13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001754960-25-000178
Total Value
$131.2M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 35,515 | $18.3M | 13.92% |
| 2 | WISDOMTREE TR | WT | 345,079 | $17.4M | 13.24% |
| 3 | ISHARES TR | 46434V860 | 334,125 | $16.9M | 12.91% |
| 4 | ISHARES TR | 46429B655 | 213,726 | $10.9M | 8.32% |
| 5 | SPDR SER TR | 78468R663 | 88,642 | $8.1M | 6.20% |
| 6 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 229,423 | $7.1M | 5.40% |
| 7 | DIREXION SHS ETF TR | 25460E869 | 455,097 | $5.3M | 4.02% |
| 8 | ISHARES GOLD TR | IAU | 80,224 | $4.7M | 3.61% |
| 9 | ISHARES TR | 46429B689 | 51,837 | $4.0M | 3.08% |
| 10 | SELECT SECTOR SPDR TR | 81369Y209 | 21,830 | $3.2M | 2.43% |
| 11 | SPDR SER TR | 78468R408 | 124,082 | $3.1M | 2.38% |
| 12 | SSGA ACTIVE ETF TR | 78467V608 | 73,859 | $3.0M | 2.32% |
| 13 | VANECK ETF TRUST | 92189F106 | 60,087 | $2.8M | 2.11% |
| 14 | VANGUARD INDEX FDS | 922908769 | 9,951 | $2.7M | 2.09% |
| 15 | SELECT SECTOR SPDR TR | 81369Y605 | 52,913 | $2.6M | 2.01% |
| 16 | PROSHARES TR | 74348A467 | 22,102 | $2.3M | 1.72% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 21,857 | $2.1M | 1.61% |
| 18 | SELECT SECTOR SPDR TR | 81369Y704 | 15,589 | $2.0M | 1.56% |
| 19 | SELECT SECTOR SPDR TR | 81369Y886 | 21,645 | $1.7M | 1.30% |
| 20 | SELECT SECTOR SPDR TR | 81369Y308 | 20,482 | $1.7M | 1.28% |
| 21 | SPDR GOLD TR | GLD | 5,568 | $1.6M | 1.22% |
| 22 | EXXON MOBIL CORP | XOM | 13,072 | $1.6M | 1.19% |
| 23 | WISDOMTREE TR | WT | 50,720 | $1.4M | 1.05% |
| 24 | WISDOMTREE TR | WT | 8,508 | $937,411 | 0.71% |
| 25 | ISHARES TR | 464287184 | 25,245 | $904,781 | 0.69% |
| 26 | CHEVRON CORP NEW | CVX | 4,848 | $811,032 | 0.62% |
| 27 | INVESCO QQQ TR | IVZ | 1,517 | $711,410 | 0.54% |
| 28 | ISHARES TR | 464287309 | 6,875 | $638,161 | 0.49% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,567 | $617,988 | 0.47% |
| 30 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,900 | $562,598 | 0.43% |
| 31 | ISHARES TR | 464287622 | 1,830 | $561,298 | 0.43% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 427 | $404,183 | 0.31% |
| 33 | SPDR S&P 500 ETF TR | SPY | 467 | $261,293 | 0.20% |
| 34 | MERITAGE HOMES CORP | MTH | 3,089 | $218,981 | 0.17% |