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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 11 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VSAT VIASAT INC COM Technology 1,046.0 $94K 0.03% $89.81 -25.3%
202 RTX RTX CORPORATION COM Industrials 492.0 $93K 0.03% -2K -81.9% $189.86 +6.1%
203 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY 3,525.0 $92K 0.03% NEW $25.97
204 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,106.0 $90K 0.03% -7K -86.7% $81.17 -9.7%
205 HONEYWELL INTL INC COM 399.0 $89K 0.03% NEW $223.90
206 TLN TALEN ENERGY CORP COM Utilities 232.0 $89K 0.03% +217.0 +1446.7% $384.26 -24.1%
207 ABT ABBOTT LABORATORIES COM Healthcare 967.0 $88K 0.03% -116.0 -10.7% $90.75 +23.3%
208 IFRA ISHARES U.S. INFRASTRUCTURE ETF 1,387.0 $87K 0.03% -5K -79.3% $63.03 -7.2%
209 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 2,079.0 $86K 0.03% -299.0 -12.6% $41.48 -1.0%
210 VCR VANGUARD CONSUMER DISCRETIONARY ETF 214.0 $85K 0.03% -1K -83.9% $397.27 -2.8%
211 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 211.0 $84K 0.03% -1K -83.0% $397.68 -4.9%
212 NEBIUS GROUP N.V. SHS CLASS A 302.0 $83K 0.03% NEW $276.17
213 HONEYWELL AEROSPACE INC COM 373.0 $82K 0.03% NEW $221.08
214 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 1,297.0 $80K 0.03% NEW $61.81 -7.4%
215 SBUX STARBUCKS CORP COM Consumer Cyclical 779.0 $80K 0.03% +182.0 +30.5% $102.19 +5.0%
216 VLO VALERO ENERGY CORP COM Energy 300.0 $78K 0.03% -2K -83.4% $260.12 +40.1%
217 LUV SOUTHWEST AIRLS CO COM Industrials 1,496.0 $77K 0.02% +26.0 +1.8% $51.42 -25.0%
218 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 789.0 $76K 0.02% NEW $96.12 -53.6%
219 LNG CHENIERE ENERGY INC COM NEW Energy 314.0 $75K 0.02% -2K -86.0% $239.20 +23.9%
220 QBTS D-WAVE QUANTUM INC COM Technology 3,057.0 $73K 0.02% -15K -83.1% $23.99 -31.7%
Page 11 of 40  ·  781 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%