Mosley Wealth Management
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Anaheim, CA
CIK
0002011849
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
95
106,551
IVV, SPIP, IUSB, XLSR
13F-HR
4/15/2024
000201184924000002
Q4 2023
92
101,404
IVV, SPIP, IUSB, JPST
13F-HR
2/14/2024
000201184924000001