Moseley Investment Management Inc.

Name: MOSELEY INVESTMENT MANAGEMENT INC 13F holdings, Q3 2024
Creator: MOSELEY INVESTMENT MANAGEMENT INC
Published: 2024-10-16

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Moseley Investment Management Inc. reported 153 stock positions worth $250.6 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by iShares Ibonds Dec 2025 Term (IBTF, 6.2%) and Nvidia (NVDA, 4.9%). Compared with Q2 2024, it opened 13 new positions, sold out of 4, added to 68 and reduced 56. The biggest buy was iShares Ibonds Dec 2028 Term (IBTI, shares +321%) and the biggest sale Nvidia (NVDA, shares −8%).

Most Recent 13F: Q1 2026
Location: BRADENTON, FL
CIK: 0000906396
Portfolio Value: $250.6M (Q3 2024)
SEC Filing: 0000906396-24-000004 ↗ filed Oct 16, 2024

Holdings Value

Holdings 153 stocks · $250.6M


AAPL Apple Inc.	6.77%	72,814	$17.0M	Reduce -2.9%
IBTF iShares Ibonds Dec 2025 Term	6.17%	660,689	$15.5M	Add +87.2%
NVDA Nvidia Corp.	4.93%	101,665	$12.3M	Reduce -7.9%
MSFT Microsoft Corp.	4.14%	24,109	$10.4M	Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B	3.82%	20,797	$9.6M	Add +0.5%
AMZN Amazon.com Inc.	3.53%	47,453	$8.8M	Reduce -0.9%
IBTI iShares Ibonds Dec 2028 Term	3.28%	364,920	$8.2M	Add +321.1%
AVGO Broadcom Inc.	3.06%	44,514	$7.7M	Reduce -2.5%
GOOGL Alphabet Inc. Class A	2.63%	39,714	$6.6M	Add +0.7%
ETN Eaton Corp. PLC	2.55%	19,275	$6.4M	Add +7.8%
TSLA Tesla Inc.	2.52%	24,134	$6.3M	Reduce -4.7%
IBDR iShares Ibonds Dec 2026 Term	2.33%	239,868	$5.8M	Add +108.0%
HD Home Depot Inc.	1.94%	11,998	$4.9M	Add +0.0%
NEE Nextera Energy Inc.	1.94%	57,450	$4.9M	Add +2.0%
VIG Vanguard Dividend Apprec ETF	1.62%	20,504	$4.1M	Add +8.0%
JPM JPMorgan Chase & Co.	1.55%	18,385	$3.9M	Add +1.0%
IBDW iShares Ibonds Dec 2031 Corp.	1.39%	164,300	$3.5M	Add +129.8%
LLY Eli Lilly & Co.	1.29%	3,663	$3.2M	Reduce -0.2%
LMT Lockheed Martin Corp.	1.24%	5,333	$3.1M	Add +0.7%
PEP Pepsico Inc.	1.24%	18,289	$3.1M	Add +4.2%
QCOM Qualcomm Inc.	1.20%	17,722	$3.0M	Add +0.8%
VTI VG Morningstar TS MKT ETF-US	0.98%	8,715	$2.5M	Add +9.0%
META Meta Platforms Inc. Class A	0.97%	4,243	$2.4M	Add +1.6%
JNJ Johnson & Johnson	0.95%	14,651	$2.4M	Add +0.8%
VZ Verizon Communications Inc.	0.85%	47,581	$2.1M	Add +5.9%
COST Costco Wholesale Corp.	0.85%	2,390	$2.1M	Reduce -4.2%
VGT Vanguard Info Tech ETF	0.82%	3,514	$2.1M	Reduce -9.0%
VIGI Vanguard Int Div App Indx FD	0.81%	23,130	$2.0M	Add +8.1%
VLO Valero Energy Corp.	0.79%	14,643	$2.0M	Add +4.2%
AMGN Amgen Inc.	0.79%	6,115	$2.0M	Reduce -1.4%
