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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 23 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 9.0 $4K 0.00% NEW $496.78 +9.9%
442 ITW ILLINOIS TOOL WKS INC COM Industrials 16.0 $4K 0.00% +1.0 +6.7% $275.25 -1.9%
443 Z ZILLOW GROUP INC CL C CAP STK Communication Services 137.0 $4K 0.00% NEW $31.52 +9.7%
444 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 23.0 $4K 0.00% NEW $185.22 -5.4%
445 COP CONOCOPHILLIPS COM Energy 39.0 $4K 0.00% +24.0 +160.0% $105.23 +27.6%
446 OKTA OKTA INC CL A Technology 30.0 $4K 0.00% +10.0 +50.0% $136.47 +25.0%
447 EWU ISHARES MSCI UNITED KINGDOM ETF 85.0 $4K 0.00% NEW $46.14 +5.3%
448 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 71.0 $4K 0.00% NEW $54.63 +2.4%
449 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 35.0 $4K 0.00% $109.91 -4.0%
450 ETN EATON CORP PLC SHS Industrials 9.0 $4K 0.00% -62.0 -87.3% $426.11 -3.6%
451 EOG EOG RES INC COM Energy 29.0 $4K 0.00% NEW $129.72 +11.9%
452 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 15.0 $4K 0.00% $247.87 +9.3%
453 FDLO FIDELITY LOW VOLATILITY FACTOR ETF 53.0 $4K 0.00% +31.0 +140.9% $68.34 +5.9%
454 CGNX COGNEX CORP COM Technology 50.0 $4K 0.00% NEW $72.42 -14.0%
455 BROS DUTCH BROS INC CL A Consumer Cyclical 50.0 $4K 0.00% $71.82 -35.1%
456 BITO PROSHARES BITCOIN ETF 447.0 $4K 0.00% +71.0 +18.9% $7.98 +34.6%
457 VTR VENTAS INC COM Real Estate 40.0 $4K 0.00% -2.0 -4.8% $88.80 +1.7%
458 MTB M & T BK CORP COM Financial Services 14.0 $3K 0.00% NEW $238.00 +0.8%
459 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 126.0 $3K 0.00% $26.23 -4.2%
460 SWKS SKYWORKS SOLUTIONS INC COM Technology 48.0 $3K 0.00% NEW $67.79 +9.2%
Page 23 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%