Mosley Wealth Management Reduced Holdings in Q2 2024

Mosley Wealth Management

  • $117 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-52K
- 62.66%
$50.22 - $50.48 $2.61M - $2.62M
31K $1.56B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.5K
- 6.32%
$44.3 - $45.58 $466K - $480K
156K $7.05B
EFV
Msci Eafe Value ETF

ETFs
-6.9K
- 11.62%
$52.34 - $56.41 $361K - $389K
52.5K $2.78B
C
Citigroup Inc

Financial Services
-2.18K
- 14.55%
$57.02 - $64.74 $124K - $141K
12.8K $812M
JPM
Jpmorgan Chase & CO

Financial Services
-445
- 10.93%
$180.08 - $204.79 $80.1K - $91.1K
3.63K $734M
MRK
Merck & Co., Inc.

Healthcare
-353
- 12.12%
$123.8 - $132.96 $43.7K - $46.9K
2.56K $317M
XOM
Exxon Mobil Corp

Energy
-495
- 7.34%
$108.36 - $122.2 $53.6K - $60.5K
6.25K $719M
ABBV
Abb Vie Inc.

Healthcare
-93
- 2.43%
$154.79 - $180.76 $14.4K - $16.8K
3.74K $641M
BX
Blackstone Inc.

Financial Services
-155
- 4.38%
$116.13 - $132.0 $18K - $20.5K
3.39K $419M
FCX
Freeport Mcmoran Inc

Basic Materials
-981
- 18.41%
$47.26 - $54.86 $46.4K - $53.8K
4.35K $211M
NVO
Novo Nordisk A S

Healthcare
-680
- 16.59%
$122.71 - $146.91 $83.4K - $99.9K
3.42K $488M
MBB
Ishares Tr

ETFs
-112
- 0.42%
$89.41 - $92.64 $10K - $10.4K
26.3K $2.42B
TIP
Ishares Tr Tips Bd ETF

ETFs
-167
- 2.96%
$105.01 - $107.23 $17.5K - $17.9K
5.48K $585M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-704
- 2.78%
$22.12 - $22.75 $15.6K - $16K
24.6K $555M
AMZN
Amazon Com Inc

Consumer Cyclical
-336
- 8.13%
$173.67 - $197.85 $58.4K - $66.5K
3.8K $733M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-57
- 1.26%
$76.13 - $79.59 $4.34K - $4.54K
4.47K $352M
HEFA
Ishares Currency Hedged Msci E

ETFs
-516
- 2.73%
$33.83 - $35.94 $17.5K - $18.5K
18.4K $654M
MS
Morgan Stanley

Financial Services
-160
- 3.31%
$86.19 - $101.53 $13.8K - $16.2K
4.68K $455M
META
Meta Platforms, Inc.

Communication Services
-18
- 1.96%
$430.17 - $527.34 $7.74K - $9.49K
902 $455M
MCK
Mckesson Corp

Healthcare
-27
- 4.66%
$518.81 - $607.81 $14K - $16.4K
552 $322M
LLY
Eli Lilly & CO

Healthcare
-106
- 10.45%
$724.87 - $909.04 $76.8K - $96.4K
908 $822M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-40
- 0.09%
$14.59 - $16.49 $584 - $660
45.8K $749M
PEG
Public Service Enterprise Group Inc

Utilities
-117
- 1.76%
$64.28 - $75.76 $7.52K - $8.86K
6.53K $481M
GOOGL
Alphabet Inc.

Communication Services
-148
- 3.89%
$150.53 - $185.41 $22.3K - $27.4K
3.65K $665M
AAPL
Apple Inc.

Technology
-90
- 0.65%
$165.0 - $216.67 $14.9K - $19.5K
13.8K $2.9B
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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