MOSELEY INVESTMENT MANAGEMENT INC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$290.2B
Holdings
163
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (163 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AQLTISHARES TR | 641,093 | $15.0B | 5.16% | |
| 2 | AAPLAPPLE INC | 72,373 | $14.8B | 5.12% | |
| 3 | MSFTMICROSOFT CORP | 23,377 | $11.6B | 4.01% | |
| 4 | IBTIISHARES TR | 515,238 | $11.5B | 3.97% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,808 | $10.6B | 3.65% | |
| 6 | AMZNAMAZON COM INC | 46,807 | $10.3B | 3.54% | |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $9.5B | 3.26% | |
| 8 | AVGOBROADCOM INC | 34,367 | $9.5B | 3.26% | |
| 9 | NVDANVIDIA CORPORATION | 59,452 | $9.4B | 3.24% | |
| 10 | ETNEATON CORP PLC | 24,136 | $8.6B | 2.97% | |
| 11 | IBDRISHARES TR | 328,427 | $8.0B | 2.74% | |
| 12 | GOOGLALPHABET INC | 43,943 | $7.7B | 2.67% | |
| 13 | TSLATESLA INC | 20,685 | $6.6B | 2.26% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 29,465 | $6.0B | 2.08% | |
| 15 | JPMJPMORGAN CHASE & CO. | 19,107 | $5.5B | 1.91% | |
| 16 | IBDWISHARES TR | 245,655 | $5.2B | 1.78% | |
| 17 | IBTGISHARES TR | 211,555 | $4.9B | 1.67% | |
| 18 | HDHOME DEPOT INC | 12,082 | $4.4B | 1.53% | |
| 19 | PLTRPALANTIR TECHNOLOGIES INC | 27,880 | $3.8B | 1.31% | |
| 20 | NFLXNETFLIX INC | 2,768 | $3.7B | 1.28% | |
| 21 | METAMETA PLATFORMS INC | 4,606 | $3.4B | 1.17% | |
| 22 | NEENEXTERA ENERGY INC | 46,280 | $3.2B | 1.11% | |
| 23 | VUGVANGUARD INDEX FDS | 6,376 | $2.8B | 0.96% | |
| 24 | VTIVANGUARD INDEX FDS | 9,036 | $2.7B | 0.95% | |
| 25 | AXONAXON ENTERPRISE INC | 3,187 | $2.6B | 0.91% | |
| 26 | QCOMQUALCOMM INC | 16,529 | $2.6B | 0.91% | |
| 27 | VIGIVANGUARD WHITEHALL FDS | 29,007 | $2.6B | 0.90% | |
| 28 | LMTLOCKHEED MARTIN CORP | 5,613 | $2.6B | 0.90% | |
| 29 | LLYELI LILLY & CO | 3,323 | $2.6B | 0.89% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 2,609 | $2.6B | 0.89% | |
| 31 | CRWDCROWDSTRIKE HLDGS INC | 4,884 | $2.5B | 0.86% | |
| 32 | VVISA INC | 6,968 | $2.5B | 0.85% | |
| 33 | CGGOCAPITAL GROUP GBL GROWTH EQT | 72,356 | $2.3B | 0.80% | |
| 34 | PEPPEPSICO INC | 17,031 | $2.2B | 0.77% | |
| 35 | MLB1MERCADOLIBRE INC | 858 | $2.2B | 0.77% | |
| 36 | HONHONEYWELL INTL INC | 9,457 | $2.2B | 0.76% | |
| 37 | IBMSISHARES TR | 85,536 | $2.2B | 0.76% | |
| 38 | JEPIJ P MORGAN EXCHANGE TRADED F | 37,827 | $2.2B | 0.74% | |
| 39 | VLOVALERO ENERGY CORP | 15,919 | $2.1B | 0.74% | |
| 40 | AMGNAMGEN INC | 6,730 | $1.9B | 0.65% | |
| 41 | BACVERIZON COMMUNICATIONS INC | 43,273 | $1.9B | 0.65% | |
| 42 | VGTVANGUARD WORLD FD | 2,758 | $1.8B | 0.63% | |
| 43 | BXBLACKSTONE INC | 11,927 | $1.8B | 0.61% | |
| 44 | BNBROOKFIELD CORP | 28,785 | $1.8B | 0.61% | |
| 45 | VYMVANGUARD WHITEHALL FDS | 12,784 | $1.7B | 0.59% | |
| 46 | CVXCHEVRON CORP NEW | 11,255 | $1.6B | 0.56% | |
| 47 | DISDISNEY WALT CO | 12,658 | $1.6B | 0.54% | |
| 48 | ABBVABBVIE INC | 8,134 | $1.5B | 0.52% | |
| 49 | IBMOISHARES TR | 55,929 | $1.4B | 0.49% | |
