Moseley Investment Management Inc Incresed Positions in Q2 2025

Moseley Investment Management Inc

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.02K
+ 3.06%
$146.29 - $275.65 $149K - $281K
34.4K $9.47M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
167K
+ 370.12%
$22.81 - $22.97 $3.8M - $3.83M
212K $4.85M
NVDA
Nvidia Corp

Technology
1.51K
+ 2.6%
$94.31 - $157.99 $142K - $238K
59.5K $9.39M
MSFT
Microsoft Corp

Technology
119
+ 0.51%
$354.56 - $497.45 $42.2K - $59.2K
23.4K $11.6M
ETN
Eaton Corp PLC

Industrials
113
+ 0.47%
$246.52 - $356.99 $27.9K - $40.3K
24.1K $8.62M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
79.7K
+ 18.29%
$22.09 - $22.44 $1.76M - $1.79M
515K $11.5M
PLTR
Palantir Technologies Inc.

Technology
407
+ 1.48%
$74.01 - $144.25 $30.1K - $58.7K
27.9K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
72
+ 0.15%
$167.32 - $223.3 $12K - $16.1K
46.8K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 0.98%
$221.86 - $362.89 $44.4K - $72.6K
20.7K $6.57M
NFLX
Netflix Inc

Communication Services
76
+ 2.82%
$855.86 - $1339.13 $65K - $102K
2.77K $3.71M
AXON
Axon Enterprise, Inc.

Industrials
26
+ 0.82%
$497.13 - $827.94 $12.9K - $21.5K
3.19K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
395
+ 2.11%
$210.28 - $289.91 $83.1K - $115K
19.1K $5.54M
META
Meta Platforms, Inc.

Communication Services
354
+ 8.33%
$484.66 - $738.09 $172K - $261K
4.61K $3.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
36.2K
+ 17.27%
$20.23 - $21.04 $732K - $761K
246K $5.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
111
+ 2.33%
$321.63 - $509.31 $35.7K - $56.5K
4.88K $2.49M
WM
Waste Management Inc

Industrials
3.37K
+ 238.7%
$216.47 - $242.1 $729K - $815K
4.78K $1.09M
VUG
Vanguard Growth ETF

ETFs
627
+ 10.91%
$329.49 - $438.4 $207K - $275K
6.38K $2.8M
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 3.25%
$1794.73 - $2613.63 $48.5K - $70.6K
858 $2.24M
VTI
Vanguard Total Stock Market Et

ETFs
703
+ 8.44%
$243.75 - $303.93 $171K - $214K
9.04K $2.75M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.09K
+ 11.92%
$75.29 - $91.16 $233K - $282K
29K $2.61M
CGGO
Capital Group Global Growth Eq

ETFs
4.99K
+ 7.41%
$25.31 - $32.17 $126K - $161K
72.4K $2.31M
DIS
Walt Disney CO

Communication Services
611
+ 5.07%
$81.72 - $124.01 $49.9K - $75.8K
12.7K $1.57M
HON
Honeywell International Inc

Industrials
133
+ 1.43%
$182.86 - $232.88 $24.3K - $31K
9.46K $2.2M
V
Visa Inc.

Financial Services
511
+ 7.91%
$308.27 - $373.31 $158K - $191K
6.97K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.76%
$908.13 - $1056.85 $63.6K - $74K
2.61K $2.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.95K
+ 8.45%
$51.14 - $57.0 $151K - $168K
37.8K $2.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
945
+ 6.23%
$65.84 - $80.81 $62.2K - $76.4K
16.1K $1.29M
VST
Vistra Corp.

Utilities
28
+ 1.33%
$98.07 - $195.04 $2.75K - $5.46K
2.13K $412K
BX
Blackstone Inc.

Financial Services
316
+ 2.72%
$120.07 - $151.11 $37.9K - $47.8K
11.9K $1.78M
SE
Sea LTD

Consumer Cyclical
204
+ 5.01%
$105.57 - $170.4 $21.5K - $34.8K
4.27K $683K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.67%
$4164.15 - $5789.24 $16.7K - $23.2K
113 $654K
LMT
Lockheed Martin Corp

Industrials
134
+ 2.45%
$430.82 - $486.45 $57.7K - $65.2K
5.61K $2.6M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.03%
$146.58 - $180.01 $293 - $360
6.43K $1.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
469
+ 3.81%
$114.78 - $133.31 $53.8K - $62.5K
12.8K $1.7M
VT
Vanguard Total World Stk Index

ETFs
421
+ 6.74%
$103.16 - $128.52 $43.4K - $54.1K
6.67K $857K
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
DPZ
Dominos Pizza Inc

Consumer Cyclical
120
+ 6.82%
$430.72 - $497.52 $51.7K - $59.7K
1.88K $846K
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
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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