Mosley Wealth Management Top Holdings and 13F Report (2025) About Mosley Wealth ManagementInvestment ActivityMosley Wealth Management has $161.49 million in total holdings as of December 31, 2024.Mosley Wealth Management owns shares of 114 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 10.39% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, Mosley Wealth Management has purchased 114 new stocks and bought additional shares in 84 stocks.Mosley Wealth Management sold shares of 16 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $14,296,482JPMorgan Equity Premium Income ETF $13,565,161SPDR SSGA US Sector Rotation ETF $10,043,412iShares Core Total USD Bond Market ETF $8,940,954iShares S&P 500 Growth ETF $5,696,979 Largest New Holdings this Quarter The Goldman Sachs Group $843,891 HoldingApollo Global Management $754,380 HoldingiShares High Yield Bond Factor ETF $360,971 HoldingVanguard S&P 500 ETF $282,326 HoldingLAM RESEARCH CORP $270,390 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 5,679 shares (about $1.23M)SPDR SSGA US Sector Rotation ETF 21,311 shares (about $1.17M)iShares MSCI EAFE Growth ETF 9,141 shares (about $928.26K)The Goldman Sachs Group 1,324 shares (about $843.89K)Morgan Stanley 6,009 shares (about $833.47K) Largest Sales this Quarter AbbVie 2,031 shares (about $355.87K)iShares Core Total USD Bond Market ETF 5,904 shares (about $268.34K)iShares Core 40/60 Moderate Allocation ETF 773 shares (about $34.04K)Anfield U.S. Equity Sector Rotation ETF 1,710 shares (about $30.44K)iShares Russell 1000 Growth ETF 32 shares (about $13.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMosley Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$14,296,482$814,816 ▲6.0%23,6348.9%ETFJEPIJPMorgan Equity Premium Income ETF$13,565,161$385,939 ▲2.9%230,1528.4%ETFXLSRSPDR SSGA US Sector Rotation ETF$10,043,412$1,171,678 ▲13.2%182,6746.2%ETFIUSBiShares Core Total USD Bond Market ETF$8,940,954$268,336 ▼-2.9%196,7215.5%ManufacturingIVWiShares S&P 500 Growth ETF$5,696,979$44,007 ▲0.8%54,8893.5%ETFEFViShares MSCI EAFE Value ETF$5,401,263$553,666 ▲11.4%98,4913.3%ETFEFGiShares MSCI EAFE Growth ETF$5,332,767$928,263 ▲21.1%52,5143.3%ETFVTIVanguard Total Stock Market ETF$4,036,902$143,514 ▲3.7%13,5302.5%ETFIVEiShares S&P 500 Value ETF$3,872,664$371,829 ▲10.6%19,6432.4%ETFQUALiShares MSCI USA Quality Factor ETF$3,609,173$235,166 ▲7.0%19,7062.2%ETFAAPLApple$3,599,948$30,159 ▲0.8%15,0402.2%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$3,530,605$113,455 ▲3.3%66,9062.2%ETFMBBiShares MBS ETF$2,909,305$306,199 ▲11.8%31,5541.8%ETFIYWiShares U.S. Technology ETF$2,756,704$8,184 ▲0.3%17,1791.7%ManufacturingMSFTMicrosoft$2,693,333$207,894 ▲8.4%6,0891.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,663,662$255,606 ▲10.6%50,4481.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,124,363$1,228,539 ▲137.1%9,8201.3%ETFJPMJPMorgan Chase & Co.$1,999,295$165,275 ▲9.0%7,5001.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,994,730$255,884 ▲14.7%39,4451.2%ETFNVDANVIDIA$1,875,788$120,360 ▲6.9%15,1641.2%Computer and TechnologyIAUiShares Gold Trust$1,857,700$105,612 ▲6.0%35,7251.2%FinanceSPYSPDR S&P 500 ETF Trust$1,754,878$129,991 ▲8.0%2,9161.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,629,202$190,768 ▲13.3%29,0881.0%ManufacturingICFiShares Cohen & Steers REIT ETF$1,626,414$150,337 ▲10.2%27,1111.0%ETFBINCiShares Flexible Income Active ETF$1,615,079$102,369 ▲6.8%30,7811.0%ETFMSMorgan Stanley$1,566,108$833,473 ▲113.8%11,2911.0%FinanceXLCCommunication Services Select Sector SPDR Fund$1,430,884$212,809 ▲17.5%14,0460.9%ETFCCitigroup$1,292,861$104,983 ▲8.8%16,0340.8%FinanceQQQInvesco QQQ$1,243,229$389,583 ▲45.6%2,3870.8%FinanceGOOGLAlphabet$1,206,023$113,138 ▲10.4%6,1720.7%Computer and TechnologyAMZNAmazon.com$1,165,293$95,073 ▲8.9%4,9150.7%Retail/WholesaleORCLOracle$1,159,130$83,281 ▲7.7%7,1540.