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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $221M AUM 466 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New 56 Added 52 Reduced
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC COM Consumer Defensive 16,593.0 $1.1M 0.50% +131.0 +0.8% $66.06 +9.2%
22 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 5,595.0 $1000K 0.45% +63.0 +1.1% $178.73 -28.5%
23 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 1,025.0 $992K 0.45% +12.0 +1.2% $968.09 +65.1%
24 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 28,190.0 $963K 0.44% +205.0 +0.7% $34.16 +45.7%
25 VRT VERTIV HOLDINGS CO COM CL A Industrials 6,124.0 $924K 0.42% +63.0 +1.0% $150.87 +112.0%
26 SRE SEMPRA COM Utilities 10,159.0 $914K 0.41% +80.0 +0.8% $89.98 +1.4%
27 KMI KINDER MORGAN INC DEL COM Energy 31,492.0 $892K 0.40% +202.0 +0.7% $28.31 +13.8%
28 BX BLACKSTONE INC COM Financial Services 4,830.0 $825K 0.37% +53.0 +1.1% $170.86 -30.9%
29 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 8,296.0 $692K 0.31% +101.0 +1.2% $83.46 -4.4%
30 GOVT ISHARES U.S. TREASURY BOND ETF 29,620.0 $685K 0.31% +259.0 +0.9% $23.12 -1.7%
31 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,365.0 $667K 0.30% +16.0 +0.7% $282.18 -9.6%
32 APOS APOLLO GLOBAL MGMT INC COM Financial Services 4,966.0 $662K 0.30% +73.0 +1.5% $133.27 -80.4%
33 PANW PALO ALTO NETWORKS INC COM Technology 3,085.0 $628K 0.28% +33.0 +1.1% $203.62 +22.0%
34 VZ VERIZON COMMUNICATIONS INC COM Communication Services 13,691.0 $602K 0.27% +153.0 +1.1% $43.95 +9.8%
35 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,230.0 $600K 0.27% +75.0 +0.8% $65.00 -34.7%
36 EMR EMERSON ELEC CO COM Industrials 4,204.0 $551K 0.25% +42.0 +1.0% $131.18 +6.5%
37 CRM SALESFORCE INC COM Technology 2,307.0 $547K 0.25% +27.0 +1.2% $237.00 -25.1%
38 MSTR STRATEGY INC CL A NEW Technology 1,656.0 $534K 0.24% +18.0 +1.1% $322.21 -52.1%
39 LNG CHENIERE ENERGY INC COM NEW Energy 2,249.0 $528K 0.24% +28.0 +1.3% $234.98 -1.7%
40 MA MASTERCARD INCORPORATED CL A Financial Services 874.0 $497K 0.23% +11.0 +1.3% $568.94 -13.0%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 24.0%
Communication Services 7.5%
Industrials 6.3%
Energy 6.0%
Healthcare 5.6%
Consumer Defensive 4.8%
Consumer Cyclical 4.4%
Utilities 4.4%
Basic Materials 0.1%