$134 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 28 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | ISHARES TR20 yr tr bd etf | $8,451,000 | – | 58,141 | +100.0% | 6.31% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $7,768,000 | – | 51,251 | +100.0% | 5.80% | – |
| IAU | New | ISHARES GOLD TRishares new | $6,647,000 | – | 198,474 | +100.0% | 4.96% | – |
| GLD | New | SPDR GOLD TR | $3,971,000 | – | 24,126 | +100.0% | 2.96% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $3,562,000 | – | 12,149 | +100.0% | 2.66% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,165,000 | – | 8,787 | +100.0% | 2.36% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $2,882,000 | – | 21,661 | +100.0% | 2.15% | – |
| XLC | New | SELECT SECTOR SPDR TR | $2,396,000 | – | 29,408 | +100.0% | 1.79% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,207,000 | – | 17,333 | +100.0% | 1.65% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $2,133,000 | – | 33,386 | +100.0% | 1.59% | – |
| New | BATH & BODY WORKS INC | $556,000 | – | 8,690 | +100.0% | 0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-12
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.