Moseley Investment Management Inc Reduced Holdings in Q1 2025

Moseley Investment Management Inc

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-25.9K
- 30.86%
$106.98 - $149.43 $2.77M - $3.87M
57.9K $6.28M
AVGO
Broadcom Inc.

Technology
-10.8K
- 24.43%
$167.43 - $244.7 $1.8M - $2.64M
33.3K $5.58M
TSLA
Tesla, Inc.

Consumer Cyclical
-29
- 0.14%
$222.15 - $428.22 $6.44K - $12.4K
20.5K $5.31M
AAPL
Apple Inc.

Technology
-560
- 0.8%
$209.68 - $247.1 $117K - $138K
69.1K $15.4M
GOOGL
Alphabet Inc.

Communication Services
-154
- 0.34%
$154.33 - $206.19 $23.8K - $31.8K
45.3K $6.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-81
- 0.17%
$190.26 - $242.06 $15.4K - $19.6K
46.7K $8.89M
VGT
Vanguard Information Technolog

ETFs
-308
- 9.37%
$542.38 - $646.34 $167K - $199K
2.98K $1.62M
VTI
Vanguard Total Stock Market Et

ETFs
-966
- 10.39%
$271.18 - $303.12 $262K - $293K
8.33K $2.28M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.05%
$347.25 - $424.87 $2.08K - $2.55K
12.1K $4.43M
GOOG
Alphabet Inc.

Communication Services
-58
- 0.89%
$156.06 - $207.71 $9.05K - $12K
6.43K $1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-400
- 37.74%
$408.78 - $448.82 $164K - $180K
660 $277K
AMD
Advanced Micro Devices Inc

Technology
-56
- 0.61%
$96.63 - $129.55 $5.41K - $7.25K
9.1K $934K
QCOM
Qualcomm Inc

Technology
-762
- 4.45%
$151.94 - $175.86 $116K - $134K
16.3K $2.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.06K
- 12.31%
$67.03 - $74.61 $70.7K - $78.7K
7.51K $507K
MRK
Merck & Co., Inc.

Healthcare
-444
- 6.96%
$83.01 - $101.02 $36.9K - $44.9K
5.94K $532K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-29
- 0.68%
$65.15 - $91.81 $1.89K - $2.66K
4.23K $275K
TXN
Texas Instruments Inc

Technology
-425
- 15.04%
N/A
2.4K $467K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-198
- 13.1%
$165.25 - $224.62 $32.7K - $44.5K
1.31K $217K
WMT
Walmart Inc.

Consumer Defensive
-538
- 4.43%
$84.5 - $105.05 $45.5K - $56.5K
11.6K $1.02M
GLD
Spdr Gold Trust

ETFs
-645
- 26.52%
$243.19 - $288.14 $157K - $186K
1.79K $514K
SHOP
Shopify Inc.

Technology
-306
- 7.89%
$90.59 - $129.31 $27.7K - $39.6K
3.57K $341K
ISRG
Intuitive Surgical Inc

Healthcare
-26
- 1.22%
$476.63 - $610.45 $12.4K - $15.9K
2.11K $1.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.63K
- 6.26%
$21.75 - $24.28 $35.5K - $39.6K
24.4K $536K
ADBE
Adobe Inc.

Technology
-70
- 10.95%
$377.84 - $464.11 $26.4K - $32.5K
569 $218K
TXT
Textron Inc

Industrials
-600
- 17.14%
$70.19 - $81.2 $42.1K - $48.7K
2.9K $209K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.05%
$576.36 - $736.67 $1.15K - $1.47K
4.25K $2.45M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.68%
$4295.4 - $5141.88 $12.9K - $15.4K
109 $502K
USB
Us Bancorp \De\

Financial Services
-408
- 7.01%
$40.92 - $50.9 $16.7K - $20.8K
5.41K $228K
LOW
Lowes Companies Inc

Consumer Cyclical
-45
- 2.06%
$222.66 - $268.42 $10K - $12.1K
2.14K $497K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-849
- 7.78%
$47.33 - $47.92 $40.2K - $40.7K
10.1K $478K
SPYG
Spdr Portfolio

ETFs
-15
- 0.47%
$80.05 - $92.39 $1.2K - $1.39K
3.2K $256K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-313
- 9.58%
$77.7 - $78.94 $24.3K - $24.7K
2.95K $233K
SO
Southern CO

Utilities
-858
- 13.63%
$80.96 - $92.96 $69.5K - $79.8K
5.44K $499K
VEEV
Veeva Systems Inc

Healthcare
-136
- 11.13%
$210.58 - $246.8 $28.6K - $33.6K
1.09K $251K
VHT
Vanguard Health Care ETF

ETFs
-55
- 4.94%
$254.06 - $273.83 $14K - $15.1K
1.06K $278K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-38
- 1.11%
$76.94 - $78.28 $2.92K - $2.97K
3.37K $263K
Tidal Tr Ii
-760
- 5.38%
N/A
13.4K $0
Goldman Sachs ETF Tr
-101
- 1.43%
N/A
6.98K $0
Jacobs Solutions Inc
-4
- 0.07%
N/A
5.55K $0
VPU
Vanguard Utilities ETF

ETFs
-10
- 0.81%
$161.24 - $173.33 $1.61K - $1.73K
1.22K $206K
PG
Procter & Gamble CO

Consumer Defensive
-79
- 1.13%
$158.56 - $176.26 $12.5K - $13.9K
6.92K $1.18M
KMB
Kimberly Clark Corp

Consumer Defensive
-2
- 0.13%
$124.46 - $147.4 $249 - $295
1.55K $219K
CRWD
Crowd Strike Holdings, Inc.

Technology
-78
- 1.61%
$308.86 - $455.36 $24.1K - $35.5K
4.77K $1.68M
SBUX
Starbucks Corp

Consumer Cyclical
-145
- 2.4%
$91.75 - $115.81 $13.3K - $16.8K
5.9K $576K
UNH
Unitedhealth Group Inc

Healthcare
-9
- 0.36%
$461.52 - $548.18 $4.15K - $4.93K
2.52K $1.32M
MDT
Medtronic PLC

Healthcare
-710
- 6.54%
$79.84 - $94.5 $56.7K - $67.1K
10.1K $911K
IBM
International Business Machines Corp

Technology
-34
- 1.69%
$217.4 - $264.74 $7.39K - $9K
1.98K $492K
LLY
Eli Lilly & CO

Healthcare
-177
- 4.87%
$725.72 - $929.72 $128K - $165K
3.46K $2.86M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-531
- 3.38%
$67.08 - $76.14 $35.6K - $40.4K
15.2K $1.12M
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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