Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc

  • $131 Million
  • Q1 2025

Moulton Wealth Management, Inc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 34 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 $18.2M, Wisdomtree Floating Rate Treas with a value of $17.4M, Ishares Treasury Floating Rate with a value of $16.9M, Ishares Tr Fltg Rate Nt ETF with a value of $10.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.13M.

Examining the 13F form we can see an increase of $1.85M in the current position value, from $129M to 131M.

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

Portfolio value $131 Million
ETFs: $128 Million
Energy: $2.37 Million
Consumer Defensive: $403,000
Consumer Cyclical: $217,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $131 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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