$140 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 135 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -10,625 | -100.0% | -0.16% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,866 | -100.0% | -0.19% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -10,183 | -100.0% | -0.20% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -185 | -100.0% | -0.24% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -7,249 | -100.0% | -0.27% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,215 | -100.0% | -0.29% | – |
| CME | Exit | CME GROUP INC | $0 | – | -2,455 | -100.0% | -0.33% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -6,000 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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.