Moseley Investment Management Inc Top Holdings and 13F Report (2025) About Moseley Investment Management IncInvestment ActivityMoseley Investment Management Inc has $256.21 million in total holdings as of December 31, 2024.Moseley Investment Management Inc owns shares of 149 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 3.83% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Moseley Investment Management Inc has purchased 153 new stocks and bought additional shares in 58 stocks.Moseley Investment Management Inc sold shares of 65 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $17,448,113iShares iBonds Dec 2025 Term Treasury ETF $15,853,708NVIDIA $11,255,579Amazon.com $10,270,929Broadcom $10,229,982 Largest New Holdings this Quarter SPDR Dow Jones Industrial Average ETF Trust $450,923 HoldingBLACKROCK INC $449,421 HoldingISHARES BITCOIN TRUST ETF $324,242 HoldingBROOKFIELD RENEWABLE CORP $281,838 HoldingVistra $248,031 Holding Largest Purchases this Quarter Alphabet 5,718 shares (about $1.08M)Vanguard Dividend Appreciation ETF 4,568 shares (about $894.56K)Eaton 1,558 shares (about $517.05K)SPDR Dow Jones Industrial Average ETF Trust 1,060 shares (about $450.92K)BLACKROCK INC 438 shares (about $449.42K) Largest Sales this Quarter NVIDIA 17,850 shares (about $2.40M)Tesla 3,620 shares (about $1.46M)Apple 3,139 shares (about $786.07K)ISHARES TR 27,353 shares (about $693.81K)NextEra Energy 5,860 shares (about $420.10K) 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 PortfolioSectorAAPLApple$17,448,113$786,073 ▼-4.3%69,6756.8%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$15,853,708$446,438 ▲2.9%679,8336.2%ManufacturingNVDANVIDIA$11,255,579$2,397,090 ▼-17.6%83,8154.4%Computer and TechnologyAMZNAmazon.com$10,270,929$139,751 ▼-1.3%46,8164.0%Retail/WholesaleAVGOBroadcom$10,229,982$90,186 ▼-0.9%44,1254.0%Computer and TechnologyMSFTMicrosoft$9,757,185$404,635 ▼-4.0%23,1493.8%Computer and TechnologyBRK.BBerkshire Hathaway$9,572,367$145,503 ▲1.5%21,1183.7%FinanceGOOGLAlphabet$8,600,219$1,082,410 ▲14.4%45,4323.4%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$8,329,976$336,921 ▲4.2%380,3023.3%ManufacturingTSLATesla$8,284,242$1,461,878 ▼-15.0%20,5143.2%Auto/Tires/TrucksETNEaton$6,913,847$517,053 ▲8.1%20,8332.7%Industrial ProductsIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,144,392$370,774 ▲6.4%255,2722.4%ETFVIGVanguard Dividend Appreciation ETF$4,909,917$894,564 ▲22.3%25,0721.9%ETFHDHome Depot$4,699,956$32,676 ▲0.7%12,0821.8%Retail/WholesaleJPMJPMorgan Chase & Co.$4,456,317$49,142 ▲1.1%18,5901.7%FinanceNEENextEra Energy$3,698,465$420,101 ▼-10.2%51,5901.4%UtilitiesIBDWiShares iBonds Dec 2031 Term Corporate ETF$3,570,763$227,249 ▲6.8%175,4671.4%ETFLLYEli Lilly and Company$2,806,500$21,618 ▼-0.8%3,6351.1%MedicalVTIVanguard Total Stock Market ETF$2,694,907$169,247 ▲6.7%9,2991.1%ETFPEPPepsiCo$2,685,692$95,342 ▼-3.4%17,6621.0%Consumer StaplesLMTLockheed Martin$2,640,249$48,597 ▲1.9%5,4331.0%AerospaceQCOMQUALCOMM$2,628,613$93,863 ▼-3.4%17,1111.0%Computer and TechnologyMETAMeta Platforms$2,490,525$6,440 ▲0.3%4,2541.0%Computer and TechnologyNFLXNetflix$2,360,215$151,524 ▲6.9%2,6480.9%Consumer DiscretionaryCOSTCostco Wholesale$2,177,659$11,910 ▼-0.5%2,3770.8%Retail/WholesaleHONHoneywell International$2,055,388$72,059 ▼-3.4%9,0990.8%Multi-Sector ConglomeratesVGTVanguard Information Technology ETF$2,044,427$140,523 ▼-6.4%3,2880.8%ETFVVisa$2,034,413$140,642 ▼-6.5%6,4370.8%Business ServicesJNJJohnson & Johnson$2,018,387$100,514 ▼-4.7%13,9560.8%MedicalBXBlackstone$1,991,791$2,241 ▼-0.1%11,5520.8%FinancePALANTIR TECHNOLOGIES INC$1,937,157$3,176 ▼-0.2%25,6140.8%CL AVIGIVanguard International Dividend Appreciation ETF$1,924,732$74,551 ▲4.0%24,0620.8%ETFVUGVanguard Growth ETF$1,903,530$177,302 ▲10.3%4,6380.7%ETFVLOValero Energy$1,849,806$54,676 ▲3.0%15,0890.7%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$1,830,711$152,569 ▲9.1%31,8220.7%ETFAXONAxon Enterprise$1,737,435$55,279 ▼-3.1%2,9230.7%AerospaceCRWDCrowdStrike$1,659,750$50,980 ▼-3.0%4,8510.6%Computer and