Mosley Wealth Management Incresed Positions 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
JPM
Jpmorgan Chase & CO

Financial Services
3.25K
+ 89.64%
$194.9 - $224.8 $634K - $731K
6.88K $1.53B
XLC
Select Sector Spdr Tr Communic

ETFs
8.28K
+ 225.45%
$82.16 - $90.4 $681K - $749K
12K $1.09B
MSFT
Microsoft Corp

Technology
1.8K
+ 47.02%
$395.15 - $467.56 $710K - $840K
5.62K $2.35B
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
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
IAU
Ishares Gold Trust

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

ETFs
5.19K
+ 70.1%
$40.84 - $45.74 $212K - $237K
12.6K $594M
GOOGL
Alphabet Inc.

Communication Services
1.94K
+ 53.11%
$148.65 - $191.18 $288K - $371K
5.59K $918M
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 9.94%
$83.76 - $91.82 $90.2K - $98.9K
11.9K $1.1B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
521
+ 11.55%
$72.18 - $107.33 $37.6K - $55.9K
5.03K $508M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.42K
+ 11.03%
$50.25 - $50.74 $172K - $173K
34.4K $1.74B
MS
Morgan Stanley

Financial Services
602
+ 12.86%
$92.07 - $106.96 $55.4K - $64.4K
5.28K $625M
PEG
Public Service Enterprise Group Inc

Utilities
681
+ 10.43%
$73.58 - $89.21 $50.1K - $60.8K
7.21K $650M
IBM
International Business Machines Corp

Technology
225
+ 12.57%
$175.1 - $223.38 $39.4K - $50.3K
2.02K $467M
META
Meta Platforms, Inc.

Communication Services
160
+ 17.74%
$453.41 - $572.44 $72.5K - $91.6K
1.06K $611M
LLY
Eli Lilly & CO

Healthcare
155
+ 17.07%
$772.14 - $960.02 $120K - $149K
1.06K $963M
XOM
Exxon Mobil Corp

Energy
906
+ 14.5%
$109.72 - $119.0 $99.4K - $108K
7.15K $859M
UNH
Unitedhealth Group Inc

Healthcare
118
+ 10.16%
$488.01 - $604.18 $57.6K - $71.3K
1.28K $731M
GILD
Gilead Sciences, Inc.

Healthcare
559
+ 11.42%
$66.59 - $83.99 $37.2K - $47K
5.45K $471M
PANW
Palo Alto Networks Inc

Technology
230
+ 19.69%
$294.18 - $368.01 $67.7K - $84.6K
1.4K $529M
IFRA
Ishares Tr

ETFs
1.45K
+ 12.97%
$41.55 - $46.97 $60.1K - $67.9K
12.6K $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
354
+ 9.35%
$175.46 - $203.3 $62.1K - $72K
4.14K $864M
AMZN
Amazon Com Inc

Consumer Cyclical
719
+ 18.95%
$161.02 - $200.0 $116K - $144K
4.51K $853M
SRE
Sempra Energy

Utilities
744
+ 11.9%
$74.97 - $84.04 $55.8K - $62.5K
7K $594M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
557
+ 11.21%
$105.53 - $118.34 $58.8K - $65.9K
5.53K $642M
T
At&T Inc.

Communication Services
2.51K
+ 12.01%
$18.21 - $22.28 $45.6K - $55.8K
23.4K $506M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.6K
+ 10.61%
$31.07 - $39.36 $49.8K - $63.1K
16.7K $572M
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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