Fund HoldingsMOULTON WEALTH MANAGEMENT, INC

Total Portfolio Value
$132.26M
Total Bought
$55.44M
Total Sold
$54.21M
Net Transaction
+$1.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0186,043+186,043013,68710.35%+13,687
VANGUARD INDEX FDS9,95136,415+26,4642,73511,2178.48%+8,482
SPDR SERIES TRUST
ST TERM HIGH ETF
124,082440,775+316,6933,12211,1968.47%+8,074
SSGA ACTIVE ETF TR
ST STR BL LN ETF
73,859219,012+145,1533,0389,0806.87%+6,042
ISHARES TR019,047+19,04703,5592.69%+3,559
VANGUARD INTL EQUITY INDEX F039,783+39,78302,6882.03%+2,688
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,738+9,73802,5021.89%+2,502
ISHARES TR
MSCI USA MMENTM
07,306+7,30601,7491.32%+1,749
ISHARES TR
MSCI USA QLT FCT
09,126+9,12601,6881.28%+1,688
ISHARES TR013,617+13,61701,2760.96%+1,276
ISHARES TR25,24558,461+33,2169052,1201.60%+1,216
WISDOMTREE TR(WT)8,50818,614+10,1069372,1431.62%+1,205
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,990+3,99008830.67%+883
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,882+7,88206860.52%+686
VANECK ETF TRUST
GOLD MINERS ETF
60,08764,964+4,8772,7623,4372.60%+675
ISHARES TR
MSCI EAFE MIN VL
51,83755,125+3,2884,0394,6353.50%+596
INVESCO QQQ TR1,5171,672+1557119300.70%+219
SPDR GOLD TR(GLD)5,5685,478-901,6041,6821.27%+78
SPDR S&P 500 ETF TR(SPY)467457-102612860.22%+25
SELECT SECTOR SPDR TR
ST STR STAPL ETF
20,48220,650+1681,6731,6971.28%+24
COSTCO WHSL CORP NEW(COST)427428+14044220.32%+18
MERITAGE HOMES CORP(MTH)3,0893,109+202192200.17%+1
EXXON MOBIL CORP13,07213,193+1211,5551,4801.12%-74
CHEVRON CORP NEW(CVX)4,8484,850+28117200.54%-91
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,64518,629-3,0161,7071,5251.15%-182
SELECT SECTOR SPDR TR
ST STR INDL ETF
15,58912,414-3,1752,0431,8551.40%-188
PROSHARES TR
S&P 500 DV ARIST
22,10216,919-5,1832,2581,7411.32%-517
ISHARES TR1,8300-1,8305610-561
VANGUARD SPECIALIZED FUNDS2,9000-2,9005630-563
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5670-3,5676180-618
ISHARES TR6,8750-6,8756380-638
GOLDMAN SACHS PHYSICAL GOLD(AAAU)229,423181,939-47,4847,0855,9924.53%-1,092
ISHARES TR
FLTG RATE NT ETF
213,726192,592-21,13410,9119,7997.41%-1,112
SELECT SECTOR SPDR TR
ST STR SVC ETF
21,8577,332-14,5252,1087920.60%-1,316
WISDOMTREE TR(WT)50,7200-50,7201,3830-1,383
SELECT SECTOR SPDR TR
ST STR FINL ETF
52,91322,513-30,4002,6361,1970.91%-1,438
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,83011,437-10,3933,1871,5501.17%-1,638
ISHARES GOLD TR(IAU)80,22420,052-60,1724,7301,2610.95%-3,469
SPDR SERIES TRUST
ST STR BLO 1 ETF
88,64242,362-46,2808,1313,8762.93%-4,255
DIREXION SHS ETF TR455,09738,895-416,2025,2753960.30%-4,879
ISHARES TR
TRS FLT RT BD
334,125220,510-113,61516,92711,1348.42%-5,793
WISDOMTREE TR(WT)345,079221,655-123,42417,36811,1568.43%-6,212
VANGUARD INDEX FDS35,5150-35,51518,2520-18,252
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