HON Honeywell International Inc.	0.78%	9,418	$1.9M	Add +2.5%
V Visa Inc. Class A	0.76%	6,882	$1.9M	Add +11.8%
IBMS ISHARESIBONDDEC2030MUNIBDETF	0.73%	71,189	$1.8M	New
BX Blackstone Inc.	0.71%	11,565	$1.8M	Add +2.9%
NFLX Netflix Inc.	0.70%	2,478	$1.8M	Reduce -0.6%
JEPI JPMorgan Equity Premium Inco	0.69%	29,170	$1.7M	Add +25.3%
MELI MercadoLibre Inc.	0.69%	844	$1.7M	Add +0.4%
AMD Advanced Micro Devices	0.66%	10,081	$1.7M	Reduce -11.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.64%	4,206	$1.6M	Add +1.7%
CVX Chevron Corp.	0.63%	10,674	$1.6M	Reduce -1.1%
ABBV Abbvie Inc.	0.61%	7,763	$1.5M	Add +1.6%
BN Brookfield Corp.	0.61%	28,785	$1.5M	No change
UNH Unitedhealth Group Inc.	0.60%	2,581	$1.5M	Add +5.6%
MKC McCormick & Co.-Non VTG SHRS	0.60%	18,316	$1.5M	Add +5.9%
VYM Vanguard High DVD Yield ETF	0.59%	11,622	$1.5M	Add +16.3%
ZTS Zoetis Inc.	0.58%	7,409	$1.4M	Reduce -1.4%
CRWD CrowdStrike Holdings Inc. Class A	0.56%	5,000	$1.4M	Reduce -20.1%
EPD Enterprise Products Partners	0.54%	46,573	$1.4M	Reduce -2.1%
PG The Procter & Gamble Co.	0.49%	7,147	$1.2M	Reduce -1.2%
MDT Medtronic PLC	0.49%	13,578	$1.2M	Add +1.4%
AXON Axon Enterprise Inc.	0.48%	3,016	$1.2M	Reduce -2.9%
NSA National Storage Affiliates	0.47%	24,581	$1.2M	Reduce -1.0%
IBMO iShares Ibonds Dec 2026 Term	0.46%	44,929	$1.2M	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.46%	11,962	$1.2M	Reduce -4.8%
BCPC Balchem Corp.	0.45%	6,374	$1.1M	No change
VYMI Vanguard Int High DVD YLD Inc.	0.44%	14,953	$1.1M	Add +10.9%
ALSN Allison Transmission Holding	0.43%	11,102	$1.1M	No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT	0.42%	35,003	$1.1M	Add +50.2%
ISRG Intuitive Surgical Inc.	0.41%	2,088	$1.0M	Reduce -2.6%
GOOG Alphabet Inc. Class C	0.40%	5,987	$1.0M	Add +0.2%
WMT Walmart Inc.	0.39%	12,121	$979K	Add +0.8%
PLTR Palantir Technologies Inc. Class A	0.38%	25,656	$954K	Reduce -1.3%
SHW The Sherwin-Williams Co.	0.37%	2,411	$920K	Reduce -1.5%
CMG Chipotle Mexican Grill Inc.	0.36%	15,502	$893K	Add +10.3%
GLD SPDR Gold Shares	0.33%	3,432	$834K	Add +0.1%
O Realty Income Corp.	0.33%	13,057	$828K	Add +0.0%
SPGI S&P Global Inc.	0.32%	1,572	$812K	Add +0.1%
QQQ Invesco QQQ Trust Series 1	0.32%	1,651	$806K	Reduce -0.2%
J Jacobs Solutions Inc.	0.32%	6,093	$798K	Reduce -3.9%
MA Mastercard Inc. Class A	0.31%	1,593	$787K	Add +0.6%
IBTG iShares Ibonds Dec 2026 Term	0.30%	32,400	$747K	New
CRM Salesforce Inc.	0.30%	2,723	$745K	Reduce -26.9%
MRK Merck & Co. Inc.	0.29%	6,345	$721K	Add +0.3%
