MOSELEY INVESTMENT MANAGEMENT INC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$255.7B
Holdings
151
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (151 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AQLTISHARES TR | 682,500 | $16.0B | 6.24% | |
| 2 | AAPLAPPLE INC | 69,115 | $15.4B | 6.00% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,548 | $11.5B | 4.49% | |
| 4 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $10.4B | 4.06% | |
| 5 | IBTIISHARES TR | 435,577 | $9.7B | 3.79% | |
| 6 | AMZNAMAZON COM INC | 46,735 | $8.9B | 3.48% | |
| 7 | MSFTMICROSOFT CORP | 23,258 | $8.7B | 3.41% | |
| 8 | GOOGLALPHABET INC | 45,278 | $7.0B | 2.74% | |
| 9 | IBDRISHARES TR | 286,360 | $6.9B | 2.71% | |
| 10 | ETNEATON CORP PLC | 24,023 | $6.5B | 2.55% | |
| 11 | NVDANVIDIA CORPORATION | 57,947 | $6.3B | 2.46% | |
| 12 | AVGOBROADCOM INC | 33,347 | $5.6B | 2.18% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 28,735 | $5.6B | 2.18% | |
| 14 | TSLATESLA INC | 20,485 | $5.3B | 2.08% | |
| 15 | JPMJPMORGAN CHASE & CO. | 18,712 | $4.6B | 1.79% | |
| 16 | HDHOME DEPOT INC | 12,076 | $4.4B | 1.73% | |
| 17 | IBDWISHARES TR | 209,486 | $4.3B | 1.70% | |
| 18 | NEENEXTERA ENERGY INC | 53,035 | $3.8B | 1.47% | |
| 19 | LLYELI LILLY & CO | 3,458 | $2.9B | 1.12% | |
| 20 | PEPPEPSICO INC | 17,719 | $2.7B | 1.04% | |
| 21 | QCOMQUALCOMM INC | 16,349 | $2.5B | 0.98% | |
| 22 | NFLXNETFLIX INC | 2,692 | $2.5B | 0.98% | |
| 23 | METAMETA PLATFORMS INC | 4,252 | $2.5B | 0.96% | |
| 24 | LMTLOCKHEED MARTIN CORP | 5,479 | $2.4B | 0.96% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 2,539 | $2.4B | 0.94% | |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 27,473 | $2.3B | 0.91% | |
| 27 | JNJJOHNSON & JOHNSON | 13,939 | $2.3B | 0.90% | |
| 28 | VTIVANGUARD INDEX FDS | 8,333 | $2.3B | 0.90% | |
| 29 | VVISA INC | 6,457 | $2.3B | 0.88% | |
| 30 | VIGIVANGUARD WHITEHALL FDS | 25,918 | $2.1B | 0.84% | |
| 31 | VUGVANGUARD INDEX FDS | 5,749 | $2.1B | 0.83% | |
| 32 | VLOVALERO ENERGY CORP | 15,325 | $2.0B | 0.79% | |
| 33 | AMGNAMGEN INC | 6,435 | $2.0B | 0.78% | |
| 34 | JEPIJ P MORGAN EXCHANGE TRADED F | 34,881 | $2.0B | 0.78% | |
| 35 | HONHONEYWELL INTL INC | 9,324 | $2.0B | 0.77% | |
| 36 | CGGOCAPITAL GROUP GBL GROWTH EQT | 67,363 | $1.9B | 0.75% | |
| 37 | BACVERIZON COMMUNICATIONS INC | 41,902 | $1.9B | 0.74% | |
| 38 | CVXCHEVRON CORP NEW | 11,303 | $1.9B | 0.74% | |
| 39 | IBMSISHARES TR | 71,836 | $1.8B | 0.71% | |
| 40 | ABBVABBVIE INC | 8,113 | $1.7B | 0.66% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC | 4,773 | $1.7B | 0.66% | |
| 42 | AXONAXON ENTERPRISE INC | 3,161 | $1.7B | 0.65% | |
| 43 | BXBLACKSTONE INC | 11,611 | $1.6B | 0.63% | |
| 44 | MLB1MERCADOLIBRE INC | 831 | $1.6B | 0.63% | |
| 45 | VGTVANGUARD WORLD FD | 2,980 | $1.6B | 0.63% | |
| 46 | VYMVANGUARD WHITEHALL FDS | 12,315 | $1.6B | 0.62% | |
| 47 | IBMOISHARES TR | 61,929 | $1.6B | 0.62% | |
| 48 | BNBROOKFIELD CORP | 28,785 | $1.5B | 0.59% | |
| 49 | MCXMCCORMICK & CO INC | 17,925 | $1.5B | 0.58% | |
