Moulton Wealth Management, Inc Top Holdings and 13F Report (2025) About Moulton Wealth Management, IncInvestment ActivityMoulton Wealth Management, Inc has $131.16 million in total holdings as of March 31, 2025.Moulton Wealth Management, Inc owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.70% of the portfolio was purchased this quarter.About 26.09% of the portfolio was sold this quarter.This quarter, Moulton Wealth Management, Inc has purchased 43 new stocks and bought additional shares in 16 stocks.Moulton Wealth Management, Inc sold shares of 9 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,251,556WisdomTree Bloomberg Floating Rate Treasury Fund $17,367,833iShares Treasury Floating Rate Bond ETF $16,926,757iShares Floating Rate Bond ETF $10,910,694SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $8,131,134 Largest New Holdings this Quarter 25460E869 - Direxion Daily S&P 500 Bear 1x Shares $5,274,570 Holding46429B689 - iShares MSCI EAFE Min Vol Factor ETF $4,039,139 Holding78468R408 - SPDR Bloomberg Short Term High Yield Bond ETF $3,121,908 Holding78467V608 - SPDR Blackstone Senior Loan ETF $3,037,841 Holding97717W851 - WisdomTree Japan Hedged Equity Fund $937,411 Holding Largest Purchases this Quarter Direxion Daily S&P 500 Bear 1x Shares 455,097 shares (about $5.27M)iShares MSCI EAFE Min Vol Factor ETF 51,837 shares (about $4.04M)iShares Floating Rate Bond ETF 75,075 shares (about $3.83M)SPDR Bloomberg Short Term High Yield Bond ETF 124,082 shares (about $3.12M)SPDR Blackstone Senior Loan ETF 73,859 shares (about $3.04M) Largest Sales this Quarter Vanguard Total Stock Market ETF 24,797 shares (about $6.82M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 27,331 shares (about $2.51M)Consumer Staples Select Sector SPDR Fund 12,373 shares (about $1.01M)ProShares S&P 500 Aristocrats ETF 5,949 shares (about $607.87K)Invesco S&P 500 Equal Weight ETF 1,173 shares (about $203.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoulton Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$18,251,556$451,214 ▲2.5%35,51513.9%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$17,367,833$2,825,880 ▲19.4%345,07913.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$16,926,757$2,444,495 ▲16.9%334,12512.9%ETFFLOTiShares Floating Rate Bond ETF$10,910,694$3,832,572 ▲54.1%213,7268.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$8,131,134$2,507,074 ▼-23.6%88,6426.2%ETFAAAUGoldman Sachs Physical Gold ETF$7,084,582$1,269,353 ▲21.8%229,4235.4%FinanceSPDNDirexion Daily S&P 500 Bear 1x Shares$5,274,570$5,274,570 ▲New Holding455,0974.0%ETFIAUiShares Gold Trust$4,730,000$87,084 ▼-1.8%80,2243.6%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$4,039,139$4,039,139 ▲New Holding51,8373.1%ETFXLVHealth Care Select Sector SPDR Fund$3,187,335$548,987 ▲20.8%21,8302.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,121,908$3,121,908 ▲New Holding124,0822.4%ETFSRLNSPDR Blackstone Senior Loan ETF$3,037,841$3,037,841 ▲New Holding73,8592.3%ETFGDXVanEck Gold Miners ETF$2,762,214$1,910,018 ▲224.1%60,0872.1%ETFVTIVanguard Total Stock Market ETF$2,734,850$6,815,001 ▼-71.4%9,9512.1%ETFXLFFinancial Select Sector SPDR Fund$2,635,603$57,282 ▲2.2%52,9132.0%ETFNOBLProShares S&P 500 Aristocrats ETF$2,258,369$607,865 ▼-21.2%22,1021.7%ETFXLCCommunication Services Select Sector SPDR Fund$2,108,106$14,757 ▲0.7%21,8571.6%ETFXLIIndustrial Select Sector SPDR Fund$2,043,198$3,670 ▼-0.2%15,5891.6%ETFXLUUtilities Select Sector SPDR Fund$1,706,714$241,991 ▲16.5%21,6451.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,672,791$1,010,519 ▼-37.7%20,4821.3%ETFGLDSPDR Gold Shares$1,604,332$79,525 ▼-4.7%5,5681.2%FinanceXOMExxon Mobil$1,554,692$13,677 ▲0.9%13,0721.2%EnergyUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$1,382,627$1,063,685 ▲333.5%50,7201.1%FinanceDXJWisdomTree Japan Hedged Equity Fund$937,411$937,411 ▲New Holding8,5080.7%FinanceFXIiShares China Large-Cap ETF$904,781$904,781 ▲New Holding25,2450.7%ETFCVXChevron$811,032$335 ▲0.0%4,8480.6%EnergyQQQInvesco QQQ$711,410$404,242 ▲131.6%1,5170.5%FinanceIVWiShares S&P 500 Growth ETF$638,161$638,161 ▲New Holding6,8750.5%ETFRSPInvesco S&P 500 Equal Weight ETF$617,988$203,224 ▼-24.7%3,5670.5%ETFVIGVanguard Dividend Appreciation ETF$562,598$141,425 ▼-20.1%2,9000.4%ETFIWBiShares Russell 1000 ETF$561,298$561,298 ▲New Holding1,8300.4%ETFCOSTCostco Wholesale$404,1830.0%4270.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$261,293$560 ▲0.2%4670.2%FinanceMTHMeritage Homes$218,981$110,164 ▲101.2%3,0890.2%ConstructionVUGVanguard Growth ETF$0$3,479,140 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$2,708,393 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$2,393,605 ▼-100.0%00.0%FinanceIEIiShares 3-7 Year Treasury Bond ETF$0$2,055,238 ▼-100.0%00.0%ETFPFFiShares Preferred and Income Securities ETF$0$1,974,774 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$1,694,305 ▼-100.0%00.0%ETFIWRiShares Russell Mid-Cap ETF$0$1,384,609 ▼-100.0%00.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$0$1,275,199 ▼-100.0%00.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$1,111,137 ▼-100.0%00.0%ManufacturingIWMiShares Russell 2000 ETF$0$871,687 ▼-100.0%00.0%FinanceVEUVanguard FTSE All-World ex-US ETF$0$814,878 ▼-100.0%00.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$0$700,424 ▼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$661,211 ▼-100.0%00.0%ETFXLREReal Estate Select Sector SPDR Fund$0$478,035 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$470,948 ▼-100.0%00.0%ETFXLBMaterials Select Sector SPDR Fund$0$346,203 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$341,750 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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