Mosley Wealth Management Purchases in Q3 2024

Mosley Wealth Management

  • $147 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
46.7K
+ 29.91%
$44.83 - $47.42 $2.09M - $2.21M
203K $9.33B
EFV
Msci Eafe Value ETF

ETFs
35.9K
+ 68.48%
$51.72 - $57.96 $1.86M - $2.08M
88.4K $4.95B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
26.9K
+ 19.97%
$46.89 - $52.24 $1.26M - $1.4M
161K $8.49B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.3K
+ 5.33%
$54.98 - $59.51 $622K - $673K
224K $13.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.45K
+ 15.86%
$84.77 - $97.13 $632K - $724K
54.5K $5.33B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.2K
New
$211.47 - $281.27 $677K - $900K
3.2K $809M
JPM
Jpmorgan Chase & CO

Financial Services
3.25K
+ 89.64%
$194.9 - $224.8 $634K - $731K
6.88K $1.53B
XLV
Select Sector Spdr Fund Health

ETFs
5.26K
New
$143.3 - $157.24 $753K - $827K
5.26K $796M
XLC
Select Sector Spdr Tr Communic

ETFs
8.28K
+ 225.45%
$82.16 - $90.4 $681K - $749K
12K $1.09B
VRT
Vertiv Holdings CO

Industrials
6.77K
New
$86.66 - $86.66 $587K - $587K
6.77K $759M
SPY
Spdr S&P 500 ETF Trust

ETFs
987
+ 57.62%
$517.38 - $573.86 $511K - $566K
2.7K $1.58B
AAPL
Apple Inc.

Technology
1.13K
+ 8.17%
$207.23 - $234.82 $233K - $264K
14.9K $3.53B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.4K
+ 12.91%
$44.24 - $49.47 $328K - $366K
64.8K $3.3B
IVE
Ishares S&P 500 Value ETF

ETFs
1.69K
+ 10.51%
$181.06 - $197.17 $306K - $333K
17.8K $3.53B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.31K
+ 14.3%
$162.64 - $179.3 $375K - $413K
18.4K $3.35B
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 10.44%
$255.18 - $283.2 $315K - $349K
13K $3.76B
XLK
Technology Sector Spdr

ETFs
2.3K
+ 231.29%
$197.34 - $237.68 $454K - $546K
3.29K $764M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.07K
+ 187.54%
$434.77 - $502.96 $465K - $538K
1.64K $812M
NVDA
Nvidia Corp

Technology
1.91K
+ 15.59%
$98.91 - $134.91 $189K - $258K
14.2K $2.04B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.92K
+ 44.61%
$56.04 - $62.99 $444K - $499K
25.7K $1.56B
SO
Southern CO

Utilities
4.24K
+ 65.65%
$77.0 - $90.52 $326K - $384K
10.7K $992M
Blackrock ETF Trust Ii
8.56K
+ 42.23%
N/A
28.8K $1.52B
IYW
Ishares Dj Us Tech ETF

ETFs
2.32K
+ 15.64%
$133.16 - $158.73 $308K - $368K
17.1K $2.68B
MSTR
Microstrategy Inc

Technology
1.77K
New
$114.3 - $1800.09 $202K - $3.19M
1.77K $388M
Ishares Bitcoin Trust ETF
9.11K
New
N/A
9.11K $351M
IAU
Ishares Gold Trust

ETFs
1.93K
+ 6.09%
$44.06 - $50.5 $85.2K - $97.6K
33.7K $1.73B
XLI
Industrial Sector Spdr

ETFs
2.38K
New
$120.56 - $135.44 $287K - $322K
2.38K $330M
ABC
Amerisourcebergen Corp

Healthcare
1.36K
New
N/A
1.36K $323M
IEMG
Ishares Inc

ETFs
2.81K
+ 6.57%
$53.64 - $53.64 $151K - $151K
45.6K $2.6B
ORCL
Oracle Corp

Technology
564
+ 9.28%
$125.9 - $170.35 $71K - $96.1K
6.64K $1.15B
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
New
$191.76 - $263.26 $255K - $350K
1.33K $291M
XLF
Financial Sector Spdr

ETFs
5.19K
+ 70.1%
$40.84 - $45.74 $212K - $237K
12.6K $594M
RTX
Raytheon Technologies Corp

Industrials
2.28K
New
$99.55 - $123.34 $227K - $281K
2.28K $287M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.38K
New
$147.95 - $191.05 $204K - $263K
1.38K $278M
PLTR
Palantir Technologies Inc.

Technology
6.21K
New
$24.09 - $37.95 $150K - $236K
6.21K $265M
COIN
Coinbase Global, Inc.

Technology
1.18K
New
$147.09 - $265.15 $174K - $314K
1.18K $253M
GOOGL
Alphabet Inc.

Communication Services
1.94K
+ 53.11%
$148.65 - $191.18 $288K - $371K
5.59K $918M
XLP
Consumer Staples Sector Spdr

ETFs
3.06K
New
$76.04 - $76.04 $233K - $233K
3.06K $250M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.02K
New
$47.95 - $49.61 $241K - $249K
5.02K $246M
AMD
Advanced Micro Devices Inc

Technology
1.48K
New
$128.67 - $183.96 $191K - $272K
1.48K $234M
EFG
Msci Eafe Growth ETF

ETFs
1.59K
+ 3.81%
$96.84 - $108.77 $154K - $173K
43.4K $4.5B
BX
Blackstone Inc.

Financial Services
416
+ 12.29%
$120.77 - $159.66 $50.2K - $66.4K
3.8K $649M
WMB
Williams Companies, Inc.

Energy
1.32K
+ 7.86%
$41.24 - $46.22 $54.4K - $60.9K
18.1K $941M
ICF
Ishares Tr

ETFs
784
+ 3.29%
$56.77 - $67.33 $44.5K - $52.8K
24.6K $1.59B
MBB
Ishares Tr

ETFs
1.91K
+ 7.26%
$90.85 - $96.66 $174K - $185K
28.2K $2.64B
LRCX
Lam Research Corp

Technology
3.02K
New
$731.56 - $1127.3 $2.21M - $3.41M
3.02K $220M
AVGO
Broadcom Inc.

Technology
1.22K
New
$136.27 - $1745.86 $166K - $2.13M
1.22K $219M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.75K
New
$65.15 - $72.97 $179K - $201K
2.75K $205M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.65K
New
$68.79 - $76.02 $182K - $201K
2.65K $204M
Activity Summary
Buys All Purchases 99 New Holdings 19 Increased Positions 80 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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