Mosley Wealth Management Portfolio Holdings

Mosley Wealth Management

  • $147 Billion
  • Q3 2024

Mosley Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $13.3B, Ishares Core S&P 500 ETF with a value of $13.1B, Ishares Core Total Usd Bond Ma with a value of $9.33B, Ssga Active Tr Spdr Ssga Us Se with a value of $8.49B, and Ishares S&P 500 Growth ETF with a value of $5.33B.

Examining the 13F form we can see an increase of $29.1B in the current position value, from $117B to 147B.

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.

Portfolio value $147 Billion
ETFs: $104 Billion
Technology: $13.3 Billion
Healthcare: $5.62 Billion
Financial Services: $4.97 Billion
Energy: $3.75 Billion
Industrials: $2.92 Billion
Communication Services: $2.6 Billion
Consumer Defensive: $2.6 Billion
Other: $4.55 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36T
$291 Million 0.2% of portfolio
1,330
Q3 2024 New
$128B
$289 Million 0.2% of portfolio
471
Q3 2024 Added 9.28%
$172B
$287 Million 0.2% of portfolio
2,280
Q3 2024 New
$45.1B
$277 Million 0.19% of portfolio
2,865
Q2 2024 New
$1.05T
$278 Million 0.19% of portfolio
1,376
Q3 2024 New
$416B
$261 Million 0.18% of portfolio
294
Q1 2024 New
$155B
$265 Million 0.18% of portfolio
6,206
Q3 2024 New
$84.7B
$246 Million 0.17% of portfolio
5,915
Q2 2024 New
$55.5B
$250 Million 0.17% of portfolio
5,224
Q3 2024 Added 20.17%
$37.7B
$253 Million 0.17% of portfolio
1,184
Q3 2024 New
$338B
$255 Million 0.17% of portfolio
877
Q3 2024 Added 9.9%
$202B
$234 Million 0.16% of portfolio
1,481
Q3 2024 New
$97.9B
$219 Million 0.15% of portfolio
1,218
Q3 2024 New
$10B
$220 Million 0.15% of portfolio
3,023
Q3 2024 New
$1.33B
$162 Million 0.11% of portfolio
23,930
Q3 2024 Added 62.28%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $147 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Mosley Wealth Management Portfolio

Follow Mosley Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosley Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mosley Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email