Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (TFLO) | 449,757 | +58,688 | $22,798 |
TFLO | 449,757 | +58,688 | $22,798 |
WISDOMTREE TR | 452,836 | +49,650 | $22,773 |
USFR | 452,836 | +49,650 | $22,773 |
SPDR SER TR (BIL) | 163,024 | +14,001 | $14,966 |
BIL | 163,024 | +14,001 | $14,966 |
WISDOMTREE TR | 36,641 | +36,641 | $3,976 |
DXJ | 36,641 | +36,641 | $3,976 |
SELECT SECTOR SPDR TR (XLE) | 41,890 | +41,890 | $3,955 |
XLE | 41,890 | +41,890 | $3,955 |
ISHARES GOLD TR (IAU) | 91,152 | -642 | $3,829 |
IAU | 91,152 | -642 | $3,829 |
SELECT SECTOR SPDR TR (XLV) | 20,802 | +20,802 | $3,073 |
XLV | 20,802 | +20,802 | $3,073 |
VANGUARD SPECIALIZED FUNDS (VIG) | 15,813 | +7,962 | $2,888 |
VIG | 15,813 | +7,962 | $2,888 |
SELECT SECTOR SPDR TR (XLB) | 29,096 | +29,096 | $2,703 |
XLB | 29,096 | +29,096 | $2,703 |
PROSHARES TR (NOBL) | 26,165 | +26,165 | $2,653 |
NOBL | 26,165 | +26,165 | $2,653 |
GOLDMAN SACHS PHYSICAL GOLD | 80,318 | +1,614 | $1,766 |
AAAU | 80,318 | +1,614 | $1,766 |
ISHARES TR (IEF) | 16,122 | -41,943 | $1,526 |
IEF | 16,122 | -41,943 | $1,526 |
EXXON MOBIL CORP | 12,631 | +109 | $1,468 |
XOM | 12,631 | +109 | $1,468 |
ISHARES TR (IEI) | 12,529 | +12,529 | $1,451 |
IEI | 12,529 | +12,529 | $1,451 |
SPDR GOLD TR (GLD) | 6,004 | -152 | $1,235 |
GLD | 6,004 | -152 | $1,235 |
VANGUARD INDEX FDS (VOO) | 2,033 | +49 | $977 |
VOO | 2,033 | +49 | $977 |
ISHARES TR (TLT) | 8,814 | -46,207 | $834 |
TLT | 8,814 | -46,207 | $834 |
CHEVRON CORP NEW | 4,846 | UNCH | $764 |
CVX | 4,846 | UNCH | $764 |
ISHARES TR (SHY) | 8,783 | -234 | $718 |
SHY | 8,783 | -234 | $718 |
COSTCO WHSL CORP NEW | 426 | +1 | $312 |
COST | 426 | +1 | $312 |
MERITAGE HOMES CORP | 1,509 | UNCH | $265 |
MTH | 1,509 | UNCH | $265 |
SPDR S&P 500 ETF TR (SPY) | 489 | UNCH | $256 |
SPY | 489 | UNCH | $256 |
DIREXION SHS ETF TR (SPDN) | 11,698 | +133 | $142 |
SPDN | 11,698 | +133 | $142 |
See Full List: All Stocks Held By Moulton Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Moulton Wealth Management Inc.
Size ($ in 1000's)
At 03/31/2024: $95,368 At 12/31/2023: $77,864 Moulton Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moulton Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |