$137 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 35 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -5,309 | -100.0% | -0.30% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,855 | -100.0% | -0.68% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -4,520 | -100.0% | -0.77% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -33,910 | -100.0% | -1.11% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -36,233 | -100.0% | -1.21% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -68,381 | -100.0% | -1.33% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -71,588 | -100.0% | -4.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 28.9% |
| ISHARES TR | 16 | Q3 2023 | 10.9% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 6.6% |
| CHEVRON CORP NEW | 16 | Q3 2023 | 4.4% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 9.6% |
| ISHARES TR | 14 | Q3 2023 | 21.4% |
| ISHARES TR | 11 | Q3 2023 | 35.1% |
| SPDR GOLD TRUST | 11 | Q3 2023 | 3.6% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q3 2023 | 7.2% |
View MOULTON WEALTH MANAGEMENT, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-12 |
View MOULTON WEALTH MANAGEMENT, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.