$181 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 167 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 14.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAND | Buy | BANDWIDTH INC | $13,745,000 | -17.5% | 108,452 | +0.1% | 7.61% | -21.3% |
| AAPL | Sell | APPLE INC | $9,548,000 | -10.1% | 78,167 | -2.3% | 5.29% | -14.3% |
| AMZN | Buy | AMAZON COM INC | $7,042,000 | -4.6% | 2,276 | +0.4% | 3.90% | -9.0% |
| BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $5,038,000 | +7.6% | 63,258 | +11.0% | 2.79% | +2.5% |
| MSFT | Buy | MICROSOFT CORP | $4,784,000 | +10.6% | 20,293 | +4.4% | 2.65% | +5.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,829,000 | +18.5% | 1,857 | +0.7% | 2.12% | +13.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,432,000 | -12.8% | 13,433 | -20.8% | 1.90% | -16.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,240,000 | +12.9% | 36,510 | +18.1% | 1.79% | +7.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,217,000 | +8.7% | 39,143 | +9.7% | 1.78% | +3.7% |
| HD | Buy | HOME DEPOT INC | $3,048,000 | +20.3% | 9,985 | +4.6% | 1.69% | +14.7% |
| ETN | Sell | EATON CORP PLC | $2,904,000 | +14.2% | 21,003 | -0.7% | 1.61% | +8.9% |
| NEE | Buy | NEXTERA ENERGY INC | $2,454,000 | +8.1% | 32,458 | +10.3% | 1.36% | +3.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,439,000 | +20.6% | 16,022 | +0.7% | 1.35% | +15.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,436,000 | +15.8% | 46,793 | +11.4% | 1.35% | +10.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,349,000 | +9.3% | 14,292 | +4.6% | 1.30% | +4.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $2,234,000 | -2.3% | 45,075 | -1.8% | 1.24% | -6.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,221,000 | +10.9% | 22,831 | +5.6% | 1.23% | +5.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,208,000 | +76.1% | 40,409 | +77.9% | 1.22% | +68.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,207,000 | -9.0% | 6,157 | -10.2% | 1.22% | -13.3% |
| QCOM | Buy | QUALCOMM INC | $2,194,000 | -8.2% | 16,548 | +5.5% | 1.22% | -12.5% |
| PEP | Buy | PEPSICO INC | $2,098,000 | +14.9% | 14,829 | +20.4% | 1.16% | +9.5% |
| NVDA | Buy | NVIDIA CORPORATION | $2,063,000 | +8.3% | 3,865 | +5.9% | 1.14% | +3.3% |
| SQ | Buy | SQUARE INCcl a | $2,059,000 | +42.4% | 9,068 | +36.5% | 1.14% | +35.7% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $2,057,000 | +13.1% | 26,537 | +20.1% | 1.14% | +7.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,049,000 | +3.2% | 35,232 | +4.2% | 1.14% | -1.6% |
| TSLA | Buy | TESLA INC | $2,003,000 | +2.2% | 2,999 | +8.0% | 1.11% | -2.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,000,000 | +23.9% | 8,237 | +19.5% | 1.11% | +18.1% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,927,000 | +27.4% | 38,398 | +27.4% | 1.07% | +21.5% |
| DIS | Buy | DISNEY WALT CO | $1,906,000 | +2.7% | 10,330 | +0.8% | 1.06% | -2.0% |
| MKC | Buy | MCCORMICK & CO INC | $1,893,000 | +11.9% | 21,226 | +20.0% | 1.05% | +6.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,554,000 | -12.5% | 4,204 | -16.0% | 0.86% | -16.6% |
