Mosley Wealth Management Purchases and Sells in Q4 2024

Mosley Wealth Management

$161 Billion
Q4 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLSR	21.3K + 13.21%	$51.31 - $55.61 $1.09M - $1.19M	183K $10B
MTUM	5.68K + 137.14%	$201.32 - $217.44 $1.14M - $1.23M	9.82K $2.12B
IVV	1.35K + 6.04%	$570.51 - $610.59 $768K - $822K	23.6K $14.3B
MS	6.01K + 113.76%	$104.42 - $134.99 $627K - $811K	11.3K $1.57B
EFG	9.14K + 21.08%	$96.83 - $106.88 $885K - $977K	52.5K $5.33B
JPM	620 + 9.01%	$205.18 - $250.29 $127K - $155K	7.5K $2B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	1.32K New	$486.1 - $608.57 $644K - $806K	1.32K $844M
APO	4.41K New	$131.36 - $178.61 $579K - $787K	4.41K $754M
HYDB	7.59K New	$46.68 - $47.95 $354K - $364K	7.59K $361M
VOO	510 New	$521.84 - $558.82 $266K - $285K	510 $282M
LAM RESEARCH CORP	3.6K New	N/A	3.6K $270M
NET	1.92K New	$78.11 - $117.56 $150K - $225K	1.92K $261M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	-2.03K - 50.93%	$164.99 - $203.87 $335K - $414K	1.96K $343M
IUSB	-5.9K - 2.91%	$45.07 - $47.1 $266K - $278K	197K $8.94B
AOM	-773 - 6.32%	$43.44 - $45.05 $33.6K - $34.8K	11.5K $505M
VWO	-117 - 2.41%	$44.04 - $49.49 $5.15K - $5.79K	4.73K $209M
ADFI	-1.26K - 1.78%	$8.37 - $8.79 $10.6K - $11.1K	69.8K $590M
VRT	-48 - 0.71%	N/A	6.72K $743M

Activity Summary All Purchases 93 New Holdings 9 Increased Positions 84 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.