The Analysis of MOULTON WEALTH MANAGEMENT, INC's Holdings
Currently, MOULTON WEALTH MANAGEMENT, INC holds 40 types of securities in its portfolio with a total value $105.5M. In the most recent quarter, they have increased their positions in KOMP (+143.7K shares, valued at $11.5M), N/A (+396.5K shares, valued at $10.0M), IUSB (+184.6K shares, valued at $9.3M); decreased their positions in FXI (-16.0K shares, valued at $638.4K), SMH (-1.5K shares, valued at $554.1K), VTI (-1.4K shares, valued at $485.0K); initiated new positions in KOMP (+143.7K shares, valued at $11.5M), N/A (+396.5K shares, valued at $10.0M), IUSB (+184.6K shares, valued at $9.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
KOMP SPDR SERIES TRUST143.7K sharesnew addition2025-12-312026-01-13
IUSB ISHARES TR184.6K sharesnew addition2025-12-312026-01-13 VTI VANGUARD INDEX FDS27.0K shares-5.07%2025-12-312026-01-13 ONEY SPDR SERIES TRUST198.5K sharesnew addition2025-12-312026-01-13 GDX VANECK ETF TRUST64.5K shares3.26%2025-12-312026-01-13 XLK SELECT SECTOR SPDR TR23.0K shares102.25%2025-12-312026-01-13 SMH VANECK ETF TRUST7.4K shares-16.61%2025-12-312026-01-13 XLV SELECT SECTOR SPDR TR16.2K shares3.37%2025-12-312026-01-13 XME SPDR SERIES TRUST23.3K sharesnew addition2025-12-312026-01-13 SOXX ISHARES TR19.2K sharesnew addition2025-12-312026-01-13 IGV ISHARES TR12.4K sharesnew addition2025-12-312026-01-13 GLD SPDR GOLD TR5.4K shares-0.33%2025-12-312026-01-13 ITA ISHARES TR9.6K shares-6.19%2025-12-312026-01-13 BOTZ GLOBAL X FDS25.5K sharesnew addition2025-12-312026-01-13 XLI SELECT SECTOR SPDR TR12.4K shares-0.74%2025-12-312026-01-13 MTUM ISHARES TR7.6K shares-2.60%2025-12-312026-01-13 QUAL ISHARES TR9.4K shares-3.92%2025-12-312026-01-13 HYZD WISDOMTREE TR12.7K sharesnew addition2025-12-312026-01-13 NOBL PROSHARES TR17.2K shares1.89%2025-12-312026-01-13 BIL SPDR SERIES TRUST19.6K shares-6.02%2025-12-312026-01-13 COPX GLOBAL X FDS23.0K shares17.88%2025-12-312026-01-13 XOM EXXON MOBIL CORP13.4K shares0.86%2025-12-312026-01-13 FXI ISHARES TR39.8K shares-28.72%2025-12-312026-01-13 IWR ISHARES TR15.9K shares-0.68%2025-12-312026-01-13 XLP SELECT SECTOR SPDR TR19.3K shares0.31%2025-12-312026-01-13 XLF SELECT SECTOR SPDR TR22.8K shares0.53%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F11.4K sharesnew addition2025-12-312026-01-13 VUG VANGUARD INDEX FDS2.0K shares1.16%2025-12-312026-01-13 XLY SELECT SECTOR SPDR TR8.1K shares99.43%2025-12-312026-01-13 XLC SELECT SECTOR SPDR TR7.5K shares-0.20%2025-12-312026-01-13 XLE SELECT SECTOR SPDR TR18.4K shares117.96%2025-12-312026-01-13 XLU SELECT SECTOR SPDR TR17.8K shares98.79%2025-12-312026-01-13 CVX CHEVRON CORP NEW4.9K shares1.59%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW429 shares0.23%2025-12-312026-01-13 SPHY SPDR SERIES TRUST7.4K sharesnew addition2025-12-312026-01-13 IWM ISHARES TR1.3K sharesnew addition2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR460 shares0.44%2025-12-312026-01-13 MTH MERITAGE HOMES CORP3.1K shares0.64%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available