Moseley Investment Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Moseley Investment Management Inc. reported 151 stock positions worth $255.7 million. Its top holding was iShares Ibonds Dec 2025 Term (IBTF) at 6.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Berkshire Hathaway Class B (BRK.B, 4.5%). Compared with Q4 2024, it opened 7 new positions, sold out of 5, added to 70 and reduced 52. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Nvidia (NVDA, shares −31%).
- Most Recent 13F
- Q1 2026
- Location
- BRADENTON, FL
- CIK
- 0000906396
- Portfolio Value
- $255.7M (Q1 2025)
- SEC Filing
- 0000906396-25-000004 ↗ filed Apr 15, 2025
Holdings Value
Holdings 151 stocks · $255.7M
| IBTF iShares Ibonds Dec 2025 Term | 6.24% | 682,500 | $16.0M | Add +0.4% |
| AAPL Apple Inc. | 6.00% | 69,115 | $15.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.49% | 21,548 | $11.5M | Add +2.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.06% | 13 | $10.4M | New |
| IBTI iShares Ibonds Dec 2028 Term | 3.79% | 435,577 | $9.7M | Add +14.5% |
| AMZN Amazon.com Inc. | 3.48% | 46,735 | $8.9M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.41% | 23,258 | $8.7M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.74% | 45,278 | $7.0M | Reduce -0.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.71% | 286,360 | $6.9M | Add +12.2% |
| ETN Eaton Corp. PLC | 2.55% | 24,023 | $6.5M | Add +15.3% |
| NVDA Nvidia Corp. | 2.46% | 57,947 | $6.3M | Reduce -30.9% |
| AVGO Broadcom Inc. | 2.18% | 33,347 | $5.6M | Reduce -24.4% |
| VIG Vanguard Dividend Apprec ETF | 2.18% | 28,735 | $5.6M | Add +14.6% |
| TSLA Tesla Inc. | 2.08% | 20,485 | $5.3M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.79% | 18,712 | $4.6M | Add +0.7% |
| HD Home Depot Inc. | 1.73% | 12,076 | $4.4M | Reduce -0.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.70% | 209,486 | $4.3M | Add +19.4% |
| NEE Nextera Energy Inc. | 1.47% | 53,035 | $3.8M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.12% | 3,458 | $2.9M | Reduce -4.9% |
| PEP Pepsico Inc. | 1.04% | 17,719 | $2.7M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.98% | 16,349 | $2.5M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.98% | 2,692 | $2.5M | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.96% | 4,252 | $2.5M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.96% | 5,479 | $2.4M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.94% | 2,539 | $2.4M | Add +6.8% |
| PLTR Palantir Technologies Inc. Class A | 0.91% | 27,473 | $2.3M | Add +7.3% |
| JNJ Johnson & Johnson | 0.90% | 13,939 | $2.3M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 8,333 | $2.3M | Reduce -10.4% |
| V Visa Inc. Class A | 0.89% | 6,457 | $2.3M | Add +0.3% |
| VIGI Vanguard Int Div App Indx FD | 0.84% | 25,918 | $2.1M | Add +7.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 5,749 | $2.1M | Add +23.9% |
| VLO Valero Energy Corp. | 0.79% | 15,325 | $2.0M | Add +1.6% |
| AMGN Amgen Inc. | 0.78% | 6,435 | $2.0M | Add +4.8% |
| JEPI JPMorgan Equity Premium Inco | 0.78% | 34,881 | $2.0M | Add +9.6% |
| HON Honeywell International Inc. | 0.77% | 9,324 | $2.0M | Add +2.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.75% | 67,363 | $1.9M | Add +78.6% |
| VZ Verizon Communications Inc. | 0.74% | 41,902 | $1.9M | Add +4.5% |
| CVX Chevron Corp. | 0.74% | 11,303 | $1.9M | Add +5.9% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.71% | 71,836 | $1.8M | Add +63.9% |
| ABBV Abbvie Inc. | 0.66% | 8,113 | $1.7M | Add +2.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.66% | 4,773 | $1.7M | Reduce -1.6% |
| AXON Axon Enterprise Inc. | 0.65% | 3,161 | $1.7M | Add +8.1% |
| BX Blackstone Inc. | 0.63% | 11,611 | $1.6M | Add +0.5% |
| MELI MercadoLibre Inc. | 0.63% | 831 | $1.6M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.63% | 2,980 | $1.6M | Reduce -9.4% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 12,315 | $1.6M | Add +4.4% |
| IBMO iShares Ibonds Dec 2026 Term | 0.62% | 61,929 | $1.6M | No change |
| BN Brookfield Corp. | 0.59% | 28,785 | $1.5M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.58% | 17,925 | $1.5M | Add +1.6% |
| EPD Enterprise Products Partners | 0.56% | 42,109 | $1.4M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.52% | 2,523 | $1.3M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 12,047 | $1.2M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.46% | 6,920 | $1.2M | Reduce -1.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 15,171 | $1.1M | Reduce -3.4% |
