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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 26 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NVO NOVO-NORDISK A S ADR Healthcare 39.0 $2K 0.00% -4.0 -9.3% $47.95 -2.8%
502 NEE NEXTERA ENERGY INC COM Utilities 21.0 $2K 0.00% -121.0 -85.2% $87.76 -4.9%
503 VB VANGUARD SMALL-CAP ETF 6.0 $2K 0.00% NEW $303.17 -1.0%
504 DOV DOVER CORP COM Industrials 8.0 $2K 0.00% NEW $224.25 -14.0%
505 APH AMPHENOL CORP CL A Technology 10.0 $2K 0.00% -127.0 -92.7% $176.30 -53.0%
506 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 46.0 $2K 0.00% +16.0 +53.3% $38.07 -2.3%
507 SCHF SCHWAB INTERNATIONAL EQUITY ETF 63.0 $2K 0.00% NEW $27.70 +3.2%
508 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 33.0 $2K 0.00% NEW $52.85 -2.6%
509 EWT ISHARES MSCI TAIWAN ETF 16.0 $2K 0.00% NEW $108.62 +3.3%
510 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12.0 $2K 0.00% +1.0 +9.1% $142.58 -10.1%
511 WSC WILLSCOT HLDGS CORP COM CL A Industrials 59.0 $2K 0.00% NEW $28.86 -30.8%
512 NXPI NXP SEMICONDUCTORS N V COM Technology 6.0 $2K 0.00% NEW $281.00 -18.9%
513 DTE DTE ENERGY CO COM Utilities 11.0 $2K 0.00% NEW $152.36 -10.7%
514 EWP ISHARES MSCI SPAIN ETF 28.0 $2K 0.00% NEW $59.39 +5.7%
515 AON AON PLC SHS CL A Financial Services 5.0 $2K 0.00% NEW $331.60 -2.6%
516 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 11.0 $2K 0.00% $146.45 -4.6%
517 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 32.0 $2K 0.00% +2.0 +6.7% $49.81 +10.9%
518 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 12.0 $2K 0.00% NEW $132.50 +4.4%
519 ADI ANALOG DEVICES INC COM Technology 4.0 $2K 0.00% -69.0 -94.5% $397.25 -8.8%
520 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 5.0 $2K 0.00% NEW $317.60 -16.5%
Page 26 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%