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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 22 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF 124.0 $6K 0.00% NEW $44.41 +4.9%
422 OTIS OTIS WORLDWIDE CORP COM Industrials 77.0 $5K 0.00% +2.0 +2.7% $71.21 +0.0%
423 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 60.0 $5K 0.00% NEW $89.92 +5.2%
424 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 113.0 $5K 0.00% -5.0 -4.2% $47.68 -2.7%
425 CARNIVAL CORP LTD COMMON SHARES 186.0 $5K 0.00% NEW $28.57
426 WEC WEC ENERGY GROUP INC COM Utilities 43.0 $5K 0.00% -1.0 -2.3% $116.77 -9.3%
427 VGSH VANGUARD SHORT-TERM TREASURY ETF 86.0 $5K 0.00% $58.20 -0.5%
428 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 48.0 $5K 0.00% -116.0 -70.7% $102.29 -1.1%
429 EWJ ISHARES MSCI JAPAN ETF 52.0 $5K 0.00% NEW $93.27 +5.4%
430 ARKK ARK INNOVATION ETF 60.0 $5K 0.00% NEW $80.82 +6.7%
431 DUK DUKE ENERGY CORP NEW COM NEW Utilities 38.0 $5K 0.00% +5.0 +15.2% $127.11 -5.4%
432 TFC TRUIST FINL CORP COM Financial Services 96.0 $5K 0.00% +6.0 +6.7% $49.81 +3.7%
433 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 29.0 $5K 0.00% NEW $158.66 +8.1%
434 LMT LOCKHEED MARTIN CORP COM Industrials 9.0 $5K 0.00% -13.0 -59.1% $509.44 +3.1%
435 NHI NATIONAL HEALTH INVS INC COM Real Estate 60.0 $5K 0.00% -2.0 -3.2% $76.27 -7.1%
436 PBA PEMBINA PIPELINE CORP COM Energy 98.0 $5K 0.00% -4.0 -3.9% $46.26 +4.7%
437 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 85.0 $5K 0.00% NEW $53.32 +20.1%
438 FEDEX FGHT HLDG CO INC COMMON STOCK 30.0 $5K 0.00% NEW $151.00
439 SIX FLAGS ENTERTAINMENT CORP COM 210.0 $4K 0.00% NEW $21.30
440 GM GENERAL MTRS CO COM Consumer Cyclical 58.0 $4K 0.00% NEW $77.09 +13.8%
Page 22 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%