Moseley Investment Management Inc Incresed Positions in Q1 2025

Moseley Investment Management Inc

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
430
+ 2.04%
$442.66 - $534.52 $190K - $230K
21.5K $11.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55.3K
+ 14.53%
$21.77 - $22.25 $1.2M - $1.23M
436K $9.69M
CGGO
Capital Group Global Growth Eq

ETFs
29.7K
+ 78.63%
$28.33 - $30.84 $840K - $914K
67.4K $1.91M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
34K
+ 19.39%
$20.1 - $20.8 $684K - $708K
209K $4.34M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.1K
+ 12.18%
N/A
286K $6.8M
VIG
Vanguard Dividend Appreciation

ETFs
3.66K
+ 14.61%
N/A
28.7K $5.23M
AMGN
Amgen Inc

Healthcare
296
+ 4.82%
$258.59 - $327.36 $76.5K - $96.9K
6.44K $2M
PLTR
Palantir Technologies Inc.

Technology
1.86K
+ 7.26%
$64.98 - $124.62 $121K - $232K
27.5K $2.32M
CVX
Chevron Corp

Energy
626
+ 5.86%
$146.71 - $167.97 $91.8K - $105K
11.3K $1.89M
ABBV
Abb Vie Inc.

Healthcare
230
+ 2.92%
$169.2 - $216.66 $38.9K - $49.8K
8.11K $1.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.86K
+ 7.71%
$78.97 - $85.82 $147K - $159K
25.9K $2.16M
V
Visa Inc.

Financial Services
20
+ 0.31%
$306.92 - $362.71 $6.14K - $7.25K
6.46K $2.26M
VUG
Vanguard Growth ETF

ETFs
1.11K
+ 23.95%
$369.1 - $427.61 $410K - $475K
5.75K $2.13M
COST
Costco Wholesale Corp

Consumer Defensive
162
+ 6.82%
$890.62 - $1076.86 $144K - $174K
2.54K $2.4M
VLO
Valero Energy Corp

Energy
236
+ 1.56%
$121.76 - $142.99 $28.7K - $33.7K
15.3K $2.02M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.1K
+ 18.73%
$22.77 - $22.94 $162K - $163K
45K $1.03M
NFLX
Netflix Inc

Communication Services
44
+ 1.66%
$828.4 - $1058.6 $36.4K - $46.6K
2.69K $2.51M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.06K
+ 9.61%
$56.17 - $59.71 $172K - $183K
34.9K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 0.66%
$225.19 - $279.95 $27.5K - $34.2K
18.7K $4.59M
MKC
Mccormick & CO Inc

Consumer Defensive
280
+ 1.59%
$71.24 - $84.73 $19.9K - $23.7K
17.9K $1.48M
DPZ
Dominos Pizza Inc

Consumer Cyclical
129
+ 7.91%
$402.33 - $489.71 $51.9K - $63.2K
1.76K $808K
XOM
Exxon Mobil Corp

Energy
471
+ 7.88%
$105.44 - $118.93 $49.7K - $56K
6.45K $766K
SE
Sea LTD

Consumer Cyclical
199
+ 5.14%
$104.87 - $146.31 $20.9K - $29.1K
4.07K $530K
EPD
Enterprise Products Partners L.P.

Energy
32
+ 0.08%
$31.75 - $34.14 $1.02K - $1.09K
42.1K $1.44M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.67K
+ 0.39%
$23.29 - $23.38 $62.1K - $62.4K
683K $16M
O
Realty Income Corp

Real Estate
391
+ 3.01%
$51.67 - $58.49 $20.2K - $22.9K
13.4K $776K
WM
Waste Management Inc

Industrials
175
+ 14.16%
$200.54 - $233.78 $35.1K - $40.9K
1.41K $326K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
516
+ 4.37%
$126.11 - $135.06 $65.1K - $69.7K
12.3K $1.57M
TDG
Trans Digm Group Inc

Industrials
24
+ 9.6%
$1251.32 - $1394.11 $30K - $33.5K
274 $379K
NEE
Nextera Energy Inc

Utilities
1.45K
+ 2.8%
$66.96 - $76.16 $96.8K - $110K
53K $3.76M
FDL
First Tr Morningstar Dividend

ETFs
698
+ 5.82%
$39.69 - $43.83 $27.7K - $30.6K
12.7K $542K
NSA
National Storage Affiliates Trust

Real Estate
577
+ 2.37%
$35.92 - $39.59 $20.7K - $22.8K
24.9K $982K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.76K
+ 25.77%
$30.73 - $32.26 $54.1K - $56.8K
8.59K $265K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
515
+ 8.24%
$48.65 - $53.06 $25.1K - $27.3K
6.76K $351K
CSCO
Cisco Systems, Inc.

Technology
480
+ 13.69%
$58.74 - $64.87 $28.2K - $31.1K
3.99K $246K
AFL
Aflac Inc

Financial Services
55
+ 1.32%
$100.99 - $111.19 $5.55K - $6.12K
4.23K $470K
VNQ
Vanguard Specialized Funds Van

ETFs
342
+ 9.53%
$85.55 - $94.34 $29.3K - $32.3K
3.93K $352K
PAYX
Paychex Inc

Industrials
7
+ 0.32%
$136.06 - $154.52 $952 - $1.08K
2.19K $337K
SHW
Sherwin Williams CO

Basic Materials
23
+ 0.98%
$330.16 - $365.55 $7.59K - $8.41K
2.38K $831K
ZTS
Zoetis Inc.

Healthcare
77
+ 1.36%
$156.48 - $175.67 $12K - $13.5K
5.72K $941K
XT
Ishares Tr Exponential Technol

ETFs
565
+ 7.33%
$57.56 - $64.0 $32.5K - $36.2K
8.28K $479K
GD
General Dynamics Corp

Industrials
4
+ 0.25%
$241.94 - $272.58 $968 - $1.09K
1.59K $432K
UL
Unilever PLC

Consumer Defensive
2
+ 0.05%
$54.72 - $60.29 $109 - $121
4.21K $250K
SYY
Sysco Corp

Consumer Defensive
264
+ 4.24%
$70.0 - $77.13 $18.5K - $20.4K
6.5K $487K
XYL
Xylem Inc.

Industrials
21
+ 1.16%
$114.02 - $132.04 $2.39K - $2.77K
1.84K $219K
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 5.68%
$551.42 - $612.93 $35.8K - $39.8K
1.21K $676K
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$167.73 - $179.21 $168 - $179
2.79K $476K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
33
+ 0.89%
$62.72 - $71.92 $2.07K - $2.37K
3.76K $238K
Ishares Tr
28K
+ 63.87%
N/A
71.8K $0
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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