Portfolio (Quarterly)
Guide ↗
MOULTON WEALTH MANAGEMENT, INC
· CIK 0001792510| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XLI | SELECT SECTOR SPDR TR | — | 12,484.0 | $1.9M | 1.40% | NEW | — | $154.23 | +9.4% |
| 22 | GLD | SPDR GOLD TR | Financial Services | 5,401.0 | $1.9M | 1.40% | NEW | — | $355.46 | +17.7% |
| 23 | BIL | SPDR SERIES TRUST | — | 20,808.0 | $1.9M | 1.39% | NEW | — | $91.75 | -0.2% |
| 24 | QUAL | ISHARES TR | — | 9,743.0 | $1.9M | 1.38% | NEW | — | $194.51 | +7.7% |
| 25 | NOBL | PROSHARES TR | — | 16,870.0 | $1.7M | 1.26% | NEW | — | $103.07 | +3.3% |
| 26 | IWR | ISHARES TR | — | 15,980.0 | $1.5M | 1.12% | NEW | — | $96.55 | +6.7% |
| 27 | XLP | SELECT SECTOR SPDR TR | — | 19,211.0 | $1.5M | 1.09% | NEW | — | $78.37 | +9.9% |
| 28 | XOM | EXXON MOBIL CORP | Energy | 13,309.0 | $1.5M | 1.09% | NEW | — | $112.75 | +42.3% |
| 29 | IAU | ISHARES GOLD TR | Financial Services | 18,759.0 | $1.4M | 0.99% | NEW | — | $72.77 | +15.9% |
| 30 | XLF | SELECT SECTOR SPDR TR | — | 22,634.0 | $1.2M | 0.89% | NEW | — | $53.87 | -5.1% |
| 31 | SIL | GLOBAL X FDS | — | 16,929.0 | $1.2M | 0.88% | NEW | — | $71.63 | +20.7% |
| 32 | QQQ | INVESCO QQQ TR | Financial Services | 1,989.0 | $1.2M | 0.87% | NEW | — | $600.28 | +16.9% |
| 33 | COPX | GLOBAL X FDS | — | 19,492.0 | $1.2M | 0.85% | NEW | — | $59.81 | +32.7% |
| 34 | EFAV | ISHARES TR | — | 12,090.0 | $1.0M | 0.75% | NEW | — | $84.83 | +8.0% |
| 35 | VPL | VANGUARD INTL EQUITY INDEX F | — | 11,222.0 | $986K | 0.72% | NEW | — | $87.84 | +25.0% |
| 36 | XLY | SELECT SECTOR SPDR TR | — | 4,061.0 | $973K | 0.71% | NEW | — | $239.65 | -52.0% |
| 37 | VUG | VANGUARD INDEX FDS | — | 1,979.0 | $949K | 0.69% | NEW | — | $479.49 | -82.0% |
| 38 | XLC | SELECT SECTOR SPDR TR | — | 7,547.0 | $893K | 0.65% | NEW | — | $118.37 | -2.1% |
| 39 | XLU | SELECT SECTOR SPDR TR | — | 8,972.0 | $782K | 0.57% | NEW | — | $87.21 | -49.2% |
| 40 | CVX | CHEVRON CORP NEW | Energy | 4,853.0 | $754K | 0.55% | NEW | — | $155.28 | +26.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
82.7%
Energy
13.5%
Consumer Defensive
2.4%
Consumer Cyclical
1.4%