Moulton Wealth Management, Inc Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Moulton Wealth Management, IncInvestment ActivityMoulton Wealth Management, Inc has $95.37 million in total holdings as of March 31, 2024.Moulton Wealth Management, Inc owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 27.40% of the portfolio was purchased this quarter.About 10.11% of the portfolio was sold this quarter.This quarter, Moulton Wealth Management, Inc has purchased 20 new stocks and bought additional shares in 9 stocks.Moulton Wealth Management, Inc sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $22,798,203WisdomTree Bloomberg Floating Rate Treasury Fund $22,773,109SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $14,965,591WisdomTree Japan Hedged Equity Fund $3,975,545Energy Select Sector SPDR Fund $3,954,822 Largest New Holdings this Quarter WisdomTree Japan Hedged Equity Fund $3,975,545 HoldingEnergy Select Sector SPDR Fund $3,954,822 HoldingHealth Care Select Sector SPDR Fund $3,073,058 HoldingMaterials Select Sector SPDR Fund $2,702,727 HoldingProShares S&P 500 Aristocrats ETF $2,653,353 Holding Largest Purchases this Quarter WisdomTree Japan Hedged Equity Fund 36,641 shares (about $3.98M)Energy Select Sector SPDR Fund 41,890 shares (about $3.95M)Health Care Select Sector SPDR Fund 20,802 shares (about $3.07M)iShares Treasury Floating Rate Bond ETF 58,688 shares (about $2.97M)Materials Select Sector SPDR Fund 29,096 shares (about $2.70M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 46,207 shares (about $4.37M)iShares 7-10 Year Treasury Bond ETF 41,943 shares (about $3.97M)SPDR Gold Shares 152 shares (about $31.27K)iShares Gold Trust 642 shares (about $26.97K)iShares 1-3 Year Treasury Bond ETF 234 shares (about $19.14K) 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 PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$22,798,203$2,974,897 ▲15.0%449,75723.9%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$22,773,109$2,496,897 ▲12.3%452,83623.9%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$14,965,591$1,285,291 ▲9.4%163,02415.7%ETFDXJWisdomTree Japan Hedged Equity Fund$3,975,545$3,975,545 ▲New Holding36,6414.2%FinanceXLEEnergy Select Sector SPDR Fund$3,954,822$3,954,822 ▲New Holding41,8904.1%ETFIAUiShares Gold Trust$3,829,290$26,970 ▼-0.7%91,1524.0%FinanceXLVHealth Care Select Sector SPDR Fund$3,073,058$3,073,058 ▲New Holding20,8023.2%ETFVIGVanguard Dividend Appreciation ETF$2,887,677$1,453,974 ▲101.4%15,8133.0%ETFXLBMaterials Select Sector SPDR Fund$2,702,727$2,702,727 ▲New Holding29,0962.8%ETFNOBLProShares S&P 500 Aristocrats ETF$2,653,353$2,653,353 ▲New Holding26,1652.8%ETFAAAUGoldman Sachs Physical Gold ETF$1,766,193$35,492 ▲2.1%80,3181.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,526,140$3,970,406 ▼-72.2%16,1221.6%ETFXOMExxon Mobil$1,468,271$12,671 ▲0.9%12,6311.5%Oils/EnergyIEIiShares 3-7 Year Treasury Bond ETF$1,450,992$1,450,992 ▲New Holding12,5291.5%ETFGLDSPDR Gold Shares$1,235,121$31,269 ▼-2.5%6,0041.3%FinanceVOOVanguard S&P 500 ETF$977,352$23,556 ▲2.5%2,0331.0%ETFTLTiShares 20+ Year Treasury Bond ETF$833,948$4,371,935 ▼-84.0%8,8140.9%ETFCVXChevron$764,3940.0%4,8460.8%Oils/EnergySHYiShares 1-3 Year Treasury Bond ETF$718,292$19,137 ▼-2.6%8,7830.8%ManufacturingCOSTCostco Wholesale$311,759$732 ▲0.2%4260.3%Retail/WholesaleMTHMeritage Homes$264,6880.0%1,5090.3%ConstructionSPYSPDR S&P 500 ETF Trust$255,7810.0%4890.3%FinanceSPDNDirexion Daily S&P 500 Bear 1x Shares$142,361$1,619 ▲1.2%11,6980.1%ETFSIRISirius XM$39,718$39,718 ▲New Holding10,2370.0%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$0$657,145 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$368,779 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$200,692 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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