$215 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 144 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $15,786,063 | +24.0% | 74,950 | +1.0% | 7.33% | +16.0% |
| NVDA | Buy | NVIDIA CORPORATION | $13,638,551 | +36.7% | 110,398 | +900.0% | 6.33% | +27.8% |
| MSFT | Buy | MICROSOFT CORP | $11,001,084 | +6.8% | 24,614 | +0.6% | 5.11% | -0.1% |
| AMZN | Sell | AMAZON COM INC | $9,250,611 | +6.4% | 47,869 | -0.7% | 4.30% | -0.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,419,946 | -2.1% | 20,698 | +1.2% | 3.91% | -8.5% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $8,196,195 | +14.7% | 352,980 | +14.7% | 3.80% | +7.2% |
| AVGO | Sell | BROADCOM INC | $7,333,626 | +18.5% | 4,568 | -2.2% | 3.40% | +10.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,186,739 | +19.6% | 39,455 | -0.9% | 3.34% | +11.8% |
| ETN | Sell | EATON CORP PLC | $5,604,392 | -14.4% | 17,874 | -14.6% | 2.60% | -20.0% |
| TSLA | Buy | TESLA INC | $5,008,739 | +12.9% | 25,312 | +0.3% | 2.32% | +5.5% |
| HD | Buy | HOME DEPOT INC | $4,129,494 | -9.6% | 11,996 | +0.7% | 1.92% | -15.5% |
| NEE | Buy | NEXTERA ENERGY INC | $3,989,509 | +23.0% | 56,341 | +11.0% | 1.85% | +15.0% |
| JPM | Buy | JPMORGAN CHASE & CO. | $3,681,721 | +2.1% | 18,203 | +1.1% | 1.71% | -4.6% |
| QCOM | Buy | QUALCOMM INC | $3,502,673 | +18.2% | 17,585 | +0.5% | 1.63% | +10.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,465,030 | +6.4% | 18,981 | +6.4% | 1.61% | -0.5% |
| LLY | Sell | ELI LILLY & CO | $3,323,411 | +9.8% | 3,671 | -5.6% | 1.54% | +2.7% |
| PEP | Buy | PEPSICO INC | $2,894,485 | -4.8% | 17,550 | +1.0% | 1.34% | -11.0% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $2,746,411 | +45.6% | 115,299 | +45.8% | 1.28% | +36.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,472,685 | +5.7% | 5,294 | +2.9% | 1.15% | -1.2% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $2,398,693 | +18.9% | 6,260 | -0.6% | 1.11% | +11.2% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $2,225,417 | +9.5% | 3,860 | -0.4% | 1.03% | +2.4% |
| VLO | Buy | VALERO ENERGY CORP | $2,203,004 | -7.6% | 14,053 | +0.6% | 1.02% | -13.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,138,159 | +18.9% | 7,993 | +15.5% | 0.99% | +11.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,124,987 | -12.4% | 14,539 | -5.1% | 0.99% | -18.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,120,863 | +7.9% | 2,495 | -7.0% | 0.98% | +0.9% |
| FB | Buy | META PLATFORMS INCcl a | $2,104,535 | +4.3% | 4,174 | +0.4% | 0.98% | -2.5% |
| HON | Buy | HONEYWELL INTL INC | $1,961,578 | +5.4% | 9,186 | +1.3% | 0.91% | -1.4% |
| AMGN | Buy | AMGEN INC | $1,938,848 | +10.8% | 6,205 | +0.8% | 0.90% | +3.6% |
| IBTI | Buy | ISHARES TRibonds 28 trm ts | $1,891,617 | +34.6% | 86,651 | +35.3% | 0.88% | +25.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,852,742 | -1.1% | 44,926 | +0.6% | 0.86% | -7.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,842,706 | -10.3% | 11,360 | -0.2% | 0.86% | -16.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,738,414 | +7.1% | 21,388 | +7.4% | 0.81% | +0.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,688,753 | +0.5% | 10,796 | +1.3% | 0.78% | -6.0% |
| NFLX | Buy | NETFLIX INC | $1,683,151 | +16.5% | 2,494 | +4.9% | 0.78% | +8.9% |
| V | Buy | VISA INC | $1,615,948 | -4.9% | 6,157 | +1.1% | 0.75% | -11.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,546,618 | +17.5% | 4,135 | +8.1% | 0.72% | +9.8% |
| IBDW | Buy | ISHARES TRibonds dec 2031 | $1,451,019 | +52.2% | 71,514 | +53.7% | 0.67% | +42.5% |
| BX | Buy | BLACKSTONE INC | $1,391,337 | -5.1% | 11,239 | +0.7% | 0.65% | -11.3% |