DPZ Domino's Pizza Inc.	0.29%	1,662	$715K	Add +5.6%
TYL Tyler Technologies Inc.	0.28%	1,201	$701K	No change
VT Vanguard Tot World STK ETF	0.28%	5,849	$700K	Reduce -7.0%
SCHW Schwab (charles) Corp.	0.27%	10,439	$677K	No change
XOM Exxon Mobil Corp.	0.26%	5,631	$660K	Add +0.8%
SBUX Starbucks Corp.	0.25%	6,505	$634K	Reduce -6.7%
SPTM SS SPDR P S&P 1500 Comp ETF	0.25%	8,996	$630K	Reduce -2.8%
LOW Lowe's Cos Inc.	0.24%	2,206	$597K	Add +0.7%
SCHX Schwab US Large-Cap ETF	0.24%	8,691	$590K	Reduce -1.8%
TXN Texas Instruments Inc.	0.23%	2,762	$570K	Add +0.3%
SO The Southern Co.	0.23%	6,276	$566K	Add +0.2%
VTEB Vanguard Tax-Exempt Bond ETF	0.21%	10,498	$537K	Reduce -5.2%
SYY Sysco Corp.	0.21%	6,823	$533K	Reduce -1.9%
XT Ishar Fture Exp Tech ETF-Usd	0.21%	8,515	$518K	Add +3.2%
JBL Jabil Inc.	0.20%	4,285	$513K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.20%	2,921	$510K	Reduce -0.5%
EQIX Equinix Inc.	0.20%	570	$506K	Reduce -4.4%
SHM SS SPDR N Ice St Muni ETF	0.20%	10,465	$504K	Reduce -2.8%
BKNG Booking Holdings Inc.	0.19%	114	$481K	Reduce -8.8%
FDL First Trust Morn DVD Lead Inc.	0.19%	11,448	$480K	Add +29.1%
SHOP Shopify Inc. Class A	0.19%	5,984	$480K	Add +2.6%
GD General Dynamics Corp.	0.19%	1,578	$477K	Add +0.1%
CALF PCR US SM CP CSH CWS ETF-Usd	0.19%	10,228	$476K	New
AFL Aflac Inc.	0.18%	4,120	$461K	Add +4.8%
THC Tenet Healthcare Corp.	0.18%	2,731	$454K	No change
VOO Vanguard S&P 500 ETF	0.18%	858	$452K	Add +3.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.18%	2,002	$443K	Reduce -2.8%
BLK BlackRock Finance Inc.	0.17%	458	$435K	Add +0.4%
VEEV Veeva Systems Inc. Class A	0.16%	1,937	$407K	Reduce -9.8%
PYPL PayPal Holdings Inc.	0.15%	4,928	$385K	Reduce -8.9%
BEPC Brookfield Renewable Cor-A	0.15%	11,520	$376K	Reduce -0.5%
WMB Williams Cos Inc.	0.15%	8,225	$375K	No change
RSST Return Stacked US SM FTR ETF	0.15%	15,018	$368K	Add +23.6%
SCHB Schwab US Broad Market ETF	0.15%	5,492	$365K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.14%	614	$352K	Reduce -3.9%
SE Sea Ltd.-ADR	0.14%	3,709	$350K	Add +5.4%
ADBE Adobe Inc.	0.14%	661	$342K	Reduce -14.4%
VNQ Vanguard Real Estate ETF	0.13%	3,455	$337K	Add +5.9%
AMLP Alerian MLP ETF	0.13%	6,787	$320K	Add +20.8%
VHT Vanguard Health Care ETF	0.13%	1,131	$319K	Reduce -10.7%
IDXX Idexx Laboratories Inc.	0.13%	625	$316K	Reduce -13.8%
BSV Vanguard Short-Term Bond ETF	0.12%	3,946	$311K	Reduce -2.9%
TXT Textron Inc.	0.12%	3,500	$310K	No change
TDG Transdigm Group Inc.	0.12%	217	$310K	New
