Moseley Investment Management Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $250 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.4M, Ishares Tr Ibonds Dec 2025 Ter with a value of $15.9M, Nvidia Corp with a value of $11.3M, Amazon Com Inc with a value of $10.3M, and Broadcom Inc. with a value of $10.2M.
Examining the 13F form we can see an increase of $5.25M in the current position value, from $245M to 250M.
Below you can find more details about Moseley Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$250 Million
ETFs: $62.5 Million
Technology: $61.2 Million
Consumer Cyclical: $29.8 Million
Financial Services: $22.5 Million
Communication Services: $17.6 Million
Industrials: $15.6 Million
Healthcare: $13.7 Million
Consumer Defensive: $9.39 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
