MOSELEY INVESTMENT MANAGEMENT INC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$323.6M

Holdings

165

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (165 positions)

StockValue
AAPLAPPLE INC
$19.3M
IBTGISHARES TR
$18.8M
IBTIISHARES TR
$15.7M
GOOGLALPHABET INC
$13.6M
AVGOBROADCOM INC
$11.4M
AMZNAMAZON COM INC
$11.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.0M
NVDANVIDIA CORPORATION
$10.8M
MSFTMICROSOFT CORP
$10.8M
IBDRISHARES TR
$10.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$9.8M
TSLATESLA INC
$9.1M
VIGVANGUARD SPECIALIZED FUNDS
$8.2M
ETNEATON CORP PLC
$7.6M
IBDWISHARES TR
$7.0M
JPMJPMORGAN CHASE & CO.
$5.9M
HDHOME DEPOT INC
$4.1M
PLTRPALANTIR TECHNOLOGIES INC
$4.1M
NEENEXTERA ENERGY INC
$3.7M
LLYELI LILLY & CO
$3.6M
VUGVANGUARD INDEX FDS
$3.6M
VTIVANGUARD INDEX FDS
$3.5M
CGGOCAPITAL GROUP GBL GROWTH EQT
$3.2M
VIGIVANGUARD WHITEHALL FDS
$3.2M
IBMSISHARES TR
$3.1M
LMTLOCKHEED MARTIN CORP
$3.0M
METAMETA PLATFORMS INC
$2.9M
QCOMQUALCOMM INC
$2.8M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.7M
VLOVALERO ENERGY CORP
$2.6M
NFLXNETFLIX INC
$2.5M
VVISA INC
$2.4M
COSTCOSTCO WHSL CORP NEW
$2.3M
AMGNAMGEN INC
$2.3M
CRWDCROWDSTRIKE HLDGS INC
$2.3M
IBMOISHARES TR
$2.1M
VYMVANGUARD WHITEHALL FDS
$2.1M
PEPPEPSICO INC
$2.1M
VGTVANGUARD WORLD FD
$2.0M
AMDADVANCED MICRO DEVICES INC
$1.9M
GEVGE VERNOVA INC
$1.9M
BXBLACKSTONE INC
$1.9M
ABBVABBVIE INC
$1.8M
HONHONEYWELL INTL INC
$1.8M
AXONAXON ENTERPRISE INC
$1.8M
CVXCHEVRON CORP NEW
$1.8M
BNBROOKFIELD CORP
$1.8M
GOOGALPHABET INC
$1.7M
MLB1MERCADOLIBRE INC
$1.6M
VYMIVANGUARD WHITEHALL FDS
$1.6M
BACVERIZON COMMUNICATIONS INC
$1.5M
JNJJOHNSON & JOHNSON
$1.3M
DISDISNEY WALT CO
$1.3M
EPDENTERPRISE PRODS PARTNERS L
$1.2M
ISRGINTUITIVE SURGICAL INC
$1.2M
FDLFIRST TR EXCHANGE-TRADED FD
$1.2M
DUKDUKE ENERGY CORP NEW
$1.1M
WMTWALMART INC
$1.1M
VTVANGUARD INTL EQUITY INDEX F
$1.1M
ALSNALLISON TRANSMISSION HLDGS I
$1.1M
WMWASTE MGMT INC DEL
$1.1M
SCHWSCHWAB CHARLES CORP
$1.0M
NDQINVESCO QQQ TR
$1.0M
SOFISOFI TECHNOLOGIES INC
$1.0M
JBLJABIL INC
$931K
PGPROCTER AND GAMBLE CO
$927K
SPYSPDR S&P 500 ETF TR
$908K
MDTMEDTRONIC PLC
$875K
BCPCBALCHEM CORP
$824K
SPGIS&P GLOBAL INC
$822K
XOMEXXON MOBIL CORP
$774K
DPZDOMINOS PIZZA INC
$759K
MAMASTERCARD INCORPORATED
$757K
JJACOBS SOLUTIONS INC
$724K
XTISHARES TR
$681K
BWXTBWX TECHNOLOGIES INC
$664K
CRMSALESFORCE INC
$663K
OREALTY INCOME CORP
$662K
LEUCENTRUS ENERGY CORP
$657K
VOOVANGUARD INDEX FDS
$653K
IBMINTERNATIONAL BUSINESS MACHS
$648K
SCHXSCHWAB STRATEGIC TR
$633K
UNHUNITEDHEALTH GROUP INC
$624K
SPTMSPDR SERIES TRUST
$623K
BKNGBOOKING HOLDINGS INC
$585K
SHOPSHOPIFY INC
$549K
SESEA LTD
$548K
TYLTYLER TECHNOLOGIES INC
$545K
LOWLOWES COS INC
$519K
GQ9SPDR GOLD TR
$512K
VSTVISTRA CORP
$510K
VTVVANGUARD INDEX FDS
$506K
CMGCHIPOTLE MEXICAN GRILL INC
$504K
WMBWILLIAMS COS INC
$494K
GPIXGOLDMAN SACHS ETF TR
$485K
NSANATIONAL STORAGE AFFILIATES
$478K
VTEBVANGUARD MUN BD FDS
$471K
CALFPACER FDS TR
$469K
AFLAFLAC INC
$462K
MRKMERCK & CO INC
$458K
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