Mosley Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 114 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 $14.3B, J P Morgan Exchange Traded Fd with a value of $13.6B, Ssga Active Tr Spdr Ssga Us Se with a value of $10B, Ishares Core Total Usd Bond Ma with a value of $8.94B, and Ishares S&P 500 Growth ETF with a value of $5.7B.
Examining the 13F form we can see an increase of $15B in the current position value, from $147B to 161B.
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
$161 Billion
ETFs: $114 Billion
Technology: $13.9 Billion
Financial Services: $8.61 Billion
Healthcare: $4.57 Billion
Energy: $4.44 Billion
Communication Services: $3.19 Billion
Industrials: $2.92 Billion
Consumer Cyclical: $2.5 Billion
Other: $4.84 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
