test

Aryn Sands

@Moulton Wealth Management, Inc

Latest period2024 - Q4ReportedManaged Assets$130.216MTotal holdings43
Assets growth rate8.59%Assets growth rate (2-Q avg)8.64%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Moulton Wealth Management, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Moulton Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 130.216M in assets, with a quarterly growth rate of 8.59% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVXChevron Corp New
Recent Activity
0.54%
$701,882
4,846 shares@ $144.84 avg price
MTUMIshares Tr
Recent Activity
Decreased -37.53%
0.54%
$700,424
3,385 shares@ $206.92 avg price
QUALIshares Tr
Recent Activity
Increased 10.74%
0.51%
$661,211
3,713 shares@ $178.08 avg price
GDXVaneck Etf Trust
Recent Activity
New Position
0.49%
$628,634
18,538 shares@ $33.92 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 110.09%
0.37%
$478,035
11,754 shares@ $40.67 avg price
VTVVanguard Index Fds
Recent Activity
Increased 25.09%
0.37%
$470,948
2,782 shares@ $169.29 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.24%
0.31%
$391,133
427 shares@ $916.01 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -49.8%
0.27%
$346,203
4,115 shares@ $84.14 avg price
IWDIshares Tr
Recent Activity
New Position
0.27%
$341,750
1,846 shares@ $185.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -10.39%
0.26%
$334,919
655 shares@ $511.33 avg price