Mosley Wealth Management Portfolio Holdings
Mosley Wealth Management
- $107 Billion
- Q1 2024
Mosley Wealth Management has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.8B, Spdr Ser Tr Spdr Portfolio Tip with a value of $8.13B, Ishares Core Total Usd Bond Ma with a value of $7.59B, Ssga Active Tr Spdr Ssga Us Se with a value of $5.23B, and Jp Morgan ETF Tr Ultra Short I with a value of $4.18B.
Examining the 13F form we can see an increase of $5.15B in the current position value, from $101B to 107B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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