Moseley Investment Management Inc Incresed Positions 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
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
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
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.05K
+ 10.5%
$86.07 - $90.74 $262K - $276K
32.1K $2.87M
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
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
AMGN
Amgen Inc

Healthcare
234
+ 3.48%
$271.18 - $309.22 $63.5K - $72.4K
6.96K $1.97M
WM
Waste Management Inc

Industrials
544
+ 11.38%
$213.88 - $237.1 $116K - $129K
5.32K $1.18M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
944
+ 9.38%
$39.37 - $44.24 $37.2K - $41.8K
11K $481K
ASML
Asml Holding Nv

Technology
20
+ 6.06%
$689.63 - $968.09 $13.8K - $19.4K
350 $338K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18
+ 1.37%
$224.68 - $282.71 $4.04K - $5.09K
1.33K $371K
GD
General Dynamics Corp

Industrials
3
+ 0.23%
$293.92 - $341.0 $882 - $1.02K
1.33K $454K
FDL
First Tr Morningstar Dividend

ETFs
1.03K
+ 8.15%
$41.96 - $44.59 $43.3K - $46.1K
13.7K $595K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.28%
$215.01 - $273.02 $1.29K - $1.64K
2.15K $539K
XT
Ishares Tr Exponential Technol

ETFs
50
+ 0.61%
$65.04 - $71.97 $3.25K - $3.6K
8.27K $595K
XOM
Exxon Mobil Corp

Energy
231
+ 3.62%
$105.83 - $117.22 $24.4K - $27.1K
6.62K $746K
NET
Cloudflare, Inc.

Technology
125
+ 8.3%
$181.39 - $228.28 $22.7K - $28.5K
1.63K $349K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
125
+ 1.65%
$74.93 - $80.73 $9.37K - $10.1K
7.68K $619K
IBM
International Business Machines Corp

Technology
280
+ 14.33%
$234.77 - $292.47 $65.7K - $81.9K
2.23K $630K
SYK
Stryker Corp

Healthcare
181
+ 31.48%
$368.57 - $403.53 $66.7K - $73K
756 $279K
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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