Moseley Investment Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Moseley Investment Management Inc. reported 149 stock positions worth $256.2 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, 4.4%). Compared with Q3 2024, it opened 6 new positions, sold out of 10, added to 56 and reduced 67. The biggest buy was Alphabet Class A (GOOGL, shares +14%) and the biggest sale Nvidia (NVDA, shares −18%).
- Most Recent 13F
- Q1 2026
- Location
- BRADENTON, FL
- CIK
- 0000906396
- Portfolio Value
- $256.2M (Q4 2024)
- SEC Filing
- 0000906396-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 149 stocks · $256.2M
| AAPL Apple Inc. | 6.81% | 69,675 | $17.4M | Reduce -4.3% |
| IBTF iShares Ibonds Dec 2025 Term | 6.19% | 679,833 | $15.9M | Add +2.9% |
| NVDA Nvidia Corp. | 4.39% | 83,815 | $11.3M | Reduce -17.6% |
| AMZN Amazon.com Inc. | 4.01% | 46,816 | $10.3M | Reduce -1.3% |
| AVGO Broadcom Inc. | 3.99% | 44,125 | $10.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.81% | 23,149 | $9.8M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.74% | 21,118 | $9.6M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 3.36% | 45,432 | $8.6M | Add +14.4% |
| IBTI iShares Ibonds Dec 2028 Term | 3.25% | 380,302 | $8.3M | Add +4.2% |
| TSLA Tesla Inc. | 3.23% | 20,514 | $8.3M | Reduce -15.0% |
| ETN Eaton Corp. PLC | 2.70% | 20,833 | $6.9M | Add +8.1% |
| IBDR iShares Ibonds Dec 2026 Term | 2.40% | 255,272 | $6.1M | Add +6.4% |
| VIG Vanguard Dividend Apprec ETF | 1.92% | 25,072 | $4.9M | Add +22.3% |
| HD Home Depot Inc. | 1.83% | 12,082 | $4.7M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.74% | 18,590 | $4.5M | Add +1.1% |
| NEE Nextera Energy Inc. | 1.44% | 51,590 | $3.7M | Reduce -10.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.39% | 175,467 | $3.6M | Add +6.8% |
| LLY Eli Lilly & Co. | 1.10% | 3,635 | $2.8M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.05% | 9,299 | $2.7M | Add +6.7% |
| PEP Pepsico Inc. | 1.05% | 17,662 | $2.7M | Reduce -3.4% |
| LMT Lockheed Martin Corp. | 1.03% | 5,433 | $2.6M | Add +1.9% |
| QCOM Qualcomm Inc. | 1.03% | 17,111 | $2.6M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 0.97% | 4,254 | $2.5M | Add +0.3% |
| NFLX Netflix Inc. | 0.92% | 2,648 | $2.4M | Add +6.9% |
| COST Costco Wholesale Corp. | 0.85% | 2,377 | $2.2M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.80% | 9,099 | $2.1M | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 0.80% | 3,288 | $2.0M | Reduce -6.4% |
| V Visa Inc. Class A | 0.79% | 6,437 | $2.0M | Reduce -6.5% |
| JNJ Johnson & Johnson | 0.79% | 13,956 | $2.0M | Reduce -4.7% |
| BX Blackstone Inc. | 0.78% | 11,552 | $2.0M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 25,614 | $1.9M | Reduce -0.2% |
| VIGI Vanguard Int Div App Indx FD | 0.75% | 24,062 | $1.9M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.74% | 4,638 | $1.9M | Add +10.3% |
| VLO Valero Energy Corp. | 0.72% | 15,089 | $1.8M | Add +3.0% |
| JEPI JPMorgan Equity Premium Inco | 0.71% | 31,822 | $1.8M | Add +9.1% |
| AXON Axon Enterprise Inc. | 0.68% | 2,923 | $1.7M | Reduce -3.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.65% | 4,851 | $1.7M | Reduce -3.0% |
| BN Brookfield Corp. | 0.65% | 28,785 | $1.7M | No change |
| VZ Verizon Communications Inc. | 0.63% | 40,083 | $1.6M | Reduce -15.8% |
| AMGN Amgen Inc. | 0.62% | 6,139 | $1.6M | Add +0.4% |
| IBMO iShares Ibonds Dec 2026 Term | 0.62% | 61,929 | $1.6M | Add +37.8% |
| CVX Chevron Corp. | 0.60% | 10,677 | $1.5M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.59% | 11,799 | $1.5M | Add +1.5% |
| MELI MercadoLibre Inc. | 0.55% | 832 | $1.4M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.55% | 7,883 | $1.4M | Add +1.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.53% | 17,645 | $1.3M | Reduce -3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 11,894 | $1.3M | Reduce -0.6% |
| EPD Enterprise Products Partners | 0.52% | 42,077 | $1.3M | Reduce -9.7% |
| UNH Unitedhealth Group Inc. | 0.50% | 2,532 | $1.3M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.48% | 6,488 | $1.2M | Add +8.4% |
| ALSN Allison Transmission Holding | 0.47% | 11,102 | $1.2M | No change |
| CRM Salesforce Inc. | 0.46% | 3,524 | $1.2M | Add +29.4% |
| PG The Procter & Gamble Co. | 0.46% | 6,999 | $1.2M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.44% | 2,139 | $1.1M | Add +2.4% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.43% | 43,836 | $1.1M | Reduce -38.4% |
