Mosley Wealth Management Purchases and Sells in Q3 2024

Mosley Wealth Management

$147 Billion
Q3 2024

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	46.7K + 29.91%	$44.83 - $47.42 $2.09M - $2.21M	203K $9.33B
EFV	35.9K + 68.48%	$51.72 - $57.96 $1.86M - $2.08M	88.4K $4.95B
XLSR	26.9K + 19.97%	$46.89 - $52.24 $1.26M - $1.4M	161K $8.49B
JEPI	11.3K + 5.33%	$54.98 - $59.51 $622K - $673K	224K $13.3B
IVW	7.45K + 15.86%	$84.77 - $97.13 $632K - $724K	54.5K $5.33B
JPM	3.25K + 89.64%	$194.9 - $224.8 $634K - $731K	6.88K $1.53B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	3.2K New	$211.47 - $281.27 $677K - $900K	3.2K $809M
XLV	5.26K New	$143.3 - $157.24 $753K - $827K	5.26K $796M
VRT	6.77K New	$86.66 - $86.66 $587K - $587K	6.77K $759M
MSTR	1.77K New	$114.3 - $1800.09 $202K - $3.19M	1.77K $388M
ISHARES BITCOIN TRUST ETF	9.11K New	N/A	9.11K $351M
XLI	2.38K New	$120.56 - $135.44 $287K - $322K	2.38K $330M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	-2.49K - 47.77%	$152.04 - $190.6 $379K - $475K	2.72K $435M
AOM	-859 - 6.56%	$42.66 - $45.18 $36.6K - $38.8K	12.2K $543M
PHB	-650 - 5.75%	$17.93 - $18.61 $11.7K - $12.1K	10.6K $195M
ADFI	-604 - 0.84%	$8.45 - $8.86 $5.1K - $5.35K	71.1K $611M
AESR	-2.05K - 4.47%	$15.26 - $16.99 $31.2K - $34.8K	43.8K $761M
VWO	-43 - 0.88%	$41.9 - $48.26 $1.8K - $2.08K	4.85K $230M

Activity Summary All Purchases 99 New Holdings 19 Increased Positions 80 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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