| ABT | Buy | ABBOTT LABS | $1,537,000 | +10.9% | 12,825 | +1.3% | 0.85% | +5.7% |
| HON | Buy | HONEYWELL INTL INC | $1,520,000 | +5.5% | 7,003 | +3.4% | 0.84% | +0.6% |
| CRM | Buy | SALESFORCE COM INC | $1,451,000 | +16.4% | 6,847 | +22.2% | 0.80% | +11.0% |
| FB | Sell | FACEBOOK INCcl a | $1,426,000 | +5.1% | 4,843 | -2.5% | 0.79% | +0.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,421,000 | +6.0% | 9,661 | +1.8% | 0.79% | +1.2% |
| TDOC | Buy | TELADOC HEALTH INC | $1,294,000 | +26.7% | 7,121 | +39.4% | 0.72% | +20.9% |
| SHOP | Buy | SHOPIFY INCcl a | $1,293,000 | +16.6% | 1,169 | +19.3% | 0.72% | +11.2% |
| VLO | Buy | VALERO ENERGY CORP | $1,281,000 | +30.2% | 17,884 | +2.9% | 0.71% | +24.0% |
| KMX | Sell | CARMAX INC | $1,268,000 | +21.2% | 9,555 | -13.7% | 0.70% | +15.5% |
| NFLX | Buy | NETFLIX INC | $1,249,000 | +1.0% | 2,394 | +4.6% | 0.69% | -3.8% |
| MELI | Buy | MERCADOLIBRE INC | $1,240,000 | -5.2% | 842 | +7.8% | 0.69% | -9.6% |
| AVGO | Buy | BROADCOM INC | $1,231,000 | +9.3% | 2,654 | +3.1% | 0.68% | +4.3% |
| AMGN | Buy | AMGEN INC | $1,229,000 | +23.5% | 4,939 | +14.1% | 0.68% | +17.8% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,184,000 | -0.6% | 26,615 | -7.8% | 0.66% | -5.2% |
| NSA | Buy | NATIONAL STORAGE AFFILIATES | $1,175,000 | +13.4% | 29,415 | +2.3% | 0.65% | +8.1% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $1,157,000 | -33.5% | 3 | -40.0% | 0.64% | -36.5% |
| TIP | Sell | ISHARES TRtips bd etf | $1,145,000 | -5.8% | 9,121 | -4.2% | 0.63% | -10.2% |
| TWLO | Buy | TWILIO INCcl a | $1,137,000 | +9.5% | 3,336 | +8.8% | 0.63% | +4.5% |
| VEEV | Buy | VEEVA SYS INC | $1,126,000 | -3.5% | 4,310 | +0.5% | 0.62% | -8.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,110,000 | +22.8% | 17,036 | +0.0% | 0.62% | +17.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,111,000 | -1.7% | 8,203 | +1.0% | 0.62% | -6.2% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,063,000 | – | 45,654 | +100.0% | 0.59% | – |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $1,026,000 | -38.4% | 6,832 | -35.0% | 0.57% | -41.3% |
| CABO | Sell | CABLE ONE INC | $1,000,000 | -41.9% | 547 | -29.1% | 0.55% | -44.5% |
| ABBV | Sell | ABBVIE INC | $954,000 | +0.8% | 8,817 | -0.2% | 0.53% | -4.0% |
| SE | Buy | SEA LTDsponsord ads | $952,000 | +20.8% | 4,263 | +7.7% | 0.53% | +15.1% |
| MDT | Buy | MEDTRONIC PLC | $938,000 | +7.8% | 7,939 | +6.9% | 0.52% | +3.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $919,000 | +15.7% | 1,934 | +21.9% | 0.51% | +10.4% |
| ZTS | Buy | ZOETIS INCcl a | $907,000 | -1.0% | 5,761 | +4.1% | 0.50% | -5.6% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $896,000 | -3.6% | 4,912 | +11.9% | 0.50% | -8.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $892,000 | +12.1% | 11,366 | +30.9% | 0.49% | +6.9% |
| BA | Sell | BOEING CO | $887,000 | +13.4% | 3,483 | -4.7% | 0.49% | +8.1% |
| TYL | TYLER TECHNOLOGIES INC | $844,000 | -2.7% | 1,987 | 0.0% | 0.47% | -7.3% | |
| V | Sell | VISA INC | $825,000 | -41.4% | 3,896 | -39.5% | 0.46% | -44.2% |
