Moulton Wealth Management, Inc Portfolio Holdings by Sector
Moulton Wealth Management, Inc
- $131 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO USFR TFLO FLOT BIL AAAU SPDN IAU 29 stocks |
$124,935
95.63% of portfolio
|
21
|
8
|
8
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,720
2.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,365
1.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$403
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
MTH 1 stocks |
$217
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|