Mosley Wealth Management Incresed Positions in Q4 2024

Mosley Wealth Management

  • $161 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
70
+ 8.99%
$491.3 - $536.15 $34.4K - $37.5K
849 $466M
IEMG
Ishares Inc

ETFs
4.84K
+ 10.61%
N/A
50.4K $2.66B
XLI
Industrial Sector Spdr

ETFs
466
+ 19.57%
$131.76 - $143.99 $61.4K - $67.1K
2.85K $392M
MRK
Merck & Co., Inc.

Healthcare
858
+ 28.22%
$96.31 - $114.76 $82.6K - $98.5K
3.9K $383M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
728
+ 6.11%
$88.59 - $94.57 $64.5K - $68.8K
12.6K $1.16B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
699
+ 15.23%
$99.04 - $109.59 $69.2K - $76.6K
5.29K $530M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
340
+ 6.15%
$113.92 - $127.38 $38.7K - $43.3K
5.87K $694M
XLP
Consumer Staples Sector Spdr

ETFs
656
+ 21.41%
N/A
3.72K $294M
PG
Procter & Gamble CO

Consumer Defensive
302
+ 7.68%
$161.05 - $179.7 $48.6K - $54.3K
4.23K $704M
RTX
Raytheon Technologies Corp

Industrials
305
+ 13.38%
$114.45 - $127.21 $34.9K - $38.8K
2.59K $323M
ICF
Ishares Tr

ETFs
2.51K
+ 10.18%
$58.8 - $66.61 $147K - $167K
27.1K $1.63B
IBM
International Business Machines Corp

Technology
182
+ 9.03%
$204.9 - $238.04 $37.3K - $43.3K
2.2K $502M
AVGO
Broadcom Inc.

Technology
15
+ 1.23%
$159.67 - $250.0 $2.4K - $3.75K
1.23K $254M
PH
Parker Hannifin Corp

Industrials
4
+ 0.35%
$621.74 - $709.46 $2.49K - $2.84K
1.15K $767M
PANW
Palo Alto Networks Inc

Technology
1.63K
+ 116.24%
$181.96 - $405.9 $296K - $660K
3.02K $561M
EMB
Ishares Tr

ETFs
352
+ 10.01%
$88.94 - $93.46 $31.3K - $32.9K
3.87K $350M
VZ
Verizon Communications Inc

Communication Services
1.8K
+ 13.97%
$39.6 - $45.21 $71.3K - $81.4K
14.7K $592M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
135
+ 9.81%
$172.07 - $207.36 $23.2K - $28K
1.51K $306M
SRE
Sempra Energy

Utilities
556
+ 7.95%
$80.81 - $94.77 $44.9K - $52.7K
7.55K $619M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
466
+ 9.26%
$82.28 - $117.52 $38.3K - $54.8K
5.5K $532M
UNH
Unitedhealth Group Inc

Healthcare
121
+ 9.46%
$485.52 - $625.25 $58.7K - $75.7K
1.4K $753M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.31K
+ 5.2%
$22.39 - $23.45 $29.3K - $30.7K
26.5K $598M
LLY
Eli Lilly & CO

Healthcare
160
+ 15.05%
$727.2 - $932.06 $116K - $149K
1.22K $983M
IFRA
Ishares Tr

ETFs
535
+ 4.25%
$45.94 - $51.71 $24.6K - $27.7K
13.1K $621M
NVS
Novartis Ag

Healthcare
420
+ 16.61%
$96.78 - $117.18 $40.6K - $49.2K
2.95K $303M
SO
Southern CO

Utilities
1.4K
+ 13.13%
$81.5 - $94.15 $114K - $132K
12.1K $1B
AMGN
Amgen Inc

Healthcare
192
+ 14.98%
$258.78 - $328.31 $49.7K - $63K
1.47K $415M
ORCL
Oracle Corp

Technology
514
+ 7.74%
$165.41 - $192.43 $85K - $98.9K
7.15K $1.16B
PEG
Public Service Enterprise Group Inc

Utilities
517
+ 7.17%
$81.87 - $94.51 $42.3K - $48.9K
7.73K $631M
FCX
Freeport Mcmoran Inc

Basic Materials
1K
+ 19.14%
$38.08 - $50.82 $38.1K - $50.8K
6.22K $226M
LMT
Lockheed Martin Corp

Industrials
57
+ 12.1%
$479.66 - $614.62 $27.3K - $35K
528 $240M
NVO
Novo Nordisk A S

Healthcare
892
+ 22.19%
$85.0 - $120.04 $75.8K - $107K
4.91K $413M
NVDA
Nvidia Corp

Technology
973
+ 6.86%
$117.0 - $148.88 $114K - $145K
15.2K $1.88B
Activity Summary
Buys All Purchases 93 New Holdings 9 Increased Positions 84 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mosley Wealth Management Portfolio

Follow Mosley Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email