Moseley Investment Management Inc Purchases in Q3 2024

Moseley Investment Management Inc

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
308K
+ 87.17%
$23.13 - $23.43 $7.12M - $7.21M
661K $15.5M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
278K
+ 321.14%
$21.7 - $22.6 $6.04M - $6.29M
365K $8.21M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
125K
+ 108.04%
$23.75 - $23.75 $2.96M - $2.96M
240K $5.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
92.8K
+ 129.75%
$20.12 - $21.28 $1.87M - $1.97M
164K $3.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 0.48%
$405.19 - $478.57 $40.1K - $47.4K
20.8K $9.57M
IBMO
Ishares Tr Ibonds December 202

ETFs
44.9K
New
$25.26 - $25.66 $1.13M - $1.15M
44.9K $1.15M
NEE
Nextera Energy Inc

Utilities
1.11K
+ 1.97%
$69.9 - $84.97 $77.5K - $94.2K
57.5K $4.86M
ETN
Eaton Corp PLC

Industrials
1.4K
+ 7.84%
$272.52 - $333.02 $382K - $467K
19.3K $6.39M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32.4K
New
$22.55 - $23.1 $731K - $748K
32.4K $747K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.02%
$333.64 - $405.2 $667 - $810
12K $4.86M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.2K
New
$42.22 - $48.62 $432K - $497K
10.2K $475K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.88K
+ 25.26%
$54.98 - $59.51 $323K - $350K
29.2K $1.74M
BX
Blackstone Inc.

Financial Services
326
+ 2.9%
$120.77 - $159.66 $39.4K - $52K
11.6K $1.77M
CGGO
Capital Group Global Growth Eq

ETFs
11.7K
+ 50.24%
$27.25 - $30.52 $319K - $357K
35K $1.06M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.36%
$1591.44 - $2140.1 $4.77K - $6.42K
844 $1.73M
AVGO
Broadcom Inc.

Technology
39.9K
+ 874.47%
$136.27 - $1745.86 $5.44M - $69.7M
44.5K $7.68M
VTI
Vanguard Total Stock Market Et

ETFs
722
+ 9.03%
$255.18 - $283.2 $184K - $204K
8.72K $2.47M
META
Meta Platforms, Inc.

Communication Services
69
+ 1.65%
$453.41 - $572.44 $31.3K - $39.5K
4.24K $2.43M
TDG
Trans Digm Group Inc

Industrials
217
New
$1202.03 - $1427.41 $261K - $310K
217 $309K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.63K
+ 16.29%
$117.9 - $128.2 $192K - $209K
11.6K $1.49M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.74K
+ 8.14%
$80.13 - $88.89 $140K - $155K
23.1K $2.04M
VZ
Verizon Communications Inc

Communication Services
2.66K
+ 5.91%
$38.89 - $45.0 $103K - $119K
47.6K $2.14M
MKC
Mccormick & CO Inc

Consumer Defensive
1.02K
+ 5.89%
$69.44 - $84.76 $70.8K - $86.4K
18.3K $1.51M
V
Visa Inc.

Financial Services
725
+ 11.78%
$253.74 - $291.56 $184K - $211K
6.88K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
1.52K
+ 8.02%
$182.15 - $182.15 $277K - $277K
20.5K $3.73M
UNH
Unitedhealth Group Inc

Healthcare
136
+ 5.56%
$488.01 - $604.18 $66.4K - $82.2K
2.58K $1.51M
NOW
Service Now, Inc.

Technology
286
New
$730.87 - $937.36 $209K - $268K
286 $255K
JNJ
Johnson & Johnson

Healthcare
112
+ 0.77%
$145.48 - $167.38 $16.3K - $18.7K
14.7K $2.37M
ACN
Accenture PLC

Technology
654
New
$295.44 - $355.81 $193K - $233K
654 $231K
ABBV
Abb Vie Inc.

Healthcare
122
+ 1.6%
$163.84 - $199.33 $20K - $24.3K
7.76K $1.53M
VPU
Vanguard Utilities ETF

ETFs
1.26K
New
$146.64 - $174.54 $184K - $219K
1.26K $218K
BR
Broadridge Financial Solutions, Inc.

Technology
1.01K
New
$196.56 - $218.55 $199K - $221K
1.01K $217K
PEP
Pepsico Inc

Consumer Defensive
739
+ 4.21%
$161.9 - $179.3 $120K - $133K
18.3K $3.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.31K
New
$128.47 - $280.94 $168K - $367K
1.31K $202K
ABT
Abbott Laboratories

Healthcare
1.77K
New
$100.07 - $118.13 $177K - $209K
1.77K $202K
DUK
Duke Energy Corp

Utilities
1.76K
New
$99.35 - $117.71 $174K - $207K
1.76K $202K
IWM
Ishares Russell 2000 ETF

ETFs
912
New
$200.87 - $224.6 $183K - $205K
912 $201K
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 1.0%
$194.9 - $224.8 $35.5K - $40.9K
18.4K $3.88M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.47K
+ 10.89%
$66.31 - $74.08 $97.3K - $109K
15K $1.1M
MDT
Medtronic PLC

Healthcare
190
+ 1.42%
$76.84 - $91.03 $14.6K - $17.3K
13.6K $1.22M
WMT
Walmart Inc.

Consumer Defensive
101
+ 0.84%
$66.91 - $81.4 $6.76K - $8.22K
12.1K $978K
FDL
First Tr Morningstar Dividend

ETFs
2.58K
+ 29.06%
$37.66 - $42.06 $97.1K - $108K
11.4K $480K
O
Realty Income Corp

Real Estate
1
+ 0.01%
$52.36 - $63.42 $52.4 - $63.4
13.1K $828K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 0.68%
$213.3 - $270.78 $3.2K - $4.06K
2.21K $597K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.13%
$446.32 - $527.38 $893 - $1.05K
1.57K $812K
AFL
Aflac Inc

Financial Services
189
+ 4.81%
$88.52 - $111.8 $16.7K - $21.1K
4.12K $460K
SE
Sea LTD

Consumer Cyclical
190
+ 5.4%
$59.94 - $94.83 $11.4K - $18K
3.71K $349K
GLD
Spdr Gold Trust

ETFs
3
+ 0.09%
$215.56 - $246.98 $647 - $741
3.43K $834K
SHOP
Shopify Inc.

Technology
154
+ 2.64%
$52.26 - $80.75 $8.05K - $12.4K
5.98K $479K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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