Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

Moulton Wealth Management, Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.7M, Wisdomtree Floating Rate Treas with a value of $14.5M, Ishares Treasury Floating Rate with a value of $14.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.6M, and Vanguard Total Stock Market Et with a value of $10.1M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $118M to 129M.

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

Portfolio value $129 Million
ETFs: $126 Million
Energy: $2.09 Million
Consumer Defensive: $391,000
Consumer Cyclical: $236,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.7 Million 14.49% of portfolio
34,637
Q4 2024 Added 12.68%
$0
$14.5 Million 11.29% of portfolio
288,932
Q4 2024 Reduced 25.65%
$0
$14.4 Million 11.2% of portfolio
285,872
Q4 2024 Reduced 25.76%
$0
$10.6 Million 8.23% of portfolio
115,973
Q4 2024 Added 101.49%
$0
$10.1 Million 7.82% of portfolio
34,748
Q4 2024 Added 78.23%
$0
$7.05 Million 5.48% of portfolio
138,651
Q4 2024 New
$891M
$4.88 Million 3.79% of portfolio
188,317
Q4 2024 Added 41.93%
$43.5B
$4.05 Million 3.14% of portfolio
81,701
Q4 2024 Reduced 3.85%
$0
$3.48 Million 2.7% of portfolio
8,477
Q4 2024 Added 0.8%
$0
$2.79 Million 2.17% of portfolio
28,051
Q4 2024 Reduced 0.19%
$0
$2.71 Million 2.1% of portfolio
11,648
Q4 2024 Added 407.32%
$0
$2.5 Million 1.94% of portfolio
32,855
Q4 2024 Reduced 31.86%
$0
$2.5 Million 1.94% of portfolio
51,763
Q4 2024 Added 81.91%
$0
$2.49 Million 1.93% of portfolio
18,070
Q4 2024 Reduced 29.52%
$0
$2.39 Million 1.86% of portfolio
10,669
Q4 2024 Added 109.98%
$0
$2.1 Million 1.63% of portfolio
21,704
Q4 2024 Added 105.41%
$0
$2.06 Million 1.6% of portfolio
17,787
Q4 2024 Reduced 13.51%
$0
$1.97 Million 1.53% of portfolio
62,811
Q4 2024 New
$0
$1.69 Million 1.32% of portfolio
19,779
Q4 2024 Reduced 3.82%
$86.5B
$1.42 Million 1.1% of portfolio
5,844
Q4 2024 Reduced 0.41%
$0
$1.41 Million 1.09% of portfolio
18,576
Q4 2024 Reduced 59.23%
$0
$1.38 Million 1.07% of portfolio
15,663
Q4 2024 New
$0
$1.11 Million 0.86% of portfolio
13,554
Q4 2024 Added 23.66%
$0
$871,000 0.68% of portfolio
3,945
Q4 2024 Added 55.44%
$0
$830,000 0.64% of portfolio
4,740
Q4 2024 Reduced 11.96%
$0
$814,000 0.63% of portfolio
14,194
Q4 2024 New
$0
$700,000 0.54% of portfolio
3,385
Q4 2024 Reduced 37.53%
$0
$661,000 0.51% of portfolio
3,713
Q4 2024 Added 10.74%
$0
$661,000 0.51% of portfolio
3,629
Q4 2024 Reduced 52.46%
$0
$628,000 0.49% of portfolio
18,538
Q4 2024 New
$0
$478,000 0.37% of portfolio
11,754
Q4 2024 Added 110.08%
$0
$470,000 0.36% of portfolio
2,782
Q4 2024 Added 25.09%
$0
$346,000 0.27% of portfolio
4,115
Q4 2024 Reduced 49.8%
$0
$341,000 0.26% of portfolio
1,846
Q4 2024 New
$0
$334,000 0.26% of portfolio
655
Q4 2024 Reduced 10.4%
$0
$323,000 0.25% of portfolio
11,700
Q4 2024 Reduced 54.06%
$0
$273,000 0.21% of portfolio
466
Q4 2024 Reduced 5.28%
$0
$0 0.0% of portfolio
34,078
Q4 2024 Reduced 16.59%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $129 Million
  • Prior Value $118 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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