HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
22,520 | -4,736 | $11,839 |
| IVV | 22,520 | -4,736 | $11,839 |
| SPDR SER TR (SPIP) |
317,309 | -32,726 | $8,129 |
| SPIP | 317,309 | -32,726 | $8,129 |
| ISHARES TR (IUSB) |
166,492 | +14,826 | $7,590 |
| IUSB | 166,492 | +14,826 | $7,590 |
| SSGA ACTIVE TR |
104,923 | +14,966 | $5,231 |
| XLSR | 104,923 | +14,966 | $5,231 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
82,936 | -18,387 | $4,184 |
| JPST | 82,936 | -18,387 | $4,184 |
 BLACKROCK ETF TRUST (DYNF) |
$3,502 | ||
| DYNF | 54,258 | +54,258 | $2,409 |
| FLEXIBLE INCOME | 20,831 | +20,831 | $1,093 |
| ISHARES TR (EFV) |
59,363 | -7,204 | $3,229 |
| EFV | 59,363 | -7,204 | $3,229 |
| ISHARES TR (IVW) |
37,322 | +2,788 | $3,151 |
| IVW | 37,322 | +2,788 | $3,151 |
| ISHARES TR (EFG) |
29,825 | +506 | $3,096 |
| EFG | 29,825 | +506 | $3,096 |
| VANGUARD INDEX FDS (VTI) |
10,897 | +999 | $2,832 |
| VTI | 10,897 | +999 | $2,832 |
| ISHARES TR (IVE) |
14,186 | +6,204 | $2,650 |
| IVE | 14,186 | +6,204 | $2,650 |
| ISHARES TR (QUAL) |
15,834 | +148 | $2,602 |
| QUAL | 15,834 | +148 | $2,602 |
| ISHARES TR (MBB) |
26,434 | -478 | $2,443 |
| MBB | 26,434 | -478 | $2,443 |
| APPLE INC |
13,878 | -610 | $2,380 |
| AAPL | 13,878 | -610 | $2,380 |
| ISHARES TR (IYW) |
14,085 | -22 | $1,902 |
| IYW | 14,085 | -22 | $1,902 |
| ISHARES INC (IEMG) |
32,019 | -8,935 | $1,652 |
| IEMG | 32,019 | -8,935 | $1,652 |
| MICROSOFT CORP |
3,392 | -130 | $1,427 |
| MSFT | 3,392 | -130 | $1,427 |
| ISHARES GOLD TR (IAU) |
30,932 | +1,028 | $1,299 |
| IAU | 30,932 | +1,028 | $1,299 |
| NVIDIA CORPORATION |
1,432 | -102 | $1,294 |
| NVDA | 1,432 | -102 | $1,294 |
| ISHARES TR (ICF) |
21,931 | +53 | $1,265 |
| ICF | 21,931 | +53 | $1,265 |
| CITIGROUP INC |
14,979 | -781 | $947 |
| C | 14,979 | -781 | $947 |
| ISHARES INC (EMXC) |
16,251 | +9,819 | $936 |
| EMXC | 16,251 | +9,819 | $936 |
| ISHARES TR (USMV) |
10,616 | -133 | $887 |
| USMV | 10,616 | -133 | $887 |
| SPDR S&P 500 ETF TR (SPY) |
1,646 | -141 | $861 |
| SPY | 1,646 | -141 | $861 |
| BOEING CO |
4,370 | +42 | $843 |
| BA | 4,370 | +42 | $843 |
| JPMORGAN CHASE & CO |
4,073 | -175 | $816 |
| JPM | 4,073 | -175 | $816 |
| ELI LILLY & CO |
1,014 | -37 | $789 |
| LLY | 1,014 | -37 | $789 |
| EXXON MOBIL CORP |
6,743 | -214 | $784 |
| XOM | 6,743 | -214 | $784 |
| TWO RDS SHARED TR |
84,832 | -14,546 | $766 |
| DALT | 84,832 | -14,546 | $766 |
| AMAZON COM INC |
4,131 | +1,076 | $745 |
| AMZN | 4,131 | +1,076 | $745 |
| TWO RDS SHARED TR |
45,850 | -10,717 | $714 |
| AESR | 45,850 | -10,717 | $714 |
| ISHARES TR (MTUM) |
3,783 | +260 | $709 |
| MTUM | 3,783 | +260 | $709 |
| ABBVIE INC |
3,828 | -78 | $697 |
| ABBV | 3,828 | -78 | $697 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
11,795 | +1,291 | $682 |
| JEPI | 11,795 | +1,291 | $682 |
| SPDR SER TR (BIL) |
7,414 | +7,414 | $681 |
| BIL | 7,414 | +7,414 | $681 |
| ISHARES TR (TLT) |
7,022 | -4,556 | $664 |
| TLT | 7,022 | -4,556 | $664 |
| ISHARES TR (HEFA) |
18,898 | +18,898 | $659 |
| HEFA | 18,898 | +18,898 | $659 |
| CHEVRON CORP NEW |
4,115 | -102 | $649 |
| CVX | 4,115 | -102 | $649 |
| PARKER HANNIFIN CORP |
1,148 | UNCH | $638 |
| PH | 1,148 | UNCH | $638 |
| ISHARES TR (TIP) |
5,649 | +2 | $607 |
| TIP | 5,649 | +2 | $607 |
| PROCTER AND GAMBLE CO |
3,601 | -64 | $584 |
| PG | 3,601 | -64 | $584 |
| ISHARES TR (GOVT) |
25,280 | -18,453 | $576 |
| GOVT | 25,280 | -18,453 | $576 |
| ORACLE CORP |
4,583 | +4,583 | $576 |
| ORCL | 4,583 | +4,583 | $576 |
| ALPHABET INC |
3,801 | -169 | $574 |
| GOOGL | 3,801 | -169 | $574 |
| ASML HOLDING N V |
562 | -32 | $545 |
| ASML | 562 | -32 | $545 |
| NOVO NORDISK A S |
4,100 | -289 | $526 |
| NVO | 4,100 | -289 | $526 |
| ISHARES TR (IJR) |
4,624 | +398 | $511 |
| IJR | 4,624 | +398 | $511 |
| VERIZON COMMUNICATIONS INC |
11,149 | -326 | $468 |
| VZ | 11,149 | -326 | $468 |
| WILLIAMS COS INC |
11,956 | -250 | $466 |
| WMB | 11,956 | -250 | $466 |
| BLACKSTONE INC |
3,540 | -132 | $465 |
| BX | 3,540 | -132 | $465 |
See Full List: All Stocks Held By Mosley Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mosley Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $106,550 At 12/31/2023: $101,409 Mosley Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mosley Wealth Management 13F filings. Link to 13F filings: SEC filings |
