Mosley Wealth Management Incresed Positions 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
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
VTI
Vanguard Total Stock Market Et

ETFs
918
+ 8.42%
$245.23 - $269.4 $225K - $247K
11.8K $3.16B
IYW
Ishares Dj Us Tech ETF

ETFs
727
+ 5.16%
$124.75 - $153.46 $90.7K - $112K
14.8K $2.23B
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
IVE
Ishares S&P 500 Value ETF

ETFs
1.88K
+ 13.27%
$176.58 - $186.7 $332K - $351K
16.1K $2.92B
WMB
Williams Companies, Inc.

Energy
4.82K
+ 40.27%
$37.58 - $43.11 $181K - $208K
16.8K $713M
NVDA
Nvidia Corp

Technology
10.8K
+ 757.33%
$118.11 - $1224.4 $1.28M - $13.3M
12.3K $1.52B
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
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
34
+ 0.94%
$155.33 - $168.56 $5.28K - $5.73K
3.64K $599M
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
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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