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 Market Cap. of Under $50 Millions

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

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
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email