| ALB | Buy | ALBEMARLE CORP | $825,000 | +12.6% | 5,644 | +13.6% | 0.46% | +7.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $798,000 | -20.3% | 3,105 | -21.4% | 0.44% | -24.1% |
| CVX | Sell | CHEVRON CORP NEW | $792,000 | +22.6% | 7,563 | -1.1% | 0.44% | +17.1% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $791,000 | – | 4,470 | +100.0% | 0.44% | – |
| AXON | Buy | AXON ENTERPRISE INC | $761,000 | +25.2% | 5,340 | +7.6% | 0.42% | +19.3% |
| DOCU | Buy | DOCUSIGN INC | $758,000 | +44.9% | 3,744 | +59.3% | 0.42% | +38.2% |
| GLD | SPDR GOLD TR | $750,000 | -10.4% | 4,690 | 0.0% | 0.42% | -14.6% | |
| PFE | Buy | PFIZER INC | $738,000 | -0.7% | 20,376 | +0.9% | 0.41% | -5.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $686,000 | +28.7% | 12,582 | +20.4% | 0.38% | +22.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $648,000 | +25.3% | 278 | +19.8% | 0.36% | +19.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $641,000 | +8.3% | 11,843 | +4.9% | 0.36% | +3.2% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $640,000 | -5.6% | 6,526 | +5.6% | 0.35% | -10.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $633,000 | +58.2% | 7,642 | +55.6% | 0.35% | +51.3% |
| BX | Buy | BLACKSTONE GROUP INC | $634,000 | +23.1% | 8,504 | +7.0% | 0.35% | +17.4% |
| T | Sell | AT&T INC | $624,000 | -16.4% | 20,617 | -20.5% | 0.35% | -20.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $612,000 | -8.5% | 12,433 | -14.3% | 0.34% | -12.9% |
| RCD | New | INVESCO EXCH TRADED FD TR IIs&p500 eql dis | $603,000 | – | 13,383 | +100.0% | 0.33% | – |
| SIVB | Buy | SVB FINANCIAL GROUP | $591,000 | +33.1% | 1,198 | +4.7% | 0.33% | +26.7% |
| UL | Sell | UNILEVER PLCspon adr new | $585,000 | -15.2% | 10,475 | -8.4% | 0.32% | -19.2% |
| WMT | Sell | WALMART INC | $567,000 | -5.8% | 4,172 | -0.1% | 0.31% | -10.3% |
| LUV | Buy | SOUTHWEST AIRLS CO | $566,000 | +44.4% | 9,273 | +10.3% | 0.31% | +37.3% |
| SPGI | New | S&P GLOBAL INC | $554,000 | – | 1,570 | +100.0% | 0.31% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $540,000 | -1.6% | 1,531 | +5.1% | 0.30% | -6.3% |
| LOW | Buy | LOWES COS INC | $528,000 | +22.2% | 2,775 | +3.0% | 0.29% | +16.3% |
| CBSH | COMMERCE BANCSHARES INC | $526,000 | +16.6% | 6,862 | 0.0% | 0.29% | +11.1% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $516,000 | -2.8% | 2,331 | -9.2% | 0.29% | -7.1% |
| ARKG | New | ARK ETF TRgenomic rev etf | $507,000 | – | 5,715 | +100.0% | 0.28% | – |
| SYY | Buy | SYSCO CORP | $489,000 | +6.3% | 6,207 | +0.1% | 0.27% | +1.5% |
| GOVT | Buy | ISHARES TRus treas bd etf | $489,000 | -3.7% | 18,660 | +0.0% | 0.27% | -8.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $484,000 | -4.5% | 1,517 | -6.2% | 0.27% | -9.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $467,000 | +19.4% | 632 | +32.2% | 0.26% | +14.1% |
| DTD | WISDOMTREE TRus total dividnd | $465,000 | +7.9% | 4,110 | 0.0% | 0.26% | +3.2% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $456,000 | +3.2% | 1,419 | +8.4% | 0.25% | -1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $451,000 | +7.1% | 2,183 | +1.0% | 0.25% | +2.0% |