| AMD Advanced Micro Devices | 0.43% | 9,152 | $1.1M | Reduce -9.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.43% | 37,711 | $1.1M | Add +7.7% |
| WMT Walmart Inc. | 0.43% | 12,155 | $1.1M | Add +0.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 15,702 | $1.1M | Add +5.0% |
| BCPC Balchem Corp. | 0.41% | 6,374 | $1.0M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 15,341 | $925K | Reduce -1.0% |
| NSA National Storage Affiliates | 0.36% | 24,367 | $924K | Reduce -0.9% |
| ZTS Zoetis Inc. | 0.36% | 5,642 | $919K | Reduce -23.9% |
| MDT Medtronic PLC | 0.34% | 10,855 | $867K | Reduce -20.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.34% | 37,900 | $864K | Add +17.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 1,677 | $857K | Add +1.6% |
| MA Mastercard Inc. Class A | 0.33% | 1,590 | $837K | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.31% | 2,357 | $801K | Reduce -2.2% |
| SPGI S&P Global Inc. | 0.31% | 1,572 | $783K | No change |
| SCHW Schwab (charles) Corp. | 0.30% | 10,439 | $773K | No change |
| J Jacobs Solutions Inc. | 0.29% | 5,556 | $742K | Reduce -8.8% |
| VT Vanguard Tot World STK ETF | 0.28% | 6,177 | $726K | Add +5.6% |
| O Realty Income Corp. | 0.27% | 12,999 | $694K | Reduce -0.4% |
| TYL Tyler Technologies Inc. | 0.27% | 1,201 | $693K | No change |
| DPZ Domino's Pizza Inc. | 0.27% | 1,630 | $684K | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,145 | $671K | Add +86.5% |
| XOM Exxon Mobil Corp. | 0.25% | 5,978 | $643K | Add +6.2% |
| MRK Merck & Co. Inc. | 0.25% | 6,379 | $635K | Add +0.5% |
| EQIX Equinix Inc. | 0.25% | 668 | $630K | Add +17.2% |
| JBL Jabil Inc. | 0.24% | 4,285 | $617K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 8,569 | $612K | Reduce -4.8% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 26,073 | $604K | No change |
| GLD SPDR Gold Shares | 0.23% | 2,432 | $589K | Reduce -29.1% |
| BKNG Booking Holdings Inc. | 0.22% | 112 | $557K | Reduce -1.8% |
| SBUX Starbucks Corp. | 0.22% | 6,048 | $552K | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.21% | 2,180 | $538K | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.21% | 2,825 | $530K | Add +2.3% |
| SO The Southern Co. | 0.20% | 6,295 | $518K | Add +0.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.20% | 10,906 | $517K | Add +4.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.19% | 11,983 | $482K | Add +4.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 9,621 | $482K | Reduce -8.3% |
| SOFI Sofi Technologies Inc. | 0.19% | 31,036 | $478K | Reduce -7.5% |
| SYY Sysco Corp. | 0.19% | 6,232 | $476K | Reduce -8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,788 | $472K | Reduce -4.5% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.18% | 7,710 | $460K | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 0.18% | 851 | $459K | Reduce -0.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 1,060 | $451K | New |
| BLK BlackRock Inc. | 0.18% | 438 | $449K | Reduce -4.4% |
| WMB Williams Cos Inc. | 0.17% | 8,225 | $445K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,016 | $443K | Add +0.7% |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Reduce -17.6% | 4.39% | −0.53 |
| NEE Nextera Energy Inc. | Reduce -10.2% | 1.44% | −0.49 |
| MSFT Microsoft Corp. | Reduce -4.0% | 3.81% | −0.33 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Reduce -38.4% | 0.43% | −0.30 |
| AMD Advanced Micro Devices | Reduce -9.2% | 0.43% | −0.23 |
| VZ Verizon Communications Inc. | Reduce -15.8% | 0.63% | −0.23 |
| ZTS Zoetis Inc. | Reduce -23.9% | 0.36% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 1.10% | −0.20 |
| PEP Pepsico Inc. | Reduce -3.4% | 1.05% | −0.19 |
| QCOM Qualcomm Inc. | Reduce -3.5% | 1.03% | −0.18 |
| JNJ Johnson & Johnson | Reduce -4.7% | 0.79% | −0.16 |
| MDT Medtronic PLC | Reduce -20.1% | 0.34% | −0.15 |
| MELI MercadoLibre Inc. | Reduce -1.4% | 0.55% | −0.14 |
| NSA National Storage Affiliates | Reduce -0.9% | 0.36% | −0.11 |
| GLD SPDR Gold Shares | Reduce -29.1% | 0.23% | −0.10 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.50% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.10 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.09 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.09 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.09 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.08 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.08 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.7% | 0.53% | −0.08 |