| MELI | Sell | MERCADOLIBRE INC | $1,382,237 | +4.2% | 841 | -4.1% | 0.64% | -2.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,379,263 | -3.5% | 47,594 | -2.9% | 0.64% | -9.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,319,918 | +26.3% | 23,287 | +28.9% | 0.61% | +18.1% |
| ABBV | Buy | ABBVIE INC | $1,310,662 | -5.0% | 7,641 | +0.9% | 0.61% | -11.1% |
| ZTS | Sell | ZOETIS INCcl a | $1,303,043 | +1.4% | 7,516 | -1.1% | 0.60% | -5.2% |
| DIS | Buy | DISNEY WALT CO | $1,247,727 | -17.7% | 12,566 | +1.4% | 0.58% | -23.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,245,352 | +4.2% | 2,445 | +1.2% | 0.58% | -2.5% |
| MKC | Buy | MCCORMICK & CO INC | $1,227,018 | -6.1% | 17,297 | +1.6% | 0.57% | -12.2% |
| BROOKFIELD CORPcl a ltd vt sh | $1,195,716 | -0.8% | 28,785 | 0.0% | 0.56% | -7.2% | ||
| PG | Sell | PROCTER AND GAMBLE CO | $1,192,850 | +0.4% | 7,233 | -1.2% | 0.55% | -6.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,185,245 | +1.3% | 9,994 | +3.4% | 0.55% | -5.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,096,266 | +21.7% | 5,977 | +1.0% | 0.51% | +13.9% |
| MDT | Buy | MEDTRONIC PLC | $1,053,761 | -7.7% | 13,388 | +2.2% | 0.49% | -13.8% |
| NSA | Sell | NATIONAL STORAGE AFFILIATES | $1,023,203 | +4.9% | 24,823 | -0.4% | 0.48% | -1.9% |
| BCPC | New | BALCHEM CORP | $981,277 | – | 6,374 | +100.0% | 0.46% | – |
| CRM | Sell | SALESFORCE INC | $957,669 | -18.5% | 3,725 | -4.6% | 0.44% | -23.8% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $953,758 | +0.5% | 2,144 | -9.9% | 0.44% | -5.9% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $924,144 | -2.0% | 13,485 | -1.6% | 0.43% | -8.3% |
| AXON | Sell | AXON ENTERPRISE INC | $914,027 | -6.9% | 3,106 | -1.0% | 0.42% | -12.9% |
| Sell | JACOBS SOLUTIONS INC | $885,510 | -10.4% | 6,338 | -1.4% | 0.41% | -16.3% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $880,233 | +1.6% | 14,050 | +4614.8% | 0.41% | -4.9% |
| ALSN | ALLISON TRANSMISSION HLDGS I | $842,642 | -6.5% | 11,102 | 0.0% | 0.39% | -12.5% | |
| WMT | Buy | WALMART INC | $813,871 | +13.0% | 12,020 | +0.4% | 0.38% | +5.6% |
| DPZ | Buy | DOMINOS PIZZA INC | $812,866 | +4.9% | 1,574 | +1.0% | 0.38% | -2.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $792,811 | +3.1% | 1,655 | -4.4% | 0.37% | -3.7% |
| MRK | Sell | MERCK & CO INC | $783,457 | -9.0% | 6,328 | -3.0% | 0.36% | -14.8% |
| SCHW | Buy | SCHWAB CHARLES CORP | $769,250 | +2.9% | 10,439 | +1.0% | 0.36% | -3.8% |
| GLD | SPDR GOLD TR | $737,269 | +4.5% | 3,429 | 0.0% | 0.34% | -2.3% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $730,621 | -17.5% | 2,448 | -4.0% | 0.34% | -23.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $708,453 | +5.7% | 6,290 | +3.7% | 0.33% | -1.2% |
| SPGI | S&P GLOBAL INC | $700,047 | +4.8% | 1,570 | 0.0% | 0.32% | -2.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $698,564 | -8.4% | 1,583 | 0.0% | 0.32% | -14.3% | |
| O | Buy | REALTY INCOME CORP | $689,601 | -1.4% | 13,056 | +1.0% | 0.32% | -7.8% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $685,899 | +6.7% | 23,298 | +4.3% | 0.32% | -0.3% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $658,089 | +8.1% | 25,981 | -1.8% | 0.31% | +1.3% |
| XOM | Buy | EXXON MOBIL CORP | $643,165 | +19.0% | 5,587 | +20.2% | 0.30% | +11.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $614,146 | +0.2% | 9,256 | -3.1% | 0.28% | -6.2% |
| TYL | TYLER TECHNOLOGIES INC | $603,839 | +18.3% | 1,201 | 0.0% | 0.28% | +10.7% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $568,870 | +3.2% | 8,854 | -0.4% | 0.26% | -3.6% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $554,768 | -5.5% | 11,071 | -4.6% | 0.26% | -11.6% |
