Moseley Investment Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Moseley Investment Management Inc. reported 163 stock positions worth $290.2 million. Its top holding was iShares Ibonds Dec 2025 Term (IBTF) at 5.2% of the portfolio, followed by Apple (AAPL, 5.1%) and Microsoft (MSFT, 4.0%). Compared with Q1 2025, it opened 15 new positions, sold out of 3, added to 77 and reduced 45. The biggest buy was iShares Ibonds Dec 2026 Term (IBTG, shares +370%) and the biggest sale iShares Ibonds Dec 2025 Term (IBTF, shares −6%).
- Most Recent 13F
- Q1 2026
- Location
- BRADENTON, FL
- CIK
- 0000906396
- Portfolio Value
- $290.2M (Q2 2025)
- SEC Filing
- 0000906396-25-000005 ↗ filed Jul 24, 2025
Holdings Value
Holdings 163 stocks · $290.2M
| IBTF iShares Ibonds Dec 2025 Term | 5.16% | 641,093 | $15.0M | Reduce -6.1% |
| AAPL Apple Inc. | 5.12% | 72,373 | $14.8M | Add +4.7% |
| MSFT Microsoft Corp. | 4.01% | 23,377 | $11.6M | Add +0.5% |
| IBTI iShares Ibonds Dec 2028 Term | 3.97% | 515,238 | $11.5M | Add +18.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.65% | 21,808 | $10.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 3.54% | 46,807 | $10.3M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.26% | 13 | $9.5M | No change |
| AVGO Broadcom Inc. | 3.26% | 34,367 | $9.5M | Add +3.1% |
| NVDA Nvidia Corp. | 3.24% | 59,452 | $9.4M | Add +2.6% |
| ETN Eaton Corp. PLC | 2.97% | 24,136 | $8.6M | Add +0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 2.74% | 328,427 | $8.0M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 2.67% | 43,943 | $7.7M | Reduce -3.0% |
| TSLA Tesla Inc. | 2.26% | 20,685 | $6.6M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 2.08% | 29,465 | $6.0M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.91% | 19,107 | $5.5M | Add +2.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.78% | 245,655 | $5.2M | Add +17.3% |
| IBTG iShares Ibonds Dec 2026 Term | 1.67% | 211,555 | $4.9M | Add +370.1% |
| HD Home Depot Inc. | 1.53% | 12,082 | $4.4M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 1.31% | 27,880 | $3.8M | Add +1.5% |
| NFLX Netflix Inc. | 1.28% | 2,768 | $3.7M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.17% | 4,606 | $3.4M | Add +8.3% |
| NEE Nextera Energy Inc. | 1.11% | 46,280 | $3.2M | Reduce -12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.96% | 6,376 | $2.8M | Add +10.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.95% | 9,036 | $2.7M | Add +8.4% |
| AXON Axon Enterprise Inc. | 0.91% | 3,187 | $2.6M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.91% | 16,529 | $2.6M | Add +1.1% |
| VIGI Vanguard Int Div App Indx FD | 0.90% | 29,007 | $2.6M | Add +11.9% |
| LMT Lockheed Martin Corp. | 0.90% | 5,613 | $2.6M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.89% | 3,323 | $2.6M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.89% | 2,609 | $2.6M | Add +2.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 4,884 | $2.5M | Add +2.3% |
| V Visa Inc. Class A | 0.85% | 6,968 | $2.5M | Add +7.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.80% | 72,356 | $2.3M | Add +7.4% |
| PEP Pepsico Inc. | 0.77% | 17,031 | $2.2M | Reduce -3.9% |
| MELI MercadoLibre Inc. | 0.77% | 858 | $2.2M | Add +3.3% |
| HON Honeywell International Inc. | 0.76% | 9,457 | $2.2M | Add +1.4% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.76% | 85,536 | $2.2M | Add +19.1% |
| JEPI JPMorgan Equity Premium Inco | 0.74% | 37,827 | $2.2M | Add +8.4% |
| VLO Valero Energy Corp. | 0.74% | 15,919 | $2.1M | Add +3.9% |
| AMGN Amgen Inc. | 0.65% | 6,730 | $1.9M | Add +4.6% |
| VZ Verizon Communications Inc. | 0.65% | 43,273 | $1.9M | Add +3.3% |
| VGT Vanguard Info Tech ETF | 0.63% | 2,758 | $1.8M | Reduce -7.5% |
| BX Blackstone Inc. | 0.61% | 11,927 | $1.8M | Add +2.7% |
