Moseley Investment Management Inc Purchases in Q3 2025

Moseley Investment Management Inc

  • $317 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
832
+ 1.15%
$202.38 - $256.87 $168K - $214K
73.2K $18.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
155K
+ 73.26%
$22.84 - $22.95 $3.54M - $3.56M
367K $8.41M
GOOGL
Alphabet Inc.

Communication Services
765
+ 1.74%
$174.36 - $254.72 $133K - $195K
44.7K $10.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
136K
+ 26.43%
$22.19 - $22.44 $3.02M - $3.06M
651K $14.6M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 0.45%
$293.94 - $444.72 $27.6K - $41.8K
20.8K $9.24M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
73.6K
+ 22.4%
N/A
402K $9.55M
NVDA
Nvidia Corp

Technology
126
+ 0.21%
$153.3 - $186.58 $19.3K - $23.5K
59.6K $11.1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
73.8K
+ 30.04%
$20.77 - $21.32 $1.53M - $1.57M
319K $6.78M
IBMO
Ishares Tr Ibonds December 202

ETFs
26.9K
+ 48.15%
$25.58 - $25.72 $689K - $693K
82.9K $2.13M
VLO
Valero Energy Corp

Energy
283
+ 1.78%
$131.77 - $175.63 $37.3K - $49.7K
16.2K $2.76M
VTI
Vanguard Total Stock Market Et

ETFs
980
+ 10.85%
$303.93 - $329.86 $298K - $323K
10K $3.29M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 1.04%
$357.4 - $423.42 $45K - $53.4K
12.2K $4.95M
BWXT
Bwx Technologies, Inc.

Industrials
2.76K
New
$136.45 - $184.37 $377K - $509K
2.76K $509K
LMT
Lockheed Martin Corp

Industrials
612
+ 10.9%
$410.74 - $499.21 $251K - $306K
6.23K $3.11M
VUG
Vanguard Growth ETF

ETFs
502
+ 7.87%
$433.97 - $484.08 $218K - $243K
6.88K $3.3M
MSFT
Microsoft Corp

Technology
14
+ 0.06%
$491.09 - $535.64 $6.88K - $7.5K
23.4K $12.1M
ETN
Eaton Corp PLC

Industrials
165
+ 0.68%
$342.99 - $392.76 $56.6K - $64.8K
24.3K $9.09M
SOFI
So Fi Technologies, Inc.

Financial Services
7.51K
+ 23.87%
$17.64 - $29.81 $132K - $224K
39K $1.03M
CGGO
Capital Group Global Growth Eq

ETFs
8.1K
+ 11.2%
$31.71 - $34.17 $257K - $277K
80.5K $2.75M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.03%
$175.16 - $255.24 $350 - $510
6.43K $1.57M
LEU
Centrus Energy Corp

Energy
425
+ 19.41%
$166.58 - $315.62 $70.8K - $134K
2.62K $810K
APP
App Lovin Corp

Technology
562
New
$335.1 - $718.54 $188K - $404K
562 $403K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.78K
+ 15.29%
$55.61 - $57.37 $322K - $332K
43.6K $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
1.46K
+ 3.12%
$211.65 - $238.24 $309K - $348K
48.3K $10.6M
CEG
Constellation Energy Corp

Utilities
913
New
$298.82 - $354.89 $273K - $324K
913 $300K
ORCL
Oracle Corp

Technology
1.03K
New
$218.96 - $328.33 $225K - $337K
1.03K $288K
CVX
Chevron Corp

Energy
912
+ 8.1%
$145.57 - $161.83 $133K - $148K
12.2K $1.89M
BX
Blackstone Inc.

Financial Services
120
+ 1.01%
$152.77 - $188.68 $18.3K - $22.6K
12K $2.06M
CSQ
Calamos Strategic Total Return Fund

Financial Services
13.8K
New
$18.02 - $19.56 $248K - $269K
13.8K $265K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.05K
+ 10.5%
$86.07 - $90.74 $262K - $276K
32.1K $2.87M
MP
Mp Materials Corp.

Basic Materials
3.78K
New
$30.03 - $77.13 $114K - $292K
3.78K $253K
IONQ
Ion Q, Inc.

Technology
3.87K
New
$36.79 - $75.14 $142K - $291K
3.87K $238K
RTX
Raytheon Technologies Corp

Industrials
1.31K
New
$144.19 - $167.33 $189K - $219K
1.31K $219K
GLDM
World Gold Trust

ETFs
2.82K
New
$64.73 - $76.45 $182K - $215K
2.82K $215K
LHX
L3 Harris Technologies, Inc.

Industrials
695
New
$252.18 - $305.41 $175K - $212K
695 $212K
ROL
Rollins Inc

Consumer Cyclical
3.61K
New
$55.05 - $58.74 $199K - $212K
3.61K $212K
TMO
Thermo Fisher Scientific Inc.

Healthcare
425
New
$404.94 - $499.99 $172K - $212K
425 $206K
MO
Altria Group, Inc.

Consumer Defensive
3.11K
New
$57.75 - $67.68 $180K - $210K
3.11K $205K
AMD
Advanced Micro Devices Inc

Technology
44
+ 0.5%
$134.8 - $184.42 $5.93K - $8.11K
8.88K $1.44M
VIG
Vanguard Dividend Appreciation

ETFs
960
+ 3.26%
N/A
30.4K $5.54M
OEF
Ishares S&P 100 ETF

ETFs
625
New
N/A
625 $166K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
414
+ 3.24%
$132.9 - $142.03 $55K - $58.8K
13.2K $1.86M
AVAV
Aero Vironment Inc

Industrials
380
+ 38.7%
$226.08 - $314.89 $85.9K - $120K
1.36K $428K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
872
+ 5.41%
$79.76 - $85.78 $69.6K - $74.8K
17K $1.44M
META
Meta Platforms, Inc.

Communication Services
218
+ 4.73%
$695.21 - $791.73 $152K - $173K
4.82K $3.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
122
+ 10.08%
$617.65 - $666.84 $75.4K - $81.4K
1.33K $887K
VT
Vanguard Total World Stk Index

ETFs
545
+ 8.17%
$128.41 - $138.03 $70K - $75.2K
7.22K $994K
SE
Sea LTD

Consumer Cyclical
198
+ 4.63%
$146.23 - $196.5 $29K - $38.9K
4.47K $799K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 2.63%
$546.99 - $602.2 $23.5K - $25.9K
1.68K $1.01M
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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