Moseley Investment Management Inc Incresed Positions in Q4 2024

Moseley Investment Management Inc

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
5.72K
+ 14.4%
$161.86 - $196.66 $926K - $1.12M
45.4K $8.6M
VIG
Vanguard Dividend Appreciation

ETFs
4.57K
+ 22.28%
N/A
25.1K $4.57M
NFLX
Netflix Inc

Communication Services
170
+ 6.86%
$687.65 - $936.56 $117K - $159K
2.65K $2.36M
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 1.12%
$205.18 - $250.29 $42.1K - $51.3K
18.6K $4.46M
ETN
Eaton Corp PLC

Industrials
1.56K
+ 8.08%
$326.96 - $377.52 $509K - $588K
20.8K $6.91M
CRM
Salesforce, Inc.

Technology
801
+ 29.42%
$270.87 - $367.87 $217K - $295K
3.52K $1.18M
IBMO
Ishares Tr Ibonds December 202

ETFs
17K
+ 37.84%
$25.4 - $25.62 $432K - $436K
61.9K $1.58M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.1K
+ 2.9%
$23.25 - $23.37 $445K - $447K
680K $15.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.4K
+ 6.42%
N/A
255K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
531
+ 86.48%
$567.81 - $607.81 $302K - $323K
1.15K $671K
GOOG
Alphabet Inc.

Communication Services
501
+ 8.37%
$163.08 - $198.16 $81.7K - $99.3K
6.49K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
584
+ 6.7%
$280.04 - $302.45 $164K - $177K
9.3K $2.69M
EQIX
Equinix Inc

Real Estate
98
+ 17.19%
$865.69 - $985.0 $84.8K - $96.5K
668 $629K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.28%
$79.1 - $95.7 $2.69K - $3.25K
12.2K $1.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.5K
+ 16.98%
$22.72 - $23.0 $125K - $127K
37.9K $864K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.4K
+ 4.22%
$21.81 - $22.48 $335K - $346K
380K $8.33M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.65K
+ 9.09%
$57.53 - $60.83 $153K - $161K
31.8K $1.83M
ISRG
Intuitive Surgical Inc

Healthcare
51
+ 2.44%
$471.27 - $550.62 $24K - $28.1K
2.14K $1.12M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.2K
+ 6.8%
$20.28 - $21.2 $226K - $237K
175K $3.57M
META
Meta Platforms, Inc.

Communication Services
11
+ 0.26%
$554.08 - $632.68 $6.09K - $6.96K
4.25K $2.51M
SE
Sea LTD

Consumer Cyclical
161
+ 4.34%
$93.56 - $117.41 $15.1K - $18.9K
3.87K $410K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 1.57%
$481.22 - $538.17 $12.5K - $14K
1.68K $857K
CGGO
Capital Group Global Growth Eq

ETFs
2.71K
+ 7.74%
$29.21 - $30.67 $79.1K - $83.1K
37.7K $1.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
31
+ 2.38%
$129.13 - $198.21 $4K - $6.14K
1.34K $247K
BAC
Bank Of America Corp

Financial Services
57
+ 0.94%
$39.22 - $47.77 $2.24K - $2.72K
6.11K $268K
VT
Vanguard Total World Stk Index

ETFs
328
+ 5.61%
$117.09 - $123.07 $38.4K - $40.4K
6.18K $725K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
177
+ 1.52%
$126.68 - $134.74 $22.4K - $23.8K
11.8K $1.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.4K
+ 200.0%
$22.4 - $68.28 $389K - $1.19M
26.1K $604K
PAYX
Paychex Inc

Industrials
7
+ 0.32%
$135.86 - $148.73 $951 - $1.04K
2.18K $305K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
441
+ 4.21%
$47.26 - $48.18 $20.8K - $21.2K
10.9K $516K
TXN
Texas Instruments Inc

Technology
63
+ 2.28%
N/A
2.83K $549K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11K
+ 200.0%
$22.01 - $66.82 $242K - $734K
16.5K $374K
TDG
Trans Digm Group Inc

Industrials
33
+ 15.21%
$1239.0 - $1442.53 $40.9K - $47.6K
250 $316K
FDL
First Tr Morningstar Dividend

ETFs
535
+ 4.67%
$39.59 - $43.95 $21.2K - $23.5K
12K $482K
ACN
Accenture PLC

Technology
11
+ 1.68%
$343.9 - $376.86 $3.78K - $4.15K
665 $233K
IBM
International Business Machines Corp

Technology
14
+ 0.7%
$204.9 - $238.04 $2.87K - $3.33K
2.02K $443K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
321
+ 1.54%
$442.29 - $483.08 $142K - $155K
21.1K $9.57M
Goldman Sachs ETF Tr
836
+ 13.38%
N/A
7.08K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
70
+ 1.84%
$69.58 - $74.87 $4.87K - $5.24K
3.87K $271K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8
+ 0.25%
$77.86 - $79.27 $623 - $634
3.27K $254K
ITW
Illinois Tool Works Inc

Industrials
13
+ 1.27%
$253.56 - $278.5 $3.3K - $3.62K
1.04K $263K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 0.1%
$31.23 - $33.51 $219 - $235
6.83K $214K
VNQ
Vanguard Specialized Funds Van

ETFs
134
+ 3.88%
$87.85 - $98.6 $11.8K - $13.2K
3.59K $319K
XOM
Exxon Mobil Corp

Energy
347
+ 6.16%
$105.51 - $125.37 $36.6K - $43.5K
5.98K $643K
CVX
Chevron Corp

Energy
3
+ 0.03%
$141.15 - $162.53 $423 - $488
10.7K $1.55M
AFL
Aflac Inc

Financial Services
57
+ 1.38%
$100.37 - $115.27 $5.72K - $6.57K
4.18K $432K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
749
+ 5.01%
$67.29 - $73.38 $50.4K - $55K
15.7K $1.07M
XYL
Xylem Inc.

Industrials
15
+ 0.83%
$116.02 - $137.45 $1.74K - $2.06K
1.82K $210K
SO
Southern CO

Utilities
19
+ 0.3%
$81.5 - $94.15 $1.55K - $1.79K
6.3K $518K
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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