Moulton Wealth Management, Inc Portfolio Holdings by Sector
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO USFR TFLO BIL FLOT AAAU IAU VUG 38 stocks |
$115,996
90.07% of portfolio
|
  20  
|
  18  
|
  6  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,070
7.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,094
1.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$391
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
MTH 1 stocks |
$236
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|