Moseley Investment Management Inc Reduced Holdings in Q3 2025

Moseley Investment Management Inc

  • $317 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-33.4K
- 5.2%
$23.29 - $23.38 $777K - $780K
608K $14.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.84K
- 10.06%
$64.3 - $77.17 $118K - $142K
16.4K $1.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-486
- 3.12%
$38.58 - $58.24 $18.7K - $28.3K
15.1K $592K
SHW
Sherwin Williams CO

Basic Materials
-734
- 31.18%
$330.88 - $375.23 $243K - $275K
1.62K $560K
BCPC
Balchem Corp

Basic Materials
-1K
- 15.69%
$148.82 - $165.12 $149K - $165K
5.37K $806K
CRM
Salesforce, Inc.

Technology
-231
- 6.41%
$231.66 - $273.65 $53.5K - $63.2K
3.37K $798K
DIS
Walt Disney CO

Communication Services
-261
- 2.06%
$112.25 - $124.0 $29.3K - $32.4K
12.4K $1.42M
ZTS
Zoetis Inc.

Healthcare
-391
- 6.79%
$141.13 - $159.19 $55.2K - $62.2K
5.37K $785K
SO
Southern CO

Utilities
-909
- 19.8%
$90.83 - $96.0 $82.6K - $87.3K
3.68K $348K
NSA
National Storage Affiliates Trust

Real Estate
-853
- 3.43%
$29.44 - $33.3 $25.1K - $28.4K
24.1K $726K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-995
- 14.71%
$46.51 - $50.07 $46.3K - $49.8K
5.77K $270K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-699
- 21.33%
$78.11 - $79.07 $54.6K - $55.3K
2.58K $203K
EPD
Enterprise Products Partners L.P.

Energy
-1.83K
- 4.39%
$30.74 - $32.14 $56.4K - $58.9K
39.9K $1.25M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-21
- 1.12%
$422.75 - $485.53 $8.88K - $10.2K
1.86K $802K
SBUX
Starbucks Corp

Consumer Cyclical
-11
- 0.19%
$81.9 - $96.86 $901 - $1.07K
5.93K $501K
TXN
Texas Instruments Inc

Technology
-218
- 10.04%
N/A
1.95K $380K
VZ
Verizon Communications Inc

Communication Services
-1.53K
- 3.54%
$40.84 - $45.06 $62.5K - $69K
41.7K $1.83M
PM
Philip Morris International Inc.

Consumer Defensive
-28
- 1.9%
$157.77 - $183.27 $4.42K - $5.13K
1.45K $234K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-790
- 8.71%
$47.76 - $48.46 $37.7K - $38.3K
8.28K $399K
UNH
Unitedhealth Group Inc

Healthcare
-258
- 13.77%
$237.77 - $353.61 $61.3K - $91.2K
1.62K $557K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-313
- 8.08%
$72.01 - $74.44 $22.5K - $23.3K
3.56K $261K
CSCO
Cisco Systems, Inc.

Technology
-255
- 6.72%
$66.2 - $71.79 $16.9K - $18.3K
3.54K $242K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-245
- 8.28%
$78.96 - $80.04 $19.3K - $19.6K
2.71K $216K
CHKP
Check Point Software Technologies LTD

Technology
-3
- 0.3%
$180.73 - $231.23 $542 - $694
990 $204K
EQIX
Equinix Inc

Real Estate
-3
- 0.57%
$756.7 - $811.13 $2.27K - $2.43K
527 $412K
MRK
Merck & Co., Inc.

Healthcare
-392
- 7.46%
$77.6 - $87.37 $30.4K - $34.2K
4.87K $408K
Tidal Trust Ii
-500
- 4.11%
N/A
11.7K $0
Jacobs Solutions Inc
-33
- 0.6%
N/A
5.51K $0
VHT
Vanguard Health Care ETF

ETFs
-28
- 2.8%
$239.12 - $259.95 $6.7K - $7.28K
973 $252K
O
Realty Income Corp

Real Estate
-630
- 4.64%
$56.13 - $60.79 $35.4K - $38.3K
12.9K $786K
AFL
Aflac Inc

Financial Services
-109
- 2.52%
$98.09 - $111.7 $10.7K - $12.2K
4.21K $470K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 4.16%
$567.77 - $614.76 $20.4K - $22.1K
830 $508K
SYY
Sysco Corp

Consumer Defensive
-271
- 4.23%
$76.33 - $82.51 $20.7K - $22.4K
6.14K $505K
VTV
Vanguard Value ETF

ETFs
-35
- 1.27%
$175.51 - $186.57 $6.14K - $6.53K
2.73K $508K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-400
- 1.67%
$24.46 - $26.5 $9.78K - $10.6K
23.5K $620K
WSM
Williams Sonoma Inc

Consumer Cyclical
-31
- 2.25%
$163.62 - $210.2 $5.07K - $6.52K
1.35K $263K
WMT
Walmart Inc.

Consumer Defensive
-63
- 0.61%
$94.4 - $104.27 $5.95K - $6.57K
10.3K $1.06M
PEP
Pepsico Inc

Consumer Defensive
-627
- 3.68%
$133.81 - $152.16 $83.9K - $95.4K
16.4K $2.3M
MDT
Medtronic PLC

Healthcare
-259
- 2.53%
$87.67 - $95.74 $22.7K - $24.8K
9.97K $949K
QCOM
Qualcomm Inc

Technology
-63
- 0.38%
$145.84 - $173.55 $9.19K - $10.9K
16.5K $2.74M
JNJ
Johnson & Johnson

Healthcare
-649
- 9.14%
$155.17 - $185.42 $101K - $120K
6.45K $1.2M
SHOP
Shopify Inc.

Technology
-35
- 0.95%
$112.11 - $157.12 $3.92K - $5.5K
3.64K $540K
VGT
Vanguard Information Technolog

ETFs
-120
- 4.35%
$656.44 - $753.15 $78.8K - $90.4K
2.64K $1.97M
NEE
Nextera Energy Inc

Utilities
-639
- 1.38%
$69.77 - $77.54 $44.6K - $49.5K
45.6K $3.45M
ABBV
Abb Vie Inc.

Healthcare
-104
- 1.28%
$184.85 - $231.54 $19.2K - $24.1K
8.03K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.09%
$459.11 - $506.91 $9.18K - $10.1K
21.8K $11M
PLTR
Palantir Technologies Inc.

Technology
-2.64K
- 9.48%
$130.68 - $186.97 $345K - $494K
25.2K $4.6M
AVGO
Broadcom Inc.

Technology
-354
- 1.03%
$264.74 - $369.57 $93.7K - $131K
34K $11.2M
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
Track This Portfolio

Track Moseley Investment Management Inc Portfolio

Follow Moseley Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moseley Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moseley Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email