Moseley Investment Management Inc Purchases in Q2 2025

Moseley Investment Management Inc

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
730
+ 2.54%
N/A
29.5K $5.37M
QCOM
Qualcomm Inc

Technology
180
+ 1.1%
$124.66 - $159.48 $22.4K - $28.7K
16.5K $2.63M
VLO
Valero Energy Corp

Energy
594
+ 3.88%
$104.69 - $141.77 $62.2K - $84.2K
15.9K $2.14M
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 1.09%
$451.58 - $565.94 $10.4K - $13K
2.14K $1.16M
SHOP
Shopify Inc.

Technology
100
+ 2.8%
$76.89 - $115.35 $7.69K - $11.5K
3.67K $423K
TDG
Trans Digm Group Inc

Industrials
16
+ 5.84%
$1231.75 - $1520.64 $19.7K - $24.3K
290 $440K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
40
+ 0.53%
$60.34 - $74.89 $2.41K - $3K
7.55K $565K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 1.29%
$456.74 - $568.03 $5.02K - $6.25K
866 $491K
PM
Philip Morris International Inc.

Consumer Defensive
117
+ 8.62%
$149.23 - $184.95 $17.5K - $21.6K
1.48K $268K
PYPL
Pay Pal Holdings, Inc.

Financial Services
22
+ 0.52%
$57.41 - $74.81 $1.26K - $1.65K
4.25K $315K
BAC
Bank Of America Corp

Financial Services
6
+ 0.1%
$34.39 - $47.46 $206 - $285
6.12K $289K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.13%
$438.31 - $527.29 $877 - $1.05K
1.57K $829K
MA
Mastercard Inc

Financial Services
1
+ 0.06%
$479.92 - $590.74 $480 - $591
1.59K $894K
DE
Deere & CO

Industrials
1
+ 0.21%
$412.99 - $531.48 $413 - $531
471 $239K
XYL
Xylem Inc.

Industrials
2
+ 0.11%
$102.86 - $129.5 $206 - $259
1.84K $238K
WSM
Williams Sonoma Inc

Consumer Cyclical
15
+ 1.1%
$137.62 - $174.44 $2.06K - $2.62K
1.38K $225K
UL
Unilever PLC

Consumer Defensive
18
+ 0.43%
$57.9 - $65.43 $1.04K - $1.18K
4.23K $258K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
250
+ 2.6%
$48.13 - $49.85 $12K - $12.5K
9.87K $483K
O
Realty Income Corp

Real Estate
175
+ 1.31%
$52.27 - $58.52 $9.15K - $10.2K
13.6K $781K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.05%
$335.24 - $380.78 $2.01K - $2.28K
12.1K $4.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.2%
$77.94 - $79.5 $468 - $477
2.96K $235K
Ishares Tr
13.7K
+ 19.07%
N/A
85.5K $0
Ishares Bitcoin Trust ETF
527
+ 7.46%
N/A
7.59K $0
Goldman Sachs ETF Tr
281
+ 4.03%
N/A
7.26K $0
Ge Vernova Inc
1.39K
New
N/A
1.39K $0
NOC
Northrop Grumman Corp

Industrials
2
+ 0.38%
$456.3 - $540.39 $913 - $1.08K
529 $264K
DUK
Duke Energy Corp

Utilities
5
+ 0.29%
$112.46 - $124.05 $562 - $620
1.75K $206K
EQIX
Equinix Inc

Real Estate
1
+ 0.19%
$740.07 - $914.43 $740 - $914
530 $421K
AFL
Aflac Inc

Financial Services
86
+ 2.03%
$99.77 - $112.45 $8.58K - $9.67K
4.32K $455K
PAYX
Paychex Inc

Industrials
24
+ 1.1%
$137.01 - $159.78 $3.29K - $3.83K
2.21K $321K
MDT
Medtronic PLC

Healthcare
83
+ 0.82%
$80.68 - $88.86 $6.7K - $7.38K
10.2K $891K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2
+ 0.03%
$45.07 - $52.57 $90.1 - $105
6.77K $330K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.28%
$210.83 - $235.28 $1.26K - $1.41K
2.14K $475K
VZ
Verizon Communications Inc

Communication Services
1.37K
+ 3.27%
$41.67 - $45.62 $57.1K - $62.5K
43.3K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
39
+ 0.66%
$79.69 - $99.41 $3.11K - $3.88K
5.94K $544K
ZTS
Zoetis Inc.

Healthcare
40
+ 0.7%
$144.41 - $170.3 $5.78K - $6.81K
5.76K $898K
MKC
Mccormick & CO Inc

Consumer Defensive
330
+ 1.84%
$71.11 - $82.25 $23.5K - $27.1K
18.3K $1.38M
AMGN
Amgen Inc

Healthcare
295
+ 4.58%
$262.28 - $309.85 $77.4K - $91.4K
6.73K $1.88M
ABBV
Abb Vie Inc.

Healthcare
21
+ 0.26%
$170.16 - $206.27 $3.57K - $4.33K
8.13K $1.51M
AAPL
Apple Inc.

Technology
3.26K
+ 4.71%
$172.42 - $223.89 $562K - $729K
72.4K $14.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
260
+ 1.21%
$483.48 - $539.8 $126K - $140K
21.8K $10.6M
Activity Summary
Buys All Purchases 92 New Holdings 15 Increased Positions 77 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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