Moulton Wealth Management, Inc Portfolio Holdings
Moulton Wealth Management, Inc
- $95.4 Million
- Q1 2024
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.