Mosley Wealth Management

13F Filings History

Latest 13F report: Q2 2024 - Aug 6, 2024
Value $: $117M
Signature - Title: F. Thomas Mosley - Chief Compliance Officer
Location: Anaheim, CA
Summary: This page shows a list of all the recent 13F filings made by Mosley Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mosley Wealth Management reported 102 stock holdings with total value $117M as of Q2 2024. Top holdings included IVV, JEPI, IUSB, XLSR, and IVW.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	102	$117M	+$26M	-$16.5M	+$9.5M	IVV, JEPI, IUSB, XLSR, IVW	13F-HR	8/6/2024, 10:34 AM
Q1 2024	95	$107M	+$11.2M	-$11.8M	-$608K	IVV, SPIP, IUSB, XLSR, JPST	13F-HR	4/15/2024, 01:54 PM
Q4 2023	92	$101M	$0	$0		IVV, SPIP, IUSB, JPST, XLSR	13F-HR	2/14/2024, 09:58 AM