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,157,215$66,629 ▲6.1%12,6440.7%ETFWMBWilliams Companies$1,025,823$24,954 ▲2.5%18,5400.6%Oils/EnergySOSouthern$1,002,231$116,292 ▲13.1%12,1000.6%UtilitiesLLYEli Lilly and Company$983,406$128,655 ▲15.1%1,2230.6%MedicalXLVHealth Care Select Sector SPDR Fund$951,038$185,284 ▲24.2%6,5290.6%ETFXOMExxon Mobil$933,877$156,479 ▲20.1%8,5940.6%Oils/EnergySMHVanEck Semiconductor ETF$932,512$165,998 ▲21.7%3,8930.6%ManufacturingXLKTechnology Select Sector SPDR Fund$913,990$150,864 ▲19.8%3,9440.6%ETFGSThe Goldman Sachs Group$843,891$843,891 ▲New Holding1,3240.5%FinanceMETAMeta Platforms$804,353$85,915 ▲12.0%1,1890.5%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$802,451$144,596 ▲22.0%9,1180.5%ETFCVXChevron$772,328$65,074 ▲9.2%4,9610.5%Oils/EnergyPHParker-Hannifin$767,013$2,663 ▲0.3%1,1520.5%Industrial ProductsXLFFinancial Select Sector SPDR Fund$761,216$115,895 ▲18.0%14,8440.5%ETFAPOApollo Global Management$754,380$754,380 ▲New Holding4,4090.5%FinanceUNHUnitedHealth Group$753,380$65,114 ▲9.5%1,4000.5%MedicalAESRAnfield U.S. Equity Sector Rotation ETF$748,543$30,438 ▼-3.9%42,0530.5%ETFASMLASML$745,432$140,392 ▲23.2%1,0460.5%Computer and TechnologyVRTVertiv$742,733$5,302 ▼-0.7%6,7240.5%Computer and TechnologyBXBlackstone$736,753$32,073 ▲4.6%3,9740.5%FinanceBTIBritish American Tobacco$709,517$53,277 ▲8.1%18,0720.4%Consumer StaplesPGProcter & Gamble$703,680$50,203 ▲7.7%4,2330.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$694,213$40,231 ▲6.2%5,8670.4%ETFMOAltria Group$662,125$46,971 ▲7.6%12,5740.4%Consumer StaplesPEGPublic Service Enterprise Group$631,332$42,241 ▲7.2%7,7270.4%UtilitiesIFRAiShares U.S. Infrastructure ETF$620,792$25,289 ▲4.2%13,1330.4%ETFSRESempra$619,011$45,579 ▲7.9%7,5510.4%UtilitiesGOVTiShares U.S. Treasury Bond ETF$597,614$29,531 ▲5.2%26,4900.4%ETFMSTRMicroStrategy$597,529$6,484 ▼-1.1%1,7510.4%Computer and TechnologyVZVerizon Communications$591,771$72,546 ▲14.0%14,6910.4%Computer and TechnologyADFIAnfield Dynamic Fixed Income ETF$590,423$10,693 ▼-1.8%69,7900.4%ETFTAT&T$589,806$23,576 ▲4.2%24,3420.4%Computer and TechnologyPANWPalo Alto Networks$560,525$301,308 ▲116.2%3,0230.3%Computer and TechnologyTSLATesla$558,746$41,244 ▲8.0%1,4360.3%Auto/Tires/TrucksCHENIERE ENERGY INC$558,713$20,980 ▲3.9%2,4500.3%COM NEWISHARES BITCOIN TRUST ETF$554,295$13,708 ▲2.5%9,3410.3%SHS BEN INTGILDGilead Sciences$551,731$30,492 ▲5.8%5,7720.3%MedicalICVTiShares Convertible Bond ETF$540,281$138,020 ▲34.3%6,1810.3%ETFBABAAlibaba Group$531,863$45,071 ▲9.3%5,4990.3%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$530,299$70,085 ▲15.2%5,2890.3%ETFIWFiShares Russell 1000 Growth ETF$529,971$13,106 ▼-2.4%1,2940.3%ETFVVisa$505,845$42,993 ▲9.3%1,5060.3%Business ServicesAOMiShares Core 40/60 Moderate Allocation ETF$504,566$34,043 ▼-6.3%11,4570.3%ETFIBMInternational Business Machines$502,349$41,615 ▲9.0%2,1970.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$491,880$3,111 ▼-0.6%6,1670.3%CL ABABoeing$472,703$347 ▼-0.1%2,7220.3%AerospaceMAMastercard$465,939$38,417 ▲9.0%8490.3%Business ServicesMMCMarsh & McLennan Companies$446,2960.0%2,0350.3%FinanceMCKMcKesson$428,867$38,001 ▲9.7%7110.3%MedicalAMGNAmgen$415,228$54,087 ▲15.0%1,4740.3%MedicalNVONovo Nordisk A/S$412,755$74,955 ▲22.2%4,9120.3%MedicalXLIIndustrial Select Sector SPDR Fund$392,298$64,212 ▲19.6%2,8470.2%ETFMRKMerck & Co., Inc.$383,047$84,314 ▲28.2%3,8980.2%MedicalXYLXylem$379,1490.0%3,1270.2%Business ServicesHYDBiShares High Yield Bond Factor ETF$360,971$360,971 ▲New Holding7,5930.2%ETFKMIKinder Morgan$353,535$3,003 ▲0.9%12,9500.2%Oils/EnergyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$350,068$31,849 ▲10.0%3,8690.2%ETFCOINCoinbase Global$347,454$2,910 ▲0.8%1,1940.2%FinanceABBVAbbVie$342,905$355,871 ▼-50.9%1,9570.2%MedicalCRMSalesforce$334,184$23,719 ▲7.6%9440.2%Computer and TechnologyRTXRTX$323,474$38,166 ▲13.4%2,5850.2%AerospaceTSMTaiwan Semiconductor Manufacturing$305,721$27,315 ▲9.8%1,5110.2%Computer and TechnologyNVSNovartis$303,438$43,231 ▲16.6%2,9480.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$293,705$51,793 ▲21.4%3,7200.2%ETFOKEONEOK$287,5890.0%2,8650.2%Oils/EnergyCOSTCostco Wholesale$283,4220.0%2940.2%Retail/WholesaleVOOVanguard S&P 500 ETF$282,326$282,326 ▲New Holding5100.2%ETFLAM RESEARCH CORP$270,390$270,390 ▲New Holding3,5980.2%COM NEWShowing largest 100 holdings. View all holdings. 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