13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-16, with 43 holding rows worth $130,215,797.
- Accession
- 0001754960-25-000037
- Filer
- CIK 1792510
- Filed
- 2025-01-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 43 entries on the cover page, a total value of $130,215,797 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,215,797 with VALUE read as dollars as filed, 13F file number 028-19648. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 34,637 | $18,662,759 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 288,932 | $14,539,061 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 285,872 | $14,427,954 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 115,973 | $10,603,379 | dollars as filed | |
| VTI | 922908769 | COM | 34,748 | $10,070,346 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 138,651 | $7,054,563 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 188,317 | $4,884,003 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 81,701 | $4,045,011 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 8,477 | $3,479,140 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 28,051 | $2,792,484 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 11,648 | $2,708,393 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 32,855 | $2,582,738 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 51,763 | $2,501,706 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 18,070 | $2,485,843 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 10,669 | $2,393,605 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 21,704 | $2,101,185 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 15,617 | $2,057,718 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 17,787 | $2,055,238 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 62,811 | $1,974,774 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 19,779 | $1,694,305 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,844 | $1,414,982 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 18,576 | $1,406,043 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,957 | $1,393,829 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 15,663 | $1,384,609 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 34,078 | $1,275,199 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 13,554 | $1,111,137 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 3,945 | $871,687 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,740 | $830,667 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 14,194 | $814,878 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,629 | $710,731 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,846 | $701,882 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 3,385 | $700,424 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 3,713 | $661,211 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 18,538 | $628,634 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 11,754 | $478,035 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,782 | $470,948 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 427 | $391,133 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 4,115 | $346,203 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,846 | $341,750 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 655 | $334,919 | dollars as filed | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 11,700 | $323,622 | dollars as filed | |
| SPY | 78462F103 | SHS | 466 | $272,879 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 1,535 | $236,190 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000037 | this filing | 2025-01-16 | acceptance time not in the bulk data set |