$220 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 180 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $3,605,000 | – | 8 | +100.0% | 1.64% | – |
| New | INVENTRUST PPTYS CORP | $662,000 | – | 24,280 | +100.0% | 0.30% | – | |
| SOFI | New | SOFI TECHNOLOGIES INC | $488,000 | – | 30,877 | +100.0% | 0.22% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $469,000 | – | 4,433 | +100.0% | 0.21% | – |
| VOO | New | VANGUARD INDEX FDS | $283,000 | – | 647 | +100.0% | 0.13% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $243,000 | – | 2,163 | +100.0% | 0.11% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $225,000 | – | 8,718 | +100.0% | 0.10% | – |
| DEO | New | DIAGEO PLCspon adr new | $222,000 | – | 1,010 | +100.0% | 0.10% | – |
| NTES | New | NETEASE INCsponsored ads | $204,000 | – | 2,000 | +100.0% | 0.09% | – |
| CSX | New | CSX CORP | $203,000 | – | 5,400 | +100.0% | 0.09% | – |
| PLD | New | PROLOGIS INC. | $201,000 | – | 1,196 | +100.0% | 0.09% | – |
| FAX | New | ABERDEEN ASIA-PACIFIC INCOME | $42,000 | – | 11,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
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.