MOSELEY INVESTMENT MANAGEMENT INC Portfolio Holdings - 13F Filings | 13F Fund Database
MOSELEY INVESTMENT MANAGEMENT INC 13F Holdings
CIK 0000906396 · BRADENTON, FL
As of Sep 30, 2025, MOSELEY INVESTMENT MANAGEMENT INC reported
176 positions worth $328.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 73,205 |
|
8.6M5.67% |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | IBTI | — | 651,411 |
4.6M | 4.44% |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | IBTF | — | 607,725 |
4.2M | 4.32% |
| MICROSOFT CORP | MSFT | Technology | 23,391 |
2.1M | 3.69% |
| BROADCOM INC | AVGO | Technology | 34,013 |
1.2M | 3.41% |
| NVIDIA CORP | NVDA | Technology | 59,578 |
1.1M | 3.38% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 21,788 |
1.0M | 3.33% |
| ALPHABET INC | GOOGL | Equity | 44,708 |
0.9M | 3.31% |
| AMAZON.COM INC | AMZN | Equity | 48,268 |
0.6M | 3.23% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 13 | $9.8M | 2.98% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 402,007 | $9.8M | 2.97% |
| TESLA INC | TSLA | Consumer Cyclical | 20,779 | $9.2M | 2.81% |
| EATON CORP PLC | ETN | Industrials | 24,301 | $9.1M | 2.77% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | IBTG | — | 366,533 | $8.4M | 2.56% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 319,446 | $6.8M | 2.06% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 30,425 | $6.6M | 2.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 19,448 | $6.1M | 1.87% |
| HOME DEPOT INC | HD | Consumer Cyclical | 12,208 | $4.9M | 1.51% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 25,238 | $4.6M | 1.40% |
| META PLATFORMS INC | META | Communication Services | 4,824 | $3.5M | 1.08% |
| NEXTERA ENERGY INC | NEE | Utilities | 45,641 | $3.4M | 1.05% |
| NETFLIX INC | NFLX | Communication Services | 2,782 | $3.3M | 1.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,878 | $3.3M | 1.00% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,016 | $3.3M | 1.00% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 6,225 | $3.1M | 0.95% |