Mosley Wealth ManagementStock Holdings
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13F Holdings
$189.18 million
$ Current Holdings
97
# Current Holdings
19
# Positions Opened
51
# Positions Increased
0
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $34,457,434 | 190,561 | 190,561 | 188,247 | 0 | 0 | 0 | 158,735 | 150,570 | 144,268 | |
| JPST | JPMorgan Ultra-Short Income ETF | $15,910,153 | 283,751 | 283,751 | 281,734 | 0 | 0 | 0 | 269,597 | 257,989 | 243,258 | |
| SSGA Active Trust | $11,916,119 | 199,901 | 199,901 | 199,220 | 0 | 0 | 0 | 182,674 | 161,363 | 134,499 | ||