MOULTON WEALTH MANAGEMENT, INC Portfolio Holdings
Q3 2025•45 long positions•$137.5M portfolio value
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Holding45 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.9M 9.41% | -$1.6M Sold | — 165.1K shares | 186.0K → 165.1K −$1.6M | -11.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.4M 7.56% | -$745.3K Sold | — 206.8K shares | 221.7K → 206.8K −$745.3K | -6.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.4M 7.54% | -$784.4K Sold | — 205.0K shares | 220.5K → 205.0K −$784.4K | -7.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.8M 7.14% | -$1.5M Sold | — 383.4K shares | 440.8K → 383.4K −$1.5M | -13.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.7M 7.08% | -$104.0K Sold | — 190.6K shares | 192.6K → 190.6K −$104.0K | -1.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 6.79% | -$2.6M Sold | — 28.4K shares | 36.4K → 28.4K −$2.6M | -21.91% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.0M 5.8% | -$1.1M Sold | — 191.9K shares | 219.0K → 191.9K −$1.1M | -12.37% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.0M 5.12% | +$108.9K Bought | — 184.8K shares | 181.9K → 184.8K +$108.9K | +1.57% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.8M 3.47% | -$191.5K Sold | — 62.5K shares | 65.0K → 62.5K −$191.5K | -3.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.33% | +$455.8K Bought | — 11.4K shares | 9.7K → 11.4K +$455.8K | +16.61% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 2.12% | +$2.9M New | — 8.9K shares | 0 → 8.9K +$2.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.8M 2.06% | +$2.8M New | — 14.5K shares | 0 → 14.5K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.8M 2.06% | +$2.8M New | — 22.5K shares | 0 → 22.5K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 1.69% | -$63.0K Sold | — 18.1K shares | 18.6K → 18.1K −$63.0K | -2.64% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.3M 1.67% | -$108.7K Sold | — 55.8K shares | 58.5K → 55.8K −$108.7K | -4.52% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 1.59% | +$590.5K Bought | — 15.7K shares | 11.4K → 15.7K +$590.5K | +37.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.1M 1.55% | -$1.8M Sold | — 10.2K shares | 19.0K → 10.2K −$1.8M | -46.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.0M 1.46% | -$825.2K Sold | — 28.2K shares | 39.8K → 28.2K −$825.2K | -29.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.46% | +$136.9K Bought | — 7.8K shares | 7.3K → 7.8K +$136.9K | +7.31% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.9M 1.41% | +$1.9M New | — 45.6K shares | 0 → 45.6K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 1.4% | +$10.8K Bought | — 12.5K shares | 12.4K → 12.5K +$10.8K | +0.56% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.9M 1.4% | -$27.4K Sold | — 5.4K shares | 5.5K → 5.4K −$27.4K | -1.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 1.39% | -$2.0M Sold | — 20.8K shares | 42.4K → 20.8K −$2.0M | -50.88% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.9M 1.38% | +$120.0K Bought | — 9.7K shares | 9.1K → 9.7K +$120.0K | +6.76% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 1.26% | -$5.1K Sold | — 16.9K shares | 16.9K → 16.9K −$5.1K | -0.29% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 1.12% | +$228.2K Bought | — 16.0K shares | 13.6K → 16.0K +$228.2K | +17.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.1% | -$112.8K Sold | — 19.2K shares | 20.7K → 19.2K −$112.8K | -6.97% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $1.5M 1.09% | +$13.1K Bought | 0.0% 13.3K shares | 13.2K → 13.3K +$13.1K | +0.88% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.4M 0.993% | -$94.1K Sold | — 18.8K shares | 20.1K → 18.8K −$94.1K | -6.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.887% | +$6.5K Bought | — 22.6K shares | 22.5K → 22.6K +$6.5K | +0.54% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.2M 0.882% | +$1.2M New | — 16.9K shares | 0 → 16.9K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.868% | +$190.3K Bought | — 2.0K shares | 1.7K → 2.0K +$190.3K | +18.96% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.848% | +$1.2M New | — 19.5K shares | 0 → 19.5K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 0.746% | -$3.7M Sold | — 12.1K shares | 55.1K → 12.1K −$3.7M | -78.07% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $985.7K 0.717% | +$985.7K New | — 11.2K shares | 0 → 11.2K +$985.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $973.2K 0.708% | +$17.0K Bought | — 4.1K shares | 4.0K → 4.1K +$17.0K | +1.78% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $948.9K 0.69% | +$948.9K Bought | — 2.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $893.3K 0.65% | +$25.4K Bought | — 7.5K shares | 7.3K → 7.5K +$25.4K | +2.93% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $782.4K 0.569% | -$842.2K Sold | — 9.0K shares | 18.6K → 9.0K −$842.2K | -51.84% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $753.6K 0.548% | +$465.8 Bought | 0.0% 4.9K shares | 4.9K → 4.9K +$465.8 | +0.06% | $312.88B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $753.0K 0.548% | +$48.8K Bought | — 8.4K shares | 7.9K → 8.4K +$48.8K | +6.93% | — — | Q3 2023 Held for 2y 2m | |
Discount Stores Consumer Defensive | $396.6K 0.288% | — | 0.0% 428.0 shares | — | — | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $305.4K 0.222% | +$666.7 Bought | — 458.0 shares | 457.0 → 458.0 +$666.7 | +0.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $289.8K 0.211% | -$83.9K Sold | — 30.2K shares | 38.9K → 30.2K −$83.9K | -22.46% | — — | Q1 2025 Held for 8 months | |
Residential Construction Consumer Cyclical | $226.5K 0.165% | +$1.4K Bought | 0.004% 3.1K shares | 3.1K → 3.1K +$1.4K | +0.61% | $5.2B Mid Cap | Q2 2023 Held for 2y 5m |
