Moseley Investment Management Inc Reduced Holdings in Q3 2024

Moseley Investment Management Inc

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-8.73K
- 7.91%
$98.91 - $134.91 $864K - $1.18M
102K $12.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.26K
- 20.13%
$217.89 - $392.15 $275K - $494K
5K $1.4M
MSFT
Microsoft Corp

Technology
-505
- 2.05%
$395.15 - $467.56 $200K - $236K
24.1K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-416
- 0.87%
$161.02 - $200.0 $67K - $83.2K
47.5K $8.84M
CRM
Salesforce, Inc.

Technology
-1K
- 26.9%
$238.42 - $276.53 $239K - $277K
2.72K $745K
AMD
Advanced Micro Devices Inc

Technology
-1.28K
- 11.26%
$128.67 - $183.96 $165K - $235K
10.1K $1.65M
VGT
Vanguard Information Technolog

ETFs
-346
- 8.96%
$514.43 - $606.85 $178K - $210K
3.51K $2.06M
CVX
Chevron Corp

Energy
-122
- 1.13%
$137.88 - $161.97 $16.8K - $19.8K
10.7K $1.57M
DIS
Walt Disney CO

Communication Services
-604
- 4.81%
$85.6 - $98.61 $51.7K - $59.6K
12K $1.15M
ADBE
Adobe Inc.

Technology
-111
- 14.38%
$508.13 - $586.55 $56.4K - $65.1K
661 $342K
HSY
Hershey CO

Consumer Defensive
-350
- 22.42%
$182.45 - $203.25 $63.9K - $71.1K
1.21K $232K
SPYG
Spdr Portfolio

ETFs
-766
- 17.96%
$73.38 - $84.1 $56.2K - $64.4K
3.5K $290K
IDXX
Idexx Laboratories Inc

Healthcare
-100
- 13.79%
$455.08 - $517.19 $45.5K - $51.7K
625 $315K
NKE
Nike, Inc.

Consumer Cyclical
-851
- 26.45%
$71.09 - $89.44 $60.5K - $76.1K
2.37K $209K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 19.12%
$531.86 - $624.21 $53.2K - $62.4K
423 $261K
EPD
Enterprise Products Partners L.P.

Energy
-1.02K
- 2.15%
$27.88 - $30.0 $28.5K - $30.6K
46.6K $1.36M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-573
- 5.18%
$49.93 - $51.15 $28.6K - $29.3K
10.5K $536K
VHT
Vanguard Health Care ETF

ETFs
-135
- 10.66%
$261.88 - $288.1 $35.4K - $38.9K
1.13K $319K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 8.8%
$3305.62 - $4268.05 $36.4K - $46.9K
114 $480K
VT
Vanguard Total World Stk Index

ETFs
-441
- 7.01%
$107.72 - $119.96 $47.5K - $52.9K
5.85K $700K
OPK
Opko Health, Inc.

Healthcare
-10K
- 29.28%
$1.21 - $1.68 $12.1K - $16.8K
24.2K $35K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-304
- 2.82%
$47.01 - $48.2 $14.3K - $14.7K
10.5K $503K
COST
Costco Wholesale Corp

Consumer Defensive
-105
- 4.21%
$801.83 - $917.05 $84.2K - $96.3K
2.39K $2.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-117
- 2.88%
$76.38 - $78.87 $8.94K - $9.23K
3.95K $310K
Jacobs Solutions Inc
-245
- 3.87%
N/A
6.09K $0
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-172
- 5.7%
$70.02 - $76.68 $12K - $13.2K
2.85K $218K
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 3.91%
$517.38 - $573.86 $12.9K - $14.3K
614 $352K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-62
- 2.11%
$74.26 - $78.84 $4.6K - $4.89K
2.88K $225K
ITW
Illinois Tool Works Inc

Industrials
-69
- 6.3%
$233.14 - $263.97 $16.1K - $18.2K
1.03K $268K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.24%
$434.77 - $502.96 $1.74K - $2.01K
1.65K $805K
VEEV
Veeva Systems Inc

Healthcare
-210
- 9.78%
$180.43 - $223.9 $37.9K - $47K
1.94K $406K
USB
Us Bancorp \De\

Financial Services
-508
- 7.95%
$39.04 - $47.23 $19.8K - $24K
5.88K $268K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-260
- 2.81%
$63.28 - $70.06 $16.5K - $18.2K
9K $630K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-163
- 1.84%
$61.11 - $67.85 $9.96K - $11.1K
8.69K $589K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-10
- 0.26%
$64.57 - $71.76 $646 - $718
3.8K $272K
AMGN
Amgen Inc

Healthcare
-90
- 1.45%
$309.38 - $337.38 $27.8K - $30.4K
6.12K $1.97M
PAYX
Paychex Inc

Industrials
-6
- 0.28%
$116.17 - $135.19 $697 - $811
2.17K $291K
SYY
Sysco Corp

Consumer Defensive
-129
- 1.86%
$69.16 - $78.98 $8.92K - $10.2K
6.82K $532K
VTV
Vanguard Value ETF

ETFs
-14
- 0.48%
$159.75 - $174.57 $2.24K - $2.44K
2.92K $509K
PG
Procter & Gamble CO

Consumer Defensive
-86
- 1.19%
$160.76 - $177.82 $13.8K - $15.3K
7.15K $1.24M
BEPC
Brookfield Renewable Corp

Utilities
-61
- 0.53%
$26.92 - $32.89 $1.64K - $2.01K
11.5K $376K
EQIX
Equinix Inc

Real Estate
-26
- 4.36%
$749.0 - $890.01 $19.5K - $23.1K
570 $505K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-484
- 8.94%
$57.22 - $80.08 $27.7K - $38.8K
4.93K $384K
ISRG
Intuitive Surgical Inc

Healthcare
-56
- 2.61%
$416.14 - $494.01 $23.3K - $27.7K
2.09K $1.03M
NFLX
Netflix Inc

Communication Services
-16
- 0.64%
$598.55 - $722.26 $9.58K - $11.6K
2.48K $1.76M
IBM
International Business Machines Corp

Technology
-57
- 2.77%
$175.1 - $223.38 $9.98K - $12.7K
2K $442K
SBUX
Starbucks Corp

Consumer Cyclical
-466
- 6.68%
$72.51 - $98.6 $33.8K - $45.9K
6.51K $634K
ZTS
Zoetis Inc.

Healthcare
-107
- 1.42%
$172.58 - $196.48 $18.5K - $21K
7.41K $1.45M
NSA
National Storage Affiliates Trust

Real Estate
-242
- 0.97%
$39.73 - $49.13 $9.61K - $11.9K
24.6K $1.18M
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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