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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 25 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NTAP NETAPP INC COM Technology 16.0 $3K 0.00% $156.31 +18.7%
482 CI THE CIGNA GROUP COM Healthcare 9.0 $2K 0.00% -134.0 -93.7% $275.67 +2.5%
483 MET METLIFE INC COM Financial Services 29.0 $2K 0.00% NEW $84.62 +15.4%
484 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 100.0 $2K 0.00% $24.46 +15.7%
485 WU WESTERN UN CO COM Financial Services 300.0 $2K 0.00% $7.70 -6.8%
486 ULTA ULTA BEAUTY INC COM Consumer Cyclical 5.0 $2K 0.00% $451.00 +25.1%
487 TEL TE CONNECTIVITY PLC ORD SHS Technology 11.0 $2K 0.00% NEW $201.64 +3.5%
488 PEO ADAM NAT RES FD INC COM Financial Services 89.0 $2K 0.00% -4.0 -4.3% $24.72 +16.9%
489 PHM PULTE GROUP INC COM Consumer Cyclical 16.0 $2K 0.00% NEW $137.19 -9.3%
490 WY WEYERHAEUSER CO COM NEW Real Estate 91.0 $2K 0.00% -4.0 -4.2% $23.95 -3.9%
491 FLDR FIDELITY LOW DURATION BOND FACTOR ETF 42.0 $2K 0.00% $50.12 -0.2%
492 EQIX EQUINIX INC COM Real Estate 2.0 $2K 0.00% NEW $1042.50 -0.6%
493 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 40.0 $2K 0.00% NEW $50.70 -4.7%
494 BK BANK OF NY MELLON CORP COM Financial Services 14.0 $2K 0.00% NEW $144.64 -1.9%
495 SHEL SHELL PLC SPON ADS Energy 26.0 $2K 0.00% NEW $77.54 +19.9%
496 TTD THE TRADE DESK INC COM CL A Technology 110.0 $2K 0.00% +82.0 +292.9% $18.08 -20.2%
497 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 43.0 $2K 0.00% NEW $45.12 +15.3%
498 WDC WESTERN DIGITAL CORP COM Technology 3.0 $2K 0.00% NEW $638.67 -26.8%
499 SBR SABINE RTY TR UNIT BEN INT Energy 26.0 $2K 0.00% -1.0 -3.7% $73.19 +2.1%
500 AZN ASTRAZENECA PLC ORD Healthcare 10.0 $2K 0.00% NEW $189.60 -14.2%
Page 25 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%