| 50 | MCXMCCORMICK & CO INC | 18,255 | $1.4B | 0.48% | |
| 51 | EPDENTERPRISE PRODS PARTNERS L | 41,761 | $1.3B | 0.45% | |
| 52 | VYMIVANGUARD WHITEHALL FDS | 16,116 | $1.3B | 0.44% | |
| 53 | AMDADVANCED MICRO DEVICES INC | 8,839 | $1.3B | 0.43% | |
| 54 | ISRGINTUITIVE SURGICAL INC | 2,136 | $1.2B | 0.40% | |
| 55 | GOOGALPHABET INC | 6,432 | $1.1B | 0.39% | |
| 56 | PGPROCTER AND GAMBLE CO | 6,878 | $1.1B | 0.38% | |
| 57 | WMWASTE MGMT INC DEL | 4,779 | $1.1B | 0.38% | |
| 58 | JNJJOHNSON & JOHNSON | 7,098 | $1.1B | 0.37% | |
| 59 | ALSNALLISON TRANSMISSION HLDGS I | 11,102 | $1.1B | 0.36% | |
| 60 | BCPCBALCHEM CORP | 6,374 | $1.0B | 0.35% | |
| 61 | WMTWALMART INC | 10,339 | $1.0B | 0.35% | |
| 62 | CRMSALESFORCE INC | 3,602 | $982.3M | 0.34% | |
| 63 | SCHWSCHWAB CHARLES CORP | 10,439 | $952.5M | 0.33% | |
| 64 | JBLJABIL INC | 4,285 | $934.6M | 0.32% | |
| 65 | NDQINVESCO QQQ TR | 1,632 | $900.1M | 0.31% | |
| 66 | ZTSZOETIS INC | 5,759 | $898.1M | 0.31% | |
| 67 | MAMASTERCARD INCORPORATED | 1,591 | $894.0M | 0.31% | |
| 68 | MDTMEDTRONIC PLC | 10,228 | $891.5M | 0.31% | |
| 69 | CMGCHIPOTLE MEXICAN GRILL INC | 15,595 | $875.7M | 0.30% | |
| 70 | VTVANGUARD INTL EQUITY INDEX F | 6,671 | $857.3M | 0.30% | |
| 71 | DPZDOMINOS PIZZA INC | 1,879 | $846.9M | 0.29% | |
| 72 | SPGIS&P GLOBAL INC | 1,574 | $829.7M | 0.29% | |
| 73 | SHWSHERWIN WILLIAMS CO | 2,354 | $808.3M | 0.28% | |
| 74 | NSANATIONAL STORAGE AFFILIATES | 24,905 | $796.7M | 0.27% | |
| 75 | OREALTY INCOME CORP | 13,565 | $781.5M | 0.27% | |
| 76 | SPYSPDR S&P 500 ETF TR | 1,210 | $747.7M | 0.26% | |
| 77 | GEVGE VERNOVA INC | 1,390 | $735.5M | 0.25% | |
| 78 | JJACOBS SOLUTIONS INC | 5,540 | $728.3M | 0.25% | |
| 79 | TYLTYLER TECHNOLOGIES INC | 1,201 | $712.0M | 0.25% | |
| 80 | XOMEXXON MOBIL CORP | 6,386 | $688.4M | 0.24% | |
| 81 | SESEA LTD | 4,273 | $683.4M | 0.24% | |
| 82 | BKNGBOOKING HOLDINGS INC | 113 | $655.9M | 0.23% | |
| 83 | SCHXSCHWAB STRATEGIC TR | 23,941 | $585.1M | 0.20% | |
| 84 | UNHUNITEDHEALTH GROUP INC | 1,873 | $584.3M | 0.20% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 1,954 | $575.9M | 0.20% | |
| 86 | SOFISOFI TECHNOLOGIES INC | 31,463 | $572.9M | 0.20% | |
| 87 | SPTMSPDR SERIES TRUST | 7,554 | $565.7M | 0.19% | |
| 88 | SBUXSTARBUCKS CORP | 5,942 | $544.4M | 0.19% | |
| 89 | XTISHARES TR | 8,221 | $536.4M | 0.18% | |
| 90 | FDLFIRST TR EXCHANGE-TRADED FD | 12,681 | $531.0M | 0.18% | |
| 91 | WMBWILLIAMS COS INC | 8,225 | $516.6M | 0.18% | |
| 92 | VOOVANGUARD INDEX FDS | 866 | $492.2M | 0.17% | |
| 93 | VTVVANGUARD INDEX FDS | 2,763 | $488.3M | 0.17% | |
| 94 | SYYSYSCO CORP | 6,406 | $485.2M | 0.17% | |
| 95 | VTEBVANGUARD MUN BD FDS | 9,871 | $484.0M | 0.17% | |
| 96 | LOWLOWES COS INC | 2,141 | $475.1M | 0.16% | |
| 97 | IBITISHARES BITCOIN TRUST ETF | 7,587 | $464.4M | 0.16% | |
| 98 | AFLAFLAC INC | 4,318 | $455.4M | 0.16% | |
| 99 | BLKBLACKROCK INC | 433 | $454.1M | 0.16% | |
| 100 | TXNTEXAS INSTRS INC | 2,171 | $450.8M | 0.16% |
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