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MOULTON WEALTH MANAGEMENT, INC13F | |
| MOULTON WEALTH MANAGEMENT, INC | |
| Last update 2025-07-08 | 37 Stocks (9 new) |
| Value $132.00 Mil | Turnover 41 % |
MOULTON WEALTH MANAGEMENT, INC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 186,043 | 13,687.2 | New Holding | 10.350 | +10.35% | 0.020 | +18.80% | +8.87% | 78,088.3 | ||
VTI | Vanguard Total Stock Market ETF | 36,415 | 11,216.8 | +265.94% | 8.480 | +6.16% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 440,775 | 11,195.7 | +255.23% | 8.470 | +6.09% | 0.240 | +4.46% | +4.62% | 4,732.3 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 221,655 | 11,155.9 | -35.77% | 8.430 | -4.74% | 0.060 | +1.15% | +2.42% | 18,858.3 | ||
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 220,510 | 11,133.5 | -34.00% | 8.420 | -4.39% | 0.160 | +1.11% | +2.43% | 6,736.0 | ||
FLOT | iShares Floating Rate Bond ETF | 192,592 | 9,799.1 | -9.89% | 7.410 | -0.82% | 0.110 | +1.65% | +2.76% | 9,028.4 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 219,012 | 9,080.2 | +196.53% | 6.870 | +4.55% | 0.130 | +4.40% | +3.70% | 7,060.1 | ||
AAAU | Goldman Sachs Physical Gold ETF | 181,939 | 5,992.2 | -20.70% | 4.530 | -1.12% | 0.380 | +2.84% | +29.05% | 1,591.7 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 55,125 | 4,635.4 | +6.34% | 3.500 | +0.21% | 0.080 | +6.84% | +22.06% | 5,488.5 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 42,362 | 3,876.2 | -52.21% | 2.930 | -3.24% | 0.010 | +0.02% | +0.27% | 41,778.1 |
MOULTON WEALTH MANAGEMENT, INC's Historical Top Holdings Breakdowns
MOULTON WEALTH MANAGEMENT, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Sold Out Sold Out | -13.92% | 456.74 ($525.37) 568.03 | $582.86 | 10.94% | Sold Out | 0 | -35,515 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | New Buy New Buy | +10.35% | 58.41 ($67.22) 72.69 | $74.59 | 10.96% | New holding | 186,043 | 186,043 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +6.16% | 243.75 ($281.15) 303.93 | $312.41 | 11.12% | Add 265.94% | 36,415 | 26,464 | |
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2025-06-30 | Add Add | +6.09% | 24.12 ($25.01) 25.48 | $25.47 | 1.84% | Add 255.23% | 440,775 | 316,693 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-06-30 | Reduce Reduce | -4.74% | 50.29 ($50.37) 50.47 | $50.46 | 0.18% | Reduce -35.77% | 221,655 | -123,424 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-06-30 | Add Add | +4.55% | 39.47 ($40.92) 41.59 | $41.64 | 1.76% | Add 196.53% | 219,012 | 145,153 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-06-30 | Reduce Reduce | -4.39% | 50.47 ($50.56) 50.66 | $50.61 | 0.10% | Reduce -34% | 220,510 | -113,615 | |
SPDN |
Direxion Daily S&P 500 Bear 1X Shares
Direxion Daily S&P 500 Bear 1X Shares
| 2025-06-30 | Reduce Reduce | -3.68% | 10.3 ($11.26) 12.99 | $10.08 | -10.48% | Reduce -91.45% | 38,895 | -416,202 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -3.24% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Reduce -52.21% | 42,362 | -46,280 | |
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -2.71% | 56.1 ($61.92) 64.74 | $63.91 | 3.21% | Reduce -75% | 20,052 | -60,172 |
MOULTON WEALTH MANAGEMENT, INC Total Holding History ($B)
MOULTON WEALTH MANAGEMENT, INC's Asset Allocation
MOULTON WEALTH MANAGEMENT, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MOULTON WEALTH MANAGEMENT, INC's Hypothetical Growth since 2025-06-30
MOULTON WEALTH MANAGEMENT, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MOULTON WEALTH MANAGEMENT, INC's Holdings Heat Map
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MOULTON WEALTH MANAGEMENT, INC's Holdings Bubble Chart
MOULTON WEALTH MANAGEMENT, INC News
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