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 11.17% | -6.73% | -25.65% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 11.08% | -6.86% | -25.76% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.14% | +2.11% | NEW | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.73% | +4.94% | +78.23% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.42% | -0.06% | — | |
| 7 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 3.75% | -0.55% | +41.93% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.11% | -0.06% | -3.85% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.67% | — | +0.80% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.14% | -0.43% | EXIT | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.08% | +3.30% | NEW | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.98% | +0.59% | NEW | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.92% | +0.49% | NEW | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | +1.85% | NEW | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.84% | +0.19% | NEW | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.61% | +0.58% | NEW | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.58% | +1.43% | NEW | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.58% | -0.83% | -13.51% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.52% | — | — | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.30% | +0.72% | NEW | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.09% | -0.25% | -0.41% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.08% | +0.53% | NEW | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.26% | +0.87% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.06% | — | — | |
| 25 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | +0.61% | NEW | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | — | +23.66% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.31% | NEW | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | — | -11.96% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.63% | +0.28% | — | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.55% | +0.81% | NEW | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.13% | — | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | +1.05% | NEW | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.80% | NEW | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.48% | -0.62% | — | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.37% | — | +110.08% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.38% | NEW | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.05% | +0.23% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.27% | — | -49.80% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.51% | NEW | |
| 41 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.25% | +0.29% | -54.06% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.02% | -5.28% | |
| 43 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.18% | +0.17% | NEW |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $152.1M across 43 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, USFR, TFLO) accounted for 44.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
FLOT
市值: $7.1M
Top Position Liquidated / Trimmed
TLT
前期市值: $3.0M
During Q4 2024, Moulton Wealth Management, Inc's top holdings by market value included VOO (14.3%)、USFR (11.2%)、TFLO (11.1%). The largest single position, VOO, represented 14.3% of total portfolio value.
In Q4 2024, Moulton Wealth Management, Inc made 44 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 2 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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