Mosley Wealth Management Portfolio Holdings

Mosley Wealth Management

  • $147 Billion
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$3.53 Billion 2.41% of portfolio
14,914
Q3 2024 Added 8.17%
$3.25T
$2.35 Billion 1.61% of portfolio
5,619
Q3 2024 Added 47.02%
$336B
$2.04 Billion 1.39% of portfolio
14,191
Q3 2024 Added 15.59%
$697B
$1.53 Billion 1.05% of portfolio
6,880
Q3 2024 Added 89.64%
$457B
$1.15 Billion 0.79% of portfolio
6,640
Q3 2024 Added 9.28%
$730B
$963 Million 0.66% of portfolio
1,063
Q3 2024 Added 17.07%
$1.14T
$918 Million 0.63% of portfolio
5,593
Q3 2024 Added 53.11%
$441B
$859 Million 0.59% of portfolio
7,154
Q3 2024 Added 14.5%
$2.29T
$853 Million 0.58% of portfolio
4,514
Q3 2024 Added 18.95%
$310B
$744 Million 0.51% of portfolio
3,988
Q3 2024 Added 6.77%
$468B
$731 Million 0.5% of portfolio
1,279
Q3 2024 Added 10.16%
$280B
$685 Million 0.47% of portfolio
4,543
Q3 2024 Added 10.13%
$398B
$666 Million 0.45% of portfolio
3,931
Q3 2024 Added 8.14%
$209B
$625 Million 0.43% of portfolio
5,282
Q3 2024 Added 12.86%
$1.32T
$611 Million 0.42% of portfolio
1,062
Q3 2024 Added 17.74%
$280B
$606 Million 0.41% of portfolio
849
Q3 2024 Added 39.41%
$218B
$508 Million 0.35% of portfolio
5,033
Q3 2024 Added 11.55%
$208B
$484 Million 0.33% of portfolio
972
Q3 2024 Added 13.15%
$200B
$467 Million 0.32% of portfolio
2,015
Q3 2024 Added 12.57%
$504B
$401 Million 0.27% of portfolio
779
Q3 2024 Added 15.92%
$519B
$395 Million 0.27% of portfolio
1,378
Q3 2024 Added 18.18%
$248B
$323 Million 0.22% of portfolio
3,040
Q3 2024 Added 18.75%
$209B
$293 Million 0.2% of portfolio
2,528
Q3 2024 Added 12.96%
$1.33T
$291 Million 0.2% of portfolio
1,330
Q3 2024 New
$1.02T
$278 Million 0.19% of portfolio
1,376
Q3 2024 New
$422B
$261 Million 0.18% of portfolio
294
Q1 2024 New
$344B
$255 Million 0.17% of portfolio
877
Q3 2024 Added 9.9%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $147 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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