Mosley Wealth Management Purchases in Q3 2024

Mosley Wealth Management

  • $147 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 9.94%
$83.76 - $91.82 $90.2K - $98.9K
11.9K $1.1B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
521
+ 11.55%
$72.18 - $107.33 $37.6K - $55.9K
5.03K $508M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.42K
+ 11.03%
$50.25 - $50.74 $172K - $173K
34.4K $1.74B
MS
Morgan Stanley

Financial Services
602
+ 12.86%
$92.07 - $106.96 $55.4K - $64.4K
5.28K $625M
PEG
Public Service Enterprise Group Inc

Utilities
681
+ 10.43%
$73.58 - $89.21 $50.1K - $60.8K
7.21K $650M
IBM
International Business Machines Corp

Technology
225
+ 12.57%
$175.1 - $223.38 $39.4K - $50.3K
2.02K $467M
META
Meta Platforms, Inc.

Communication Services
160
+ 17.74%
$453.41 - $572.44 $72.5K - $91.6K
1.06K $611M
LLY
Eli Lilly & CO

Healthcare
155
+ 17.07%
$772.14 - $960.02 $120K - $149K
1.06K $963M
XOM
Exxon Mobil Corp

Energy
906
+ 14.5%
$109.72 - $119.0 $99.4K - $108K
7.15K $859M
UNH
Unitedhealth Group Inc

Healthcare
118
+ 10.16%
$488.01 - $604.18 $57.6K - $71.3K
1.28K $731M
PANW
Palo Alto Networks Inc

Technology
230
+ 19.69%
$294.18 - $368.01 $67.7K - $84.6K
1.4K $529M
IFRA
Ishares Tr

ETFs
1.45K
+ 12.97%
$41.55 - $46.97 $60.1K - $67.9K
12.6K $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
354
+ 9.35%
$175.46 - $203.3 $62.1K - $72K
4.14K $864M
AMZN
Amazon Com Inc

Consumer Cyclical
719
+ 18.95%
$161.02 - $200.0 $116K - $144K
4.51K $853M
SRE
Sempra Energy

Utilities
744
+ 11.9%
$74.97 - $84.04 $55.8K - $62.5K
7K $594M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
557
+ 11.21%
$105.53 - $118.34 $58.8K - $65.9K
5.53K $642M
T
At&T Inc.

Communication Services
2.51K
+ 12.01%
$18.21 - $22.28 $45.6K - $55.8K
23.4K $506M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.6K
+ 10.61%
$31.07 - $39.36 $49.8K - $63.1K
16.7K $572M
MA
Mastercard Inc

Financial Services
107
+ 15.92%
$429.6 - $500.99 $46K - $53.6K
779 $401M
ABBV
Abb Vie Inc.

Healthcare
253
+ 6.77%
$163.84 - $199.33 $41.5K - $50.4K
3.99K $744M
C
Citigroup Inc

Financial Services
1.93K
+ 15.09%
$56.11 - $67.61 $108K - $131K
14.7K $911M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 14.37%
$38.89 - $45.0 $63K - $72.9K
12.9K $563M
PEP
Pepsico Inc

Consumer Defensive
385
+ 14.78%
$161.9 - $179.3 $62.3K - $69K
2.99K $523M
MO
Altria Group, Inc.

Consumer Defensive
1.14K
+ 10.83%
$45.95 - $54.71 $52.5K - $62.5K
11.7K $573M
V
Visa Inc.

Financial Services
212
+ 18.18%
$253.74 - $291.56 $53.8K - $61.8K
1.38K $395M
CCI
Crown Castle International Corp

Real Estate
427
+ 12.84%
$95.29 - $120.24 $40.7K - $51.3K
3.75K $414M
LMT
Lockheed Martin Corp

Industrials
40
+ 9.28%
$460.3 - $584.56 $18.4K - $23.4K
471 $289M
PG
Procter & Gamble CO

Consumer Defensive
296
+ 8.14%
$160.76 - $177.82 $47.6K - $52.6K
3.93K $666M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
509
+ 12.47%
$100.75 - $111.62 $51.3K - $56.8K
4.59K $477M
LNG
Cheniere Energy, Inc.

Energy
235
+ 11.07%
$172.24 - $186.09 $40.5K - $43.7K
2.36K $427M
NVS
Novartis Ag

Healthcare
290
+ 12.96%
$106.13 - $120.89 $30.8K - $35.1K
2.53K $293M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
9.18K
+ 62.28%
$5.92 - $8.6 $54.4K - $79K
23.9K $162M
EMB
Ishares Tr

ETFs
460
+ 15.05%
$87.75 - $93.74 $40.4K - $43.1K
3.52K $322M
CRM
Salesforce, Inc.

Technology
79
+ 9.9%
$238.42 - $276.53 $18.8K - $21.8K
877 $255M
AMGN
Amgen Inc

Healthcare
131
+ 11.38%
$309.38 - $337.38 $40.5K - $44.2K
1.28K $406M
CVX
Chevron Corp

Energy
418
+ 10.13%
$137.88 - $161.97 $57.6K - $67.7K
4.54K $685M
FCX
Freeport Mcmoran Inc

Basic Materials
877
+ 20.17%
$39.52 - $51.92 $34.7K - $45.5K
5.22K $250M
ICVT
Ishares Tr Convertible Bond Et

ETFs
130
+ 2.91%
$77.24 - $83.67 $10K - $10.9K
4.6K $389M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
605
+ 2.46%
$22.38 - $23.66 $13.5K - $14.3K
25.2K $577M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
186
+ 1.58%
$43.99 - $46.63 $8.18K - $8.67K
12K $544M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
777
+ 7.11%
$9.7 - $10.36 $7.54K - $8.05K
11.7K $122M
TLT
Ishares Barclays 20+ Year Trea

ETFs
103
+ 1.4%
$89.91 - $101.33 $9.26K - $10.4K
7.48K $689M
MCK
Mckesson Corp

Healthcare
96
+ 17.39%
$479.06 - $630.38 $46K - $60.5K
648 $329M
ADBE
Adobe Inc.

Technology
113
+ 13.15%
$508.13 - $586.55 $57.4K - $66.3K
972 $484M
MRK
Merck & Co., Inc.

Healthcare
480
+ 18.75%
$111.15 - $128.97 $53.4K - $61.9K
3.04K $323M
NVO
Novo Nordisk A S

Healthcare
600
+ 17.54%
$119.07 - $145.42 $71.4K - $87.3K
4.02K $472M
ASML
Asml Holding Nv

Technology
240
+ 39.41%
$749.82 - $1098.95 $180K - $264K
849 $606M
ELV
Elevance Health, Inc.

Healthcare
144
+ 17.67%
$500.12 - $562.29 $72K - $81K
959 $405M
Activity Summary
Buys All Purchases 99 New Holdings 19 Increased Positions 80 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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