Mosley Wealth Management Top Holdings and 13F Report (2024) About Mosley Wealth ManagementInvestment ActivityMosley Wealth Management has $146.51 million in total holdings as of September 30, 2024.Mosley Wealth Management owns shares of 114 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 17.62% of the portfolio was purchased this quarter.About 2.35% of the portfolio was sold this quarter.This quarter, Mosley Wealth Management has purchased 102 new stocks and bought additional shares in 80 stocks.Mosley Wealth Management sold shares of 8 stocks and completely divested from 7 stocks this quarter.Largest Holdings JPMorgan Equity Premium Income ETF $13,337,962iShares Core S&P 500 ETF $13,073,121iShares Core Total USD Bond Market ETF $9,332,923SPDR SSGA US Sector Rotation ETF $8,492,512iShares S&P 500 Growth ETF $5,332,681 Largest New Holdings this Quarter VanEck Semiconductor ETF $809,088 HoldingHealth Care Select Sector SPDR Fund $795,542 HoldingVertiv $759,209 HoldingMicroStrategy $387,719 HoldingISHARES BITCOIN TRUST ETF $351,373 Holding Largest Purchases this Quarter iShares Core Total USD Bond Market ETF 46,654 shares (about $2.15M)iShares MSCI EAFE Value ETF 35,928 shares (about $2.01M)SPDR SSGA US Sector Rotation ETF 26,864 shares (about $1.41M)VanEck Semiconductor ETF 3,200 shares (about $809.09K)Health Care Select Sector SPDR Fund 5,257 shares (about $795.54K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,116 shares (about $654.62K)Boeing 2,491 shares (about $398.11K)iShares Core Moderate Allocation ETF 859 shares (about $38.11K)Anfield U.S. Equity Sector Rotation ETF 2,047 shares (about $35.58K)Invesco Fundamental High Yield Corporate Bond ETF 650 shares (about $11.90K) 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 PortfolioSectorJEPIJPMorgan Equity Premium Income ETF$13,337,962$674,999 ▲5.3%223,6049.1%ETFIVViShares Core S&P 500 ETF$13,073,121$654,624 ▼-4.8%22,2878.9%ETFIUSBiShares Core Total USD Bond Market ETF$9,332,923$2,148,887 ▲29.9%202,6256.4%ManufacturingXLSRSPDR SSGA US Sector Rotation ETF$8,492,512$1,413,849 ▲20.0%161,3635.8%ETFIVWiShares S&P 500 Growth ETF$5,332,681$729,823 ▲15.9%54,4653.6%ETFEFViShares MSCI EAFE Value ETF$4,947,490$2,010,899 ▲68.5%88,3953.4%ETFEFGiShares MSCI EAFE Growth ETF$4,504,253$165,328 ▲3.8%43,3733.1%ETFVTIVanguard Total Stock Market ETF$3,757,842$355,366 ▲10.4%13,0492.6%ETFIVEiShares S&P 500 Value ETF$3,533,406$336,088 ▲10.5%17,7572.4%ETFAAPLApple$3,526,821$266,273 ▲8.2%14,9142.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$3,352,218$419,437 ▲14.3%18,4222.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,303,842$377,751 ▲12.9%64,7562.3%ETFIYWiShares U.S. Technology ETF$2,676,043$361,847 ▲15.6%17,1281.8%ManufacturingMBBiShares MBS ETF$2,637,551$178,527 ▲7.3%28,2331.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,599,592$160,341 ▲6.6%45,6071.8%ETFMSFTMicrosoft$2,352,983$752,502 ▲47.0%5,6191.6%Computer and TechnologyNVDANVIDIA$2,039,389$275,061 ▲15.6%14,1911.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,738,847$172,696 ▲11.0%34,3851.2%ETFIAUiShares Gold Trust$1,731,198$99,318 ▲6.1%33,6941.2%FinanceICFiShares Cohen & Steers REIT ETF$1,590,931$50,693 ▲3.3%24,6051.1%ETFSPYSPDR S&P 500 ETF Trust$1,575,813$576,047 ▲57.6%2,7001.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,559,945$481,249 ▲44.6%25,6821.1%ManufacturingJPMJPMorgan Chase & Co.$1,534,267$725,209 ▲89.6%6,8801.0%FinanceBINCiShares Flexible Income Active ETF$1,524,242$452,567 ▲42.2%28,8301.0%ETFORCLOracle$1,153,784$98,002 ▲9.3%6,6400.8%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,101,646$99,570 ▲9.9%11,9160.8%ETFXLCCommunication Services Select Sector SPDR Fund$1,086,533$752,676 ▲225.4%11,9570.7%ETFSOSouthern$991,869$393,094 ▲65.6%10,6960.7%UtilitiesLLYEli Lilly and Company$963,224$140,451 ▲17.1%1,0630.7%MedicalWMBWilliams Companies$940,616$68,535 ▲7.9%18,0890.6%Oils/EnergyGOOGLAlphabet$917,648$318,297 ▲53.1%5,5930.6%Computer and TechnologyCCitigroup$910,866$119,454 ▲15.1%14,7320.6%FinanceMTUMiShares MSCI USA Momentum Factor ETF$864,240$73,881 ▲9.3%4,1410.6%ETFXOMExxon Mobil$859,093$108,798 ▲14.5%7,1540.6%Oils/EnergyAMZNAmazon.com$853,462$135,941 ▲18.9%4,5140.6%Retail/WholesaleQQQInvesco QQQ$811,836$529,501 ▲187.5%1,6390.6%FinanceSMHVanEck Semiconductor ETF$809,088$809,088 ▲New Holding3,2000.6%ManufacturingXLVHealth Care Select Sector SPDR Fund$795,542$795,542 ▲New Holding5,2570.5%ETFXLKTechnology Select Sector SPDR Fund$763,943$533,345 ▲231.3%3,2930.5%ETFAESRAnfield U.S. Equity Sector Rotation ETF$760,601$35,577 ▼-4.5%43,7630.5%ETFVRTVertiv$759,209$759,209 ▲New Holding6,7720.5%Computer and TechnologyABBVAbbVie$743,943$47,196 ▲6.8%3,9880.5%MedicalPHParker-Hannifin$733,8480.0%1,1480.5%Industrial ProductsUNHUnitedHealth Group$730,942$67,436 ▲10.2%1,2790.5%MedicalTLTiShares 20+ Year Treasury Bond ETF$689,458$9,500 ▲1.4%7,4750.5%ETFCVXChevron$685,498$63,072 ▲10.1%4,5430.5%Oils/EnergyPGProcter & Gamble$666,476$50,185 ▲8.1%3,9310.5%Consumer StaplesPEGPublic Service Enterprise Group$650,151$61,408 ▲10.4%7,2100.4%UtilitiesBXBlackstone$649,124$71,043 ▲12.3%3,8010.4%FinanceIJRiShares Core S&P Small-Cap ETF$641,565$64,656 ▲11.2%5,5270.4%ETFMSMorgan Stanley$624,790$71,209 ▲12.9%5,2820.4%FinanceADFIAnfield Dynamic Fixed Income ETF$611,064$5,194 ▼-0.8%71,0540.4%ETFMETAMeta Platforms$610,824$92,026 ▲17.7%1,0620.4%Computer and TechnologyASMLASML$606,271$171,384 ▲39.4%8490.4%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$601,800$69,075 ▲13.0%12,5980.4%ETFXLFFinancial Select Sector SPDR Fund$594,468$244,987 ▲70.1%12,5840.4%ETFSRESempra$594,055$63,185 ▲11.9%6,9950.4%UtilitiesGOVTiShares U.S. Treasury Bond ETF$576,897$13,861 ▲2.5%25,1810.4%ETFMOAltria Group$573,105$56,025 ▲10.8%11,6820.4%Consumer StaplesBTIBritish American Tobacco$572,491$54,937 ▲10.6%16,7150.4%Consumer StaplesVZVerizon Communications$563,302$70,795 ▲14.4%12,8900.4%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$543,921$8,446 ▲1.6%11,9780.4%ETFAOMiShares Core Moderate Allocation ETF$542,645$38,114 ▼-6.6%12,2300.4%ETFPANWPalo Alto Networks$529,017$87,034 ▲19.7%1,3980.4%Computer and TechnologyPEPPepsiCo$523,130$67,382 ▲14.8%2,9890.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$509,423$1,153 ▼-0.2%1,3260.3%ETFBABAAlibaba Group$507,880$52,574 ▲11.5%5,0330.3%Retail/WholesaleTAT&T$506,168$54,279 ▲12.0%23,3690.3%Computer and TechnologyADBEAdobe$483,774$56,241 ▲13.2%9720.3%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$477,057$52,902 ▲12.5%4,5900.3%ETFNVONovo Nordisk A/S$471,667$70,398 ▲17.5%4,0200.3%MedicalGILDGilead Sciences$470,515$48,234 ▲11.4%5,4530.3%MedicalIBMInternational Business Machines$467,003$52,147 ▲12.6%2,0150.3%Computer and TechnologyMMCMarsh & McLennan Companies$451,8920.0%2,0350.3%FinanceBABoeing$435,350$398,112 ▼-47.8%2,7240.3%AerospaceCHENIERE ENERGY INC$426,969$42,552 ▲11.1%2,3580.3%COM NEWXYLXylem$414,3900.0%3,1270.3%Business ServicesCCICrown Castle$413,508$47,047 ▲12.8%3,7530.3%FinanceAMGNAmgen$406,076$41,495 ▲11.4%1,2820.3%MedicalELVElevance Health$404,954$60,806 ▲17.7%9590.3%MedicalMAMastercard$401,196$55,107 ▲15.9%7790.3%Business ServicesVVisa$395,284$60,813 ▲18.2%1,3780.3%Business ServicesICVTiShares Convertible Bond ETF$388,915$10,986 ▲2.9%4,6020.3%ETFMSTRMicroStrategy$387,719$387,719 ▲New Holding1,7700.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$351,373$351,373 ▲New Holding9,1100.2%SHS BEN INTXLIIndustrial Select Sector SPDR Fund$330,435$330,435 ▲New Holding2,3810.2%ETFMCKMcKesson$329,394$48,799 ▲17.4%6480.2%MedicalMRKMerck & Co., Inc.$323,299$51,047 ▲18.8%3,0400.2%MedicalCORCencora$322,601$322,601 ▲New Holding1,3640.2%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$321,596$42,063 ▲15.0%3,5170.2%ETFKMIKinder Morgan$317,6620.0%12,8400.2%Oils/EnergyNVSNovartis$292,565$33,562 ▲13.0%2,5280.2%MedicalTSLATesla$291,071$291,071 ▲New Holding1,3300.2%Auto/Tires/TrucksLMTLockheed Martin$289,488$24,585 ▲9.3%4710.2%AerospaceRTXRTX$287,059$287,059 ▲New Holding2,2800.2%AerospaceTSMTaiwan Semiconductor Manufacturing$277,883$277,883 ▲New Holding1,3760.2%Computer and TechnologyOKEONEOK$277,3890.0%2,8650.2%Oils/EnergyPALANTIR TECHNOLOGIES INC$264,996$264,996 ▲New Holding6,2060.2%CL ACOSTCostco Wholesale$260,7100.0%2940.2%Retail/WholesaleCRMSalesforce$255,467$23,012 ▲9.9%8770.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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