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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $201.4M Q1 2024 Q2 2024: $215.4M Q2 2024 Q3 2024: $250.6M Q3 2024 Q4 2024: $256.2M Q4 2024 Q1 2025: $255.7M $255.7M Q1 2025 Q2 2025: $290.2M Q2 2025 Q3 2025: $328.6M Q3 2025 Q4 2025: $323.6M Q4 2025 Q1 2026: $313.7M Q1 2026

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%
EQIX Equinix Inc. 0.17% 529 $431K Reduce -20.8%
BLK BlackRock Inc. 0.16% 439 $416K Add +0.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.15% 10,537 $395K Add +16.9%
TDG Transdigm Group Inc. 0.15% 274 $379K Add +9.6%
SOFI Sofi Technologies Inc. 0.14% 31,486 $366K Add +1.4%
VNQ Vanguard Real Estate ETF 0.14% 3,931 $356K Add +9.5%
SCHB Schwab US Broad Market ETF 0.14% 16,476 $355K No change
AMLP Alerian MLP ETF 0.14% 6,764 $351K Add +8.2%
SHOP Shopify Inc. Class A 0.13% 3,574 $341K Reduce -7.9%
PAYX Paychex Inc. 0.13% 2,187 $337K Add +0.3%
IBIT iShares Bitcoin Trust ETF 0.13% 7,060 $330K Add +15.5%
WM Waste Management Inc. 0.13% 1,411 $327K Add +14.2%
GPIX GLDM SA S&P 500 PR in ETF-US 0.13% 6,981 $325K Reduce -1.4%
THC Tenet Healthcare Corp. 0.12% 2,211 $297K No change
RSST Return Stacked US SM FTR ETF 0.12% 13,361 $295K Reduce -5.4%
SPLV Invesco S&P 500 Low Volatili 0.11% 3,874 $289K No change
BAM Brookfield Asset Mgmt-A 0.11% 5,811 $282K No change
VHT Vanguard Health Care ETF 0.11% 1,059 $280K Reduce -4.9%
GIB Cgi Inc. 0.11% 2,790 $279K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 660 $277K Reduce -37.7%
PYPL PayPal Holdings Inc. 0.11% 4,227 $276K Reduce -0.7%
NOC Northrop Grumman Corp. 0.11% 527 $270K No change
PFF iShares Preferred & Income S 0.10% 8,594 $264K Add +25.8%
BSV Vanguard Short-Term Bond ETF 0.10% 3,371 $264K Reduce -1.1%
IDXX Idexx Laboratories Inc. 0.10% 625 $262K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 3,199 $257K Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 6,115 $255K Add +0.1%
VEEV Veeva Systems Inc. Class A 0.10% 1,086 $252K Reduce -11.1%
UL Unilever PLC 0.10% 4,208 $251K Add +0.1%
VST Vistra Corp. 0.10% 2,098 $246K Add +16.6%
CSCO Cisco Systems Inc. 0.10% 3,987 $246K Add +13.7%
BR Broadridge Financial Solutio 0.10% 1,010 $245K No change
CIBR First Trust Nasdaq Cybersecu 0.09% 3,761 $237K Add +0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.09% 2,953 $233K Reduce -9.6%
USB US Bancorp 0.09% 5,413 $229K Reduce -7.0%
CHKP Check Point Software Tech 0.09% 993 $226K New
DE Deere & Co. 0.09% 470 $221K New
KMB Kimberly-Clark Corp. 0.09% 1,546 $220K Reduce -0.1%
XYL Xylem Inc. 0.09% 1,838 $220K Add +1.2%
DTD Wisdomtree US Total Dividend 0.09% 2,848 $219K No change
ADBE Adobe Inc. 0.09% 569 $218K Reduce -10.9%
TSM Taiwan Semiconductor-SP ADR 0.09% 1,313 $218K Reduce -13.1%
PM Philip Morris International 0.08% 1,358 $215K New
WSM Williams-Sonoma Inc. 0.08% 1,363 $215K Add +2.0%
DUK Duke Energy Corp. 0.08% 1,743 $213K New
TMO Thermo Fisher Scientific Inc. 0.08% 421 $210K Add +1.9%
TXT Textron Inc. 0.08% 2,900 $210K Reduce -17.1%
VPU Vanguard Utilities ETF 0.08% 1,221 $209K Reduce -0.8%
ACN Accenture PLC Class A 0.08% 665 $207K No change
NTES Netease Inc.-ADR 0.08% 2,000 $206K New
OPK Opko Health Inc. 0.02% 24,153 $40K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 162$313.7MIBTG, AAPL, IBTI, GOOGL, BRK.B
Q4 2025 165$323.6MAAPL, IBTG, IBTI, GOOGL, AVGO
Q3 2025 176$328.6MAAPL, IBTI, IBTF, MSFT, AVGO
Q2 2025 163$290.2MIBTF, AAPL, MSFT, IBTI, BRK.B
Q1 2025 151$255.7MIBTF, AAPL, BRK.B, BRK.A, IBTI
Q4 2024 149$256.2MAAPL, IBTF, NVDA, AMZN, AVGO
Q3 2024 153$250.6MAAPL, IBTF, NVDA, MSFT, BRK.B
Q2 2024 144$215.4MAAPL, NVDA, MSFT, AMZN, BRK.B
Q1 2024 148$201.4MAAPL, MSFT, NVDA, AMZN, BRK.B