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Mosley Wealth Management13F | |
| Mosley Wealth Management | |
| Last update 2025-02-11 | 114 Stocks (9 new) |
| Value $161.00 Mil | Turnover 10 % |
Mosley Wealth Management Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 23,634 | 14,296.5 | +6.04% | 8.850 | +0.50% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
JEPI | JPMorgan Equity Premium Income ETF | 230,152 | 13,565.2 | +2.93% | 8.400 | +0.24% | 0.040 | +8.30% | +3.93% | 41,325.8 | ||
XLSR | SPDR SSGA U.S. Sector Rotation ETF | 182,674 | 10,043.4 | +13.21% | 6.220 | +0.73% | 1.430 | +16.58% | +5.10% | 770.7 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 196,721 | 8,941.0 | -2.91% | 5.540 | -0.19% | 0.030 | +1.98% | +3.69% | 32,857.1 | ||
IVW | iShares S&P 500 Growth ETF | 54,889 | 5,697.0 | +0.78% | 3.530 | +0.03% | 0.010 | +25.22% | +11.61% | 62,137.8 | ||
EFV | iShares MSCI EAFE Value ETF | 98,491 | 5,401.3 | +11.42% | 3.340 | +0.34% | 0.030 | +12.78% | +28.28% | 27,087.9 | ||
EFG | iShares MSCI EAFE Growth ETF | 52,514 | 5,332.8 | +21.08% | 3.300 | +0.57% | 0.030 | +13.01% | +17.99% | 13,305.0 | ||
VTI | Vanguard Total Stock Market ETF | 13,530 | 4,036.9 | +3.69% | 2.500 | +0.09% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
IVE | iShares S&P 500 Value ETF | 19,643 | 3,872.7 | +10.62% | 2.400 | +0.23% | 0.010 | +12.01% | +5.73% | 40,043.9 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 19,706 | 3,609.2 | +6.97% | 2.230 | +0.15% | 0.010 | +14.04% | +5.05% | 53,508.3 |
Mosley Wealth Management's Historical Top Holdings Breakdowns
Mosley Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2024-12-31 | Add Add | +0.76% | 201.32 ($209.63) 217.55 | $240.36 | 14.66% | Add 137.14% | 9,820 | 5,679 | |
XLSR | SPDR SSGA U.S. Sector Rotation ETF | 2024-12-31 | Add Add | +0.73% | 51.31 ($53.56) 55.61 | $55.97 | 4.50% | Add 13.21% | 182,674 | 21,311 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-12-31 | Add Add | +0.57% | 96.83 ($101.54) 106.79 | $113.14 | 11.42% | Add 21.08% | 52,514 | 9,141 | |
GS | The Goldman Sachs Group Inc | 2024-12-31 | New Buy New Buy | +0.52% | 486.1 ($558.86) 608.57 | $717.52 | 28.39% | New holding | 1,324 | 1,324 | |
MS | Morgan Stanley | 2024-12-31 | Add Add | +0.52% | 104.52 ($123.46) 134.99 | $142.21 | 15.19% | Add 113.76% | 11,291 | 6,009 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add Add | +0.50% | 570.51 ($592.23) 610.83 | $637.33 | 7.62% | Add 6.04% | 23,634 | 1,347 | |
APO | Apollo Global Management Inc | 2024-12-31 | New Buy New Buy | +0.47% | 131.36 ($158.83) 178.61 | $151.85 | -4.39% | New holding | 4,409 | 4,409 | |
AESR |
Anfield U.S. Equity Sector Rotation ETF
Anfield U.S. Equity Sector Rotation ETF
| 2024-12-31 | New Buy New Buy | +0.46% | 16.86 ($17.47) 18.09 | $19.50 | 11.62% | New holding | 42,053 | 42,053 | |
IGEB |
iShares Investment Grade Systematic Bond ETF
iShares Investment Grade Systematic Bond ETF
| 2024-12-31 | Sold Out Sold Out | -0.37% | 44.21 ($45.2) 46.38 | $45.19 | -0.03% | Sold Out | 0 | -11,978 | |
PEP | PepsiCo Inc | 2024-12-31 | Sold Out Sold Out | -0.36% | 151.29 ($163.72) 176.1 | $145.66 | -11.03% | Sold Out | 0 | -2,989 |
Mosley Wealth Management Total Holding History ($B)
Mosley Wealth Management's Asset Allocation
Mosley Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mosley Wealth Management's Hypothetical Growth since 2024-12-31
Mosley Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mosley Wealth Management's Holdings Heat Map
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Mosley Wealth Management's Holdings Bubble Chart
Mosley Wealth Management News
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