Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

Moulton Wealth Management, Inc has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $19.5M, Ishares Treasury Floating Rate with a value of $19.5M, Vanguard Index Fds S&P 500 ETF with a value of $16.2M, Vanguard Total Stock Market Et with a value of $5.52M, and Spdr Bloomberg 1 3 Month T Bil with a value of $5.28M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $107M to 118M.

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

Portfolio value $118 Million
ETFs: $115 Million
Energy: $2.22 Million
Consumer Defensive: $377,000
Consumer Cyclical: $313,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $118 Million
  • Prior Value $107 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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