Portfolio (Quarterly)
Guide ↗
MOULTON WEALTH MANAGEMENT, INC
· CIK 0001792510| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 462.0 | $346K | 0.23% | — | — | $747.87 | +2.9% |
| 62 | XLY | SELECT SECTOR SPDR TR | — | 2,375.0 | $282K | 0.18% | -6K | -70.7% | $118.74 | -1.3% |
| 63 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 3,191.0 | $262K | 0.17% | +43.0 | +1.4% | $82.00 | -13.3% |
| 64 | AZO | AUTOZONE INC | Consumer Cyclical | 75.0 | $242K | 0.16% | NEW | — | $3232.32 | -8.4% |
| 65 | SPDN | DIREXION SHARES ETF TRUST | — | 25,014.0 | $217K | 0.14% | NEW | — | $8.66 | -2.0% |
| 66 | JAAA | JANUS DETROIT STR TR | — | 4,125.0 | $208K | 0.14% | NEW | — | $50.49 | +0.4% |
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
77.7%
Energy
15.9%
Consumer Defensive
3.5%
Consumer Cyclical
3.0%