Mosley Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 114 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 $14.3B, J P Morgan Exchange Traded Fd with a value of $13.6B, Ssga Active Tr Spdr Ssga Us Se with a value of $10B, Ishares Core Total Usd Bond Ma with a value of $8.94B, and Ishares S&P 500 Growth ETF with a value of $5.7B.
Examining the 13F form we can see an increase of $15B in the current position value, from $147B to 161B.
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.