Mosley Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $13.3B, Ishares Core S&P 500 ETF with a value of $13.1B, Ishares Core Total Usd Bond Ma with a value of $9.33B, Ssga Active Tr Spdr Ssga Us Se with a value of $8.49B, and Ishares S&P 500 Growth ETF with a value of $5.33B.
Examining the 13F form we can see an increase of $29.1B in the current position value, from $117B to 147B.
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.
Portfolio value
$147 Billion
ETFs: $104 Billion
Technology: $13.3 Billion
Healthcare: $5.62 Billion
Financial Services: $4.97 Billion
Energy: $3.75 Billion
Industrials: $2.92 Billion
Communication Services: $2.6 Billion
Consumer Defensive: $2.6 Billion
Other: $4.55 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