| THC Tenet Healthcare Corp. | Reduce -19.0% | 0.11% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Reduce -36.9% | 0.10% | −0.06 |
| O Realty Income Corp. | Reduce -0.4% | 0.27% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -2.2% | 0.31% | −0.05 |
| BEPC Brookfield Renewable Corp. | Reduce -11.6% | 0.11% | −0.04 |
| SBUX Starbucks Corp. | Reduce -7.0% | 0.22% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.1% | 0.46% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -11.9% | 0.15% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -35.2% | 0.16% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -8.8% | 0.29% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.21% | −0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -9.4% | 0.18% | −0.03 |
| SYY Sysco Corp. | Reduce -8.7% | 0.19% | −0.03 |
| EPD Enterprise Products Partners | Reduce -9.7% | 0.52% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.3% | 0.19% | −0.03 |
| ADBE Adobe Inc. | Reduce -3.3% | 0.11% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -6.4% | 0.80% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -13.6% | 0.10% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.08% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.5% | 0.18% | −0.02 |
| DPZ Domino's Pizza Inc. | Reduce -1.9% | 0.27% | −0.02 |
| UL Unilever PLC | Reduce -1.4% | 0.09% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -1.5% | 0.11% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +14.4% | 3.36% | +0.73 |
| VIG Vanguard Dividend Apprec ETF | Add +22.3% | 1.92% | +0.30 |
| NFLX Netflix Inc. | Add +6.9% | 0.92% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.74% | +0.19 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.18% | +0.18 |
| CRM Salesforce Inc. | Add +29.4% | 0.46% | +0.16 |
| IBMO iShares Ibonds Dec 2026 Term | Add +37.8% | 0.62% | +0.16 |
| ETN Eaton Corp. PLC | Add +8.1% | 2.70% | +0.15 |
| IBIT iShares Bitcoin Trust ETF | New | 0.13% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +86.5% | 0.26% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.3% | 0.74% | +0.10 |
| VST Vistra Corp. | New | 0.10% | +0.10 |
| RJF Raymond James Financial Inc. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +8.4% | 0.48% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | New | 0.08% | +0.08 |
| IBDR iShares Ibonds Dec 2026 Term | Add +6.4% | 2.40% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.7% | 1.05% | +0.07 |
| EQIX Equinix Inc. | Add +17.2% | 0.25% | +0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Add +17.0% | 0.34% | +0.04 |
| WMT Walmart Inc. | Add +0.3% | 0.43% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +2.4% | 0.44% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +9.1% | 0.71% | +0.02 |
| SE Sea Ltd.-ADR | Add +4.3% | 0.16% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +2.4% | 0.10% | +0.02 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +13.4% | 0.14% | +0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Add +2.9% | 6.19% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.33% | +0.01 |
| BAC Bank of America Corp. | Add +0.9% | 0.10% | +0.01 |
| CGGO Cap Group Global Growth | Add +7.7% | 0.43% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +5.6% | 0.28% | +0.00 |
| PAYX Paychex Inc. | Add +0.3% | 0.12% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.97% | +0.00 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +6.8% | 1.39% | +0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +4.2% | 0.20% | +0.00 |
| TDG Transdigm Group Inc. | Add +15.2% | 0.12% | +0.00 |
| ACN Accenture PLC Class A | Add +1.7% | 0.09% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Add +1.8% | 0.11% | −0.00 |
| FDL First Trust Morn DVD Lead Inc. | Add +4.7% | 0.19% | −0.00 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.17% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.10% | −0.00 |
| ITW Illinois Tool Works | Add +1.3% | 0.10% | −0.00 |
| PFF iShares Preferred & Income S | Add +0.1% | 0.08% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.5% | 0.59% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +3.9% | 0.12% | −0.01 |
| XOM Exxon Mobil Corp. | Add +6.2% | 0.25% | −0.01 |
| XYL Xylem Inc. | Add +0.8% | 0.08% | −0.01 |
| AFL Aflac Inc. | Add +1.4% | 0.17% | −0.02 |
| TXN Texas Instruments Inc. | Add +2.3% | 0.21% | −0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.0% | 0.42% | −0.02 |
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 |