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The Analysis of MOULTON WEALTH MANAGEMENT, INC's Holdings & P&L

Currently, MOULTON WEALTH MANAGEMENT, INC holds 52 types of securities in its portfolio with a total value $146.9M. In the most recent quarter, they have increased their positions in TFLO (+461.4K shares, valued at $23.3M), USFR (+455.2K shares, valued at $22.9M), FLOT (+196.5K shares, valued at $10.0M); decreased their positions in VTI (-11.9K shares, valued at $3.8M), GDX (-31.9K shares, valued at $3.0M), SMH (-3.8K shares, valued at $1.5M); initiated new positions in TFLO (+461.4K shares, valued at $23.3M), USFR (+455.2K shares, valued at $22.9M), FLOT (+196.5K shares, valued at $10.0M).

1M P&L

+1.3M+0.23%

3M P&L

+671.1K+0.11%

HY P&L

+6.7M+1.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.3M

96.7%

2Oil & Gas Integrated3.2M

2.6%

3Discount Stores634.6K

0.5%

Top Industries by Stock Count

1N/A34 stocks

89.5%

2Oil & Gas Integrated2 stocks

5.3%

3Auto Parts1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TFLO ISHARES TR461.4K sharesnew addition2026-03-312026-04-08

USFR WISDOMTREE TR455.2K sharesnew addition2026-03-312026-04-08

FLOT ISHARES TR196.5K sharesnew addition2026-03-312026-04-08

PROSHARES TR PROSHARES TR202.4K sharesnew addition2026-03-312026-04-08

SPYM SPDR SERIES TRUST91.5K sharesnew addition2026-03-312026-04-08

VTI VANGUARD INDEX FDS15.1K shares-43.96%2026-03-312026-04-08

SJNK SPDR SERIES TRUST185.3K sharesnew addition2026-03-312026-04-08

SGVT SCHWAB STRATEGIC TR4.6M sharesnew addition2026-03-312026-04-08

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD75.1K sharesnew addition2026-03-312026-04-08

SRLN SSGA ACTIVE ETF TR81.5K sharesnew addition2026-03-312026-04-08

GDX VANECK ETF TRUST32.6K shares-49.50%2026-03-312026-04-08

PROSHARES TR II PROSHARES TR II135.2K sharesnew addition2026-03-312026-04-08

PROSHARES TR PROSHARES TR46.9K sharesnew addition2026-03-312026-04-08

ROKT SPDR SERIES TRUST28.2K sharesnew addition2026-03-312026-04-08

GLD SPDR GOLD TR5.4K shares-0.09%2026-03-312026-04-08

XOM EXXON MOBIL CORP13.5K shares0.69%2026-03-312026-04-08

Sponsored

IBTL ISHARES TR106.7K sharesnew addition2026-03-312026-04-08

IBTG ISHARES TR93.1K sharesnew addition2026-03-312026-04-08

IBTH ISHARES TR95.1K sharesnew addition2026-03-312026-04-08

IBMR ISHARES TR95.5K sharesnew addition2026-03-312026-04-08

IEI ISHARES TR17.4K sharesnew addition2026-03-312026-04-08

DXJ WISDOMTREE TR11.7K sharesnew addition2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F23.6K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR12.0K sharesnew addition2026-03-312026-04-08

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IEF ISHARES TR18.4K sharesnew addition2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS26.0K sharesnew addition2026-03-312026-04-08

SLV ISHARES SILVER TR24.0K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR25.3K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR10.9K sharesnew addition2026-03-312026-04-08

SMH VANECK ETF TRUST3.6K shares-51.57%2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.6K sharesnew addition2026-03-312026-04-08

ITA ISHARES TR5.1K shares-46.43%2026-03-312026-04-08

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IYW ISHARES TR5.7K sharesnew addition2026-03-312026-04-08

PROSHARES TR II PROSHARES TR II42.7K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR21.6K sharesnew addition2026-03-312026-04-08

CVX CHEVRON CORPORATION4.9K shares0.04%2026-03-312026-04-08

SIL GLOBAL X FDS8.7K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.1K sharesnew addition2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F6.9K sharesnew addition2026-03-312026-04-08

NOBL PROSHARES TR6.0K shares-65.07%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION630 shares46.85%2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.1K sharesnew addition2026-03-312026-04-08

