Moseley Investment Management Inc Top Holdings and 13F Report (2025) About Moseley Investment Management IncInvestment ActivityMoseley Investment Management Inc has $255.72 million in total holdings as of March 31, 2025.Moseley Investment Management Inc owns shares of 151 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 8.12% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Moseley Investment Management Inc has purchased 149 new stocks and bought additional shares in 70 stocks.Moseley Investment Management Inc sold shares of 52 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares iBonds Dec 2025 Term Treasury ETF $15,950,034Apple $15,352,530Berkshire Hathaway $11,476,034Berkshire Hathaway $10,379,741iShares iBonds Dec 2028 Term Treasury ETF $9,691,593 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $10,379,741 Holding12532H104 - CGI $278,526 HoldingM22465104 - Check Point Software Technologies $226,325 Holding244199105 - Deere & Company $220,620 Holding718172109 - Philip Morris International $215,483 Holding Largest Purchases this Quarter Berkshire Hathaway 13 shares (about $10.38M)iShares iBonds Dec 2028 Term Treasury ETF 55,275 shares (about $1.23M)Eaton 3,190 shares (about $867.14K)Capital Group Global Growth Equity ETF 29,652 shares (about $840.04K)iShares iBonds Dec 2026 Term Corporate ETF 31,088 shares (about $752.64K) Largest Sales this Quarter NVIDIA 25,868 shares (about $2.80M)Broadcom 10,778 shares (about $1.80M)Vanguard Total Stock Market ETF 966 shares (about $265.49K)SPDR Gold Shares 645 shares (about $185.85K)SPDR Dow Jones Industrial Average ETF Trust 400 shares (about $167.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoseley Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBTFiShares iBonds Dec 2025 Term Treasury ETF$15,950,034$62,328 ▲0.4%682,5006.2%ManufacturingAAPLApple$15,352,530$124,393 ▼-0.8%69,1156.0%Computer and TechnologyBRK.BBerkshire Hathaway$11,476,034$229,009 ▲2.0%21,5484.5%FinanceBRK.ABerkshire Hathaway$10,379,741$10,379,741 ▲New Holding134.1%FinanceIBTIiShares iBonds Dec 2028 Term Treasury ETF$9,691,593$1,229,869 ▲14.5%435,5773.8%ManufacturingAMZNAmazon.com$8,891,773$15,411 ▼-0.2%46,7353.5%Retail/WholesaleMSFTMicrosoft$8,730,688$40,917 ▲0.5%23,2583.4%Computer and TechnologyGOOGLAlphabet$7,001,852$23,815 ▼-0.3%45,2782.7%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,932,771$752,640 ▲12.2%286,3602.7%ETFETNEaton$6,530,172$867,138 ▲15.3%24,0232.6%IndustrialsNVDANVIDIA$6,280,348$2,803,597 ▼-30.9%57,9472.5%Computer and TechnologyAVGOBroadcom$5,583,226$1,804,540 ▼-24.4%33,3472.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,574,234$710,577 ▲14.6%28,7352.2%ETFTSLATesla$5,308,808$7,516 ▼-0.1%20,4852.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$4,590,100$29,927 ▲0.7%18,7121.8%FinanceHDHome Depot$4,425,915$2,199 ▼0.0%12,0761.7%Retail/WholesaleIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,346,844$705,896 ▲19.4%209,4861.7%ETFNEENextEra Energy$3,759,668$102,437 ▲2.8%53,0351.5%UtilitiesLLYEli Lilly and Company$2,855,693$146,171 ▼-4.9%3,4581.1%MedicalPEPPepsiCo$2,656,848$8,547 ▲0.3%17,7191.0%Consumer StaplesQCOMQUALCOMM$2,511,311$117,048 ▼-4.5%16,3491.0%Computer and TechnologyNFLXNetflix$2,510,371$41,031 ▲1.7%2,6921.0%Consumer DiscretionaryMETAMeta Platforms$2,450,651$1,153 ▼0.0%4,2521.0%Computer and TechnologyLMTLockheed Martin$2,447,625$20,550 ▲0.8%5,4791.0%AerospaceCOSTCostco Wholesale$2,401,115$153,202 ▲6.8%2,5390.9%Retail/WholesalePALANTIR TECHNOLOGIES INC$2,318,687$156,897 ▲7.3%27,4730.9%CL AJNJJohnson & Johnson$2,311,665$2,819 ▼-0.1%13,9390.9%MedicalVTIVanguard Total Stock Market ETF$2,290,221$265,493 ▼-10.4%8,3330.9%ETFVVisa$2,263,080$7,010 ▲0.3%6,4570.9%Business ServicesVIGIVanguard International Dividend Appreciation ETF$2,149,647$153,937 ▲7.7%25,9180.8%ETFVUGVanguard Growth ETF$2,131,711$411,955 ▲24.0%5,7490.8%ETFVLOValero Energy$2,023,938$31,168 ▲1.6%15,3250.8%EnergyAMGNAmgen$2,004,888$92,222 ▲4.8%6,4350.8%MedicalJEPIJPMorgan Equity Premium Income ETF$1,993,096$174,791 ▲9.6%34,8810.8%ETFHONHoneywell International$1,974,414$47,645 ▲2.5%9,3240.8%Multi-Sector