Moseley Investment Management Inc Top Holdings and 13F Report (2025) About Moseley Investment Management IncInvestment ActivityMoseley Investment Management Inc has $290.22 million in total holdings as of June 30, 2025.Moseley Investment Management Inc owns shares of 163 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 6.02% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Moseley Investment Management Inc has purchased 151 new stocks and bought additional shares in 77 stocks.Moseley Investment Management Inc sold shares of 45 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares iBonds Dec 2025 Term Treasury ETF $14,975,927Apple $14,848,744Microsoft $11,628,173iShares iBonds Dec 2028 Term Treasury ETF $11,520,715Berkshire Hathaway $10,593,672 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $735,521 Holding15643U104 - Centrus Energy $401,164 Holding811707801 - Seacoast Banking Corporation of Florida $334,644 Holding18915M107 - Cloudflare $294,920 Holding46435U515 - iShares iBonds Dec 2028 Term Corporate ETF $285,314 Holding Largest Purchases this Quarter iShares iBonds Dec 2026 Term Treasury ETF 166,555 shares (about $3.82M)iShares iBonds Dec 2028 Term Treasury ETF 79,661 shares (about $1.78M)iShares iBonds Dec 2026 Term Corporate ETF 42,067 shares (about $1.02M)Waste Management 3,368 shares (about $770.64K)iShares iBonds Dec 2031 Term Corporate ETF 36,169 shares (about $760.99K) Largest Sales this Quarter Johnson & Johnson 6,841 shares (about $1.04M)iShares iBonds Dec 2025 Term Treasury ETF 41,407 shares (about $967.27K)NextEra Energy 6,755 shares (about $468.93K)Alphabet 1,335 shares (about $235.27K)UnitedHealth Group 650 shares (about $202.77K) 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$14,975,927$967,267 ▼-6.1%641,0935.2%ManufacturingAAPLApple$14,848,744$668,443 ▲4.7%72,3735.1%Computer and TechnologyMSFTMicrosoft$11,628,173$59,193 ▲0.5%23,3774.0%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$11,520,715$1,781,219 ▲18.3%515,2384.0%ManufacturingBRK.BBerkshire Hathaway$10,593,672$126,300 ▲1.2%21,8083.7%FinanceAMZNAmazon.com$10,268,955$15,796 ▲0.2%46,8073.5%Retail/WholesaleBRK.ABerkshire Hathaway$9,474,4000.0%133.3%FinanceAVGOBroadcom$9,473,339$281,165 ▲3.1%34,3673.3%Computer and TechnologyNVDANVIDIA$9,392,767$237,774 ▲2.6%59,4523.2%Computer and TechnologyETNEaton$8,616,310$40,340 ▲0.5%24,1363.0%IndustrialsIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,964,363$1,020,126 ▲14.7%328,4272.7%ETFGOOGLAlphabet$7,744,123$235,269 ▼-2.9%43,9432.7%Computer and TechnologyTSLATesla$6,570,694$63,531 ▲1.0%20,6852.3%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$6,030,647$149,410 ▲2.5%29,4652.1%ETFJPMJPMorgan Chase & Co.$5,539,187$114,512 ▲2.1%19,1071.9%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$5,168,573$760,995 ▲17.3%245,6551.8%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$4,850,956$3,819,106 ▲370.1%211,5551.7%ManufacturingHDHome Depot$4,429,925$2,200 ▲0.0%12,0821.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$3,800,547$55,481 ▲1.5%27,8801.3%CL ANFLXNetflix$3,706,712$101,774 ▲2.8%2,7681.3%Consumer DiscretionaryMETAMeta Platforms$3,399,828$261,298 ▲8.3%4,6061.2%Computer and TechnologyNEENextEra Energy$3,212,769$468,934 ▼-12.7%46,2801.1%UtilitiesVUGVanguard Growth ETF$2,795,397$274,892 ▲10.9%6,3761.0%ETFVTIVanguard Total Stock Market ETF$2,746,170$213,652 ▲8.4%9,0360.9%ETFAXONAxon Enterprise$2,638,976$21,529 ▲0.8%3,1870.9%AerospaceQCOMQUALCOMM$2,632,330$28,666 ▲1.1%16,5290.9%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$2,614,114$278,381 ▲11.9%29,0070.9%ETFLMTLockheed Martin$2,599,505$62,058 ▲2.4%5,6130.9%AerospaceLLYEli Lilly and Company$2,590,356$105,236 ▼-3.9%3,3230.9%MedicalCOSTCostco Wholesale$2,582,678$69,294 ▲2.8%2,6090.9%Retail/WholesaleCRWDCrowdStrike$2,487,368$56,531 ▲2.3%4,8840.9%Computer and TechnologyVVisa$2,474,096$181,438 ▲7.9%6,9680.9%Business ServicesCGGOCapital Group Global Growth Equity ETF$2,313,218$159,626 ▲7.4%72,3560.8%ETFPEPPepsiCo$2,248,786$90,844 ▼-3.9%17,0310.8%Consumer StaplesMELIMercadoLibre$2,242,714$70,575 ▲3.2%8580.8%Retail/WholesaleHONHoneywell International$2,202,264$30,972 ▲1.4%9,4570.8%Multi-Sector ConglomeratesISHARES TR$2,194,854$351,542 ▲19.1%85,5360.8%IBONDS DEC 2030JEPIJPMorgan Equity Premium Income ETF$2,150,462$167,480 ▲8.4%37,8270.7%ETFVLOValero Energy$2,139,872$79,847 ▲3.9%15,9190.7%EnergyAMGNAmgen$1,878,994$82,363 ▲4.6%6,7300.6%MedicalVZVerizon Communications$1,872,440$59,324 ▲3.3%43,2730.