All Stocks Held By Mosley Wealth Management

As of 03/31/2024, we find all stocks held by Mosley Wealth Management to be as follows, presented in the table below with each row detailing each Mosley Wealth Management position, ordered by largest to smallest position size. The all-stocks-held-by-Mosley Wealth Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Mosley Wealth Management as of the latest filing.

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
MORGAN STANLEY	4,840	-136	$456
MS	4,840	-136	$456
META PLATFORMS INC	920	-100	$447
META	920	-100	$447
PUBLIC SVC ENTERPRISE GRP IN	6,646	-88	$444
PEG	6,646	-88	$444
UNITEDHEALTH GROUP INC	898	-9	$444
UNH	898	-9	$444
SOUTHERN CO	6,071	-65	$436
SO	6,071	-65	$436
ALTRIA GROUP INC	9,982	-135	$435
MO	9,982	-135	$435
BRITISH AMERN TOB PLC	14,204	-296	$433
BTI	14,204	-296	$433
TWO RDS SHARED TR	50,375	-12,076	$430
ADFI	50,375	-12,076	$430
ISHARES TR (IWF)	1,266	+22	$427
IWF	1,266	+22	$427
MARSH & MCLENNAN COS INC	2,035	UNCH	$419
MMC	2,035	UNCH	$419
ISHARES TR (TLH)	3,943	+169	$414
TLH	3,943	+169	$414
PEPSICO INC	2,331	-31	$408
PEP	2,331	-31	$408
ISHARES TR (IXC)	9,408	+1,571	$404
IXC	9,408	+1,571	$404
SEMPRA	5,622	-37	$404
SRE	5,622	-37	$404
XYLEM INC	3,127	UNCH	$404
XYL	3,127	UNCH	$404
ELEVANCE HEALTH INC	751	-27	$389
ELV	751	-27	$389
MERCK & CO INC	2,913	-145	$384
MRK	2,913	-145	$384
ISHARES TR (IFRA)	8,669	+2,168	$376
IFRA	8,669	+2,168	$376
ISHARES TR (ICVT)	4,529	+4,529	$362
ICVT	4,529	+4,529	$362
ISHARES TR (LQD)	3,255	-3,306	$355
LQD	3,255	-3,306	$355
INTERNATIONAL BUSINESS MACHS	1,823	-82	$348
IBM	1,823	-82	$348
BRISTOL MYERS SQUIBB CO	6,207	-72	$337
BMY	6,207	-72	$337
AT&T INC	18,781	+18,781	$331
T	18,781	+18,781	$331
ADOBE INC	654	-16	$330
ADBE	654	-16	$330
VISA INC	1,139	-46	$318
V	1,139	-46	$318
MCKESSON CORP	579	-22	$311
MCK	579	-22	$311
AMGEN INC	1,078	-30	$306
AMGN	1,078	-30	$306
ALIBABA GROUP HLDG LTD	4,222	+4,222	$306
BABA	4,222	+4,222	$306
MASTERCARD INCORPORATED	616	-32	$297
MA	616	-32	$297
CROWN CASTLE INC	2,726	-19	$288
CCI	2,726	-19	$288
GILEAD SCIENCES INC	3,888	-21	$285
GILD	3,888	-21	$285
CHENIERE ENERGY INC	1,762	-32	$284
LNG	1,762	-32	$284
VALERO ENERGY CORP	1,624	-79	$277
VLO	1,624	-79	$277
ISHARES TR (EMB)	2,913	-110	$261
EMB	2,913	-110	$261
SPDR SER TR (SPTM)	3,994	-106	$256
SPTM	3,994	-106	$256
FREEPORT MCMORAN INC	5,328	-208	$251
FCX	5,328	-208	$251
SALESFORCE INC	792	-42	$239
CRM	792	-42	$239
PALO ALTO NETWORKS INC	767	+22	$218
PANW	767	+22	$218
COSTCO WHSL CORP NEW	294	+294	$215
COST	294	+294	$215
ALBEMARLE CORP	1,584	-30	$209
ALB	1,584	-30	$209
NOVARTIS AG	2,133	-83	$206
NVS	2,133	-83	$206
INVESCO EXCH TRADED FD TR II (PHB)	11,277	+11,277	$204
PHB	11,277	+11,277	$204
TWO RDS SHARED TR	10,793	-3,387	$105
RPHS	10,793	-3,387	$105
PLUG POWER INC	10,061	+10,061	$35
PLUG	10,061	+10,061	$35
CAMECO CORP			$0 (exited)
CCJ	0	-6,906	$0
DISNEY WALT CO			$0 (exited)
DIS	0	-2,427	$0
ENBRIDGE INC			$0 (exited)
ENB	0	-12,259	$0
SPDR GOLD TR			$0 (exited)
GLD	0	-1,172	$0
INTERNATIONAL FLAVORS&FRAGRA			$0 (exited)
IFF	0	-4,084	$0
ISHARES TR			$0 (exited)
OEF	0	-3,720	$0
ISHARES TR			$0 (exited)
TFLO	0	-29,039	$0
TESLA INC	0	-1,055	$0 (exited)
TSLA	0	-1,055	$0

See Summary: Mosley Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Mosley Wealth Management

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DYNF	+75,089	+$3,502
BIL	+7,414	+$681
HEFA	+18,898	+$659
ORCL	+4,583	+$576
ICVT	+4,529	+$362
T	+18,781	+$331
BABA	+4,222	+$306
COST	+294	+$215
PHB	+11,277	+$204
PLUG	+10,061	+$35

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TFLO	-29,039	-$1,466
OEF	-3,720	-$831
ENB	-12,259	-$442
IFF	-4,084	-$331
CCJ	-6,906	-$298
TSLA	-1,055	-$262
GLD	-1,172	-$224
DIS	-2,427	-$219

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
XLSR	+14,966	+$1,115
IUSB	+14,826	+$603
EMXC	+9,819	+$580
IVE	+6,204	+$1,262
IVW	+2,788	+$557
IFRA	+2,168	+$114
IXC	+1,571	+$97
JEPI	+1,291	+$104
AMZN	+1,076	+$281
IAU	+1,028	+$132

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPIP	-32,726	-$821
GOVT	-18,453	-$432
JPST	-18,387	-$905
DALT	-14,546	-$90
ADFI	-12,076	-$108
AESR	-10,717	-$67
IEMG	-8,935	-$419
EFV	-7,204	-$239
IVV	-4,736	-$1,179

Mosley Wealth Management Info

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

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