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  Name: Mosley Wealth Management
  City: ANAHEIM
  State: CA
  Zip: 92806
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $106,550,000
  Total Value Change : $5,141,000
  Securities Held Change : 3
   
All Securities Held : 95
  New Positions : 11
  Closed Positions : 8
  Increased Positions : 21
  Unchanged Positions : 3
  Decreased Positions : 60

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PH)1 Year Chart         PH Parker Hannifin Corp 39 - $523.00 $638,000 1,148 0.6% 109,000 0 0.001    Industrial Equipment ...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 60 - $209.82 $419,000 2,035 0.39% 33,000 0 0    Insurance Brokers
   (XYL)1 Year Chart         XYL Xylem Inc. 64 - $138.52 $404,000 3,127 0.38% 46,000 0 0    Diversified Machinery

      3 Records Found
  1    
Page 1 of 1
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