Moulton Wealth Management, Inc.
Moulton Wealth Management, Inc is an independent investment advisory firm headquartered in Spokane Valley, Washington. Founded over 30 years ago, the firm specializes in providing financial planning, portfolio management, and retirement planning services guided by Certified Financial Planner™ professionals. With a strong emphasis on personalized client relationships and integrity, the firm serves individuals and families, helping them navigate investment, tax, and retirement decisions tailored to their unique goals and financial situations.
Investment Strategy
Moulton Wealth Management employs an 'Invest and Protect' investment strategy focused on achieving long-term growth with significant attention to principal protection. The firm prioritizes capital preservation, risk-adjusted growth, and customized planning for each client. Its philosophy aims to capture market upside while reducing downside exposure, using math-based protection signals and continuous portfolio monitoring. Clients receive tailored advice based on their individual goals, risk tolerance, and financial objectives.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 9.41% | $12.9M | 165,096 | $72.69 | $78.34 | -$753.6K |
U USFR | WISDOMTREE TR | 7.56% | $10.4M | 206,829 | $50.29 | $50.27 | -$758.6K |
T TFLO | ISHARES TR | 7.54% | $10.4M | 205,004 | $50.55 | $50.59 | -$762.4K |
S SJNK | SPDR SERIES TRUST | 7.14% | $9.8M | 383,449 | $25.39 | $25.60 | -$1.4M |
F FLOT | ISHARES TR | 7.08% | $9.7M | 190,557 | $50.94 | $51.09 | -$64.5K |