COPX GLOBAL X FDS7.3K shares-68.26%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR6.0K sharesnew addition2026-03-312026-04-08

USDU WISDOMTREE TR19.4K sharesnew addition2026-03-312026-04-08

RPV INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T461 shares0.22%2026-03-312026-04-08

NUGT DIREXION SHARES ETF TRUST6.1K sharesnew addition2026-03-312026-04-08

Sponsored

IBTM ISHARES TR11.9K sharesnew addition2026-03-312026-04-08

AZO AUTOZONE INC75 sharesnew addition2026-03-312026-04-08

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST22.7K sharesnew addition2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.2K sharesnew addition2026-03-312026-04-08

TFLO

ISHARES TR

New

Shares461.4K

Event2026-03-31

Filed2026-04-08

USFR

WISDOMTREE TR

New

Shares455.2K

Event2026-03-31

Filed2026-04-08

FLOT

ISHARES TR

New

Shares196.5K

Event2026-03-31

Filed2026-04-08

PROSHARES TR

New

Shares202.4K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

New

Shares91.5K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-43.96%

Shares15.1K

Event2026-03-31

Filed2026-04-08

SJNK

SPDR SERIES TRUST

New

Shares185.3K

Event2026-03-31

Filed2026-04-08

SGVT

SCHWAB STRATEGIC TR

New

Shares4.6M

Event2026-03-31

Filed2026-04-08

AAAU

GOLDMAN SACHS PHYSICAL GOLD

New

Shares75.1K

Event2026-03-31

Filed2026-04-08

SRLN

SSGA ACTIVE ETF TR

New

Shares81.5K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

-49.50%

Shares32.6K

Event2026-03-31

Filed2026-04-08

PROSHARES TR II

New

Shares135.2K

Event2026-03-31

Filed2026-04-08

PROSHARES TR

New

Shares46.9K

Event2026-03-31

Filed2026-04-08

ROKT

SPDR SERIES TRUST

New

Shares28.2K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-0.09%

Shares5.4K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.69%

Shares13.5K

Event2026-03-31

Filed2026-04-08

IBTL

ISHARES TR

New

Shares106.7K

Event2026-03-31

Filed2026-04-08

IBTG

ISHARES TR

New

Shares93.1K

Event2026-03-31

Filed2026-04-08

IBTH

ISHARES TR

New

Shares95.1K

Event2026-03-31

Filed2026-04-08

IBMR

ISHARES TR

New

Shares95.5K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

New

Shares17.4K

Event2026-03-31

Filed2026-04-08

DXJ

WISDOMTREE TR

New

Shares11.7K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares23.6K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares12.0K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

New

Shares18.4K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

New

Shares26.0K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

New

Shares24.0K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares25.3K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares10.9K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

-51.57%

Shares3.6K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares8.6K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

-46.43%

Shares5.1K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-04-08

PROSHARES TR II

New

Shares42.7K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares21.6K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.04%

Shares4.9K

Event2026-03-31

Filed2026-04-08

SIL

GLOBAL X FDS

New

Shares8.7K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares7.1K

Event2026-03-31

Filed2026-04-08

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares6.9K

Event2026-03-31

Filed2026-04-08

NOBL

PROSHARES TR

-65.07%

Shares6.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

46.85%

Shares630

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares7.1K

Event2026-03-31

Filed2026-04-08

COPX

GLOBAL X FDS

-68.26%

Shares7.3K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

New

Shares6.0K

Event2026-03-31

Filed2026-04-08

USDU

WISDOMTREE TR

New

Shares19.4K

Event2026-03-31

Filed2026-04-08

RPV

INVESCO EXCHANGE TRADED FD T

New

Shares3.6K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.22%

Shares461

Event2026-03-31

Filed2026-04-08

NUGT

DIREXION SHARES ETF TRUST

New

Shares6.1K

Event2026-03-31

Filed2026-04-08

IBTM

ISHARES TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-08

AZO

AUTOZONE INC

New

Shares75

Event2026-03-31

Filed2026-04-08

DIREXION SHARES ETF TRUST

New

Shares22.7K

Event2026-03-31

Filed2026-04-08

SELECT SECTOR SPDR TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available