Moulton Wealth Management, Inc Purchases in Q4 2024

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
139K
New
$50.73 - $51.08 $7.03M - $7.08M
139K $7.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
58.4K
+ 101.49%
$91.29 - $91.8 $5.33M - $5.36M
116K $10.6M
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
+ 78.23%
$280.04 - $302.45 $4.27M - $4.61M
34.7K $10.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.9K
+ 12.68%
$521.84 - $558.82 $2.03M - $2.18M
34.6K $18.7M
XLK
Technology Sector Spdr

ETFs
9.35K
+ 407.32%
$220.26 - $241.44 $2.06M - $2.26M
11.6K $2.71M
PFF
Ishares Trust Ishares Pfd And

ETFs
62.8K
New
$31.23 - $33.51 $1.96M - $2.1M
62.8K $1.97M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
55.6K
+ 41.93%
$25.33 - $27.57 $1.41M - $1.53M
188K $4.88M
IWR
Ishares Russell Mid Cap ETF

ETFs
15.7K
New
$87.25 - $95.52 $1.37M - $1.5M
15.7K $1.38M
XLY
Select Sector Spdr Consumer Di

ETFs
5.59K
+ 109.98%
$194.8 - $239.43 $1.09M - $1.34M
10.7K $2.39M
XLF
Financial Sector Spdr

ETFs
23.3K
+ 81.91%
$44.89 - $51.34 $1.05M - $1.2M
51.8K $2.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.2K
New
$57.29 - $63.1 $813K - $896K
14.2K $814K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
18.5K
New
$33.77 - $44.09 $626K - $817K
18.5K $628K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
New
$183.23 - $199.79 $338K - $369K
1.85K $341K
IWM
Ishares Russell 2000 ETF

ETFs
1.41K
+ 55.44%
$216.13 - $242.4 $304K - $341K
3.95K $871K
VUG
Vanguard Growth ETF

ETFs
67
+ 0.8%
$378.79 - $428.11 $25.4K - $28.7K
8.48K $3.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.16K
+ 110.08%
$40.06 - $45.21 $247K - $278K
11.8K $478K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.59K
+ 23.66%
$81.68 - $82.93 $212K - $215K
13.6K $1.11M
VTV
Vanguard Value ETF

ETFs
558
+ 25.09%
$168.32 - $181.87 $93.9K - $101K
2.78K $470K
QUAL
Ishares Msci Usa Quality Facto

ETFs
360
+ 10.74%
$176.42 - $186.91 $63.5K - $67.3K
3.71K $661K
XLI
Industrial Sector Spdr

ETFs
799
+ 5.39%
$131.76 - $143.99 $105K - $115K
15.6K $2.06M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.23%
$873.59 - $994.69 $874 - $995
427 $391K
MTH
Meritage Homes Corp

Consumer Cyclical
7
+ 0.46%
$151.91 - $205.12 $1.06K - $1.44K
1.54K $236K
XOM
Exxon Mobil Corp

Energy
112
+ 0.87%
$105.51 - $125.37 $11.8K - $14K
13K $1.39M
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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