The Analysis of MOSELEY INVESTMENT MANAGEMENT INC's Holdings
Currently, MOSELEY INVESTMENT MANAGEMENT INC holds 176 types of securities in its portfolio with a total value $328.6M. In the most recent quarter, they have increased their positions in IBTG (+155.0K shares, valued at $3.6M), IBTI (+136.2K shares, valued at $3.0M), IBDR (+73.6K shares, valued at $1.8M); decreased their positions in IBTF (-33.4K shares, valued at $779.6K), PLTR (-2.6K shares, valued at $482.0K), SHW (-734 shares, valued at $254.1K); initiated new positions in BWXT (+2.8K shares, valued at $509.2K), APP (+562 shares, valued at $403.8K), ETHA (+12.0K shares, valued at $378.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC73.2K shares1.15%2025-09-302025-10-27
IBTI ISHARES TR651.4K shares26.43%2025-09-302025-10-27 IBTF ISHARES TR607.7K shares-5.20%2025-09-302025-10-27 MSFT MICROSOFT CORP23.4K shares0.06%2025-09-302025-10-27 AVGO BROADCOM INC34.0K shares-1.03%2025-09-302025-10-27 NVDA NVIDIA CORPORATION59.6K shares0.21%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL21.8K shares-0.09%2025-09-302025-10-27 GOOGL ALPHABET INC44.7K shares1.74%2025-09-302025-10-27 AMZN AMAZON COM INC48.3K shares3.12%2025-09-302025-10-27 BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2025-09-302025-10-27 IBDR ISHARES TR402.0K shares22.40%2025-09-302025-10-27 TSLA TESLA INC20.8K shares0.45%2025-09-302025-10-27 ETN EATON CORP PLC24.3K shares0.68%2025-09-302025-10-27 IBTG ISHARES TR366.5K shares73.26%2025-09-302025-10-27 IBDW ISHARES TR319.4K shares30.04%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS30.4K shares3.26%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.19.4K shares1.78%2025-09-302025-10-27 HD HOME DEPOT INC12.2K shares1.04%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC25.2K shares-9.48%2025-09-302025-10-27 META META PLATFORMS INC4.8K shares4.73%2025-09-302025-10-27 NEE NEXTERA ENERGY INC45.6K shares-1.38%2025-09-302025-10-27 NFLX NETFLIX INC2.8K shares0.51%2025-09-302025-10-27 VUG VANGUARD INDEX FDS6.9K shares7.87%2025-09-302025-10-27 VTI VANGUARD INDEX FDS10.0K shares10.85%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP6.2K shares10.90%2025-09-302025-10-27 IBMS ISHARES TR114.7K shares34.06%2025-09-302025-10-27 VIGI VANGUARD WHITEHALL FDS32.1K shares10.50%2025-09-302025-10-27 VLO VALERO ENERGY CORP16.2K shares1.78%2025-09-302025-10-27 CGGO CAPITAL GROUP GBL GROWTH EQT80.5K shares11.20%2025-09-302025-10-27 QCOM QUALCOMM INC16.5K shares-0.38%2025-09-302025-10-27 LLY ELI LILLY & CO3.4K shares1.53%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW2.7K shares3.60%2025-09-302025-10-27 JEPI J P MORGAN EXCHANGE TRADED F43.6K shares15.29%2025-09-302025-10-27 V VISA INC7.1K shares1.88%2025-09-302025-10-27 CRWD CROWDSTRIKE HLDGS INC4.9K shares0.37%2025-09-302025-10-27 AXON AXON