13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q4 2024 · Filed January 16, 2025 · Accession 0001754960-25-000037
Total Value
$130.2M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 34,637 | $18.7M | 14.33% |
| 2 | WISDOMTREE TR | WT | 288,932 | $14.5M | 11.17% |
| 3 | ISHARES TR | 46434V860 | 285,872 | $14.4M | 11.08% |
| 4 | SPDR SER TR | 78468R663 | 115,973 | $10.6M | 8.14% |
| 5 | VANGUARD INDEX FDS | 922908769 | 34,748 | $10.1M | 7.73% |
| 6 | ISHARES TR | 46429B655 | 138,651 | $7.1M | 5.42% |
| 7 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 188,317 | $4.9M | 3.75% |
| 8 | ISHARES GOLD TR | IAU | 81,701 | $4.0M | 3.11% |
| 9 | VANGUARD INDEX FDS | 922908736 | 8,477 | $3.5M | 2.67% |
| 10 | PROSHARES TR | 74348A467 | 28,051 | $2.8M | 2.14% |
| 11 | SELECT SECTOR SPDR TR | 81369Y803 | 11,648 | $2.7M | 2.08% |
| 12 | SELECT SECTOR SPDR TR | 81369Y308 | 32,855 | $2.6M | 1.98% |
| 13 | SELECT SECTOR SPDR TR | 81369Y605 | 51,763 | $2.5M | 1.92% |
| 14 | SELECT SECTOR SPDR TR | 81369Y209 | 18,070 | $2.5M | 1.91% |
| 15 | SELECT SECTOR SPDR TR | 81369Y407 | 10,669 | $2.4M | 1.84% |
| 16 | SELECT SECTOR SPDR TR | 81369Y852 | 21,704 | $2.1M | 1.61% |
| 17 | SELECT SECTOR SPDR TR | 81369Y704 | 15,617 | $2.1M | 1.58% |
| 18 | ISHARES TR | 464288661 | 17,787 | $2.1M | 1.58% |
| 19 | ISHARES TR | 464288687 | 62,811 | $2.0M | 1.52% |
| 20 | SELECT SECTOR SPDR TR | 81369Y506 | 19,779 | $1.7M | 1.30% |
| 21 | SPDR GOLD TR | GLD | 5,844 | $1.4M | 1.09% |
| 22 | SELECT SECTOR SPDR TR | 81369Y886 | 18,576 | $1.4M | 1.08% |
| 23 | EXXON MOBIL CORP | XOM | 12,957 | $1.4M | 1.07% |
| 24 | ISHARES TR | 464287499 | 15,663 | $1.4M | 1.06% |
| 25 | INVESCO EXCHANGE TRADED FD T | IVZ | 34,078 | $1.3M | 0.98% |
| 26 | ISHARES TR | 464287457 | 13,554 | $1.1M | 0.85% |
| 27 | ISHARES TR | 464287655 | 3,945 | $871,687 | 0.67% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,740 | $830,667 | 0.64% |
| 29 | VANGUARD INTL EQUITY INDEX F | 922042775 | 14,194 | $814,878 | 0.63% |
| 30 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,629 | $710,731 | 0.55% |
| 31 | CHEVRON CORP NEW | CVX | 4,846 | $701,882 | 0.54% |
| 32 | ISHARES TR | 46432F396 | 3,385 | $700,424 | 0.54% |
| 33 | ISHARES TR | 46432F339 | 3,713 | $661,211 | 0.51% |
| 34 | VANECK ETF TRUST | 92189F106 | 18,538 | $628,634 | 0.48% |
| 35 | SELECT SECTOR SPDR TR | 81369Y860 | 11,754 | $478,035 | 0.37% |
| 36 | VANGUARD INDEX FDS | 922908744 | 2,782 | $470,948 | 0.36% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 427 | $391,133 | 0.30% |
| 38 | SELECT SECTOR SPDR TR | 81369Y100 | 4,115 | $346,203 | 0.27% |
| 39 | ISHARES TR | 464287598 | 1,846 | $341,750 | 0.26% |
| 40 | INVESCO QQQ TR | IVZ | 655 | $334,919 | 0.26% |
| 41 | WISDOMTREE TR | WT | 11,700 | $323,622 | 0.25% |
| 42 | SPDR S&P 500 ETF TR | SPY | 466 | $272,879 | 0.21% |
| 43 | MERITAGE HOMES CORP | MTH | 1,535 | $236,190 | 0.18% |