| NET | Buy | CLOUDFLARE INC | $440,000 | +35.0% | 6,259 | +45.7% | 0.24% | +29.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $428,000 | -3.2% | 1,201 | -2.9% | 0.24% | -7.8% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $428,000 | 0.0% | 7,596 | -1.9% | 0.24% | -4.8% |
| ST | Sell | SENSATA TECHNOLOGIES HLDG PL | $422,000 | -10.4% | 7,284 | -18.5% | 0.23% | -14.6% |
| AGZ | Sell | ISHARES TRagency bond etf | $411,000 | -4.9% | 3,488 | -3.5% | 0.23% | -9.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $410,000 | +15.2% | 198 | -2.5% | 0.23% | +9.7% |
| SO | SOUTHERN CO | $406,000 | +1.2% | 6,533 | 0.0% | 0.22% | -3.4% | |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $390,000 | +93.1% | 8,323 | +140.6% | 0.22% | +84.6% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $377,000 | -6.5% | 1,654 | -10.2% | 0.21% | -10.7% |
| SYK | Sell | STRYKER CORPORATION | $374,000 | -5.1% | 1,537 | -4.4% | 0.21% | -9.6% |
| ILMN | Sell | ILLUMINA INC | $372,000 | -50.4% | 969 | -52.2% | 0.21% | -52.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $371,000 | +64.9% | 5,661 | +52.9% | 0.20% | +56.5% |
| AWK | AMERICAN WTR WKS CO INC NEW | $366,000 | -2.1% | 2,440 | 0.0% | 0.20% | -6.5% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $346,000 | +0.6% | 3,601 | -4.8% | 0.19% | -4.0% |
| ALSN | Sell | ALLISON TRANSMISSION HLDGS I | $333,000 | -25.5% | 8,154 | -21.2% | 0.18% | -29.2% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $330,000 | +4.8% | 2,542 | +4.7% | 0.18% | 0.0% |
| TXN | TEXAS INSTRS INC | $324,000 | +14.9% | 1,717 | 0.0% | 0.18% | +9.1% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $320,000 | +2.6% | 1,397 | +0.1% | 0.18% | -2.2% |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $319,000 | +50.5% | 5,127 | +56.0% | 0.18% | +43.9% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $319,000 | – | 5,486 | +100.0% | 0.18% | – |
| MRK | Buy | MERCK & CO. INC | $309,000 | -2.2% | 4,010 | +3.7% | 0.17% | -7.1% |
| RJF | RAYMOND JAMES FINL INC | $303,000 | +27.8% | 2,476 | 0.0% | 0.17% | +21.7% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $302,000 | -58.7% | 934 | -61.1% | 0.17% | -60.7% |
| LLY | LILLY ELI & CO | $300,000 | +10.7% | 1,606 | 0.0% | 0.17% | +5.7% | |
| CWB | SPDR SER TRblmbrg brc cnvrt | $297,000 | +0.7% | 3,569 | 0.0% | 0.16% | -4.1% | |
| XOM | EXXON MOBIL CORP | $296,000 | +35.2% | 5,307 | 0.0% | 0.16% | +29.1% | |
| NKE | Buy | NIKE INCcl b | $297,000 | +6.1% | 2,238 | +13.1% | 0.16% | +0.6% |
| EQIX | Buy | EQUINIX INC | $294,000 | -1.7% | 433 | +3.6% | 0.16% | -6.3% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $284,000 | +1.4% | 2,327 | +27.2% | 0.16% | -3.7% |
| SPY | SPDR S&P 500 ETF TRtr unit | $282,000 | +6.0% | 711 | 0.0% | 0.16% | +0.6% | |
| IDXX | IDEXX LABS INC | $281,000 | -2.1% | 575 | 0.0% | 0.16% | -6.6% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $279,000 | +8.1% | 3,038 | +0.0% | 0.16% | +3.3% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $279,000 | +15.3% | 2,996 | +15.1% | 0.16% | +9.9% |
| BAC | BK OF AMERICA CORP | $279,000 | +27.4% | 7,223 | 0.0% | 0.16% | +22.0% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $278,000 | -14.7% | 9,377 | -11.3% | 0.15% | -18.5% |
