MOULTON WEALTH MANAGEMENT, INC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$120M
Signature - Title
Aryn Sands - Agent
Location
1220 N. Mullan Road, Spokane Valley, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 39 $120M +$31.5M -$24.5M +$7.01M USFR, TFLO, VOO, VTI, BIL 13F-HR 10/17/2024, 01:21 PM
Q2 2024 30 $110M +$28.4M -$13.7M +$14.7M USFR, TFLO, VOO, BIL, DXJ 13F-HR 7/16/2024, 09:19 AM
Q1 2024 24 $95.4M +$26.1M -$9.65M +$16.5M TFLO, USFR, BIL, DXJ, XLE 13F-HR 4/10/2024, 09:50 PM
Q4 2023 20 $77.9M +$13.4M -$4.01M +$9.42M USFR, TFLO, BIL, IEF, TLT 13F-HR 1/10/2024, 05:03 PM
Q3 2023 18 $67.9M +$19.7M -$7.65M +$12.1M USFR, TFLO, BIL, XLE, IAU 13F-HR 10/11/2023, 03:42 PM
Q2 2023 17 $56.5M +$12.3M -$1M +$11.3M USFR, TFLO, IEF, IAU, AAAU 13F-HR 7/13/2023, 04:49 PM
Q1 2023 15 $45.4M +$17.9M -$1.87M +$16M USFR, TFLO, IEF, GLD, XOM 13F-HR 4/13/2023, 01:32 PM
Q4 2022 13 $29.2M +$17.8M -$5.59M +$12.2M USFR, TFLO, IEF, VOO, XOM 13F-HR 1/11/2023, 02:10 PM
Q3 2022 11 $15.9M +$449K -$63.2M -$62.8M IEF, TLT, VOO, BND, VIG 13F-HR 10/14/2022, 04:24 PM
Q2 2022 17 $86.6M $0 $0 IEF, TLT, BND, IAU, TIP 13F-HR 7/7/2022, 05:38 PM
Q1 2022 17 $96.1M +$43.4M -$78.9M -$35.5M IEF, TLT, BND, VOO, IAU 13F-HR 4/19/2022, 03:36 PM
Q4 2021 29 $137M +$25.6M -$28.5M -$2.94M LQD, VOO, TLT, BND, XLK 13F-HR 1/12/2022, 11:24 AM
Q3 2021 28 $134M +$80.8M -$84.8M -$3.95M LQD, VOO, TIP, TLT, XLK 13F-HR 10/12/2021, 11:26 AM
Q2 2021 35 $137M +$31M -$31.2M -$139K LQD, IAU, VTIP, IVOL, SLQD 13F-HR 7/20/2021, 11:34 AM
Q1 2021 35 $132M +$61.9M -$58.1M +$3.82M LQD, IVOL, VTIP, SLQD, XLF 13F-HR 4/7/2021, 07:11 PM
Q4 2020 21 $124M +$96.8M -$63.6M +$33.2M LQD, RSP, VOO, IAU, HYG 13F-HR 1/12/2021, 02:02 PM
Q3 2020 15 $91.3M +$10.9M -$88.8K +$10.8M SHY, SHV, TIP, TLT, IAU 13F-HR 10/13/2020, 07:46 PM
Q2 2020 14 $79.2M +$18M -$115K +$17.9M SHY, SHV, TLT, VOO, TIP 13F-HR 7/8/2020, 12:35 PM
Q1 2020 12 $61.1M +$42M -$105M -$63.3M SHY, SHV, TLT, GOVT, IEF 13F-HR 4/13/2020, 02:32 PM
Q4 2019 27 $121M $0 $0 BND, QQQ, TLT, VTI, IAU 13F-HR 1/8/2020, 04:58 PM