Mosley Wealth Management
Latest statistics and disclosures from Mosley Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011849
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Positions held by Mosley Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Mosley Wealth Management holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Core S&p500 Etf (IVV) | 11.1 | $12M | 23k | 525.73 |
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Spdr Ser Tr Portfli Tips Etf (SPIP) | 7.6 | $8.1M | 317k | 25.62 |
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Ishares Tr Core Total Usd (IUSB) | 7.1 | $7.6M | 167k | 45.59 |
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 4.9 | $5.2M | 105k | 49.86 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.9 | $4.2M | 83k | 50.45 |
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Ishares Tr Eafe Value Etf (EFV) | 3.0 | $3.2M | 59k | 54.40 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $3.2M | 37k | 84.44 |
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Ishares Tr Eafe Grwth Etf (EFG) | 2.9 | $3.1M | 30k | 103.79 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $2.8M | 11k | 259.90 |
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Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $2.7M | 14k | 186.81 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $2.6M | 16k | 164.35 |
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Ishares Tr Mbs Etf (MBB) | 2.3 | $2.4M | 26k | 92.42 |
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Blackrock Etf Trust Us Eqt Factor (DYNF) | 2.3 | $2.4M | 54k | 44.40 |
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Apple (AAPL) | 2.2 | $2.4M | 14k | 171.48 |
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Ishares Tr U.s. Tech Etf (IYW) | 1.8 | $1.9M | 14k | 135.06 |
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Ishares Core Msci Emkt (IEMG) | 1.6 | $1.7M | 32k | 51.60 |
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Microsoft Corporation (MSFT) | 1.3 | $1.4M | 3.4k | 420.72 |
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Ishares Gold Tr Ishares New (IAU) | 1.2 | $1.3M | 31k | 42.01 |
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NVIDIA Corporation (NVDA) | 1.2 | $1.3M | 1.4k | 903.56 |
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Ishares Tr Cohen Steer Reit (ICF) | 1.2 | $1.3M | 22k | 57.70 |
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Blackrock Etf Trust Ii Flexible Income | 1.0 | $1.1M | 21k | 52.46 |
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Citigroup Com New (C) | 0.9 | $947k | 15k | 63.24 |
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Ishares Msci Emrg Chn (EMXC) | 0.9 | $936k | 16k | 57.57 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $887k | 11k | 83.58 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $861k | 1.6k | 523.07 |
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Boeing Company (BA) | 0.8 | $843k | 4.4k | 192.99 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $816k | 4.1k | 200.30 |
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Eli Lilly & Co. (LLY) | 0.7 | $789k | 1.0k | 777.96 |
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Exxon Mobil Corporation (XOM) | 0.7 | $784k | 6.7k | 116.24 |
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Two Rds Shared Tr Anfield Diversif (DALT) | 0.7 | $766k | 85k | 9.03 |
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Amazon (AMZN) | 0.7 | $745k | 4.1k | 180.38 |
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Two Rds Shared Tr Anfield Us Equ (AESR) | 0.7 | $714k | 46k | 15.57 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $709k | 3.8k | 187.36 |
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Abbvie (ABBV) | 0.7 | $697k | 3.8k | 182.10 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $683k | 12k | 57.86 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $681k | 7.4k | 91.80 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $664k | 7.0k | 94.62 |
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Ishares Tr Hdg Msci Eafe (HEFA) | 0.6 | $659k | 19k | 34.88 |
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Chevron Corporation (CVX) | 0.6 | $649k | 4.1k | 157.74 |
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Parker-Hannifin Corporation (PH) | 0.6 | $638k | 1.1k | 555.79 |
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Ishares Tr Tips Bd Etf (TIP) | 0.6 | $607k | 5.6k | 107.41 |
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Procter & Gamble Company (PG) | 0.5 | $584k | 3.6k | 162.25 |
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Oracle Corporation (ORCL) | 0.5 | $576k | 4.6k | 125.61 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $576k | 25k | 22.77 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $574k | 3.8k | 150.93 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $545k | 562.00 | 970.47 |
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Novo-nordisk A S Adr (NVO) | 0.5 | $526k | 4.1k | 128.40 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $511k | 4.6k | 110.51 |