GPIX GLDM SA S&P 500 PR in ETF-US	0.12%	6,246	$307K	Add +35.9%
PAYX Paychex Inc.	0.12%	2,173	$292K	Reduce -0.3%
SPYG SS SPDR P S&P 500 Growth ETF	0.12%	3,500	$290K	Reduce -18.0%
NOC Northrop Grumman Corp.	0.11%	527	$278K	Add +0.2%
UL Unilever PLC	0.11%	4,264	$277K	Add +1.1%
BAM Brookfield Asset Mgmt-A	0.11%	5,811	$275K	No change
SPLV Invesco S&P 500 Low Volatili	0.11%	3,804	$273K	Reduce -0.3%
ITW Illinois Tool Works	0.11%	1,026	$269K	Reduce -6.3%
USB US Bancorp	0.11%	5,879	$269K	Reduce -8.0%
TSM Taiwan Semiconductor-SP ADR	0.11%	1,540	$267K	Add +0.4%
SOFI Sofi Technologies Inc.	0.11%	33,536	$264K	Add +8.4%
TMO Thermo Fisher Scientific Inc.	0.10%	423	$262K	Reduce -19.1%
VCSH Vanguard S/T Corp. Bond ETF	0.10%	3,258	$259K	Add +4.6%
WM Waste Management Inc.	0.10%	1,236	$257K	Add +0.1%
NOW ServiceNow Inc.	0.10%	286	$256K	New
NVO Novo-Nordisk A/S-Spons ADR	0.10%	2,060	$245K	No change
XYL Xylem Inc.	0.10%	1,802	$243K	Add +8.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.10%	6,052	$240K	Add +1.4%
CWB SS SPDR BB Conv Sec ETF	0.09%	3,049	$234K	No change
HSY The Hershey Co.	0.09%	1,211	$232K	Reduce -22.4%
ACN Accenture PLC Class A	0.09%	654	$231K	New
NET Cloudflare Inc. Class A	0.09%	2,831	$229K	No change
PFF iShares Preferred & Income S	0.09%	6,826	$227K	Add +2.9%
BIV Vanguard Intermediate-Term B	0.09%	2,880	$226K	Reduce -2.1%
KMB Kimberly-Clark Corp.	0.09%	1,558	$222K	Add +0.9%
CIBR First Trust Nasdaq Cybersecu	0.09%	3,728	$221K	No change
VPU Vanguard Utilities ETF	0.09%	1,256	$219K	New
DTD Wisdomtree US Total Dividend	0.09%	2,848	$218K	Reduce -5.7%
BR Broadridge Financial Solutio	0.09%	1,010	$217K	New
NKE Nike Inc. Class B	0.08%	2,366	$209K	Reduce -26.4%
DUK Duke Energy Corp.	0.08%	1,755	$202K	New
WSM Williams-Sonoma Inc.	0.08%	1,305	$202K	New
ABT Abbott Laboratories	0.08%	1,773	$202K	New
IWM iShares Russell 2000 ETF	0.08%	912	$201K	New
OPK Opko Health Inc.	0.01%	24,153	$36K	Reduce -29.3%
ARAY Accuray Inc.	0.01%	12,000	$22K	No change

Portfolio Sells Q2 2024 → Q3 2024


NVDA Nvidia Corp.	Reduce -7.9%	4.93%	−1.41
MSFT Microsoft Corp.	Reduce -2.0%	4.14%	−0.97
AMZN Amazon.com Inc.	Reduce -0.9%	3.53%	−0.77
AAPL Apple Inc.	Reduce -2.9%	6.77%	−0.56
CRWD CrowdStrike Holdings Inc. Class A	Reduce -20.1%	0.56%	−0.55
AVGO Broadcom Inc.	Reduce -2.5%	3.06%	−0.34
LLY Eli Lilly & Co.	Reduce -0.2%	1.29%	−0.25
VGT Vanguard Info Tech ETF	Reduce -9.0%	0.82%	−0.21
AMD Advanced Micro Devices	Reduce -11.3%	0.66%	−0.20
PFE Pfizer Inc.	Sold out	0.00%	−0.16
CVX Chevron Corp.	Reduce -1.1%	0.63%	−0.16