| BN Brookfield Corp. | 0.61% | 28,785 | $1.8M | No change |
| VYM Vanguard High DVD Yield ETF | 0.59% | 12,784 | $1.7M | Add +3.8% |
| CVX Chevron Corp. | 0.56% | 11,255 | $1.6M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 12,658 | $1.6M | Add +5.1% |
| ABBV Abbvie Inc. | 0.52% | 8,134 | $1.5M | Add +0.3% |
| IBMO iShares Ibonds Dec 2026 Term | 0.49% | 55,929 | $1.4M | Reduce -9.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.48% | 18,255 | $1.4M | Add +1.8% |
| EPD Enterprise Products Partners | 0.45% | 41,761 | $1.3M | Reduce -0.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 16,116 | $1.3M | Add +6.2% |
| AMD Advanced Micro Devices | 0.43% | 8,839 | $1.3M | Reduce -2.8% |
| ISRG Intuitive Surgical Inc. | 0.40% | 2,136 | $1.2M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,432 | $1.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.38% | 6,878 | $1.1M | Reduce -0.6% |
| WM Waste Management Inc. | 0.38% | 4,779 | $1.1M | Add +238.7% |
| JNJ Johnson & Johnson | 0.37% | 7,098 | $1.1M | Reduce -49.1% |
| ALSN Allison Transmission Holding | 0.36% | 11,102 | $1.1M | No change |
| BCPC Balchem Corp. | 0.35% | 6,374 | $1.0M | No change |
| WMT Walmart Inc. | 0.35% | 10,339 | $1.0M | Reduce -11.0% |
| CRM Salesforce Inc. | 0.34% | 3,602 | $982K | Reduce -1.7% |
| SCHW Schwab (charles) Corp. | 0.33% | 10,439 | $952K | No change |
| JBL Jabil Inc. | 0.32% | 4,285 | $935K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,632 | $900K | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.31% | 5,759 | $898K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.31% | 1,591 | $894K | Add +0.1% |
| MDT Medtronic PLC | 0.31% | 10,228 | $892K | Add +0.8% |
| CMG Chipotle Mexican Grill Inc. | 0.30% | 15,595 | $876K | Reduce -4.3% |
| VT Vanguard Tot World STK ETF | 0.30% | 6,671 | $857K | Add +6.7% |
| DPZ Domino's Pizza Inc. | 0.29% | 1,879 | $847K | Add +6.8% |
| SPGI S&P Global Inc. | 0.29% | 1,574 | $830K | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.28% | 2,354 | $808K | Reduce -1.1% |
| NSA National Storage Affiliates | 0.27% | 24,905 | $797K | Reduce -0.2% |
| O Realty Income Corp. | 0.27% | 13,565 | $781K | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,210 | $748K | No change |
| GEV GE Vernova Inc. | 0.25% | 1,390 | $736K | New |
| J Jacobs Solutions Inc. | 0.25% | 5,540 | $728K | Reduce -0.2% |
| TYL Tyler Technologies Inc. | 0.25% | 1,201 | $712K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 6,386 | $688K | Reduce -1.0% |
| SE Sea Ltd.-ADR | 0.24% | 4,273 | $683K | Add +5.0% |
| BKNG Booking Holdings Inc. | 0.23% | 113 | $656K | Add +3.7% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 23,941 | $585K | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,873 | $584K | Reduce -25.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,954 | $576K | Reduce -1.4% |
| SOFI Sofi Technologies Inc. | 0.20% | 31,463 | $573K | Reduce -0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 7,554 | $566K | Add +0.5% |
| SBUX Starbucks Corp. | 0.19% | 5,942 | $544K | Add +0.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.18% | 8,221 | $536K | Reduce -0.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.18% | 12,681 | $531K | No change |
| WMB Williams Cos Inc. | 0.18% | 8,225 | $517K | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 866 | $492K | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,763 | $488K | Reduce -0.9% |
| SYY Sysco Corp. | 0.17% | 6,406 | $485K | Reduce -1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 9,871 | $484K | Add +2.6% |
| LOW Lowe's Cos Inc. | 0.16% | 2,141 | $475K | Add +0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 7,587 | $464K | Add +7.5% |
| AFL Aflac Inc. | 0.16% | 4,318 | $455K | Add +2.0% |
