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Mosley Wealth Management

Latest statistics and disclosures from Mosley Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002011849

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Positions held by Mosley Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mosley Wealth Management

Mosley Wealth Management holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.1	$12M	23k	525.73	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	7.6	$8.1M	317k	25.62	View chart
Ishares Tr Core Total Usd (IUSB)	7.1	$7.6M	167k	45.59	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	4.9	$5.2M	105k	49.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.9	$4.2M	83k	50.45	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$3.2M	59k	54.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.0	$3.2M	37k	84.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.9	$3.1M	30k	103.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$2.8M	11k	259.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$2.7M	14k	186.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.4	$2.6M	16k	164.35	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$2.4M	26k	92.42	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.3	$2.4M	54k	44.40	View chart
Apple (AAPL)	2.2	$2.4M	14k	171.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.8	$1.9M	14k	135.06	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$1.7M	32k	51.60	View chart
Microsoft Corporation (MSFT)	1.3	$1.4M	3.4k	420.72	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$1.3M	31k	42.01	View chart
NVIDIA Corporation (NVDA)	1.2	$1.3M	1.4k	903.56	View chart
Ishares Tr Cohen Steer Reit (ICF)	1.2	$1.3M	22k	57.70	View chart
Blackrock Etf Trust Ii Flexible Income	1.0	$1.1M	21k	52.46	View chart
Citigroup Com New (C)	0.9	$947k	15k	63.24	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$936k	16k	57.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$887k	11k	83.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$861k	1.6k	523.07	View chart
Boeing Company (BA)	0.8	$843k	4.4k	192.99	View chart
JPMorgan Chase & Co. (JPM)	0.8	$816k	4.1k	200.30	View chart
Eli Lilly & Co. (LLY)	0.7	$789k	1.0k	777.96	View chart
Exxon Mobil Corporation (XOM)	0.7	$784k	6.7k	116.24	View chart
Two Rds Shared Tr Anfield Diversif (DALT)	0.7	$766k	85k	9.03	View chart
Amazon (AMZN)	0.7	$745k	4.1k	180.38	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.7	$714k	46k	15.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$709k	3.8k	187.36	View chart
Abbvie (ABBV)	0.7	$697k	3.8k	182.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$683k	12k	57.86	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$681k	7.4k	91.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$664k	7.0k	94.62	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.6	$659k	19k	34.88	View chart
Chevron Corporation (CVX)	0.6	$649k	4.1k	157.74	View chart
Parker-Hannifin Corporation (PH)	0.6	$638k	1.1k	555.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$607k	5.6k	107.41	View chart
Procter & Gamble Company (PG)	0.5	$584k	3.6k	162.25	View chart
Oracle Corporation (ORCL)	0.5	$576k	4.6k	125.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$576k	25k	22.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$574k	3.8k	150.93	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$545k	562.00	970.47	View chart
Novo-nordisk A S Adr (NVO)	0.5	$526k	4.1k	128.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$511k	4.6k	110.51	View chart
Verizon Communications (VZ)	0.4	$468k	11k	41.96	View chart
Williams Companies (WMB)	0.4	$466k	12k	38.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$465k	3.5k	131.37	View chart
Morgan Stanley Com New (MS)	0.4	$456k	4.8k	94.16	View chart
Meta Platforms Cl A (META)	0.4	$447k	920.00	485.58	View chart
UnitedHealth (UNH)	0.4	$444k	898.00	494.70	View chart
Public Service Enterprise (PEG)	0.4	$444k	6.6k	66.78	View chart
Southern Company (SO)	0.4	$436k	6.1k	71.74	View chart
Altria (MO)	0.4	$435k	10k	43.62	View chart
British Amern Tob Sponsored Adr (BTI)	0.4	$433k	14k	30.50	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.4	$430k	50k	8.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$427k	1.3k	337.05	View chart
Marsh & McLennan Companies (MMC)	0.4	$419k	2.0k	205.98	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$414k	3.9k	105.04	View chart
Pepsi (PEP)	0.4	$408k	2.3k	175.01	View chart
Xylem (XYL)	0.4	$404k	3.1k	129.24	View chart
Ishares Tr Global Energ Etf (IXC)	0.4	$404k	9.4k	42.95	View chart
Sempra Energy (SRE)	0.4	$404k	5.6k	71.83	View chart
Anthem (ELV)	0.4	$389k	751.00	518.54	View chart
Merck & Co (MRK)	0.4	$384k	2.9k	131.95	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$376k	8.7k	43.36	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$362k	4.5k	79.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$355k	3.3k	108.92	View chart
International Business Machines (IBM)	0.3	$348k	1.8k	190.96	View chart
Bristol Myers Squibb (BMY)	0.3	$337k	6.2k	54.23	View chart
At&t (T)	0.3	$331k	19k	17.60	View chart
Adobe Systems Incorporated (ADBE)	0.3	$330k	654.00	504.60	View chart
Visa Com Cl A (V)	0.3	$318k	1.1k	279.08	View chart
McKesson Corporation (MCK)	0.3	$311k	579.00	536.85	View chart
Amgen (AMGN)	0.3	$307k	1.1k	284.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$306k	4.2k	72.36	View chart
Mastercard Incorporated Cl A (MA)	0.3	$297k	616.00	481.57	View chart
Crown Castle Intl (CCI)	0.3	$289k	2.7k	105.83	View chart
Gilead Sciences (GILD)	0.3	$285k	3.9k	73.25	View chart
Cheniere Energy Com New (LNG)	0.3	$284k	1.8k	161.28	View chart
Valero Energy Corporation (VLO)	0.3	$277k	1.6k	170.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$261k	2.9k	89.67	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$256k	4.0k	64.15	View chart
Freeport-mcmoran CL B (FCX)	0.2	$251k	5.3k	47.02	View chart
salesforce (CRM)	0.2	$239k	792.00	301.18	View chart
Palo Alto Networks (PANW)	0.2	$218k	767.00	284.13	View chart
Costco Wholesale Corporation (COST)	0.2	$215k	294.00	732.63	View chart
Albemarle Corporation (ALB)	0.2	$209k	1.6k	131.74	View chart
Novartis Sponsored Adr (NVS)	0.2	$206k	2.1k	96.73	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$205k	11k	18.13	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.1	$105k	11k	9.72	View chart
Plug Power Com New (PLUG)	0.0	$35k	10k	3.44	View chart

Past Filings by Mosley Wealth Management

SEC 13F filings are viewable for Mosley Wealth Management going back to 2024

Mosley Wealth Management 2024 Q1 filed April 15, 2024

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