StockDriftsStockDriftsTop 50 Mosley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 6.15% | 237.9K | $13.6M | +0.87%(+2.05K) | $57.20(-2.22%) | 2026-03-31 | |
| XLSR | SPDR SSGA U.S. SECTOR ROTATION ETF | 5.4% | 199.9K | $11.9M | +0.34%(+681) | $48.38(+35.43%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.18% | 17.1K | $11.4M | +0.01%(+1) | $463.86(+60.77%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 4.43% | 209.5K | $9.8M | +0.62%(+1.30K) | $45.27(+1.58%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.54% | 30.7K | $7.8M | -3.47%(-1.10K) | $226.13(+32.17%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.29% | 60.1K | $7.3M | +0.70%(+418) | $82.14(+67.10%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 3.22% | 104.9K | $7.1M | +0.52%(+540) | $53.77(+46.06%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.49% | 83.5K | $5.5M | +0.49%(+409) | $52.08(+57.53%) | 2026-03-31 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.28% | 25.9K | $5.0M | +0.76%(+196) | $158.66(+32.97%) | 2026-03-31 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 2.1% | 40.8K | $4.6M | +0.45%(+181) | $96.60(+25.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.34% | +16.90% |
| Top 20 Holdings Unweighted | +6.57% | +21.04% |
Sign up free to track Mosley Wealth Management, compare funds side by side, and get alerts the moment positions change.