Moulton Wealth Management, Inc Portfolio Holdings by Sector
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG USFR TFLO SJNK FLOT SRLN AAAU GDX 39 stocks |
$124,232
90.4% of portfolio
|
  20  
|
  19  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,332
6.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,253
1.64% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$985
0.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$396
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
MTH 1 stocks |
$226
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|