| SBUX | Sell | STARBUCKS CORP | $542,701 | -23.8% | 6,971 | -10.5% | 0.25% | -28.8% |
| TXN | Buy | TEXAS INSTRS INC | $535,956 | +11.9% | 2,755 | +0.1% | 0.25% | +4.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $508,181 | -22.5% | 10,769 | -22.1% | 0.24% | -27.6% |
| SYY | Sell | SYSCO CORP | $496,324 | -16.5% | 6,952 | -5.1% | 0.23% | -22.0% |
| BKNG | Sell | BOOKING HOLDINGS INC | $495,626 | +5.0% | 125 | -3.8% | 0.23% | -1.7% |
| SO | Buy | SOUTHERN CO | $485,881 | +8.6% | 6,264 | +0.4% | 0.23% | +1.8% |
| XT | Buy | ISHARES TRexponential tech | $485,215 | +14.3% | 8,248 | +15.9% | 0.22% | +6.6% |
| LOW | Buy | LOWES COS INC | $483,113 | -13.2% | 2,191 | +0.2% | 0.22% | -19.1% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $470,875 | -7.5% | 2,935 | -6.1% | 0.22% | -13.4% |
| JBL | JABIL INC | $466,165 | -18.8% | 4,285 | 0.0% | 0.22% | -24.2% | |
| GD | Buy | GENERAL DYNAMICS CORP | $457,365 | +3.3% | 1,576 | +0.6% | 0.21% | -3.6% |
| EQIX | Sell | EQUINIX INC | $450,871 | -10.0% | 596 | -1.8% | 0.21% | -16.1% |
| ADBE | Sell | ADOBE INC | $428,877 | +7.5% | 772 | -2.4% | 0.20% | +0.5% |
| VOO | Sell | VANGUARD INDEX FDS | $415,904 | +1.2% | 832 | -2.7% | 0.19% | -5.4% |
| VEEV | Sell | VEEVA SYS INC | $392,922 | -33.7% | 2,147 | -16.0% | 0.18% | -38.1% |
| SHOP | Sell | SHOPIFY INCcl a | $385,072 | -18.7% | 5,830 | -5.0% | 0.18% | -23.8% |
| THC | TENET HEALTHCARE CORP | $363,305 | +26.6% | 2,731 | 0.0% | 0.17% | +18.2% | |
| BLK | BLACKROCK INC | $359,109 | -5.6% | 456 | 0.0% | 0.17% | -11.6% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $356,151 | -7.4% | 2,059 | +2.3% | 0.16% | -13.6% |
| PFE | Buy | PFIZER INC | $352,396 | +0.9% | 12,595 | +0.0% | 0.16% | -5.2% |
| IDXX | IDEXX LABS INC | $353,220 | -9.8% | 725 | 0.0% | 0.16% | -15.5% | |
| AFL | Buy | AFLAC INC | $351,111 | +4.9% | 3,931 | +0.9% | 0.16% | -1.8% |
| WMB | WILLIAMS COS INC | $349,563 | +9.1% | 8,225 | 0.0% | 0.16% | +1.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $347,733 | +4.1% | 639 | 0.0% | 0.16% | -3.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $345,282 | +3.0% | 5,492 | 0.0% | 0.16% | -3.6% | |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $341,833 | +9.9% | 4,266 | +0.4% | 0.16% | +3.2% |
| VHT | VANGUARD WORLD FDhealth car etf | $336,818 | -1.7% | 1,266 | 0.0% | 0.16% | -8.2% | |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $336,439 | -1.8% | 8,870 | -0.3% | 0.16% | -8.2% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $328,682 | +24.1% | 11,581 | +7.4% | 0.15% | +15.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $314,054 | -20.9% | 5,412 | -8.7% | 0.15% | -25.9% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $311,661 | -3.0% | 4,063 | -3.1% | 0.14% | -9.4% |
| TXT | TEXTRON INC | $300,510 | -10.5% | 3,500 | 0.0% | 0.14% | -16.2% | |
| New | TIDAL TR IIreturn stckd us | $297,846 | – | 12,152 | +100.0% | 0.14% | – | |
| NVO | NOVO-NORDISK A Sadr | $294,044 | +11.2% | 2,060 | 0.0% | 0.14% | +4.6% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $289,187 | -11.1% | 523 | -6.6% | 0.13% | -17.3% |
| HSY | New | HERSHEY CO | $286,959 | – | 1,561 | +100.0% | 0.13% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $273,200 | -19.7% | 3,262 | -17.1% | 0.13% | -24.9% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $269,660 | -1.0% | 5,620 | -2.1% | 0.12% | -7.4% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $266,639 | – | 1,534 | +100.0% | 0.12% | – |
| WM | WASTE MGMT INC DEL | $263,581 | +0.1% | 1,235 | 0.0% | 0.12% | -6.9% | |
| PAYX | Buy | PAYCHEX INC | $258,362 | -3.1% | 2,179 | +0.4% | 0.12% | -9.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $259,430 | -11.6% | 1,095 | +0.1% | 0.12% | -17.8% |
