MOSELEY INVESTMENT MANAGEMENT INC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$290.2M
Holdings
163
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $15.0M |
AAPLAPPLE INC | $14.8M |
MSFTMICROSOFT CORP | $11.6M |
IBTIISHARES TR | $11.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.6M |
AMZNAMAZON COM INC | $10.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $9.5M |
AVGOBROADCOM INC | $9.5M |
NVDANVIDIA CORPORATION | $9.4M |
ETNEATON CORP PLC | $8.6M |
IBDRISHARES TR | $8.0M |
GOOGLALPHABET INC | $7.7M |
TSLATESLA INC | $6.6M |
VIGVANGUARD SPECIALIZED FUNDS | $6.0M |
JPMJPMORGAN CHASE & CO. | $5.5M |
IBDWISHARES TR | $5.2M |
IBTGISHARES TR | $4.9M |
HDHOME DEPOT INC | $4.4M |
PLTRPALANTIR TECHNOLOGIES INC | $3.8M |
NFLXNETFLIX INC | $3.7M |
METAMETA PLATFORMS INC | $3.4M |
NEENEXTERA ENERGY INC | $3.2M |
VUGVANGUARD INDEX FDS | $2.8M |
VTIVANGUARD INDEX FDS | $2.7M |
AXONAXON ENTERPRISE INC | $2.6M |
QCOMQUALCOMM INC | $2.6M |
VIGIVANGUARD WHITEHALL FDS | $2.6M |
LMTLOCKHEED MARTIN CORP | $2.6M |
LLYELI LILLY & CO | $2.6M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
CRWDCROWDSTRIKE HLDGS INC | $2.5M |
VVISA INC | $2.5M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $2.3M |
PEPPEPSICO INC | $2.2M |
MLB1MERCADOLIBRE INC | $2.2M |
HONHONEYWELL INTL INC | $2.2M |
IBMSISHARES TR | $2.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.2M |
VLOVALERO ENERGY CORP | $2.1M |
AMGNAMGEN INC | $1.9M |
BACVERIZON COMMUNICATIONS INC | $1.9M |
VGTVANGUARD WORLD FD | $1.8M |
BXBLACKSTONE INC | $1.8M |
BNBROOKFIELD CORP | $1.8M |
VYMVANGUARD WHITEHALL FDS | $1.7M |
CVXCHEVRON CORP NEW | $1.6M |
DISDISNEY WALT CO | $1.6M |
ABBVABBVIE INC | $1.5M |
IBMOISHARES TR | $1.4M |
MCXMCCORMICK & CO INC | $1.4M |
EPDENTERPRISE PRODS PARTNERS L | $1.3M |
VYMIVANGUARD WHITEHALL FDS | $1.3M |
AMDADVANCED MICRO DEVICES INC | $1.3M |
ISRGINTUITIVE SURGICAL INC | $1.2M |
GOOGALPHABET INC | $1.1M |
PGPROCTER AND GAMBLE CO | $1.1M |
WMWASTE MGMT INC DEL | $1.1M |
JNJJOHNSON & JOHNSON | $1.1M |
ALSNALLISON TRANSMISSION HLDGS I | $1.1M |
BCPCBALCHEM CORP | $1.0M |
WMTWALMART INC | $1.0M |
CRMSALESFORCE INC | $982K |
SCHWSCHWAB CHARLES CORP | $952K |
JBLJABIL INC | $935K |
NDQINVESCO QQQ TR | $900K |
ZTSZOETIS INC | $898K |
MAMASTERCARD INCORPORATED | $894K |
MDTMEDTRONIC PLC | $892K |
CMGCHIPOTLE MEXICAN GRILL INC | $876K |
VTVANGUARD INTL EQUITY INDEX F | $857K |
DPZDOMINOS PIZZA INC | $847K |
SPGIS&P GLOBAL INC | $830K |
SHWSHERWIN WILLIAMS CO | $808K |
NSANATIONAL STORAGE AFFILIATES | $797K |
OREALTY INCOME CORP | $781K |
SPYSPDR S&P 500 ETF TR | $748K |
GEVGE VERNOVA INC | $736K |
JJACOBS SOLUTIONS INC | $728K |
TYLTYLER TECHNOLOGIES INC | $712K |
XOMEXXON MOBIL CORP | $688K |
SESEA LTD | $683K |
BKNGBOOKING HOLDINGS INC | $656K |
SCHXSCHWAB STRATEGIC TR | $585K |
UNHUNITEDHEALTH GROUP INC | $584K |
IBMINTERNATIONAL BUSINESS MACHS | $576K |
SOFISOFI TECHNOLOGIES INC | $573K |
SPTMSPDR SERIES TRUST | $566K |
SBUXSTARBUCKS CORP | $544K |
XTISHARES TR | $536K |
FDLFIRST TR EXCHANGE-TRADED FD | $531K |
WMBWILLIAMS COS INC | $517K |
VOOVANGUARD INDEX FDS | $492K |
VTVVANGUARD INDEX FDS | $488K |
SYYSYSCO CORP | $485K |
VTEBVANGUARD MUN BD FDS | $484K |
LOWLOWES COS INC | $475K |
IBITISHARES BITCOIN TRUST ETF | $464K |
AFLAFLAC INC | $455K |
BLKBLACKROCK INC | $454K |
TXNTEXAS INSTRS INC | $451K |
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