| ALSN Allison Transmission Holding | 0.42% | 11,102 | $1.1M | No change |
| BCPC Balchem Corp. | 0.41% | 6,374 | $1.1M | No change |
| ISRG Intuitive Surgical Inc. | 0.41% | 2,113 | $1.0M | Reduce -1.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.40% | 45,000 | $1.0M | Add +18.7% |
| WMT Walmart Inc. | 0.40% | 11,617 | $1.0M | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,430 | $1.0M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.38% | 3,665 | $984K | Add +4.0% |
| NSA National Storage Affiliates | 0.38% | 24,944 | $983K | Add +2.4% |
| ZTS Zoetis Inc. | 0.37% | 5,719 | $942K | Add +1.4% |
| AMD Advanced Micro Devices | 0.37% | 9,096 | $935K | Reduce -0.6% |
| MDT Medtronic PLC | 0.36% | 10,145 | $912K | Reduce -6.5% |
| MA Mastercard Inc. Class A | 0.34% | 1,590 | $872K | No change |
| SHW The Sherwin-Williams Co. | 0.33% | 2,380 | $831K | Add +1.0% |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 16,300 | $818K | Add +6.3% |
| SCHW Schwab (charles) Corp. | 0.32% | 10,439 | $817K | No change |
| DPZ Domino's Pizza Inc. | 0.32% | 1,759 | $808K | Add +7.9% |
| SPGI S&P Global Inc. | 0.31% | 1,572 | $799K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,677 | $786K | No change |
| O Realty Income Corp. | 0.30% | 13,390 | $777K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.30% | 6,449 | $767K | Add +7.9% |
| VT Vanguard Tot World STK ETF | 0.28% | 6,250 | $725K | Add +1.2% |
| TYL Tyler Technologies Inc. | 0.27% | 1,201 | $698K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,210 | $677K | Add +5.7% |
| J Jacobs Solutions Inc. | 0.26% | 5,552 | $671K | Reduce -0.1% |
| JBL Jabil Inc. | 0.23% | 4,285 | $583K | No change |
| SBUX Starbucks Corp. | 0.23% | 5,903 | $579K | Reduce -2.4% |
| FDL First Trust Morn DVD Lead Inc. | 0.22% | 12,681 | $551K | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 24,441 | $540K | Reduce -6.3% |
| MRK Merck & Co. Inc. | 0.21% | 5,935 | $533K | Reduce -7.0% |
| SE Sea Ltd.-ADR | 0.21% | 4,069 | $531K | Add +5.1% |
| GLD SPDR Gold Shares | 0.20% | 1,787 | $515K | Reduce -26.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 7,514 | $511K | Reduce -12.3% |
| BKNG Booking Holdings Inc. | 0.20% | 109 | $503K | Reduce -2.7% |
| SO The Southern Co. | 0.20% | 5,437 | $500K | Reduce -13.6% |
| LOW Lowe's Cos Inc. | 0.19% | 2,135 | $498K | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,982 | $493K | Reduce -1.7% |
| WMB Williams Cos Inc. | 0.19% | 8,225 | $492K | No change |
| SYY Sysco Corp. | 0.19% | 6,496 | $487K | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 2,789 | $482K | Add +0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.19% | 10,057 | $479K | Reduce -7.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 9,621 | $477K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 8,275 | $476K | Add +7.3% |
| AFL Aflac Inc. | 0.18% | 4,232 | $471K | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.17% | 855 | $440K | Add +0.5% |
| GD General Dynamics Corp. | 0.17% | 1,585 | $432K | Add +0.3% |
| TXN Texas Instruments Inc. | 0.17% | 2,400 | $431K | Reduce -15.0% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -30.9% | 2.46% | −1.94 |
| AVGO Broadcom Inc. | Reduce -24.4% | 2.18% | −1.81 |
| TSLA Tesla Inc. | Reduce -0.1% | 2.08% | −1.16 |
| AAPL Apple Inc. | Reduce -0.8% | 6.00% | −0.81 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.74% | −0.62 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.48% | −0.53 |
| VGT Vanguard Info Tech ETF | Reduce -9.4% | 0.63% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.4% | 0.90% | −0.16 |
| BEPC Brookfield Renewable Corp. | Sold out | 0.00% | −0.11 |
| HD Home Depot Inc. | Reduce -0.1% | 1.73% | −0.10 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.39% | −0.09 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.08 |
| EQIX Equinix Inc. | Reduce -20.8% | 0.17% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -37.7% | 0.11% | −0.07 |
| AMD Advanced Micro Devices | Reduce -0.6% | 0.37% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -4.5% | 0.98% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -7.0% | 0.21% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -12.3% | 0.20% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -15.0% | 0.17% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -0.7% | 0.11% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.1% | 0.09% | −0.03 |
| WMT Walmart Inc. | Reduce -4.4% | 0.40% | −0.03 |
