Mosley Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Mosley Wealth Management | Institutional Filer | ▲ 1.08% | $220.9M | 466 |
Current Portfolio Holdings
Showing all 466 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 238K | $13.6M | 6.15% |
| 2 | XLSR | SPDR SSGA U.S. SECTOR ROTATION ETF | — | 200K | $11.9M | 5.40% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | — | 17K | $11.4M | 5.18% |
| 4 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | — | 210K | $9.8M | 4.43% |
| 5 | AAPL | Apple Inc. | Technology | 31K | $7.8M | 3.54% |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | — | 60K | $7.3M | 3.29% |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 105K | $7.1M | 3.22% |
| 8 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 83K | $5.5M | 2.49% |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | — | 26K | $5.0M | 2.28% |
| 10 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 41K | $4.6M | 2.10% |
| 11 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 14K | $4.6M | 2.10% |
| 12 | IVE | ISHARES S&P 500 VALUE ETF | — | 21K | $4.4M | 1.99% |
| 13 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | — | 73K | $4.3M | 1.95% |
| 14 | NVDA | NVIDIA Corporation | Technology | 21K | $3.9M | 1.75% |
| 15 | IYW | ISHARES U.S. TECHNOLOGY ETF | — | 17K | $3.4M | 1.54% |
Showing 1 to 15 of 466 holdings