Moulton Wealth Management, Inc Top Holdings and 13F Report (2025) About Moulton Wealth Management, IncInvestment ActivityMoulton Wealth Management, Inc has $130.22 million in total holdings as of December 31, 2024.Moulton Wealth Management, Inc owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 42.60% of the portfolio was purchased this quarter.About 28.54% of the portfolio was sold this quarter.This quarter, Moulton Wealth Management, Inc has purchased 30 new stocks and bought additional shares in 12 stocks.Moulton Wealth Management, Inc sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,662,759WisdomTree Bloomberg Floating Rate Treasury Fund $14,539,061iShares Treasury Floating Rate Bond ETF $14,427,954SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,603,379Vanguard Total Stock Market ETF $10,070,346 Largest New Holdings this Quarter iShares Floating Rate Bond ETF $7,054,563 HoldingTechnology Select Sector SPDR Fund $2,708,393 HoldingFinancial Select Sector SPDR Fund $2,501,706 HoldingConsumer Discretionary Select Sector SPDR Fund $2,393,605 HoldingCommunication Services Select Sector SPDR Fund $2,101,185 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 33,804 shares (about $9.80M)iShares Floating Rate Bond ETF 138,651 shares (about $7.05M)Vanguard S&P 500 ETF 12,688 shares (about $6.84M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 65,759 shares (about $6.01M)Technology Select Sector SPDR Fund 11,648 shares (about $2.71M) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 183,145 shares (about $9.22M)iShares Treasury Floating Rate Bond ETF 178,579 shares (about $9.01M)Vanguard Dividend Appreciation ETF 12,458 shares (about $2.44M)Materials Select Sector SPDR Fund 24,427 shares (about $2.06M)Energy Select Sector SPDR Fund 21,420 shares (about $1.83M) 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$18,662,759$6,836,420 ▲57.8%34,63714.3%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$14,539,061$9,215,858 ▼-38.8%288,93211.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$14,427,954$9,012,878 ▼-38.4%285,87211.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,603,379$6,012,327 ▲131.0%115,9738.1%ETFVTIVanguard Total Stock Market ETF$10,070,346$9,796,765 ▲3,580.9%34,7487.7%ETFFLOTiShares Floating Rate Bond ETF$7,054,563$7,054,563 ▲New Holding138,6515.4%ETFAAAUGoldman Sachs Physical Gold ETF$4,884,003$2,469,583 ▲102.3%188,3173.8%Finance, Insurance, And Real EstateIAUiShares Gold Trust$4,045,011$373,503 ▼-8.5%81,7013.1%FinanceVUGVanguard Growth ETF$3,479,140$863,116 ▼-19.9%8,4772.7%ETFNOBLProShares S&P 500 Aristocrats ETF$2,792,484$139,769 ▲5.3%28,0512.1%ETFXLKTechnology Select Sector SPDR Fund$2,708,393$2,708,393 ▲New Holding11,6482.1%ETFXLPConsumer Staples Select Sector SPDR Fund$2,582,738$1,528,811 ▲145.1%32,8552.0%ETFXLFFinancial Select Sector SPDR Fund$2,501,706$2,501,706 ▲New Holding51,7631.9%ETFXLVHealth Care Select Sector SPDR Fund$2,485,843$395,506 ▼-13.7%18,0701.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,393,605$2,393,605 ▲New Holding10,6691.8%FinanceXLCCommunication Services Select Sector SPDR Fund$2,101,185$2,101,185 ▲New Holding21,7041.6%ETFXLIIndustrial Select Sector SPDR Fund$2,057,718$2,057,718 ▲New Holding15,6171.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$2,055,238$1,101,858 ▲115.6%17,7871.6%ETFPFFiShares Preferred and Income Securities ETF$1,974,774$1,974,774 ▲New Holding62,8111.5%ETFXLEEnergy Select Sector SPDR Fund$1,694,305$1,834,876 ▼-52.0%19,7791.3%ETFGLDSPDR Gold Shares$1,414,982$23,970 ▼-1.7%5,8441.1%FinanceXLUUtilities Select Sector SPDR Fund$1,406,043$404,873 ▲40.4%18,5761.1%ETFXOMExxon Mobil$1,393,829$23,666 ▲1.7%12,9571.1%Oils/EnergyIWRiShares Russell Mid-Cap ETF$1,384,609$1,384,609 ▲New Holding15,6631.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,275,199$1,428,995 ▼-52.8%34,0781.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,111,137$378,495 ▲51.7%13,5540.9%ManufacturingIWMiShares Russell 2000 ETF$871,687$871,687 ▲New Holding3,9450.7%FinanceRSPInvesco S&P 500 Equal Weight ETF$830,667$728,849 ▼-46.7%4,7400.6%ETFVEUVanguard FTSE All-World ex-US ETF$814,878$814,878 ▲New Holding14,1940.6%ETFVIGVanguard Dividend Appreciation ETF$710,731$2,439,870 ▼-77.4%3,6290.5%ETFCVXChevron$701,8820.0%4,8460.5%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$700,424$1,717,436 ▼-71.0%3,3850.5%ETFQUALiShares MSCI USA Quality Factor ETF$661,211$661,211 ▲New Holding3,7130.5%ETFGDXVanEck Gold Miners ETF$628,634$628,634 ▲New Holding18,5380.5%ETFXLREReal Estate Select Sector SPDR Fund$478,035$478,035 ▲New Holding11,7540.4%ETFVTVVanguard Value ETF$470,948$470,948 ▲New Holding2,7820.4%ETFCOSTCostco Wholesale$391,133$916 ▲0.2%4270.3%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$346,203$2,055,091 ▼-85.6%4,1150.3%ETFIWDiShares Russell 1000 Value ETF$341,750$341,750 ▲New Holding1,8460.3%ETFQQQInvesco QQQ$334,919$334,919 ▲New Holding6550.3%FinanceUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$323,622$1,087,951 ▼-77.1%11,7000.2%FinanceSPYSPDR S&P 500 ETF Trust$272,879$14,639 ▼-5.1%4660.2%FinanceMTHMeritage Homes$236,190$2,000 ▲0.9%1,5350.2%ConstructionDXJWisdomTree Japan Hedged Equity Fund$0$4,220,047 ▼-100.0%00.0%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$0$1,534,204 ▼-100.0%00.0%ManufacturingIVViShares Core S&P 500 ETF$0$211,331 ▼-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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