| GLD SPDR Gold Shares | Reduce -26.5% | 0.20% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -7.9% | 0.13% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -0.1% | 0.26% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 0.41% | −0.03 |
| ADBE Adobe Inc. | Reduce -10.9% | 0.09% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.3% | 0.21% | −0.02 |
| TXT Textron Inc. | Reduce -17.1% | 0.08% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -2.7% | 0.20% | −0.02 |
| USB US Bancorp | Reduce -7.0% | 0.09% | −0.02 |
| RSST Return Stacked US SM FTR ETF | Reduce -5.4% | 0.12% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.19% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -7.8% | 0.19% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.96% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.5% | 0.10% | −0.01 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -1.4% | 0.13% | −0.01 |
| ARAY Accuray Inc. | Sold out | 0.00% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.6% | 0.09% | −0.01 |
| SO The Southern Co. | Reduce -13.6% | 0.20% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -11.1% | 0.10% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -4.9% | 0.11% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.1% | 0.10% | +0.00 |
| VPU Vanguard Utilities ETF | Reduce -0.8% | 0.08% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.46% | +0.00 |
| KMB Kimberly-Clark Corp. | Reduce -0.1% | 0.09% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.6% | 0.66% | +0.01 |
| SBUX Starbucks Corp. | Reduce -2.4% | 0.23% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 4.06% | +4.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 4.49% | +0.75 |
| IBTI iShares Ibonds Dec 2028 Term | Add +14.5% | 3.79% | +0.54 |
| CGGO Cap Group Global Growth | Add +78.6% | 0.75% | +0.32 |
| IBDR iShares Ibonds Dec 2026 Term | Add +12.2% | 2.71% | +0.31 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +19.4% | 1.70% | +0.31 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +63.9% | 0.71% | +0.28 |
| VIG Vanguard Dividend Apprec ETF | Add +14.6% | 2.18% | +0.26 |
| AMGN Amgen Inc. | Add +4.8% | 0.78% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +7.3% | 0.91% | +0.15 |
| CVX Chevron Corp. | Add +5.9% | 0.74% | +0.14 |
| ABBV Abbvie Inc. | Add +2.9% | 0.66% | +0.12 |
| VZ Verizon Communications Inc. | Add +4.5% | 0.74% | +0.12 |
| GIB Cgi Inc. | New | 0.11% | +0.11 |
| V Visa Inc. Class A | Add +0.3% | 0.89% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.9% | 0.83% | +0.09 |
| VIGI Vanguard Int Div App Indx FD | Add +7.7% | 0.84% | +0.09 |
| COST Costco Wholesale Corp. | Add +6.8% | 0.94% | +0.09 |
| CHKP Check Point Software Tech | New | 0.09% | +0.09 |
| DE Deere & Co. | New | 0.09% | +0.09 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| DUK Duke Energy Corp. | New | 0.08% | +0.08 |
| NTES Netease Inc.-ADR | New | 0.08% | +0.08 |
| VLO Valero Energy Corp. | Add +1.6% | 0.79% | +0.07 |
| IBTG iShares Ibonds Dec 2026 Term | Add +18.7% | 0.40% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +9.6% | 0.78% | +0.06 |
| NFLX Netflix Inc. | Add +1.7% | 0.98% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.79% | +0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Add +1.6% | 0.58% | +0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Add +0.4% | 6.24% | +0.05 |
| XOM Exxon Mobil Corp. | Add +7.9% | 0.30% | +0.05 |
| DPZ Domino's Pizza Inc. | Add +7.9% | 0.32% | +0.05 |
| SE Sea Ltd.-ADR | Add +5.1% | 0.21% | +0.05 |
| EPD Enterprise Products Partners | Add +0.1% | 0.56% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +4.4% | 0.62% | +0.03 |
| O Realty Income Corp. | Add +3.0% | 0.30% | +0.03 |
| WM Waste Management Inc. | Add +14.2% | 0.13% | +0.03 |
| FDL First Trust Morn DVD Lead Inc. | Add +5.8% | 0.22% | +0.03 |
| NEE Nextera Energy Inc. | Add +2.8% | 1.47% | +0.03 |
| TDG Transdigm Group Inc. | Add +9.6% | 0.15% | +0.02 |
| NSA National Storage Affiliates | Add +2.4% | 0.38% | +0.02 |
| AMLP Alerian MLP ETF | Add +8.2% | 0.14% | +0.02 |
| PFF iShares Preferred & Income S | Add +25.8% | 0.10% | +0.02 |
| AFL Aflac Inc. | Add +1.3% | 0.18% | +0.02 |
| CSCO Cisco Systems Inc. | Add +13.7% | 0.10% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +9.5% | 0.14% | +0.01 |
| PAYX Paychex Inc. | Add +0.3% | 0.13% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +1.0% | 0.33% | +0.01 |
| ZTS Zoetis Inc. | Add +1.4% | 0.37% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +7.3% | 0.19% | +0.01 |
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 |