Moseley Investment Management Inc Sells in Q2 2025

Moseley Investment Management Inc

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-6.84K
- 49.08%
$146.36 - $159.82 $1M - $1.09M
7.1K $1.08M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-41.4K
- 6.07%
$23.29 - $23.38 $964K - $968K
641K $15M
UNH
Unitedhealth Group Inc

Healthcare
-650
- 25.76%
$274.35 - $599.47 $178K - $390K
1.87K $584K
NEE
Nextera Energy Inc

Utilities
-6.76K
- 12.74%
$64.11 - $75.0 $433K - $507K
46.3K $3.21M
PEP
Pepsico Inc

Consumer Defensive
-688
- 3.88%
$128.02 - $151.37 $88.1K - $104K
17K $2.25M
CVX
Chevron Corp

Energy
-48
- 0.42%
$133.73 - $168.51 $6.42K - $8.09K
11.3K $1.61M
LLY
Eli Lilly & CO

Healthcare
-135
- 3.9%
$713.71 - $898.95 $96.4K - $121K
3.32K $2.59M
NSA
National Storage Affiliates Trust

Real Estate
-39
- 0.16%
$31.82 - $39.04 $1.24K - $1.52K
24.9K $796K
IBMO
Ishares Tr Ibonds December 202

ETFs
-6K
- 9.69%
$25.32 - $25.63 $152K - $154K
55.9K $1.43M
EPD
Enterprise Products Partners L.P.

Energy
-348
- 0.83%
$28.95 - $34.22 $10.1K - $11.9K
41.8K $1.3M
MRK
Merck & Co., Inc.

Healthcare
-678
- 11.42%
$73.47 - $87.12 $49.8K - $59.1K
5.26K $416K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.1K
- 27.96%
$79.79 - $91.42 $87.7K - $100K
2.83K $252K
PG
Procter & Gamble CO

Consumer Defensive
-42
- 0.61%
$157.66 - $172.39 $6.62K - $7.24K
6.88K $1.1M
SO
Southern CO

Utilities
-846
- 15.56%
$84.91 - $92.56 $71.8K - $78.3K
4.59K $421K
XOM
Exxon Mobil Corp

Energy
-63
- 0.98%
$99.93 - $119.04 $6.3K - $7.5K
6.39K $688K
SPYG
Spdr Portfolio

ETFs
-1.08K
- 33.82%
$71.83 - $95.32 $77.7K - $103K
2.12K $201K
TXN
Texas Instruments Inc

Technology
-229
- 9.54%
N/A
2.17K $422K
GD
General Dynamics Corp

Industrials
-256
- 16.15%
$247.68 - $291.66 $63.4K - $74.7K
1.33K $387K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-987
- 9.81%
$47.02 - $47.83 $46.4K - $47.2K
9.07K $433K
VHT
Vanguard Health Care ETF

ETFs
-58
- 5.48%
$236.71 - $261.92 $13.7K - $15.2K
1K $248K
SHW
Sherwin Williams CO

Basic Materials
-26
- 1.09%
$313.51 - $363.51 $8.15K - $9.45K
2.35K $808K
PFF
Ishares Trust Ishares Pfd And

ETFs
-667
- 7.76%
$29.0 - $30.68 $19.3K - $20.5K
7.93K $243K
USB
Us Bancorp \De\

Financial Services
-728
- 13.45%
$36.4 - $45.76 $26.5K - $33.3K
4.69K $211K
WMT
Walmart Inc.

Consumer Defensive
-1.28K
- 11.0%
$81.79 - $99.98 $105K - $128K
10.3K $1.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-94
- 2.79%
$77.74 - $78.78 $7.31K - $7.41K
3.28K $257K
ADBE
Adobe Inc.

Technology
-18
- 3.16%
$340.0 - $420.68 $6.12K - $7.57K
551 $213K
SYY
Sysco Corp

Consumer Defensive
-90
- 1.39%
$68.0 - $75.91 $6.12K - $6.83K
6.41K $485K
CRM
Salesforce, Inc.

Technology
-63
- 1.72%
$236.26 - $291.15 $14.9K - $18.3K
3.6K $982K
Tidal Tr Ii
-1.2K
- 8.96%
N/A
12.2K $0
Blackrock Inc
-6
- 1.37%
N/A
433 $0
Jacobs Solutions Inc
-12
- 0.22%
N/A
5.54K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-472
- 4.48%
$32.0 - $39.87 $15.1K - $18.8K
10.1K $400K
VTV
Vanguard Value ETF

ETFs
-26
- 0.93%
$153.67 - $176.74 $4K - $4.6K
2.76K $488K
VEEV
Veeva Systems Inc

Healthcare
-166
- 15.29%
$209.39 - $289.94 $34.8K - $48.1K
920 $264K
CSCO
Cisco Systems, Inc.

Technology
-193
- 4.84%
$53.19 - $69.38 $10.3K - $13.4K
3.79K $263K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-500
- 2.05%
$19.6 - $24.44 $9.8K - $12.2K
23.9K $585K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-705
- 4.33%
$45.98 - $56.15 $32.4K - $39.6K
15.6K $875K
XT
Ishares Tr Exponential Technol

ETFs
-54
- 0.65%
$49.86 - $65.25 $2.69K - $3.52K
8.22K $536K
IBM
International Business Machines Corp

Technology
-28
- 1.41%
$221.03 - $294.78 $6.19K - $8.25K
1.95K $576K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 2.68%
$416.06 - $551.64 $18.7K - $24.8K
1.63K $900K
SOFI
So Fi Technologies, Inc.

Financial Services
-23
- 0.07%
$9.5 - $18.21 $219 - $419
31.5K $572K
VGT
Vanguard Information Technolog

ETFs
-222
- 7.45%
$470.37 - $663.28 $104K - $147K
2.76K $1.83M
AMD
Advanced Micro Devices Inc

Technology
-257
- 2.83%
$78.21 - $143.81 $20.1K - $37K
8.84K $1.25M
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 2.95%
$144.7 - $178.6 $193K - $238K
43.9K $7.74M
Activity Summary
Buys All Purchases 92 New Holdings 15 Increased Positions 77 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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