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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,387.0 $432K 0.14% +2K +1020.7% $180.91 +2.6%
62 PEP PEPSICO INC COM Consumer Defensive 2,883.0 $390K 0.12% +1K +84.9% $135.41 +3.3%
63 XYL XYLEM INC COM Industrials 3,212.0 $380K 0.12% +90.0 +2.9% $118.20 -10.0%
64 SPBW ALLIANZIM BUFFER20 ALLOCATION ETF 13,159.0 $378K 0.12% +12K +1155.6% $28.70 +1.6%
65 CVX CHEVRON CORPORATION COM Energy 2,272.0 $377K 0.12% +2K +259.5% $165.78 +27.5%
66 WFC WELLS FARGO & CO COM Financial Services 4,448.0 $368K 0.12% +4K +2028.2% $82.65 +6.8%
67 HIGH SIMPLIFY ENHANCED INCOME ETF 15,580.0 $337K 0.11% +8K +94.0% $21.63 -0.9%
68 BAC BANK OF AMER CORP COM Financial Services 5,304.0 $302K 0.10% +5K +646.0% $56.98 +9.5%
69 CMCSA COMCAST CORP NEW CL A Communication Services 12,281.0 $302K 0.10% +11K +1246.6% $24.55 +8.8%
70 INTU INTUIT COM Technology 1,026.0 $268K 0.09% +992.0 +2917.7% $261.04 +32.0%
71 OKE ONEOK INC NEW COM Energy 2,898.0 $252K 0.08% +33.0 +1.1% $86.95 +8.8%
72 NFLX NETFLIX INC. COM Communication Services 3,306.0 $236K 0.07% +3K +1726.5% $71.40 +14.6%
73 TRUESHARES QUARTERLY BEAR HEDGE ETF 8,952.0 $213K 0.07% +8K +730.4% $23.80
74 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,371.0 $194K 0.06% +3K +1871.3% $57.62 +17.3%
75 INTC INTEL CORP COM Technology 1,327.0 $185K 0.06% +572.0 +75.8% $139.63 -36.5%
76 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,330.0 $165K 0.05% +52.0 +4.1% $124.18 -2.3%
77 CMI CUMMINS INC COM Industrials 206.0 $147K 0.05% +5.0 +2.5% $713.58 -22.6%
78 ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF 4,871.0 $142K 0.04% +5K +1234.5% $29.23
79 CRNC CERENCE INC COM Technology 11,608.0 $131K 0.04% +11K +1880.9% $11.32 -25.4%
80 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,046.0 $130K 0.04% +975.0 +1373.2% $124.44 +50.7%
Page 4 of 10  ·  183 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 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%