Fund HoldingsMOULTON WEALTH MANAGEMENT, INC

Total Portfolio Value
$130.22M
Total Bought
$33.39M
Total Sold
$22.51M
Net Transaction
+$10.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
FLTG RATE NT ETF
0138,651+138,65107,0555.42%+7,055
SPDR SER TR
ST STR BLO 1 ETF
57,558115,973+58,4155,26710,6038.14%+5,336
VANGUARD INDEX FDS19,49634,748+15,2525,51210,0707.73%+4,558
VANGUARD INDEX FDS30,74034,637+3,89716,18918,66314.33%+2,474
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,29611,648+9,3525172,7082.08%+2,191
ISHARES TR062,811+62,81101,9751.52%+1,975
GOLDMAN SACHS PHYSICAL GOLD(AAAU)132,680188,317+55,6373,4804,8843.75%+1,404
SELECT SECTOR SPDR TR
ST STR DISCR ETF
5,08110,669+5,5881,0072,3941.84%+1,387
ISHARES TR015,663+15,66301,3851.06%+1,385
SELECT SECTOR SPDR TR
ST STR FINL ETF
28,45651,763+23,3071,2992,5021.92%+1,203
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,56621,704+11,1389602,1011.61%+1,141
VANGUARD INTL EQUITY INDEX F014,194+14,19408150.63%+815
VANECK ETF TRUST
GOLD MINERS ETF
018,538+18,53806290.48%+629
ISHARES TR01,846+1,84603420.26%+342
ISHARES TR2,5383,945+1,4075568720.67%+315
VANGUARD INDEX FDS8,4108,477+673,2243,4792.67%+255
SELECT SECTOR SPDR TR
ST STR REAL ETF
5,59511,754+6,1592434780.37%+235
ISHARES TR10,96113,554+2,5939041,1110.85%+207
VANGUARD INDEX FDS2,2242,782+5583884710.36%+83
ISHARES TR
MSCI USA QLT FCT
3,3533,713+3606016610.51%+60
SELECT SECTOR SPDR TR
ST STR INDL ETF
14,81815,617+7992,0082,0581.58%+50
COSTCO WHSL CORP NEW(COST)426427+13773910.30%+15
SPDR S&P 500 ETF TR(SPY)492466-262822730.21%-9
INVESCO QQQ TR731655-763563350.26%-21
SPDR GOLD TR(GLD)5,8685,844-241,4381,4151.09%-23
CHEVRON CORP NEW(CVX)4,8464,84607307020.54%-29
MERITAGE HOMES CORP(MTH)1,5281,535+73032360.18%-66
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,3844,740-6449618310.64%-131
PROSHARES TR
S&P 500 DV ARIST
28,10328,051-522,9712,7922.14%-179
EXXON MOBIL CORP12,84512,957+1121,6031,3941.07%-210
ISHARES GOLD TR(IAU)84,97181,701-3,2704,2554,0453.11%-210
SELECT SECTOR SPDR TR
ST STR ENERG ETF
20,56519,779-7861,9161,6941.30%-222
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
40,85834,078-6,7801,5341,2750.98%-259
WISDOMTREE TR(WT)25,46711,700-13,7676843240.25%-361
ISHARES TR20,56617,787-2,7792,4292,0551.58%-374
ISHARES TR
MSCI USA MMENTM
5,4193,385-2,0341,1047000.54%-404
SELECT SECTOR SPDR TR
ST STR MATER ETF
8,1984,115-4,0837803460.27%-434
VANGUARD SPECIALIZED FUNDS7,6333,629-4,0041,5057110.55%-795
ISHARES TR11,3950-11,3951,0990-1,099
SELECT SECTOR SPDR TR
ST STR STAPL ETF
48,21932,855-15,3643,9282,5831.98%-1,346
SELECT SECTOR SPDR TR
ST STR CARE ETF
25,64018,070-7,5703,8882,4861.91%-1,402
SELECT SECTOR SPDR TR
ST STR UTIL ETF
45,56318,576-26,9873,7051,4061.08%-2,299
ISHARES TR30,8860-30,8862,9510-2,951
ISHARES TR
TRS FLT RT BD
385,074285,872-99,20219,42314,42811.08%-4,995
WISDOMTREE TR(WT)388,620288,932-99,68819,54014,53911.17%-5,001
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