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Moelis & Co shares owned by Reston Wealth Management

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Reston Wealth Management from 13F filings

Historical chart of Reston Wealth Management investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Reston Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 387 68.44

More positions owned by Reston Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Reston Wealth Management

Top funds holding Moelis & Co

BlackRock
Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
State Street Corporation
Goldman Sachs Group
Heard Capital
Geode Capital Management
Madison Asset Management
Alliancebernstein
Jpmorgan Chase & Co
Citadel Advisors
Lord, Abbett & Co

View all funds holding Moelis & Co