MOULTON WEALTH MANAGEMENT, INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MOULTON WEALTH MANAGEMENT, INC with $137.5M in long positions as of Q3 2025, 93% allocated to ETF, and 62% concentrated in top 10 positions.

Portfolio Value: $137.5M
Top 10 Concentration: 62%
Top Sector: ETF (93%)

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

93.20%

Energy

1.60%

Consumer Defensive

0.30%

Consumer Cyclical

0.20%

Industry Breakdown

4 industries across all sectors

ETF

93.23%

Oil & Gas Integrated

Energy

1.64%

Discount Stores

Consumer Defensive

0.29%

Residential Construction

Consumer Cyclical

0.16%

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %

62.25%

Top 20 Holdings %

79.32%

Top 50 Holdings %

100.0%

Top 100 Holdings %

100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 5.2 quarters
Avg. Top 20: 3.6 quarters
Avg. All Positions: 5.1 quarters
Median Holding Period: 4 quarters
Longest Held: Exxon Mobil CorporationXOM - 23 quarters

Position Sizing & Influence

No data available

Portfolio Turnover