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Verizon Communications (VZ) | 0.4 | $468k | 11k | 41.96 |
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Williams Companies (WMB) | 0.4 | $466k | 12k | 38.97 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $465k | 3.5k | 131.37 |
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Morgan Stanley Com New (MS) | 0.4 | $456k | 4.8k | 94.16 |
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Meta Platforms Cl A (META) | 0.4 | $447k | 920.00 | 485.58 |
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UnitedHealth (UNH) | 0.4 | $444k | 898.00 | 494.70 |
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Public Service Enterprise (PEG) | 0.4 | $444k | 6.6k | 66.78 |
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Southern Company (SO) | 0.4 | $436k | 6.1k | 71.74 |
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Altria (MO) | 0.4 | $435k | 10k | 43.62 |
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British Amern Tob Sponsored Adr (BTI) | 0.4 | $433k | 14k | 30.50 |
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Two Rds Shared Tr Anfield Dynamic (ADFI) | 0.4 | $430k | 50k | 8.53 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $427k | 1.3k | 337.05 |
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Marsh & McLennan Companies (MMC) | 0.4 | $419k | 2.0k | 205.98 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $414k | 3.9k | 105.04 |
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Pepsi (PEP) | 0.4 | $408k | 2.3k | 175.01 |
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Xylem (XYL) | 0.4 | $404k | 3.1k | 129.24 |
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Ishares Tr Global Energ Etf (IXC) | 0.4 | $404k | 9.4k | 42.95 |
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Sempra Energy (SRE) | 0.4 | $404k | 5.6k | 71.83 |
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Anthem (ELV) | 0.4 | $389k | 751.00 | 518.54 |
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Merck & Co (MRK) | 0.4 | $384k | 2.9k | 131.95 |
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Ishares Tr Us Infrastruc (IFRA) | 0.4 | $376k | 8.7k | 43.36 |
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Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $362k | 4.5k | 79.83 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $355k | 3.3k | 108.92 |
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International Business Machines (IBM) | 0.3 | $348k | 1.8k | 190.96 |
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Bristol Myers Squibb (BMY) | 0.3 | $337k | 6.2k | 54.23 |
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At&t (T) | 0.3 | $331k | 19k | 17.60 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $330k | 654.00 | 504.60 |
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Visa Com Cl A (V) | 0.3 | $318k | 1.1k | 279.08 |
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McKesson Corporation (MCK) | 0.3 | $311k | 579.00 | 536.85 |
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Amgen (AMGN) | 0.3 | $307k | 1.1k | 284.32 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $306k | 4.2k | 72.36 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $297k | 616.00 | 481.57 |
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Crown Castle Intl (CCI) | 0.3 | $289k | 2.7k | 105.83 |
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Gilead Sciences (GILD) | 0.3 | $285k | 3.9k | 73.25 |
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Cheniere Energy Com New (LNG) | 0.3 | $284k | 1.8k | 161.28 |
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Valero Energy Corporation (VLO) | 0.3 | $277k | 1.6k | 170.69 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $261k | 2.9k | 89.67 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $256k | 4.0k | 64.15 |
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Freeport-mcmoran CL B (FCX) | 0.2 | $251k | 5.3k | 47.02 |
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salesforce (CRM) | 0.2 | $239k | 792.00 | 301.18 |
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Palo Alto Networks (PANW) | 0.2 | $218k | 767.00 | 284.13 |
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Costco Wholesale Corporation (COST) | 0.2 | $215k | 294.00 | 732.63 |
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Albemarle Corporation (ALB) | 0.2 | $209k | 1.6k | 131.74 |
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Novartis Sponsored Adr (NVS) | 0.2 | $206k | 2.1k | 96.73 |
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.2 | $205k | 11k | 18.13 |
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Two Rds Shared Tr Regents Pk Hdgd (RPHS) | 0.1 | $105k | 11k | 9.72 |
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Plug Power Com New (PLUG) | 0.0 | $35k | 10k | 3.44 |
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Past Filings by Mosley Wealth Management
SEC 13F filings are viewable for Mosley Wealth Management going back to 2024
- Mosley Wealth Management 2024 Q1 filed April 15, 2024