| DVY | Sell | ISHARES TRselect divid etf | $278,000 | +16.3% | 2,439 | -1.9% | 0.15% | +10.8% |
| BYM | BLACKROCK MUN INCOME QUALITY | $276,000 | -0.7% | 18,294 | 0.0% | 0.15% | -5.0% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $277,000 | -12.6% | 7,205 | -12.4% | 0.15% | -16.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $275,000 | +9.6% | 1,243 | +1.1% | 0.15% | +4.1% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $274,000 | +9.2% | 3,765 | +0.5% | 0.15% | +4.1% |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $267,000 | – | 1,091 | +100.0% | 0.15% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $267,000 | -29.9% | 584 | -28.5% | 0.15% | -33.0% |
| HRL | HORMEL FOODS CORP | $265,000 | +2.3% | 5,548 | 0.0% | 0.15% | -2.0% | |
| RPM | Sell | RPM INTL INC | $263,000 | -2.2% | 2,863 | -3.4% | 0.15% | -6.4% |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $262,000 | – | 2,887 | +100.0% | 0.14% | – |
| DUK | Sell | DUKE ENERGY CORP NEW | $262,000 | -6.1% | 2,714 | -10.9% | 0.14% | -10.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $258,000 | +7.1% | 1,079 | +0.7% | 0.14% | +2.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $253,000 | +6.8% | 681 | +0.6% | 0.14% | +1.4% |
| IRBO | New | ISHARES TRrobotics artif | $249,000 | – | 5,775 | +100.0% | 0.14% | – |
| O | New | REALTY INCOME CORP | $249,000 | – | 3,922 | +100.0% | 0.14% | – |
| SBUX | Buy | STARBUCKS CORP | $250,000 | +7.3% | 2,289 | +5.3% | 0.14% | +2.2% |
| CLX | Buy | CLOROX CO DEL | $242,000 | -4.3% | 1,255 | +0.1% | 0.13% | -8.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $242,000 | -12.3% | 11,005 | -22.0% | 0.13% | -16.2% |
| VPU | VANGUARD WORLD FDSutilities etf | $238,000 | +2.6% | 1,691 | 0.0% | 0.13% | -2.2% | |
| IDNA | New | ISHARES TRgenomics immun | $229,000 | – | 5,000 | +100.0% | 0.13% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $223,000 | – | 1,041 | +100.0% | 0.12% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $217,000 | – | 1,654 | +100.0% | 0.12% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $216,000 | – | 7,067 | +100.0% | 0.12% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $211,000 | +1.9% | 1,518 | -1.2% | 0.12% | -2.5% |
| BMY | BRISTOL-MYERS SQUIBB CO | $210,000 | +1.9% | 3,320 | 0.0% | 0.12% | -3.3% | |
| BBY | New | BEST BUY INC | $207,000 | – | 1,800 | +100.0% | 0.12% | – |
| NTES | New | NETEASE INCsponsored ads | $207,000 | – | 2,000 | +100.0% | 0.12% | – |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $207,000 | +1.0% | 3,482 | +0.1% | 0.12% | -3.4% |
| ITA | New | ISHARES TRus aer def etf | $203,000 | – | 1,950 | +100.0% | 0.11% | – |
| BAND | New | BANDWIDTH INCput | $53,000 | – | 13,000 | +100.0% | 0.03% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -4,230 | -100.0% | -0.12% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -1,341 | -100.0% | -0.13% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -4,959 | -100.0% | -0.19% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -16,795 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
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.