Mosley Wealth Management Purchases in Q2 2024

Mosley Wealth Management

  • $117 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
200K
+ 1699.81%
$55.45 - $57.39 $11.1M - $11.5M
212K $12B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
29.6K
+ 28.19%
$47.15 - $51.25 $1.39M - $1.52M
134K $6.84B
IVW
Ishares S&P 500 Growth ETF

ETFs
9.69K
+ 25.96%
$79.31 - $93.31 $768K - $904K
47K $4.35B
EFG
Msci Eafe Growth ETF

ETFs
12K
+ 40.09%
$97.17 - $106.25 $1.16M - $1.27M
41.8K $4.27B
Blackrock ETF Trust Ii
20.3K
New
N/A
20.3K $1.06B
IVV
Ishares Core S&P 500 ETF

ETFs
883
+ 3.92%
$497.53 - $549.64 $439K - $485K
23.4K $12.8B
IEMG
Ishares Inc

ETFs
10.8K
+ 33.65%
$50.02 - $54.95 $539K - $592K
42.8K $2.29B
AOM
Ishares Tr Core Moderate Alloc

ETFs
13.1K
New
$41.17 - $43.25 $539K - $566K
13.1K $563M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
11.8K
New
$43.4 - $44.71 $512K - $527K
11.8K $523M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4K
New
$100.29 - $100.75 $401K - $403K
4K $403M
IYW
Ishares Dj Us Tech ETF

ETFs
727
+ 5.16%
$124.75 - $153.46 $90.7K - $112K
14.8K $2.23B
XLC
Select Sector Spdr Tr Communic

ETFs
3.67K
New
$77.86 - $86.45 $286K - $318K
3.67K $315M
XLF
Financial Sector Spdr

ETFs
7.4K
New
$39.59 - $42.49 $293K - $314K
7.4K $304M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.09K
+ 5.7%
$42.0 - $47.28 $130K - $146K
57.4K $2.69B
ORCL
Oracle Corp

Technology
1.49K
+ 32.58%
$113.75 - $144.64 $170K - $216K
6.08K $858M
MSFT
Microsoft Corp

Technology
430
+ 12.68%
$389.33 - $452.85 $167K - $195K
3.82K $1.71B
IVE
Ishares S&P 500 Value ETF

ETFs
1.88K
+ 13.27%
$176.58 - $186.7 $332K - $351K
16.1K $2.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
570
New
$414.65 - $485.21 $236K - $277K
570 $273M
KMI
Kinder Morgan, Inc.

Energy
12.8K
New
$17.69 - $20.11 $227K - $258K
12.8K $255M
WMB
Williams Companies, Inc.

Energy
4.82K
+ 40.27%
$37.58 - $43.11 $181K - $208K
16.8K $713M
OKE
Oneok Inc

Energy
2.87K
New
$76.92 - $83.01 $220K - $238K
2.87K $234M
XLK
Technology Sector Spdr

ETFs
994
New
$192.53 - $231.41 $191K - $230K
994 $225M
NVDA
Nvidia Corp

Technology
10.8K
+ 757.33%
$118.11 - $1224.4 $1.28M - $13.3M
12.3K $1.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.89K
New
$40.83 - $44.89 $200K - $219K
4.89K $214M
ENB
Enbridge Inc

Energy
5.92K
New
$32.97 - $37.83 $195K - $224K
5.92K $211M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.62K
New
$53.33 - $56.61 $193K - $205K
3.62K $204M
LMT
Lockheed Martin Corp

Industrials
431
New
$447.57 - $471.51 $193K - $203K
431 $201M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
21.3K
+ 42.25%
$8.34 - $8.56 $178K - $182K
71.7K $608M
PANW
Palo Alto Networks Inc

Technology
401
+ 52.28%
$265.2 - $340.82 $106K - $137K
1.17K $396M
QUAL
Ishares Msci Usa Quality Facto

ETFs
283
+ 1.79%
$154.56 - $173.19 $43.7K - $49K
16.1K $2.75B
ADBE
Adobe Inc.

Technology
205
+ 31.35%
$439.02 - $555.54 $90K - $114K
859 $477M
UNH
Unitedhealth Group Inc

Healthcare
263
+ 29.29%
$439.2 - $524.63 $116K - $138K
1.16K $591M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.51K
+ 9.28%
$55.18 - $59.2 $83.2K - $89.3K
17.8K $1.05B
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
14.7K
New
$7.35 - $10.05 $108K - $148K
14.7K $111M
BA
Boeing CO

Industrials
845
+ 19.34%
$164.33 - $191.42 $139K - $162K
5.22K $949M
ICF
Ishares Tr

ETFs
1.89K
+ 8.62%
$52.54 - $57.29 $99.3K - $108K
23.8K $1.36B
IAU
Ishares Gold Trust

ETFs
829
+ 2.68%
$42.46 - $45.89 $35.2K - $38K
31.8K $1.4B
IFRA
Ishares Tr

ETFs
2.48K
+ 28.64%
$41.22 - $44.87 $102K - $111K
11.2K $470M
LNG
Cheniere Energy, Inc.

Energy
361
+ 20.49%
$153.87 - $174.83 $55.5K - $63.1K
2.12K $371M
IONQ
Ion Q, Inc.

Technology
11.5K
New
$6.59 - $9.99 $75.6K - $115K
11.5K $80.6M
ASML
Asml Holding Nv

Technology
47
+ 8.36%
$852.84 - $1068.86 $40.1K - $50.2K
609 $623M
SRE
Sempra Energy

Utilities
629
+ 11.19%
$66.41 - $78.4 $41.8K - $49.3K
6.25K $475M
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 4.07%
$495.16 - $548.49 $33.2K - $36.7K
1.71K $932M
T
At&T Inc.

Communication Services
2.08K
+ 11.09%
$16.09 - $19.11 $33.5K - $39.8K
20.9K $399M
SO
Southern CO

Utilities
386
+ 6.36%
$67.77 - $80.71 $26.2K - $31.2K
6.46K $501M
IWF
Ishares Russell 1000 Gr ETF

ETFs
63
+ 4.98%
$316.15 - $367.33 $19.9K - $23.1K
1.33K $484M
AMGN
Amgen Inc

Healthcare
73
+ 6.77%
$262.75 - $319.31 $19.2K - $23.3K
1.15K $360M
ELV
Elevance Health, Inc.

Healthcare
64
+ 8.52%
$497.49 - $547.8 $31.8K - $35.1K
815 $442M
GILD
Gilead Sciences, Inc.

Healthcare
1.01K
+ 25.87%
$63.15 - $72.88 $63.5K - $73.3K
4.89K $336M
Activity Summary
Buys All Purchases 72 New Holdings 16 Increased Positions 56 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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