Moseley Investment Management Inc Incresed Positions 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
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
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.02%
$333.64 - $405.2 $667 - $810
12K $4.86M
LMT
Lockheed Martin Corp

Industrials
39
+ 0.74%
$460.3 - $584.56 $18K - $22.8K
5.33K $3.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.88K
+ 25.26%
$54.98 - $59.51 $323K - $350K
29.2K $1.74M
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
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
JNJ
Johnson & Johnson

Healthcare
112
+ 0.77%
$145.48 - $167.38 $16.3K - $18.7K
14.7K $2.37M
ABBV
Abb Vie Inc.

Healthcare
122
+ 1.6%
$163.84 - $199.33 $20K - $24.3K
7.76K $1.53M
PEP
Pepsico Inc

Consumer Defensive
739
+ 4.21%
$161.9 - $179.3 $120K - $133K
18.3K $3.11M
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
MA
Mastercard Inc

Financial Services
10
+ 0.63%
$429.6 - $500.99 $4.3K - $5.01K
1.59K $786K
SO
Southern CO

Utilities
12
+ 0.19%
$77.0 - $90.52 $924 - $1.09K
6.28K $565K
BLK
Black Rock Inc.

Financial Services
2
+ 0.44%
$782.27 - $949.51 $1.56K - $1.9K
458 $434K
VUG
Vanguard Growth ETF

ETFs
71
+ 1.72%
$341.08 - $391.94 $24.2K - $27.8K
4.21K $1.61M
VNQ
Vanguard Specialized Funds Van

ETFs
193
+ 5.92%
$82.97 - $98.97 $16K - $19.1K
3.46K $336K
SOFI
So Fi Technologies, Inc.

Financial Services
2.6K
+ 8.4%
$6.32 - $8.19 $16.4K - $21.3K
33.5K $263K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.17K
+ 20.77%
$44.66 - $49.15 $52.1K - $57.4K
6.79K $319K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.19%
$423.73 - $533.14 $424 - $533
527 $278K
UL
Unilever PLC

Consumer Defensive
46
+ 1.09%
$54.7 - $65.59 $2.52K - $3.02K
4.26K $276K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 3.13%
$475.2 - $527.7 $12.4K - $13.7K
858 $452K
XT
Ishares Tr Exponential Technol

ETFs
267
+ 3.24%
$54.51 - $61.59 $14.6K - $16.4K
8.52K $518K
GD
General Dynamics Corp

Industrials
2
+ 0.13%
$279.51 - $308.09 $559 - $616
1.58K $476K
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
Track This Portfolio

Track Moseley Investment Management Inc Portfolio

Follow Moseley Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moseley Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moseley Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email