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,829,337$147,249 ▼-7.4%2,7580.6%ETFBXBlackstone$1,783,989$47,266 ▲2.7%11,9270.6%FinanceBNBrookfield$1,780,3340.0%28,7850.6%FinanceVYMVanguard High Dividend Yield ETF$1,704,253$62,523 ▲3.8%12,7840.6%ETFCVXChevron$1,611,668$6,873 ▼-0.4%11,2550.6%EnergyDISWalt Disney$1,569,715$75,770 ▲5.1%12,6580.5%Consumer DiscretionaryABBVAbbVie$1,509,804$3,898 ▲0.3%8,1340.5%MedicalIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,433,069$153,738 ▼-9.7%55,9290.5%ETFMKCMcCormick & Company, Incorporated$1,384,129$25,021 ▲1.8%18,2550.5%Consumer StaplesEPDEnterprise Products Partners$1,295,014$10,792 ▼-0.8%41,7610.4%EnergyVYMIVanguard International High Dividend Yield ETF$1,291,051$75,704 ▲6.2%16,1160.4%ETFAMDAdvanced Micro Devices$1,254,254$36,468 ▼-2.8%8,8390.4%Computer and TechnologyISRGIntuitive Surgical$1,160,724$12,498 ▲1.1%2,1360.4%MedicalGOOGAlphabet$1,141,024$355 ▲0.0%6,4320.4%Computer and TechnologyPGProcter & Gamble$1,095,853$6,692 ▼-0.6%6,8780.4%Consumer StaplesWMWaste Management$1,093,500$770,644 ▲238.7%4,7790.4%Business ServicesJNJJohnson & Johnson$1,084,181$1,044,926 ▼-49.1%7,0980.4%MedicalALSNAllison Transmission$1,054,5790.0%11,1020.4%Auto/Tires/TrucksBCPCBalchem$1,014,7410.0%6,3740.3%Basic MaterialsWMTWalmart$1,010,903$124,957 ▼-11.0%10,3390.3%Retail/WholesaleCRMSalesforce$982,319$17,181 ▼-1.7%3,6020.3%Computer and TechnologySCHWCharles Schwab$952,4540.0%10,4390.3%FinanceJBLJabil$934,5590.0%4,2850.3%Computer and TechnologyQQQInvesco QQQ$900,147$24,820 ▼-2.7%1,6320.3%FinanceZTSZoetis$898,061$6,238 ▲0.7%5,7590.3%MedicalMAMastercard$894,024$562 ▲0.1%1,5910.3%Business ServicesMDTMedtronic$891,541$7,235 ▲0.8%10,2280.3%MedicalCMGChipotle Mexican Grill$875,659$39,586 ▼-4.3%15,5950.3%Retail/WholesaleVTVanguard Total World Stock ETF$857,301$54,103 ▲6.7%6,6710.3%ETFDOMINOS PIZZA INC$846,864$54,084 ▲6.8%1,8790.3%COMSPGIS&P Global$829,749$1,054 ▲0.1%1,5740.3%FinanceSHWSherwin-Williams$808,306$8,928 ▼-1.1%2,3540.3%Basic MaterialsNSANational Storage Affiliates Trust$796,701$1,248 ▼-0.2%24,9050.3%FinanceORealty Income$781,460$10,081 ▲1.3%13,5650.3%FinanceSPYSPDR S&P 500 ETF Trust$747,7350.0%1,2100.3%FinanceGE VERNOVA INC$735,521$735,521 ▲New Holding1,3900.3%COMJJacobs Solutions$728,287$1,578 ▼-0.2%5,5400.3%Business ServicesTYLTyler Technologies$712,0010.0%1,2010.2%Computer and TechnologyXOMExxon Mobil$688,361$6,791 ▼-1.0%6,3860.2%EnergySESEA$683,424$32,628 ▲5.0%4,2730.2%Computer and TechnologyBKNGBooking$655,895$23,218 ▲3.7%1130.2%Retail/WholesaleSCHXSchwab US Large-Cap ETF$585,118$12,220 ▼-2.0%23,9410.2%ETFUNHUnitedHealth Group$584,288$202,769 ▼-25.8%1,8730.2%MedicalIBMInternational Business Machines$575,895$8,252 ▼-1.4%1,9540.2%Computer and TechnologySOFISoFi Technologies$572,941$419 ▼-0.1%31,4630.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$565,719$2,996 ▲0.5%7,5540.2%ETFSBUXStarbucks$544,430$3,573 ▲0.7%5,9420.2%Retail/WholesaleXTiShares Exponential Technologies ETF$536,400$3,523 ▼-0.7%8,2210.2%ManufacturingFDLFirst Trust Morningstar Dividend Leaders Index Fund$530,9530.0%12,6810.2%ETFWMBWilliams Companies$516,6120.0%8,2250.2%EnergyVOOVanguard S&P 500 ETF$492,171$6,252 ▲1.3%8660.2%ETFVTVVanguard Value ETF$488,336$4,595 ▼-0.9%2,7630.2%ETFSYYSysco$485,153$6,816 ▼-1.4%6,4060.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$483,975$12,257 ▲2.6%9,8710.2%ETFLOWLowe's Companies$475,058$1,331 ▲0.3%2,1410.2%Retail/WholesaleISHARES BITCOIN TRUST ETF$464,400$32,258 ▲7.5%7,5870.2%SHS BEN INTAFLAflac$455,359$9,069 ▲2.0%4,3180.2%FinanceBLACKROCK INC$454,092$6,292 ▼-1.4%4330.2%COMTXNTexas Instruments$450,800$47,551 ▼-9.5%2,1710.2%Computer and TechnologyShowing largest 100 holdings. 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