CRM Salesforce Inc.	Reduce -26.9%	0.30%	−0.15
COST Costco Wholesale Corp.	Reduce -4.2%	0.85%	−0.14
DIS The Walt Disney Co.	Reduce -4.8%	0.46%	−0.12
AMGN Amgen Inc.	Reduce -1.4%	0.79%	−0.11
ABNB Airbnb Inc. Class A	Sold out	0.00%	−0.11
BMY Bristol-Myers Squibb Co.	Sold out	0.00%	−0.11
EPD Enterprise Products Partners	Reduce -2.1%	0.54%	−0.10
RJF Raymond James Financial Inc.	Sold out	0.00%	−0.09
J Jacobs Solutions Inc.	Reduce -3.9%	0.32%	−0.09
NFLX Netflix Inc.	Reduce -0.6%	0.70%	−0.08
ADBE Adobe Inc.	Reduce -14.4%	0.14%	−0.06
PG The Procter & Gamble Co.	Reduce -1.2%	0.49%	−0.06
VT Vanguard Tot World STK ETF	Reduce -7.0%	0.28%	−0.05
QQQ Invesco QQQ Trust Series 1	Reduce -0.2%	0.32%	−0.05
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -5.2%	0.21%	−0.04
SPYG SS SPDR P S&P 500 Growth ETF	Reduce -18.0%	0.12%	−0.04
HSY The Hershey Co.	Reduce -22.4%	0.09%	−0.04
BKNG Booking Holdings Inc.	Reduce -8.8%	0.19%	−0.04
IDXX Idexx Laboratories Inc.	Reduce -13.8%	0.13%	−0.04
SHM SS SPDR N Ice St Muni ETF	Reduce -2.8%	0.20%	−0.03
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -2.8%	0.25%	−0.03
ISRG Intuitive Surgical Inc.	Reduce -2.6%	0.41%	−0.03
TMO Thermo Fisher Scientific Inc.	Reduce -19.1%	0.10%	−0.03
NKE Nike Inc. Class B	Reduce -26.4%	0.08%	−0.03
VHT Vanguard Health Care ETF	Reduce -10.7%	0.13%	−0.03
SCHX Schwab US Large-Cap ETF	Reduce -1.8%	0.24%	−0.03
ZTS Zoetis Inc.	Reduce -1.4%	0.58%	−0.03
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -3.9%	0.14%	−0.02
BSV Vanguard Short-Term Bond ETF	Reduce -2.9%	0.12%	−0.02
VEEV Veeva Systems Inc. Class A	Reduce -9.8%	0.16%	−0.02
SYY Sysco Corp.	Reduce -1.9%	0.21%	−0.02
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.5%	0.20%	−0.02
ITW Illinois Tool Works	Reduce -6.3%	0.11%	−0.01
BIV Vanguard Intermediate-Term B	Reduce -2.1%	0.09%	−0.01
DTD Wisdomtree US Total Dividend	Reduce -5.7%	0.09%	−0.01
USB US Bancorp	Reduce -8.0%	0.11%	−0.01
EQIX Equinix Inc.	Reduce -4.4%	0.20%	−0.01
SPLV Invesco S&P 500 Low Volatili	Reduce -0.3%	0.11%	−0.01
OPK Opko Health Inc.	Reduce -29.3%	0.01%	−0.01

Portfolio Buys Q2 2024 → Q3 2024


IBTI iShares Ibonds Dec 2028 Term	Add +321.1%	3.28%	+2.40
IBTF iShares Ibonds Dec 2025 Term	Add +87.2%	6.17%	+2.37
IBDR iShares Ibonds Dec 2026 Term	Add +108.0%	2.33%	+1.05
IBMS ISHARESIBONDDEC2030MUNIBDETF	New	0.73%	+0.73
IBDW iShares Ibonds Dec 2031 Corp.	Add +129.8%	1.39%	+0.72
IBMO iShares Ibonds Dec 2026 Term	New	0.46%	+0.46
IBTG iShares Ibonds Dec 2026 Term	New	0.30%	+0.30
