Moulton Wealth Management, Inc has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $95.4 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $22.8M, Wisdomtree Floating Rate Treas with a value of $22.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $15M, Wisdomtree Trust Japan Hedged with a value of $3.98M, and Energy Sector Spdr with a value of $3.95M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $78.1M to 95.4M.

Below you can find more details about Moulton Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $95.4 Million
ETFs: $92.5 Million
Energy: $2.23 Million
Consumer Defensive: $312,000
Consumer Cyclical: $264,000
Communication Services: $39,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 24
  • Current Value $95.4 Million
  • Prior Value $78.1 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.


Stay updated on Moulton Wealth Management, Inc with notifications on news.