MOSELEY INVESTMENT MANAGEMENT INC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$255.7M
Holdings
151
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $16.0M |
AAPLAPPLE INC | $15.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $10.4M |
IBTIISHARES TR | $9.7M |
AMZNAMAZON COM INC | $8.9M |
MSFTMICROSOFT CORP | $8.7M |
GOOGLALPHABET INC | $7.0M |
IBDRISHARES TR | $6.9M |
ETNEATON CORP PLC | $6.5M |
NVDANVIDIA CORPORATION | $6.3M |
AVGOBROADCOM INC | $5.6M |
VIGVANGUARD SPECIALIZED FUNDS | $5.6M |
TSLATESLA INC | $5.3M |
JPMJPMORGAN CHASE & CO. | $4.6M |
HDHOME DEPOT INC | $4.4M |
IBDWISHARES TR | $4.3M |
NEENEXTERA ENERGY INC | $3.8M |
LLYELI LILLY & CO | $2.9M |
PEPPEPSICO INC | $2.7M |
QCOMQUALCOMM INC | $2.5M |
NFLXNETFLIX INC | $2.5M |
METAMETA PLATFORMS INC | $2.5M |
LMTLOCKHEED MARTIN CORP | $2.4M |
COSTCOSTCO WHSL CORP NEW | $2.4M |
PLTRPALANTIR TECHNOLOGIES INC | $2.3M |
JNJJOHNSON & JOHNSON | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
VVISA INC | $2.3M |
VIGIVANGUARD WHITEHALL FDS | $2.1M |
VUGVANGUARD INDEX FDS | $2.1M |
VLOVALERO ENERGY CORP | $2.0M |
AMGNAMGEN INC | $2.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.0M |
HONHONEYWELL INTL INC | $2.0M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $1.9M |
BACVERIZON COMMUNICATIONS INC | $1.9M |
CVXCHEVRON CORP NEW | $1.9M |
IBMSISHARES TR | $1.8M |
ABBVABBVIE INC | $1.7M |
CRWDCROWDSTRIKE HLDGS INC | $1.7M |
AXONAXON ENTERPRISE INC | $1.7M |
BXBLACKSTONE INC | $1.6M |
MLB1MERCADOLIBRE INC | $1.6M |
VGTVANGUARD WORLD FD | $1.6M |
VYMVANGUARD WHITEHALL FDS | $1.6M |
IBMOISHARES TR | $1.6M |
BNBROOKFIELD CORP | $1.5M |
MCXMCCORMICK & CO INC | $1.5M |
EPDENTERPRISE PRODS PARTNERS L | $1.4M |
UNHUNITEDHEALTH GROUP INC | $1.3M |
DISDISNEY WALT CO | $1.2M |
PGPROCTER AND GAMBLE CO | $1.2M |
VYMIVANGUARD WHITEHALL FDS | $1.1M |
ALSNALLISON TRANSMISSION HLDGS I | $1.1M |
BCPCBALCHEM CORP | $1.1M |
ISRGINTUITIVE SURGICAL INC | $1.0M |
IBTGISHARES TR | $1.0M |
WMTWALMART INC | $1.0M |
GOOGALPHABET INC | $1.0M |
CRMSALESFORCE INC | $984K |
NSANATIONAL STORAGE AFFILIATES | $983K |
ZTSZOETIS INC | $942K |
AMDADVANCED MICRO DEVICES INC | $935K |
MDTMEDTRONIC PLC | $912K |
MAMASTERCARD INCORPORATED | $872K |
SHWSHERWIN WILLIAMS CO | $831K |
CMGCHIPOTLE MEXICAN GRILL INC | $818K |
SCHWSCHWAB CHARLES CORP | $817K |
DPZDOMINOS PIZZA INC | $808K |
SPGIS&P GLOBAL INC | $799K |
NDQINVESCO QQQ TR | $786K |
OREALTY INCOME CORP | $777K |
XOMEXXON MOBIL CORP | $767K |
VTVANGUARD INTL EQUITY INDEX F | $725K |
TYLTYLER TECHNOLOGIES INC | $698K |
SPYSPDR S&P 500 ETF TR | $677K |
JJACOBS SOLUTIONS INC | $671K |
JBLJABIL INC | $583K |
SBUXSTARBUCKS CORP | $579K |
FDLFIRST TR MORNINGSTAR DIVID L | $551K |
SCHXSCHWAB STRATEGIC TR | $540K |
MRKMERCK & CO INC | $533K |
SESEA LTD | $531K |
GQ9SPDR GOLD TR | $515K |
SPTMSPDR SER TR | $511K |
BKNGBOOKING HOLDINGS INC | $503K |
SOSOUTHERN CO | $500K |
LOWLOWES COS INC | $498K |
IBMINTERNATIONAL BUSINESS MACHS | $493K |
WMBWILLIAMS COS INC | $492K |
SYYSYSCO CORP | $487K |
VTVVANGUARD INDEX FDS | $482K |
SHMSPDR SER TR | $479K |
VTEBVANGUARD MUN BD FDS | $477K |
XTISHARES TR | $476K |
AFLAFLAC INC | $471K |
VOOVANGUARD INDEX FDS | $440K |
GDGENERAL DYNAMICS CORP | $432K |
TXNTEXAS INSTRS INC | $431K |
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