Moseley Investment Management Inc Reduced Holdings in Q4 2024

Moseley Investment Management Inc

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-5.86K
- 10.2%
$69.77 - $85.43 $409K - $501K
51.6K $3.7M
NVDA
Nvidia Corp

Technology
-17.9K
- 17.56%
$117.0 - $148.88 $2.09M - $2.66M
83.8K $11.3M
MSFT
Microsoft Corp

Technology
-960
- 3.98%
$406.35 - $454.46 $390K - $436K
23.1K $9.76M
AMD
Advanced Micro Devices Inc

Technology
-929
- 9.22%
$118.88 - $172.8 $110K - $161K
9.15K $1.11M
VZ
Verizon Communications Inc

Communication Services
-7.5K
- 15.76%
$39.6 - $45.21 $297K - $339K
40.1K $1.6M
ZTS
Zoetis Inc.

Healthcare
-1.77K
- 23.85%
$162.24 - $194.42 $287K - $344K
5.64K $919K
LLY
Eli Lilly & CO

Healthcare
-28
- 0.76%
$727.2 - $932.06 $20.4K - $26.1K
3.64K $2.81M
PEP
Pepsico Inc

Consumer Defensive
-627
- 3.43%
$151.29 - $176.1 $94.9K - $110K
17.7K $2.69M
QCOM
Qualcomm Inc

Technology
-611
- 3.45%
$150.4 - $178.04 $91.9K - $109K
17.1K $2.63M
JNJ
Johnson & Johnson

Healthcare
-695
- 4.74%
$143.34 - $165.86 $99.6K - $115K
14K $2.02M
MELI
Mercadolibre Inc

Consumer Cyclical
-12
- 1.42%
$1666.0 - $2117.3 $20K - $25.4K
832 $1.41M
NSA
National Storage Affiliates Trust

Real Estate
-214
- 0.87%
$37.2 - $47.44 $7.96K - $10.2K
24.4K $923K
GLD
Spdr Gold Trust

ETFs
-1K
- 29.14%
$236.59 - $257.5 $237K - $258K
2.43K $588K
UNH
Unitedhealth Group Inc

Healthcare
-49
- 1.9%
$485.52 - $625.25 $23.8K - $30.6K
2.53K $1.28M
THC
Tenet Healthcare Corp

Healthcare
-520
- 19.04%
$125.42 - $168.52 $65.2K - $87.6K
2.21K $279K
MKC
Mccormick & CO Inc

Consumer Defensive
-671
- 3.66%
$73.97 - $84.09 $49.6K - $56.4K
17.6K $1.35M
VEEV
Veeva Systems Inc

Healthcare
-715
- 36.91%
$201.81 - $250.45 $144K - $179K
1.22K $256K
O
Realty Income Corp

Real Estate
-58
- 0.44%
$51.76 - $64.71 $3K - $3.75K
13K $694K
SHW
Sherwin Williams CO

Basic Materials
-54
- 2.24%
$338.75 - $399.71 $18.3K - $21.6K
2.36K $801K
SBUX
Starbucks Corp

Consumer Cyclical
-457
- 7.03%
$87.44 - $102.5 $40K - $46.8K
6.05K $551K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.21K
- 11.86%
$43.84 - $48.76 $53.2K - $59.1K
9.02K $396K
SHOP
Shopify Inc.

Technology
-2.1K
- 35.16%
$78.14 - $119.49 $164K - $251K
3.88K $412K
PG
Procter & Gamble CO

Consumer Defensive
-148
- 2.07%
$161.05 - $179.7 $23.8K - $26.6K
7K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
-26
- 1.18%
$244.52 - $284.07 $6.36K - $7.39K
2.18K $538K
XT
Ishares Tr Exponential Technol

ETFs
-805
- 9.45%
$58.7 - $62.72 $47.3K - $50.5K
7.71K $460K
ADBE
Adobe Inc.

Technology
-22
- 3.33%
$437.39 - $552.96 $9.62K - $12.2K
639 $284K
SYY
Sysco Corp

Consumer Defensive
-591
- 8.66%
$73.63 - $81.77 $43.5K - $48.3K
6.23K $476K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-877
- 8.35%
$49.79 - $51.14 $43.7K - $44.8K
9.62K $482K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 2.36%
$501.29 - $612.85 $5.01K - $6.13K
413 $214K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-537
- 13.61%
$77.02 - $78.58 $41.4K - $42.2K
3.41K $263K
UL
Unilever PLC

Consumer Defensive
-58
- 1.36%
$56.7 - $64.64 $3.29K - $3.75K
4.21K $238K
VTV
Vanguard Value ETF

ETFs
-133
- 4.55%
$168.32 - $181.87 $22.4K - $24.2K
2.79K $472K
VHT
Vanguard Health Care ETF

ETFs
-17
- 1.5%
$250.81 - $283.3 $4.26K - $4.82K
1.11K $282K
EPD
Enterprise Products Partners L.P.

Energy
-4.5K
- 9.65%
$28.66 - $34.43 $129K - $155K
42.1K $1.32M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-32
- 1.93%
$408.59 - $476.19 $13.1K - $15.2K
1.63K $684K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-672
- 13.64%
$77.25 - $91.3 $51.9K - $61.4K
4.26K $363K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-538
- 7.93%
$46.48 - $51.32 $25K - $27.6K
6.25K $300K
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.64%
$130.37 - $146.09 $1.3K - $1.46K
1.55K $202K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-427
- 4.75%
$69.3 - $74.3 $29.6K - $31.7K
8.57K $612K
VPU
Vanguard Utilities ETF

ETFs
-25
- 1.99%
$160.52 - $179.11 $4.01K - $4.48K
1.23K $201K
VGT
Vanguard Information Technolog

ETFs
-226
- 6.43%
$571.78 - $647.97 $129K - $146K
3.29K $2.04M
SPYG
Spdr Portfolio

ETFs
-286
- 8.17%
$81.74 - $91.38 $23.4K - $26.1K
3.21K $282K
Tidal Tr Ii
-897
- 5.97%
N/A
14.1K $0
Ishares Tr
-27.4K
- 38.42%
N/A
43.8K $0
Jacobs Solutions Inc
-537
- 8.81%
N/A
5.56K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.82%
$521.84 - $558.82 $3.65K - $3.91K
851 $458K
USB
Us Bancorp \De\

Financial Services
-58
- 0.99%
$43.98 - $53.66 $2.55K - $3.11K
5.82K $278K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-29
- 1.88%
$172.07 - $207.36 $4.99K - $6.01K
1.51K $298K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-161
- 1.04%
$55.73 - $66.16 $8.97K - $10.7K
15.3K $925K
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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