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CIK: 0002011849
Total reported value
$314.3M
$314.3M
114 檔
16.7%
In Q4 2024, Mosley Wealth Management's U.S. equity holdings reached a combined market value of $314.3M, distributed across 114 disclosed stock positions.
In Q4 2024, Mosley Wealth Management displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.85% | -2.69% | +6.04% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 8.40% | -5.32% | +2.93% | |
| 3 | XLSR | Ss US Sector Rotation | ETF-Other | 6.22% | -5.11% | +13.21% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.54% | -3.68% | -2.91% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.53% | -2.06% | +0.78% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.34% | -2.76% | +11.42% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.30% | -1.76% | +21.08% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.50% | -1.60% | +3.69% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.40% | -1.83% | +10.62% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.23% | -2.10% | +6.97% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.23% | -0.29% | +0.84% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.19% | -1.78% | +3.32% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.80% | -1.19% | +11.76% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.71% | -1.28% | +0.30% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.57% | +8.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | -2.06% | +10.61% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.32% | -0.99% | +137.14% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.61% | +9.01% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.24% | -0.77% | +14.72% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.52% | +6.86% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.15% | -0.10% | +6.03% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.32% | +8.00% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | — | +13.26% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.01% | -0.72% | +10.18% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.00% | -0.66% | +6.77% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.97% | -0.62% | +113.76% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.89% | -0.55% | +17.47% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.80% | -0.70% | +8.84% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.04% | +45.64% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | -0.21% | +10.35% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | — | +8.88% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.85% | +7.74% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.72% | -0.46% | +6.11% | |
| 34 | WMB | Williams Cos Inc | Stock-Energy | 0.64% | -0.40% | +2.49% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.45% | +13.13% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | -0.42% | +15.05% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.59% | — | NEW | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.36% | EXIT | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.58% | — | +21.66% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.01% | NEW | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | -0.57% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.19% | +11.96% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.50% | +0.02% | +21.98% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.48% | +0.08% | +9.20% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.47% | -0.08% | +0.35% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | +0.48% | +17.96% | |
| 47 | APO | Apollo Global Management Inc | Stock-Financials | 0.47% | -0.28% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | -0.09% | +9.46% | |
| 49 | AESR | Anfield US Equity Sector Rot | ETF-Other | 0.46% | -0.26% | -3.91% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.46% | -0.35% | +23.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +0.7% | +137.14% | Add |
| 2 | MS | Morgan Stanley | +0.5% | +113.76% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.5% | NEW | New buy |
| 4 | APO | Apollo Global Management Inc | +0.5% | NEW | New buy |
| 5 | XLSR | Ss US Sector Rotation | +0.4% | +13.21% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +21.08% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +45.64% | Add |
| 8 | HYDB | Ishares High Yield Systemati | +0.2% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +9.01% | Add |
| 10 | C | Citigroup Inc | +0.2% | +8.84% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 13 | NET | Cloudflare Inc - Class A | +0.2% | NEW | New buy |
| 14 | XLC | Ss Comm Select Sector Spdr | +0.2% | +17.47% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +7.97% | Add |
| 16 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | New buy |
| 17 | VLO | Valero Energy CORP | +0.2% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | +8.88% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.35% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.63% | Trim |
| 21 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 22 | MSTR | Strategy Inc | +0.1% | -1.07% | Trim |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +2.54% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +11.96% | Add |
| 25 | MSFT | Microsoft CORP | +0.1% | +8.36% | Add |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +17.96% | Add |
| 27 | JPST | Jpmorgan Ultra-short Income | +0.1% | +14.72% | Add |
| 28 | XLV | Ss Health Care Select Sector | +0.1% | +24.20% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.00% | Add |
| 30 | MBB | Ishares Mbs ETF | — | +11.76% | Add |
| 31 | IVE | Ishares S&p 500 Value ETF | 0% | +10.62% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | 0% | +11.42% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +6.97% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +3.69% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | +6.04% | Add |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.1% | +3.32% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +0.78% | Add |
| 38 | RXRX | Recursion Pharmaceuticals-a | -0.1% | EXIT | Sold out |
| 39 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 40 | AMD | Advanced Micro Devices | -0.2% | EXIT | Sold out |
| 41 | COR | Cencora Inc | -0.2% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.2% | +6.86% | Add |
| 43 | CCI | Crown Castle Inc | -0.3% | EXIT | Sold out |
| 44 | ELV | Elevance Health Inc | -0.3% | EXIT | Sold out |
| 45 | ABBV | Abbvie Inc | -0.3% | -50.93% | Trim |
| 46 | ADBE | Adobe Inc | -0.3% | EXIT | Sold out |
| 47 | PEP | Pepsico Inc | -0.4% | EXIT | Sold out |
| 48 | IGEB | Ishares Investment Grade Sys | -0.4% | EXIT | Sold out |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.7% | +2.93% | Add |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.8% | -2.91% | Trim |
According to official SEC Form 13F filings, Mosley Wealth Management reported a total U.S. public equity portfolio value of $314.3M across 114 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JEPI, XLSR) accounted for 16.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
GS
市值: $843.9K
Top Position Liquidated / Trimmed
IGEB
前期市值: $543.9K
During Q4 2024, Mosley Wealth Management's top holdings by market value included IVV (8.8%)、JEPI (8.4%)、XLSR (6.2%). The largest single position, IVV, represented 8.8% of total portfolio value.
In Q4 2024, Mosley Wealth Management made 50 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 4 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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