Fund HoldingsMOULTON WEALTH MANAGEMENT, INC

Total Portfolio Value
$131.16M
Total Bought
$35.32M
Total Sold
$35.26M
Net Transaction
+$58.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DIREXION SHS ETF TR0455,097+455,09705,2754.02%+5,275
ISHARES TR
MSCI EAFE MIN VL
051,837+51,83704,0393.08%+4,039
ISHARES TR
FLTG RATE NT ETF
138,651213,726+75,0757,05510,9118.32%+3,856
SPDR SER TR
ST TERM HIGH ETF
0124,082+124,08203,1222.38%+3,122
SSGA ACTIVE ETF TR
ST STR BL LN ETF
073,859+73,85903,0382.32%+3,038
WISDOMTREE TR(WT)288,932345,079+56,14714,53917,36813.24%+2,829
ISHARES TR
TRS FLT RT BD
285,872334,125+48,25314,42816,92712.91%+2,499
GOLDMAN SACHS PHYSICAL GOLD(AAAU)188,317229,423+41,1064,8847,0855.40%+2,201
VANECK ETF TRUST
GOLD MINERS ETF
18,53860,087+41,5496292,7622.11%+2,134
WISDOMTREE TR(WT)11,70050,720+39,0203241,3831.05%+1,059
WISDOMTREE TR(WT)08,508+8,50809370.71%+937
ISHARES TR025,245+25,24509050.69%+905
SELECT SECTOR SPDR TR
ST STR CARE ETF
18,07021,830+3,7602,4863,1872.43%+701
ISHARES GOLD TR(IAU)81,70180,224-1,4774,0454,7303.61%+685
ISHARES TR06,875+6,87506380.49%+638
ISHARES TR01,830+1,83005610.43%+561
INVESCO QQQ TR6551,517+8623357110.54%+376
SELECT SECTOR SPDR TR
ST STR UTIL ETF
18,57621,645+3,0691,4061,7071.30%+301
SPDR GOLD TR(GLD)5,8445,568-2761,4151,6041.22%+189
EXXON MOBIL CORP12,95713,072+1151,3941,5551.19%+161
SELECT SECTOR SPDR TR
ST STR FINL ETF
51,76352,913+1,1502,5022,6362.01%+134
CHEVRON CORP NEW(CVX)4,8464,848+27028110.62%+109
COSTCO WHSL CORP NEW(COST)42742703914040.31%+13
SELECT SECTOR SPDR TR
ST STR SVC ETF
21,70421,857+1532,1012,1081.61%+7
SPDR S&P 500 ETF TR(SPY)466467+12732610.20%-12
SELECT SECTOR SPDR TR
ST STR INDL ETF
15,61715,589-282,0582,0431.56%-15
MERITAGE HOMES CORP(MTH)1,5353,089+1,5542362190.17%-17
VANGUARD SPECIALIZED FUNDS3,6292,900-7297115630.43%-148
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,7403,567-1,1738316180.47%-213
ISHARES TR1,8460-1,8463420-342
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,1150-4,1153460-346
VANGUARD INDEX FDS34,63735,515+87818,66318,25213.92%-411
VANGUARD INDEX FDS2,7820-2,7824710-471
SELECT SECTOR SPDR TR
ST STR REAL ETF
11,7540-11,7544780-478
PROSHARES TR
S&P 500 DV ARIST
28,05122,102-5,9492,7922,2581.72%-534
ISHARES TR
MSCI USA QLT FCT
3,7130-3,7136610-661
ISHARES TR
MSCI USA MMENTM
3,3850-3,3857000-700
VANGUARD INTL EQUITY INDEX F14,1940-14,1948150-815
ISHARES TR3,9450-3,9458720-872
SELECT SECTOR SPDR TR
ST STR STAPL ETF
32,85520,482-12,3732,5831,6731.28%-910
ISHARES TR13,5540-13,5541,1110-1,111
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
34,0780-34,0781,2750-1,275
ISHARES TR15,6630-15,6631,3850-1,385
SELECT SECTOR SPDR TR
ST STR ENERG ETF
19,7790-19,7791,6940-1,694
ISHARES TR62,8110-62,8111,9750-1,975
ISHARES TR17,7870-17,7872,0550-2,055
SELECT SECTOR SPDR TR
ST STR DISCR ETF
10,6690-10,6692,3940-2,394
SPDR SER TR
ST STR BLO 1 ETF
115,97388,642-27,33110,6038,1316.20%-2,472
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,6480-11,6482,7080-2,708
VANGUARD INDEX FDS8,4770-8,4773,4790-3,479
VANGUARD INDEX FDS34,7489,951-24,79710,0702,7352.09%-7,335
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