ENTERPRISE INC3.3K shares2.57%2025-09-302025-10-27 PEP PEPSICO INC16.4K shares-3.68%2025-09-302025-10-27 IBMO ISHARES TR82.9K shares48.15%2025-09-302025-10-27 BX BLACKSTONE INC12.0K shares1.01%2025-09-302025-10-27 HON HONEYWELL INTL INC9.8K shares3.35%2025-09-302025-10-27 MELI MERCADOLIBRE INC877 shares2.21%2025-09-302025-10-27 BN BROOKFIELD CORP28.8K shares0.00%2025-09-302025-10-27 VGT VANGUARD WORLD FD2.6K shares-4.35%2025-09-302025-10-27 AMGN AMGEN INC7.0K shares3.48%2025-09-302025-10-27 CVX CHEVRON CORP NEW12.2K shares8.10%2025-09-302025-10-27 VYM VANGUARD WHITEHALL FDS13.2K shares3.24%2025-09-302025-10-27 ABBV ABBVIE INC8.0K shares-1.28%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC41.7K shares-3.54%2025-09-302025-10-27 GOOG ALPHABET INC6.4K shares0.03%2025-09-302025-10-27 VYMI VANGUARD WHITEHALL FDS17.0K shares5.41%2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC8.9K shares0.50%2025-09-302025-10-27 GEV GE VERNOVA INC2.3K shares66.62%2025-09-302025-10-27 DIS DISNEY WALT CO12.4K shares-2.06%2025-09-302025-10-27 EPD ENTERPRISE PRODS PARTNERS L39.9K shares-4.39%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON6.4K shares-9.14%2025-09-302025-10-27 WM WASTE MGMT INC DEL5.3K shares11.38%2025-09-302025-10-27 MKC MCCORMICK & CO INC16.4K shares-10.06%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO6.9K shares0.28%2025-09-302025-10-27 WMT WALMART INC10.3K shares-0.61%2025-09-302025-10-27 SOFI SOFI TECHNOLOGIES INC39.0K shares23.87%2025-09-302025-10-27 QQQ INVESCO QQQ TR1.7K shares2.63%2025-09-302025-10-27 ISRG INTUITIVE SURGICAL INC2.2K shares5.15%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP10.4K shares0.00%2025-09-302025-10-27 VT VANGUARD INTL EQUITY INDEX F7.2K shares8.17%2025-09-302025-10-27 MDT MEDTRONIC PLC10.0K shares-2.53%2025-09-302025-10-27 ALSN ALLISON TRANSMISSION HLDGS I11.1K shares0.00%2025-09-302025-10-27 JBL JABIL INC4.3K shares0.00%2025-09-302025-10-27 MA MASTERCARD INCORPORATED1.6K shares0.06%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR1.3K shares10.08%2025-09-302025-10-27 J JACOBS SOLUTIONS INC5.5K shares-0.60%2025-09-302025-10-27 LEU CENTRUS ENERGY CORP2.6K shares19.41%2025-09-302025-10-27 BCPC BALCHEM CORP5.4K shares-15.69%2025-09-302025-10-27 DPZ DOMINOS PIZZA INC1.9K shares-1.12%2025-09-302025-10-27 SE SEA LTD4.5K shares4.63%2025-09-302025-10-27 CRM SALESFORCE INC3.4K shares-6.41%2025-09-302025-10-27 O REALTY INCOME CORP12.9K shares-4.64%2025-09-302025-10-27 ZTS ZOETIS INC5.4K shares-6.79%2025-09-302025-10-27 SPGI S&P GLOBAL INC1.6K shares0.00%2025-09-302025-10-27 XOM EXXON MOBIL CORP6.6K shares3.62%2025-09-302025-10-27 NSA NATIONAL STORAGE AFFILIATES24.1K shares-3.43%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS2.2K shares14.33%2025-09-302025-10-27 TYL TYLER TECHNOLOGIES INC1.2K shares0.00%2025-09-302025-10-27 