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Home > Institutional Investor > Mosley Wealth Management > Profile

Instuitional Investor - Mosley Wealth Management

Fund Profile
Filing Period:
Fund Name: Mosley Wealth Management
Portfolio Value $161,485,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 23,634 $14,296,482 8.85%
2.
J P Morgan Exchange Traded F
 230,152 $13,565,161 8.4%
3.
Ssga Active Tr
 182,674 $10,043,412 6.21%
4.
Ishares Tr
 196,721 $8,940,954 5.53%
5.
Ishares Trust
 IEF 54,889 $5,696,979 3.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)