$102 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 123 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $539,000 | +8.5% | 1,823 | 0.0% | 0.53% | +1.7% | |
| DTD | WISDOMTREE TRus total dividnd | $434,000 | +6.6% | 4,110 | 0.0% | 0.43% | -0.2% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $392,000 | +7.7% | 7,300 | 0.0% | 0.38% | +0.8% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $345,000 | -0.9% | 2,805 | 0.0% | 0.34% | -7.1% | |
| WMT | WALMART INC | $337,000 | +0.3% | 2,833 | 0.0% | 0.33% | -6.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $306,000 | +6.6% | 1,793 | 0.0% | 0.30% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $299,000 | -0.3% | 2,091 | 0.0% | 0.29% | -6.7% | |
| RJF | RAYMOND JAMES FINANCIAL INC | $222,000 | +8.8% | 2,476 | 0.0% | 0.22% | +1.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
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.