06/30/2020
Top Buys
- Name% Change
- VOO Vanguard S&P 500 ETF 8.204%
- TIP iShares TIPS Bond ETF 6.958%
- XLU SPDR S&P Utilities ETF 3.935%
- TLT iShares 20+ Year Tr... 0.623%
- COST Costco Co. -0.138%
06/30/2020
Top Sells
- Name% Change
- XOM ExxonMobil Corp. (S... 0.344%
06/30/2020
13F Holdings Summary
- Stock% Port
- SHY iShares 1-3 Year Treasury B... 26.5976%
- SHV iShares Short Treasury Bond... 19.648%
- TLT iShares 20+ Year Treasury B... 9.9919%
- VOO Vanguard S&P 500 ETF 8.2044%
- TIP iShares TIPS Bond ETF 7.8723%
06/30/2020
13F Activity
- Market Value $79.214 Million
- Prior Market Value $61.109 Million
- New Purchases2 stocks
- Additional Purchases10 stocks
- Sold out of0 stocks
- Reduced holdings in1 stock
- Top 10 Holdings % 97.82 %
- Turnover % [1]:14.29%
- Turnover Alt % [2]: 22.76 %
- Time Held Top20:1.43 quarters
- Time Held Top10:1.10 quarters
- Time Held All:1.79 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2020
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for MOULTON WEALTH MANAGEMENT, INC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
| Performance for Q1 2020: | 13.35% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
MOULTON WEALTH MANAGEMENT, INC1220 N MULLAN ROAD
SPOKANE VALLEY WA 99206
Country: United States
Business Phone: 509-922-3110
Fax: 509-922-0909
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | WA |
| Number of employees: | 3 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management |
| Amount of client funds and securities: | |
| Total Number of Clients: | 337 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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MOULTON WEALTH MANAGEMENT, INC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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| MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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MOULTON WEALTH MANAGEMENT, INC
| Name | Title | Start Date | Direct/Indirect | % Ownership |
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MOULTON WEALTH MANAGEMENT, INC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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| MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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MOULTON WEALTH MANAGEMENT, INC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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| MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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