SCHX SCHWAB STRATEGIC TR23.5K shares-1.67%2025-09-302025-10-27 SPTM SPDR SERIES TRUST7.7K shares1.65%2025-09-302025-10-27 BKNG BOOKING HOLDINGS INC113 shares0.00%2025-09-302025-10-27 FDL FIRST TR EXCHANGE-TRADED FD13.7K shares8.15%2025-09-302025-10-27 XT ISHARES TR8.3K shares0.61%2025-09-302025-10-27 CMG CHIPOTLE MEXICAN GRILL INC15.1K shares-3.12%2025-09-302025-10-27 IBIT ISHARES BITCOIN TRUST ETF8.8K shares16.28%2025-09-302025-10-27 SHW SHERWIN WILLIAMS CO1.6K shares-31.18%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INC1.6K shares-13.77%2025-09-302025-10-27 SHOP SHOPIFY INC3.6K shares-0.95%2025-09-302025-10-27 LOW LOWES COS INC2.1K shares0.28%2025-09-302025-10-27 WMB WILLIAMS COS INC8.2K shares0.00%2025-09-302025-10-27 BWXT BWX TECHNOLOGIES INC2.8K sharesnew addition2025-09-302025-10-27 VTV VANGUARD INDEX FDS2.7K shares-1.27%2025-09-302025-10-27 VOO VANGUARD INDEX FDS830 shares-4.16%2025-09-302025-10-27 SYY SYSCO CORP6.1K shares-4.23%2025-09-302025-10-27 BLK BLACKROCK INC433 shares0.00%2025-09-302025-10-27 VTEB VANGUARD MUN BD FDS10.1K shares2.09%2025-09-302025-10-27 SBUX STARBUCKS CORP5.9K shares-0.19%2025-09-302025-10-27 CALF PACER FDS TR11.0K shares9.38%2025-09-302025-10-27 AFL AFLAC INC4.2K shares-2.52%2025-09-302025-10-27 TDG TRANSDIGM GROUP INC345 shares18.97%2025-09-302025-10-27 GD GENERAL DYNAMICS CORP1.3K shares0.23%2025-09-302025-10-27 THC TENET HEALTHCARE CORP2.2K shares0.00%2025-09-302025-10-27 AVAV AEROVIRONMENT INC1.4K shares38.70%2025-09-302025-10-27 VST VISTRA CORP2.2K shares2.35%2025-09-302025-10-27 SCHB SCHWAB STRATEGIC TR16.5K shares0.00%2025-09-302025-10-27 EQIX EQUINIX INC527 shares-0.57%2025-09-302025-10-27 MRK MERCK & CO INC4.9K shares-7.46%2025-09-302025-10-27 APP APPLOVIN CORP562 sharesnew addition2025-09-302025-10-27 IDXX IDEXX LABS INC625 shares0.00%2025-09-302025-10-27 SHM SPDR SERIES TRUST8.3K shares-8.71%2025-09-302025-10-27 GPIX GOLDMAN SACHS ETF TR7.3K shares0.81%2025-09-302025-10-27 ETHA ISHARES ETHEREUM TR12.0K sharesnew addition2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares1.37%2025-09-302025-10-27 SBCF SEACOAST BKG CORP FLA12.1K shares0.00%2025-09-302025-10-27 TXN TEXAS INSTRS INC2.0K shares-10.04%2025-09-302025-10-27 NET CLOUDFLARE INC1.6K shares8.30%2025-09-302025-10-27 SO SOUTHERN CO3.7K shares-19.80%2025-09-302025-10-27 ASML ASML HOLDING N V350 shares6.06%2025-09-302025-10-27 BAM BROOKFIELD ASSET MANAGMT LTD5.8K shares0.00%2025-09-302025-10-27 GLD SPDR GOLD TR930 shares-27.91%2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORP529 shares0.00%2025-09-302025-10-27 BAC BANK AMERICA CORP6.1K shares0.05%2025-09-302025-10-27 RSST TIDAL TRUST II11.7K shares-4.11%2025-09-302025-10-27 DIA SPDR DOW JONES INDL AVERAGE660 shares0.00%2025-09-302025-10-27 NTES NETEASE INC2.0K shares0.00%2025-09-302025-10-27 CEG CONSTELLATION