Mosley Wealth Management Portfolio Holdings

Mosley Wealth Management

  • $117 Billion
  • Q2 2024

Mosley Wealth Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.8B, J P Morgan Exchange Traded Fd with a value of $12B, Ishares Core Total Usd Bond Ma with a value of $7.05B, Ssga Active Tr Spdr Ssga Us Se with a value of $6.84B, and Ishares S&P 500 Growth ETF with a value of $4.35B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $107B to 117B.

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 $117 Billion
ETFs: $86.3 Billion
Technology: $9.08 Billion
Healthcare: $4.96 Billion
Financial Services: $3.45 Billion
Energy: $3.15 Billion
Industrials: $2.24 Billion
Consumer Defensive: $2.23 Billion
Communication Services: $1.98 Billion
Other: $3.05 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.16B
$111 Million 0.09% of portfolio
14,746
Q2 2024 New
$1.21B
$82.8 Million 0.07% of portfolio
35,557
Q2 2024 Added 253.41%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $117 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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