$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,063,000 | – | 45,654 | +100.0% | 0.59% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $791,000 | – | 4,470 | +100.0% | 0.44% | – |
| RCD | New | INVESCO EXCH TRADED FD TR IIs&p500 eql dis | $603,000 | – | 13,383 | +100.0% | 0.33% | – |
| SPGI | New | S&P GLOBAL INC | $554,000 | – | 1,570 | +100.0% | 0.31% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $507,000 | – | 5,715 | +100.0% | 0.28% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $319,000 | – | 5,486 | +100.0% | 0.18% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $267,000 | – | 1,091 | +100.0% | 0.15% | – |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $262,000 | – | 2,887 | +100.0% | 0.14% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
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.