ConglomeratesCGGOCapital Group Global Growth Equity ETF$1,908,391$840,040 ▲78.6%67,3630.7%ETFVZVerizon Communications$1,900,667$82,510 ▲4.5%41,9020.7%Computer and TechnologyCVXChevron$1,890,894$104,724 ▲5.9%11,3030.7%EnergyISHARES TR$1,824,634$711,200 ▲63.9%71,8360.7%IBONDS DEC 2030ABBVAbbVie$1,699,935$48,192 ▲2.9%8,1130.7%MedicalCRWDCrowdStrike$1,682,794$27,500 ▼-1.6%4,7730.7%Computer and TechnologyAXONAxon Enterprise$1,662,738$125,192 ▲8.1%3,1610.7%AerospaceBXBlackstone$1,622,962$8,247 ▲0.5%11,6110.6%FinanceMELIMercadoLibre$1,621,337$1,951 ▼-0.1%8310.6%Retail/WholesaleVGTVanguard Information Technology ETF$1,616,314$167,055 ▼-9.4%2,9800.6%ETFVYMVanguard High Dividend Yield ETF$1,588,185$66,545 ▲4.4%12,3150.6%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,582,9050.0%61,9290.6%ETFBNBrookfield$1,508,6060.0%28,7850.6%FinanceMKCMcCormick & Company, Incorporated$1,475,379$23,046 ▲1.6%17,9250.6%Consumer StaplesEPDEnterprise Products Partners$1,437,594$1,092 ▲0.1%42,1090.6%EnergyUNHUnitedHealth Group$1,321,268$4,713 ▼-0.4%2,5230.5%MedicalDISWalt Disney$1,189,036$15,101 ▲1.3%12,0470.5%Consumer DiscretionaryPGProcter & Gamble$1,179,222$13,462 ▼-1.1%6,9200.5%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$1,117,943$39,129 ▼-3.4%15,1710.4%ETFALSNAllison Transmission$1,062,1280.0%11,1020.4%Auto/Tires/TrucksBCPCBalchem$1,058,0840.0%6,3740.4%Basic MaterialsISRGIntuitive Surgical$1,046,506$12,877 ▼-1.2%2,1130.4%MedicalIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,032,300$162,874 ▲18.7%45,0000.4%ManufacturingWMTWalmart$1,019,871$47,232 ▼-4.4%11,6170.4%Retail/WholesaleGOOGAlphabet$1,004,619$9,062 ▼-0.9%6,4300.4%Computer and TechnologyCRMSalesforce$983,642$37,843 ▲4.0%3,6650.4%Computer and TechnologyNSANational Storage Affiliates Trust$982,804$22,734 ▲2.4%24,9440.4%FinanceZTSZoetis$941,693$12,679 ▲1.4%5,7190.4%MedicalAMDAdvanced Micro Devices$934,523$5,753 ▼-0.6%9,0960.4%Computer and TechnologyMDTMedtronic$911,602$63,799 ▼-6.5%10,1450.4%MedicalMAMastercard$871,6950.0%1,5900.3%Business ServicesSHWSherwin-Williams$830,980$8,030 ▲1.0%2,3800.3%Basic MaterialsCMGChipotle Mexican Grill$818,423$48,151 ▲6.3%16,3000.3%Retail/WholesaleSCHWCharles Schwab$817,1650.0%10,4390.3%FinanceDOMINOS PIZZA INC$807,950$59,253 ▲7.9%1,7590.3%COMSPGIS&P Global$798,5360.0%1,5720.3%Business ServicesQQQInvesco QQQ$786,1550.0%1,6770.3%FinanceORealty Income$776,748$22,682 ▲3.0%13,3900.3%FinanceXOMExxon Mobil$766,940$56,013 ▲7.9%6,4490.3%EnergyVTVanguard Total World Stock ETF$724,677$8,464 ▲1.2%6,2500.3%ETFTYLTyler Technologies$698,2490.0%1,2010.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$676,809$36,358 ▲5.7%1,2100.3%FinanceJJacobs Solutions$671,223$484 ▼-0.1%5,5520.3%Business ServicesJBLJabil$583,0600.0%4,2850.2%Computer and TechnologySBUXStarbucks$578,999$14,222 ▼-2.4%5,9030.2%Retail/WholesaleFDLFirst Trust Morningstar Dividend Leaders Index$550,863$30,321 ▲5.8%12,6810.2%ETFSCHXSchwab US Large-Cap ETF$539,657$36,035 ▼-6.3%24,4410.2%ETFMRKMerck & Co., Inc.$532,690$39,851 ▼-7.0%5,9350.2%MedicalSESEA$530,964$25,968 ▲5.1%4,0690.2%Computer and TechnologyGLDSPDR Gold Shares$514,906$185,850 ▼-26.5%1,7870.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$511,033$71,751 ▼-12.3%7,5140.2%ETFBKNGBooking$503,327$13,853 ▼-2.7%1090.2%Retail/WholesaleSOSouthern$499,955$78,897 ▼-13.6%5,4370.2%UtilitiesLOWLowe's Companies$498,041$10,497 ▼-2.1%2,1350.2%Retail/WholesaleIBMInternational Business Machines$492,735$8,453 ▼-1.7%1,9820.2%Computer and TechnologyWMBWilliams Companies$491,5260.0%8,2250.2%EnergySYYSysco$487,431$19,809 ▲4.2%6,4960.2%Consumer StaplesVTVVanguard Value ETF$481,850$173 ▲0.0%2,7890.2%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$478,699$40,411 ▼-7.8%10,0570.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$477,3940.0%9,6210.2%ETFXTiShares Exponential Technologies ETF$476,334$32,523 ▲7.3%8,2750.2%ManufacturingAFLAflac$470,518$6,115 ▲1.3%4,2320.2%FinanceVOOVanguard S&P 500 ETF$439,626$2,057 ▲0.5%8550.2%ETFGDGeneral Dynamics$431,971$1,090 ▲0.3%1,5850.2%AerospaceTXNTexas Instruments$431,349$76,385 ▼-15.0%2,4000.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
