Moseley Investment Management Inc Portfolio Holdings

Moseley Investment Management Inc

  • $249 Million
  • Q1 2025

Moseley Investment Management Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $249 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2025 Ter with a value of $16M, Apple Inc. with a value of $15.4M, Berkshire Hathaway Inc Class B with a value of $11.3M, Berkshire Hathaway Inc with a value of $10.4M, and Ishares Tr Ibonds Dec 2028 Ter with a value of $9.69M.

Examining the 13F form we can see an decrease of $873K in the current position value, from $250M to 249M.

Below you can find more details about Moseley Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $65.6 Million
Technology: $48.6 Million
Financial Services: $34.2 Million
Consumer Cyclical: $25.3 Million
Communication Services: $16.2 Million
Industrials: $15 Million
Healthcare: $14.7 Million
Consumer Defensive: $9.9 Million
Other: $15.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.31B
$1.06 Million 0.43% of portfolio
11,102
Q4 2022 Reduced 9.75%
$5.2B
$1.06 Million 0.42% of portfolio
6,374
Q2 2024 New
$3B
$982,000 0.39% of portfolio
24,944
Q1 2025 Added 2.37%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $249 Million
  • Prior Value $250 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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