Mosley Wealth Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.8B, J P Morgan Exchange Traded Fd with a value of $12B, Ishares Core Total Usd Bond Ma with a value of $7.05B, Ssga Active Tr Spdr Ssga Us Se with a value of $6.84B, and Ishares S&P 500 Growth ETF with a value of $4.35B.
Examining the 13F form we can see an increase of $10.9B in the current position value, from $107B to 117B.
Mosley Wealth Management is based out at Anaheim, CA
Below you can find more details about Mosley Wealth Management portfolio as well as his latest detailed transactions.