$96.1 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 17 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRBN | Exit | KRANESHARES TRglobal carb stra | $0 | – | -4,312 | -100.0% | -0.17% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -4,653 | -100.0% | -0.26% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,821 | -100.0% | -0.28% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -6,002 | -100.0% | -0.31% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -8,568 | -100.0% | -0.44% | – | |
| NUE | Exit | NUCOR CORP | $0 | – | -7,354 | -100.0% | -0.63% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -10,393 | -100.0% | -0.69% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -44,009 | -100.0% | -1.31% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -11,667 | -100.0% | -1.78% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -21,493 | -100.0% | -2.35% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -23,362 | -100.0% | -2.48% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -67,506 | -100.0% | -2.53% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -12,058 | -100.0% | -2.80% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -45,282 | -100.0% | -5.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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.