Moulton Wealth Management, Inc Portfolio Holdings by Sector
Moulton Wealth Management, Inc
- $132 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SJNK TFLO USFR FLOT SRLN AAAU EFAV 32 stocks |
$117,732
89.5% of portfolio
|
  17  
|
  15  
|
  9  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11,067
8.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,116
1.61% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$423
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
MTH 1 stocks |
$208
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|