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  Name: MOULTON WEALTH MANAGEMENT INC
  City: SPOKANE VALLEY
  State: WA
  Zip: 99206
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $95,368,000
  Total Value Change : $17,504,000
  Securities Held Change : 4
   
All Securities Held : 24
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 10
  Unchanged Positions : 3
  Decreased Positions : 5

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DXJ)1 Year Chart         DXJ WisdomTree Trust Japan Tota... 4 New $107.78 $3,976,000 36,641 4.17% 3,976,000 36,641 0.122    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 7 New $146.20 $3,073,000 20,802 3.22% 3,073,000 20,802 0.001    Closed - End Fund - E...
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 9 New $92.03 $2,703,000 29,096 2.83% 2,703,000 29,096 0.004    Closed - End Fund - E...
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 10 New $0.00 $2,653,000 26,165 2.78% 2,653,000 26,165 0.03    N/A
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 14 New $115.20 $1,451,000 12,529 1.52% 1,451,000 12,529 0.011    Closed - End Fund - E...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 24 New $3.04 $40,000 10,237 0.04% 40,000 10,237 0    Broadcasting - Radio

      6 Records Found
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