Moulton Wealth Management, Inc Portfolio Holdings by Sector
Moulton Wealth Management, Inc
- $107 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR TFLO VOO BIL DXJ VUG IAU XLE 25 stocks |
$103,766
97.11% of portfolio
|
  18  
|
  7  
|
  9  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,224
2.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$362
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$252
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
MTH 1 stocks |
$246
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|