CALF PCR US SM CP CSH CWS ETF-Usd	New	0.19%	+0.19
TDG Transdigm Group Inc.	New	0.12%	+0.12
CGGO Cap Group Global Growth	Add +50.2%	0.42%	+0.10
NOW ServiceNow Inc.	New	0.10%	+0.10
LMT Lockheed Martin Corp.	Add +0.7%	1.24%	+0.10
ACN Accenture PLC Class A	New	0.09%	+0.09
VPU Vanguard Utilities ETF	New	0.09%	+0.09
BR Broadridge Financial Solutio	New	0.09%	+0.09
NEE Nextera Energy Inc.	Add +2.0%	1.94%	+0.09
DUK Duke Energy Corp.	New	0.08%	+0.08
WSM Williams-Sonoma Inc.	New	0.08%	+0.08
ABT Abbott Laboratories	New	0.08%	+0.08
IWM iShares Russell 2000 ETF	New	0.08%	+0.08
JEPI JPMorgan Equity Premium Inco	Add +25.3%	0.69%	+0.08
BX Blackstone Inc.	Add +2.9%	0.71%	+0.06
MELI MercadoLibre Inc.	Add +0.4%	0.69%	+0.05
VYM Vanguard High DVD Yield ETF	Add +16.3%	0.59%	+0.04
FDL First Trust Morn DVD Lead Inc.	Add +29.1%	0.19%	+0.04
MKC McCormick & Co.-Non VTG SHRS	Add +5.9%	0.60%	+0.03
UNH Unitedhealth Group Inc.	Add +5.6%	0.60%	+0.02
SE Sea Ltd.-ADR	Add +5.4%	0.14%	+0.02
HD Home Depot Inc.	Add +0.0%	1.94%	+0.02
GPIX GLDM SA S&P 500 PR in ETF-US	Add +35.9%	0.12%	+0.02
AFL Aflac Inc.	Add +4.8%	0.18%	+0.02
LOW Lowe's Cos Inc.	Add +0.7%	0.24%	+0.01
WMT Walmart Inc.	Add +0.8%	0.39%	+0.01
SHOP Shopify Inc. Class A	Add +2.6%	0.19%	+0.01
VIG Vanguard Dividend Apprec ETF	Add +8.0%	1.62%	+0.01
O Realty Income Corp.	Add +0.0%	0.33%	+0.01
SOFI Sofi Technologies Inc.	Add +8.4%	0.11%	+0.01
VYMI Vanguard Int High DVD YLD Inc.	Add +10.9%	0.44%	+0.01
RSST Return Stacked US SM FTR ETF	Add +23.6%	0.15%	+0.01
VIGI Vanguard Int Div App Indx FD	Add +8.1%	0.81%	+0.01
VNQ Vanguard Real Estate ETF	Add +5.9%	0.13%	+0.01
BLK BlackRock Finance Inc.	Add +0.4%	0.17%	+0.01
V Visa Inc. Class A	Add +11.8%	0.76%	+0.00
NOC Northrop Grumman Corp.	Add +0.2%	0.11%	+0.00
ABBV Abbvie Inc.	Add +1.6%	0.61%	+0.00
UL Unilever PLC	Add +1.1%	0.11%	+0.00
AMLP Alerian MLP ETF	Add +20.8%	0.13%	+0.00
SO The Southern Co.	Add +0.2%	0.23%	+0.00
SPGI S&P Global Inc.	Add +0.1%	0.32%	−0.00
MDT Medtronic PLC	Add +1.4%	0.49%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q1 2026	162	$313.7M	IBTG, AAPL, IBTI, GOOGL, BRK.B
Q4 2025	165	$323.6M	AAPL, IBTG, IBTI, GOOGL, AVGO
Q3 2025	176	$328.6M	AAPL, IBTI, IBTF, MSFT, AVGO
Q2 2025	163	$290.2M	IBTF, AAPL, MSFT, IBTI, BRK.B
Q1 2025	151	$255.7M	IBTF, AAPL, BRK.B, BRK.A, IBTI
Q4 2024	149	$256.2M	AAPL, IBTF, NVDA, AMZN, AVGO
Q3 2024	153	$250.6M	AAPL, IBTF, NVDA, MSFT, BRK.B
Q2 2024	144	$215.4M	AAPL, NVDA, MSFT, AMZN, BRK.B
Q1 2024	148	$201.4M	AAPL, MSFT, NVDA, AMZN, BRK.B