Mosley Wealth Management Portfolio Holdings

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.