| 50 | EPDENTERPRISE PRODS PARTNERS L | 42,109 | $1.4B | 0.56% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 2,523 | $1.3B | 0.52% | |
| 52 | DISDISNEY WALT CO | 12,047 | $1.2B | 0.46% | |
| 53 | PGPROCTER AND GAMBLE CO | 6,920 | $1.2B | 0.46% | |
| 54 | VYMIVANGUARD WHITEHALL FDS | 15,171 | $1.1B | 0.44% | |
| 55 | ALSNALLISON TRANSMISSION HLDGS I | 11,102 | $1.1B | 0.42% | |
| 56 | BCPCBALCHEM CORP | 6,374 | $1.1B | 0.41% | |
| 57 | ISRGINTUITIVE SURGICAL INC | 2,113 | $1.0B | 0.41% | |
| 58 | IBTGISHARES TR | 45,000 | $1.0B | 0.40% | |
| 59 | WMTWALMART INC | 11,617 | $1.0B | 0.40% | |
| 60 | GOOGALPHABET INC | 6,430 | $1.0B | 0.39% | |
| 61 | CRMSALESFORCE INC | 3,665 | $983.6M | 0.38% | |
| 62 | NSANATIONAL STORAGE AFFILIATES | 24,944 | $982.8M | 0.38% | |
| 63 | ZTSZOETIS INC | 5,719 | $941.7M | 0.37% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 9,096 | $934.5M | 0.37% | |
| 65 | MDTMEDTRONIC PLC | 10,145 | $911.6M | 0.36% | |
| 66 | MAMASTERCARD INCORPORATED | 1,590 | $871.7M | 0.34% | |
| 67 | SHWSHERWIN WILLIAMS CO | 2,380 | $831.0M | 0.32% | |
| 68 | CMGCHIPOTLE MEXICAN GRILL INC | 16,300 | $818.4M | 0.32% | |
| 69 | SCHWSCHWAB CHARLES CORP | 10,439 | $817.2M | 0.32% | |
| 70 | DPZDOMINOS PIZZA INC | 1,759 | $808.0M | 0.32% | |
| 71 | SPGIS&P GLOBAL INC | 1,572 | $798.5M | 0.31% | |
| 72 | NDQINVESCO QQQ TR | 1,677 | $786.2M | 0.31% | |
| 73 | OREALTY INCOME CORP | 13,390 | $776.7M | 0.30% | |
| 74 | XOMEXXON MOBIL CORP | 6,449 | $766.9M | 0.30% | |
| 75 | VTVANGUARD INTL EQUITY INDEX F | 6,250 | $724.7M | 0.28% | |
| 76 | TYLTYLER TECHNOLOGIES INC | 1,201 | $698.2M | 0.27% | |
| 77 | SPYSPDR S&P 500 ETF TR | 1,210 | $676.8M | 0.26% | |
| 78 | JJACOBS SOLUTIONS INC | 5,552 | $671.2M | 0.26% | |
| 79 | JBLJABIL INC | 4,285 | $583.1M | 0.23% | |
| 80 | SBUXSTARBUCKS CORP | 5,903 | $579.0M | 0.23% | |
| 81 | FDLFIRST TR MORNINGSTAR DIVID L | 12,681 | $550.9M | 0.22% | |
| 82 | SCHXSCHWAB STRATEGIC TR | 24,441 | $539.7M | 0.21% | |
| 83 | MRKMERCK & CO INC | 5,935 | $532.7M | 0.21% | |
| 84 | SESEA LTD | 4,069 | $531.0M | 0.21% | |
| 85 | GQ9SPDR GOLD TR | 1,787 | $514.9M | 0.20% | |
| 86 | SPTMSPDR SER TR | 7,514 | $511.0M | 0.20% | |
| 87 | BKNGBOOKING HOLDINGS INC | 109 | $503.3M | 0.20% | |
| 88 | SOSOUTHERN CO | 5,437 | $500.0M | 0.20% | |
| 89 | LOWLOWES COS INC | 2,135 | $498.0M | 0.19% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 1,982 | $492.7M | 0.19% | |
| 91 | WMBWILLIAMS COS INC | 8,225 | $491.5M | 0.19% | |
| 92 | SYYSYSCO CORP | 6,496 | $487.4M | 0.19% | |
| 93 | VTVVANGUARD INDEX FDS | 2,789 | $481.9M | 0.19% | |
| 94 | SHMSPDR SER TR | 10,057 | $478.7M | 0.19% | |
| 95 | VTEBVANGUARD MUN BD FDS | 9,621 | $477.4M | 0.19% | |
| 96 | XTISHARES TR | 8,275 | $476.3M | 0.19% | |
| 97 | AFLAFLAC INC | 4,232 | $470.5M | 0.18% | |
| 98 | VOOVANGUARD INDEX FDS | 855 | $439.6M | 0.17% | |
| 99 | GDGENERAL DYNAMICS CORP | 1,585 | $432.0M | 0.17% | |
| 100 | TXNTEXAS INSTRS INC | 2,400 | $431.3M | 0.17% |
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