TechnologyBNBrookfield$1,653,6810.0%28,7850.6%FinanceVZVerizon Communications$1,602,913$299,844 ▼-15.8%40,0830.6%Computer and TechnologyAMGNAmgen$1,600,113$6,256 ▲0.4%6,1390.6%MedicalIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,576,712$432,820 ▲37.8%61,9290.6%ETFCVXChevron$1,546,444$435 ▲0.0%10,6770.6%Oils/EnergyVYMVanguard High Dividend Yield ETF$1,505,402$22,583 ▲1.5%11,7990.6%ETFMELIMercadoLibre$1,414,909$20,407 ▼-1.4%8320.6%Retail/WholesaleABBVAbbVie$1,400,873$21,325 ▲1.5%7,8830.5%MedicalMKCMcCormick & Company, Incorporated$1,345,217$51,156 ▼-3.7%17,6450.5%Consumer StaplesDISWalt Disney$1,324,427$7,572 ▼-0.6%11,8940.5%Consumer DiscretionaryEPDEnterprise Products Partners$1,319,545$140,996 ▼-9.7%42,0770.5%Oils/EnergyUNHUnitedHealth Group$1,280,636$24,783 ▼-1.9%2,5320.5%MedicalGOOGAlphabet$1,235,664$95,417 ▲8.4%6,4880.5%Computer and TechnologyALSNAllison Transmission$1,199,6820.0%11,1020.5%Auto/Tires/TrucksCRMSalesforce$1,178,067$267,773 ▲29.4%3,5240.5%Computer and TechnologyPGProcter & Gamble$1,173,354$24,812 ▼-2.1%6,9990.5%Consumer StaplesISRGIntuitive Surgical$1,116,472$26,620 ▲2.4%2,1390.4%MedicalISHARES TR$1,111,900$693,809 ▼-38.4%43,8360.4%IBONDS DEC 2030AMDAdvanced Micro Devices$1,105,470$112,214 ▼-9.2%9,1520.4%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$1,101,912$79,128 ▲7.7%37,7110.4%ETFWMTWalmart$1,098,178$3,072 ▲0.3%12,1550.4%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$1,065,880$50,843 ▲5.0%15,7020.4%ETFBCPCBalchem$1,038,9300.0%6,3740.4%Basic MaterialsCMGChipotle Mexican Grill$925,062$9,708 ▼-1.0%15,3410.4%Retail/WholesaleNSANational Storage Affiliates Trust$923,754$8,113 ▼-0.9%24,3670.4%FinanceZTSZoetis$919,272$287,904 ▼-23.8%5,6420.4%MedicalMDTMedtronic$867,061$217,504 ▼-20.1%10,8550.3%MedicalIBTGiShares iBonds Dec 2026 Term Treasury ETF$864,499$125,455 ▲17.0%37,9000.3%ManufacturingQQQInvesco QQQ$857,088$13,288 ▲1.6%1,6770.3%FinanceMAMastercard$837,098$1,579 ▼-0.2%1,5900.3%Business ServicesSHWSherwin-Williams$801,339$18,359 ▼-2.2%2,3570.3%Basic MaterialsSPGIS&P Global$782,7090.0%1,5720.3%Business ServicesSCHWCharles Schwab$772,5900.0%10,4390.3%FinanceJJacobs Solutions$742,419$71,756 ▼-8.8%5,5560.3%Business ServicesVTVanguard Total World Stock ETF$725,693$38,534 ▲5.6%6,1770.3%ETFORealty Income$694,296$3,098 ▼-0.4%12,9990.3%FinanceTYLTyler Technologies$692,5450.0%1,2010.3%Computer and TechnologyDOMINOS PIZZA INC$684,398$13,436 ▼-1.9%1,6300.3%COMSPYSPDR S&P 500 ETF Trust$670,816$311,095 ▲86.5%1,1450.3%FinanceXOMExxon Mobil$643,029$37,325 ▲6.2%5,9780.3%Oils/EnergyMRKMerck & Co., Inc.$634,614$3,382 ▲0.5%6,3790.2%MedicalEQIXEquinix$629,790$92,394 ▲17.2%6680.2%FinanceJBLJabil$616,6120.0%4,2850.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$612,100$30,501 ▼-4.7%8,5690.2%ETFSCHXSchwab US Large-Cap ETF$604,372$402,915 ▲200.0%26,0730.2%ETFGLDSPDR Gold Shares$588,860$242,130 ▼-29.1%2,4320.2%FinanceBKNGBooking$557,473$9,955 ▼-1.8%1120.2%Retail/WholesaleSBUXStarbucks$551,892$41,702 ▼-7.0%6,0480.2%Retail/WholesaleLOWLowe's Companies$538,127$6,418 ▼-1.2%2,1800.2%Retail/WholesaleTXNTexas Instruments$529,723$11,813 ▲2.3%2,8250.2%Computer and TechnologySOSouthern$518,184$1,564 ▲0.3%6,2950.2%UtilitiesSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$516,847$20,899 ▲4.2%10,9060.2%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$482,436$21,539 ▲4.7%11,9830.2%ETFVTEBVanguard Tax-Exempt Bond ETF$482,301$43,964 ▼-8.4%9,6210.2%ETFSOFISoFi Technologies$477,954$38,500 ▼-7.5%31,0360.2%FinanceSYYSysco$476,486$45,187 ▼-8.7%6,2320.2%Consumer StaplesVTVVanguard Value ETF$471,979$22,515 ▼-4.6%2,7880.2%ETFXTiShares Exponential Technologies ETF$460,004$48,029 ▼-9.5%7,7100.2%ManufacturingVOOVanguard S&P 500 ETF$458,764$3,774 ▼-0.8%8510.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$450,923$450,923 ▲New Holding1,0600.2%FinanceBLACKROCK INC$449,421$449,421 ▲New Holding4380.2%COMWMBWilliams Companies$445,1370.0%8,2250.2%Oils/EnergyIBMInternational Business Machines$443,282$3,078 ▲0.7%2,0160.2%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. 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