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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.1B
$162 Million 0.11% of portfolio
23,930
Q3 2024 Added 62.28%

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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