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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 6 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF 1,888.0 $50K 0.02% +1K +283.0% $26.32
102 GEV GE VERNOVA INC COM Utilities 38.0 $45K 0.01% +4.0 +11.8% $1176.08 -23.7%
103 TMUS T-MOBILE US INC COM Communication Services 248.0 $42K 0.01% +219.0 +755.2% $168.02 +11.3%
104 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 179.0 $40K 0.01% +150.0 +517.2% $224.14 +25.5%
105 TGT TARGET CORP COM Consumer Defensive 289.0 $38K 0.01% +93.0 +47.5% $130.82 +25.6%
106 FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 403.0 $38K 0.01% +3.0 +0.8% $93.05 -0.4%
107 VGT VANGUARD INFORMATION TECHNOLOGY ETF 304.0 $36K 0.01% +266.0 +700.0% $119.71 -0.7%
108 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 299.0 $34K 0.01% +177.0 +145.1% $114.18 +23.1%
109 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 81.0 $33K 0.01% +1.0 +1.2% $413.53 +16.9%
110 ADBE ADOBE INC COM Technology 155.0 $32K 0.01% +125.0 +416.7% $205.02 +37.9%
111 AEE AMEREN CORP COM Utilities 277.0 $31K 0.01% +6.0 +2.2% $112.87 -6.2%
112 F FORD MTR CO COM Consumer Cyclical 2,193.0 $30K 0.01% +641.0 +41.3% $13.90 +0.6%
113 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 110.0 $27K 0.01% +80.0 +266.7% $249.98 -12.3%
114 DE DEERE & CO COM Industrials 42.0 $27K 0.01% +29.0 +223.1% $639.00 +7.3%
115 MRK MERCK & CO INC COM Healthcare 204.0 $26K 0.01% +29.0 +16.6% $128.77 +16.7%
116 GLW CORNING INC COM Technology 101.0 $26K 0.01% +9.0 +9.8% $255.43 -43.9%
117 EIX EDISON INTL COM Utilities 345.0 $26K 0.01% +16.0 +4.9% $74.45 -26.3%
118 MPC MARATHON PETE CORP COM Energy 94.0 $24K 0.01% +7.0 +8.1% $256.57 +50.3%
119 EBAY EBAY INC. COM Consumer Cyclical 184.0 $21K 0.01% +27.0 +17.2% $111.75 -6.0%
120 OXY OCCIDENTAL PETE CORP COM Energy 422.0 $21K 0.01% +6.0 +1.4% $48.59 +24.7%
Page 6 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%