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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 16 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 622.0 $27K 0.01% -667.0 -51.8% $44.00 -0.2%
302 DE DEERE & CO COM Industrials 42.0 $27K 0.01% +29.0 +223.1% $639.00 +8.5%
303 MRK MERCK & CO INC COM Healthcare 204.0 $26K 0.01% +29.0 +16.6% $128.77 +16.7%
304 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 281.0 $26K 0.01% NEW $92.09 -4.6%
305 GLW CORNING INC COM Technology 101.0 $26K 0.01% +9.0 +9.8% $255.43 -39.6%
306 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 224.0 $26K 0.01% -35.0 -13.5% $114.67 +1.1%
307 EIX EDISON INTL COM Utilities 345.0 $26K 0.01% +16.0 +4.9% $74.45 -23.7%
308 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 180.0 $25K 0.01% -557.0 -75.6% $139.63 +2.2%
309 CTAS CINTAS CORP COM Industrials 146.0 $25K 0.01% NEW $170.21 +17.8%
310 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 129.0 $25K 0.01% NEW $190.52 -1.7%
311 SCHWAB MORTGAGE-BACKED SECURITIES ETF 964.0 $25K 0.01% NEW $25.42
312 EXC EXELON CORP COM Utilities 521.0 $24K 0.01% NEW $46.65 -6.5%
313 MPC MARATHON PETE CORP COM Energy 94.0 $24K 0.01% +7.0 +8.1% $256.57 +51.6%
314 KR KROGER CO COM Consumer Defensive 434.0 $24K 0.01% NEW $55.53 +5.5%
315 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 254.0 $24K 0.01% -788.0 -75.6% $94.57 -2.5%
316 AXON AXON ENTERPRISE INC COM Industrials 42.0 $24K 0.01% $560.62 -8.0%
317 PAYX PAYCHEX INC COM Industrials 228.0 $22K 0.01% NEW $98.38 +23.7%
318 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 44.0 $22K 0.01% -29.0 -39.7% $502.39 +22.2%
319 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 223.0 $21K 0.01% -113.0 -33.6% $94.75 -1.6%
320 EBAY EBAY INC. COM Consumer Cyclical 184.0 $21K 0.01% +27.0 +17.2% $111.75 -7.5%
Page 16 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%