Portfolio (Quarterly)
Guide ↗
MOULTON WEALTH MANAGEMENT, INC
· CIK 0001792510| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XLE | SELECT SECTOR SPDR TR | — | 8,428.0 | $753K | 0.55% | NEW | — | $89.34 | -32.3% |
| 42 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 428.0 | $397K | 0.29% | NEW | — | $926.64 | +16.5% |
| 43 | SPY | SPDR S&P 500 ETF TR | Financial Services | 458.0 | $305K | 0.22% | NEW | — | $666.73 | +10.1% |
| 44 | SPDN | DIREXION SHS ETF TR | — | 30,161.0 | $290K | 0.21% | NEW | — | $9.61 | -7.9% |
| 45 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 3,128.0 | $227K | 0.17% | NEW | — | $72.43 | -17.8% |
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%