Mosley Wealth Management Incresed Positions in Q4 2024

Mosley Wealth Management

  • $161 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
21.3K
+ 13.21%
$51.31 - $55.61 $1.09M - $1.19M
183K $10B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.68K
+ 137.14%
$201.32 - $217.44 $1.14M - $1.23M
9.82K $2.12B
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 6.04%
$570.51 - $610.59 $768K - $822K
23.6K $14.3B
MS
Morgan Stanley

Financial Services
6.01K
+ 113.76%
$104.42 - $134.99 $627K - $811K
11.3K $1.57B
EFG
Msci Eafe Growth ETF

ETFs
9.14K
+ 21.08%
$96.83 - $106.88 $885K - $977K
52.5K $5.33B
JPM
Jpmorgan Chase & CO

Financial Services
620
+ 9.01%
$205.18 - $250.29 $127K - $155K
7.5K $2B
EFV
Msci Eafe Value ETF

ETFs
10.1K
+ 11.42%
$51.78 - $57.15 $523K - $577K
98.5K $5.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
748
+ 45.64%
$481.22 - $538.17 $360K - $403K
2.39K $1.24B
C
Citigroup Inc

Financial Services
1.3K
+ 8.84%
$61.31 - $72.5 $79.8K - $94.4K
16K $1.29B
IVW
Ishares S&P 500 Growth ETF

ETFs
424
+ 0.78%
$94.43 - $105.47 $40K - $44.7K
54.9K $5.7B
MSFT
Microsoft Corp

Technology
470
+ 8.36%
$406.35 - $454.46 $191K - $214K
6.09K $2.69B
IVE
Ishares S&P 500 Value ETF

ETFs
1.89K
+ 10.62%
$189.5 - $206.17 $357K - $389K
19.6K $3.87B
AMZN
Amazon Com Inc

Consumer Cyclical
401
+ 8.88%
$180.88 - $232.93 $72.5K - $93.4K
4.92K $1.17B
GOOGL
Alphabet Inc.

Communication Services
579
+ 10.35%
$161.86 - $196.66 $93.7K - $114K
6.17K $1.21B
VTI
Vanguard Total Stock Market Et

ETFs
481
+ 3.69%
$280.04 - $302.45 $135K - $145K
13.5K $4.04B
MBB
Ishares Tr

ETFs
3.32K
+ 11.76%
$91.26 - $95.82 $303K - $318K
31.6K $2.91B
TSLA
Tesla, Inc.

Consumer Cyclical
106
+ 7.97%
$213.65 - $479.86 $22.6K - $50.9K
1.44K $559M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.28K
+ 6.97%
$176.42 - $186.91 $227K - $240K
19.7K $3.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.06K
+ 14.72%
$50.37 - $50.6 $255K - $256K
39.4K $1.99B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.55K
+ 2.93%
$57.53 - $60.83 $377K - $398K
230K $13.6B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.15K
+ 3.32%
$49.03 - $53.35 $105K - $115K
66.9K $3.53B
Ishares Bitcoin Trust ETF
231
+ 2.54%
N/A
9.34K $554M
META
Meta Platforms, Inc.

Communication Services
127
+ 11.96%
$554.08 - $632.68 $70.4K - $80.4K
1.19K $804M
SPY
Spdr S&P 500 ETF Trust

ETFs
216
+ 8.0%
$567.81 - $607.81 $123K - $131K
2.92K $1.75B
XLF
Financial Sector Spdr

ETFs
2.26K
+ 17.96%
$44.89 - $51.34 $101K - $116K
14.8K $761M
XLV
Select Sector Spdr Fund Health

ETFs
1.27K
+ 24.2%
$136.28 - $154.74 $173K - $197K
6.53K $951M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.58K
+ 34.31%
$83.09 - $89.28 $131K - $141K
6.18K $540M
XLK
Technology Sector Spdr

ETFs
651
+ 19.77%
$220.26 - $241.44 $143K - $157K
3.94K $914M
ASML
Asml Holding Nv

Technology
197
+ 23.2%
$658.43 - $872.27 $130K - $172K
1.05K $745M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.36K
+ 8.12%
$34.25 - $37.94 $46.5K - $51.5K
18.1K $710M
LNG
Cheniere Energy, Inc.

Energy
92
+ 3.9%
$181.07 - $225.92 $16.7K - $20.8K
2.45K $559M
IAU
Ishares Gold Trust

ETFs
2.03K
+ 6.03%
$48.37 - $52.65 $98.2K - $107K
35.7K $1.86B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
693
+ 21.66%
$238.25 - $261.28 $165K - $181K
3.89K $933M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.64K
+ 21.98%
$87.1 - $98.49 $143K - $162K
9.12K $802M
V
Visa Inc.

Financial Services
128
+ 9.29%
$273.87 - $320.91 $35.1K - $41.1K
1.51K $506M
MCK
Mckesson Corp

Healthcare
63
+ 9.72%
$482.27 - $628.5 $30.4K - $39.6K
711 $429M
COIN
Coinbase Global, Inc.

Technology
10
+ 0.84%
$163.17 - $343.62 $1.63K - $3.44K
1.19K $347M
Blackrock ETF Trust Ii
1.95K
+ 6.77%
N/A
30.8K $1.62B
MO
Altria Group, Inc.

Consumer Defensive
892
+ 7.64%
$49.06 - $57.74 $43.8K - $51.5K
12.6K $662M
BX
Blackstone Inc.

Financial Services
173
+ 4.55%
$148.45 - $199.05 $25.7K - $34.4K
3.97K $737M
CVX
Chevron Corp

Energy
418
+ 9.2%
$141.15 - $162.53 $59K - $67.9K
4.96K $772M
WMB
Williams Companies, Inc.

Energy
451
+ 2.49%
$46.37 - $59.74 $20.9K - $26.9K
18.5K $1.03B
T
At&T Inc.

Communication Services
973
+ 4.16%
$21.22 - $23.88 $20.6K - $23.2K
24.3K $590M
GILD
Gilead Sciences, Inc.

Healthcare
319
+ 5.85%
$83.95 - $97.9 $26.8K - $31.2K
5.77K $552M
IYW
Ishares Dj Us Tech ETF

ETFs
51
+ 0.3%
$148.14 - $166.23 $7.56K - $8.48K
17.2K $2.76B
CRM
Salesforce, Inc.

Technology
67
+ 7.64%
$270.87 - $367.87 $18.1K - $24.6K
944 $334M
XOM
Exxon Mobil Corp

Energy
1.44K
+ 20.13%
$105.51 - $125.37 $152K - $181K
8.59K $934M
AAPL
Apple Inc.

Technology
126
+ 0.84%
$221.69 - $259.02 $27.9K - $32.6K
15K $3.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.41K
+ 13.26%
$55.45 - $61.08 $189K - $208K
29.1K $1.63B
Activity Summary
Buys All Purchases 93 New Holdings 9 Increased Positions 84 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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