$120 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 128 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -39,792 | -100.0% | -0.16% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -792 | -100.0% | -0.24% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -1,925 | -100.0% | -0.24% | – |
| CYBR | Exit | CYBERARK SOFTWARE LTD | $0 | – | -2,582 | -100.0% | -0.26% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -8,498 | -100.0% | -0.30% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -5,893 | -100.0% | -0.56% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -10,159 | -100.0% | -0.62% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -10,672 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-24
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.