| USB | Sell | US BANCORP DEL | $253,581 | -19.9% | 6,387 | -9.8% | 0.12% | -24.8% |
| SE | New | SEA LTDsponsord ads | $251,327 | – | 3,519 | +100.0% | 0.12% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $247,719 | -2.7% | 3,814 | -1.3% | 0.12% | -8.7% |
| NKE | Sell | NIKE INCcl b | $242,442 | -22.7% | 3,217 | -3.7% | 0.11% | -27.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $240,604 | +3.5% | 3,114 | +3.5% | 0.11% | -2.6% |
| ABNB | Sell | AIRBNB INC | $237,604 | -10.6% | 1,567 | -2.7% | 0.11% | -16.7% |
| BAC | Buy | BANK AMERICA CORP | $237,342 | +5.1% | 5,968 | +0.2% | 0.11% | -1.8% |
| NET | Buy | CLOUDFLARE INC | $234,492 | -14.0% | 2,831 | +0.5% | 0.11% | -19.3% |
| UL | Sell | UNILEVER PLCspon adr new | $231,937 | +9.1% | 4,218 | -0.4% | 0.11% | +1.9% |
| NOC | NORTHROP GRUMMAN CORP | $229,412 | -8.9% | 526 | 0.0% | 0.11% | -14.4% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $229,021 | -23.4% | 5,515 | +0.0% | 0.11% | -28.4% |
| XYL | Buy | XYLEM INC | $224,986 | +6.2% | 1,659 | +1.2% | 0.10% | -1.0% |
| BROOKFIELD ASSET MANAGMT LTD | $221,109 | -9.4% | 5,811 | 0.0% | 0.10% | -14.9% | ||
| CWB | Sell | SPDR SER TRbbg conv sec etf | $219,711 | -6.7% | 3,049 | -5.4% | 0.10% | -12.8% |
| BIV | VANGUARD BD INDEX FDSintermed term | $220,326 | -0.7% | 2,942 | 0.0% | 0.10% | -7.3% | |
| New | GOLDMAN SACHS ETF TRs&p 500 core pre | $218,215 | – | 4,597 | +100.0% | 0.10% | – | |
| KMB | New | KIMBERLY-CLARK CORP | $213,381 | – | 1,544 | +100.0% | 0.10% | – |
| DTD | WISDOMTREE TRus total dividnd | $213,910 | +0.2% | 3,020 | 0.0% | 0.10% | -6.6% | |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $210,334 | -0.3% | 3,728 | -0.3% | 0.10% | -6.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $209,349 | -3.5% | 6,635 | -1.4% | 0.10% | -10.2% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $204,500 | -8.7% | 30,938 | +0.8% | 0.10% | -14.4% |
| RJF | RAYMOND JAMES FINL INC | $203,338 | -3.7% | 1,645 | 0.0% | 0.09% | -10.5% | |
| OPK | OPKO HEALTH INC | $42,691 | +4.2% | 34,153 | 0.0% | 0.02% | 0.0% | |
| ARAY | ACCURAY INC | $21,840 | -26.3% | 12,000 | 0.0% | 0.01% | -33.3% | |
| CSX | Exit | CSX CORP | $0 | – | -5,400 | -100.0% | -0.10% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -2,646 | -100.0% | -0.10% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -2,000 | -100.0% | -0.10% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -1,010 | -100.0% | -0.10% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,851 | -100.0% | -0.10% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,739 | -100.0% | -0.11% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,740 | -100.0% | -0.11% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -702 | -100.0% | -0.11% | – |
| XYLD | Exit | GLOBAL X FDSs&p 500 covered | $0 | – | -5,599 | -100.0% | -0.11% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -1,616 | -100.0% | -0.13% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -853 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q2 2024 | 9.1% |
| AMAZON COM INC | 22 | Q2 2024 | 5.1% |
| MICROSOFT CORP | 22 | Q2 2024 | 5.3% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 4.6% |
| ALPHABET INC | 22 | Q2 2024 | 3.3% |
| EATON CORP PLC | 22 | Q2 2024 | 3.3% |
| NVIDIA CORPORATION | 22 | Q2 2024 | 6.3% |
| HOME DEPOT INC | 22 | Q2 2024 | 2.8% |
| NEXTERA ENERGY INC | 22 | Q2 2024 | 2.3% |
| JOHNSON & JOHNSON | 22 | Q2 2024 | 1.9% |
View MOSELEY INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 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 |
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.