$172 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 151 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -17,120 | -100.0% | -0.09% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -1,800 | -100.0% | -0.14% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,290 | -100.0% | -0.15% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,774 | -100.0% | -0.15% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -1,480 | -100.0% | -0.17% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -800 | -100.0% | -0.17% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -429 | -100.0% | -0.17% | – |
| LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -1,821 | -100.0% | -0.18% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -5,676 | -100.0% | -0.22% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -2,393 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q3 2023 | 9.1% |
| AMAZON COM INC | 19 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 19 | Q3 2023 | 5.3% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 4.6% |
| ALPHABET INC | 19 | Q3 2023 | 3.1% |
| EATON CORP PLC | 19 | Q3 2023 | 2.8% |
| HOME DEPOT INC | 19 | Q3 2023 | 2.8% |
| ISHARES US ETF TR | 19 | Q3 2023 | 3.5% |
| NEXTERA ENERGY INC | 19 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 19 | Q3 2023 | 1.9% |
View MOSELEY INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-25 |
View MOSELEY INVESTMENT MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.