ENERGY CORP913 sharesnew addition2025-09-302025-10-27 ORCL ORACLE CORP1.0K sharesnew addition2025-09-302025-10-27 IBDT ISHARES TR11.2K shares0.01%2025-09-302025-10-27 XYL XYLEM INC1.9K shares5.54%2025-09-302025-10-27 CIBR FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-09-302025-10-27 PYPL PAYPAL HLDGS INC4.2K shares0.00%2025-09-302025-10-27 PAYX PAYCHEX INC2.2K shares0.36%2025-09-302025-10-27 SYK STRYKER CORPORATION756 shares31.48%2025-09-302025-10-27 VEEV VEEVA SYS INC920 shares0.00%2025-09-302025-10-27 AMLP ALPS ETF TR5.8K shares-14.71%2025-09-302025-10-27 CSQ CALAMOS STRATEGIC TOTAL RETU13.8K sharesnew addition2025-09-302025-10-27 PFF ISHARES TR8.4K shares5.50%2025-09-302025-10-27 WSM WILLIAMS SONOMA INC1.3K shares-2.25%2025-09-302025-10-27 UBER UBER TECHNOLOGIES INC2.7K shares7.49%2025-09-302025-10-27 SPLV INVESCO EXCH TRADED FD TR II3.6K shares-8.08%2025-09-302025-10-27 VNQ VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-10-27 MP MP MATERIALS CORP3.8K sharesnew addition2025-09-302025-10-27 VHT VANGUARD WORLD FD973 shares-2.80%2025-09-302025-10-27 UL UNILEVER PLC4.3K shares0.73%2025-09-302025-10-27 GIB CGI INC2.8K shares0.00%2025-09-302025-10-27 RJF RAYMOND JAMES FINL INC1.4K shares0.00%2025-09-302025-10-27 TXT TEXTRON INC2.9K shares0.00%2025-09-302025-10-27 TTD THE TRADE DESK INC5.0K shares77.74%2025-09-302025-10-27 CSCO CISCO SYS INC3.5K shares-6.72%2025-09-302025-10-27 BR BROADRIDGE FINL SOLUTIONS IN1.0K shares0.00%2025-09-302025-10-27 DTD WISDOMTREE TR2.8K shares0.00%2025-09-302025-10-27 FAST FASTENAL CO4.9K shares0.00%2025-09-302025-10-27 IONQ IONQ INC3.9K sharesnew addition2025-09-302025-10-27 PM PHILIP MORRIS INTL INC1.4K shares-1.90%2025-09-302025-10-27 VPU VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW1.9K shares6.52%2025-09-302025-10-27 IVV ISHARES TR341 shares0.00%2025-09-302025-10-27 USB US BANCORP DEL4.7K shares0.00%2025-09-302025-10-27 SPYG SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-10-27 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-10-27 VCSH VANGUARD SCOTTSDALE FDS2.7K shares-8.28%2025-09-302025-10-27 GLDM WORLD GOLD TR2.8K sharesnew addition2025-09-302025-10-27 IBTH ISHARES TR9.4K shares0.00%2025-09-302025-10-27 LHX L3HARRIS TECHNOLOGIES INC695 sharesnew addition2025-09-302025-10-27 ROL ROLLINS INC3.6K sharesnew addition2025-09-302025-10-27 OEF ISHARES TR625 sharesnew addition2025-09-302025-10-27 TMO THERMO FISHER SCIENTIFIC INC425 sharesnew addition2025-09-302025-10-27 MO ALTRIA GROUP INC3.1K sharesnew addition2025-09-302025-10-27 CHKP CHECK POINT SOFTWARE TECH LT990 shares-0.30%2025-09-302025-10-27 BSV VANGUARD BD INDEX FDS2.6K shares-21.33%2025-09-302025-10-27 OKLO OKLO INC1.8K sharesnew addition2025-09-302025-10-27 OPK OPKO HEALTH INC25.2K shares4.14%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available