Mosley Wealth Management Purchases in Q2 2024

Mosley Wealth Management

  • $117 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PLUG
Plug Power Inc

Industrials
25.5K
+ 253.41%
$2.3 - $3.45 $58.6K - $88K
35.6K $82.8M
MO
Altria Group, Inc.

Consumer Defensive
558
+ 5.59%
$40.75 - $46.83 $22.7K - $26.1K
10.5K $480M
CCI
Crown Castle International Corp

Real Estate
600
+ 22.01%
$93.05 - $104.26 $55.8K - $62.6K
3.33K $325M
BTI
British American Tobacco P.L.C.

Consumer Defensive
907
+ 6.39%
$28.38 - $32.36 $25.7K - $29.4K
15.1K $467M
NVS
Novartis Ag

Healthcare
105
+ 4.92%
$92.57 - $107.37 $9.72K - $11.3K
2.24K $238M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4
+ 0.11%
$173.58 - $198.8 $694 - $795
3.79K $738M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
223
+ 2.1%
$79.92 - $84.63 $17.8K - $18.9K
10.8K $910M
PEP
Pepsico Inc

Consumer Defensive
273
+ 11.71%
$163.33 - $183.11 $44.6K - $50K
2.6K $429M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
290
+ 6.87%
$68.82 - $88.54 $20K - $25.7K
4.51K $325M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
346
+ 7.48%
$102.13 - $110.88 $35.3K - $38.4K
4.97K $530M
TLT
Ishares Barclays 20+ Year Trea

ETFs
350
+ 4.98%
$87.78 - $94.67 $30.7K - $33.1K
7.37K $677M
EMB
Ishares Tr

ETFs
144
+ 4.94%
$86.66 - $89.88 $12.5K - $12.9K
3.06K $270M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
138
+ 3.5%
$98.66 - $105.11 $13.6K - $14.5K
4.08K $419M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
131
+ 1.21%
$9.26 - $10.01 $1.21K - $1.31K
10.9K $109M
MA
Mastercard Inc

Financial Services
56
+ 9.09%
$441.1 - $479.43 $24.7K - $26.8K
672 $296M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
19
+ 0.17%
$17.74 - $18.14 $337 - $345
11.3K $203M
VZ
Verizon Communications Inc

Communication Services
121
+ 1.09%
$38.6 - $42.84 $4.67K - $5.18K
11.3K $465M
CVX
Chevron Corp

Energy
10
+ 0.24%
$152.57 - $166.33 $1.53K - $1.66K
4.13K $645M
V
Visa Inc.

Financial Services
27
+ 2.37%
$262.47 - $281.5 $7.09K - $7.6K
1.17K $306M
CRM
Salesforce, Inc.

Technology
6
+ 0.76%
$218.01 - $304.74 $1.31K - $1.83K
798 $205M
BMY
Bristol Myers Squibb CO

Healthcare
730
+ 11.76%
$40.25 - $52.99 $29.4K - $38.7K
6.94K $288M
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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