| BLK BlackRock Inc. | 0.16% | 433 | $454K | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.16% | 2,171 | $451K | Reduce -9.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IBTF iShares Ibonds Dec 2025 Term | Reduce -6.1% | 5.16% | −1.08 |
| JNJ Johnson & Johnson | Reduce -49.1% | 0.37% | −0.53 |
| NEE Nextera Energy Inc. | Reduce -12.7% | 1.11% | −0.36 |
| UNH Unitedhealth Group Inc. | Reduce -25.8% | 0.20% | −0.32 |
| PEP Pepsico Inc. | Reduce -3.9% | 0.77% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -3.9% | 0.89% | −0.22 |
| CVX Chevron Corp. | Reduce -0.4% | 0.56% | −0.18 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -9.7% | 0.49% | −0.13 |
| EPD Enterprise Products Partners | Reduce -0.8% | 0.45% | −0.12 |
| NSA National Storage Affiliates | Reduce -0.2% | 0.27% | −0.11 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.38% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 2.67% | −0.07 |
| GLD SPDR Gold Shares | Reduce -27.8% | 0.14% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.14% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.24% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -28.0% | 0.09% | −0.05 |
| WMT Walmart Inc. | Reduce -11.0% | 0.35% | −0.05 |
| SO The Southern Co. | Reduce -15.6% | 0.15% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.1% | 0.28% | −0.05 |
| CRM Salesforce Inc. | Reduce -1.7% | 0.34% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -9.8% | 0.15% | −0.04 |
| GD General Dynamics Corp. | Reduce -16.1% | 0.13% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -33.8% | 0.07% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -5.5% | 0.09% | −0.02 |
| SYY Sysco Corp. | Reduce -1.4% | 0.17% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 0.17% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -7.8% | 0.08% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.3% | 0.30% | −0.02 |
| RSST Return Stacked US SM FTR ETF | Reduce -9.0% | 0.10% | −0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -4.5% | 0.14% | −0.02 |
| USB US Bancorp | Reduce -13.4% | 0.07% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.8% | 0.09% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -9.5% | 0.16% | −0.01 |
| ADBE Adobe Inc. | Reduce -3.2% | 0.07% | −0.01 |
| J Jacobs Solutions Inc. | Reduce -0.2% | 0.25% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 0.20% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -15.3% | 0.09% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.16% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -4.8% | 0.09% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -7.5% | 0.63% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.7% | 0.18% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 0.31% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.20% | +0.01 |
| SOFI Sofi Technologies Inc. | Reduce -0.1% | 0.20% | +0.05 |
| AMD Advanced Micro Devices | Reduce -2.8% | 0.43% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| IBTG iShares Ibonds Dec 2026 Term | Add +370.1% | 1.67% | +1.27 |
| AVGO Broadcom Inc. | Add +3.1% | 3.26% | +1.08 |
| NVDA Nvidia Corp. | Add +2.6% | 3.24% | +0.78 |
| MSFT Microsoft Corp. | Add +0.5% | 4.01% | +0.59 |
| ETN Eaton Corp. PLC | Add +0.5% | 2.97% | +0.42 |
| PLTR Palantir Technologies Inc. Class A | Add +1.5% | 1.31% | +0.40 |
| NFLX Netflix Inc. | Add +2.8% | 1.28% | +0.30 |
| AXON Axon Enterprise Inc. | Add +0.8% | 0.91% | +0.26 |
| GEV GE Vernova Inc. | New | 0.25% | +0.25 |
| WM Waste Management Inc. | Add +238.7% | 0.38% | +0.25 |
| META Meta Platforms Inc. Class A | Add +8.3% | 1.17% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.3% | 0.86% | +0.20 |
| TSLA Tesla Inc. | Add +1.0% | 2.26% | +0.19 |
| IBTI iShares Ibonds Dec 2028 Term | Add +18.3% | 3.97% | +0.18 |
| MELI MercadoLibre Inc. | Add +3.3% | 0.77% | +0.14 |
| LEU Centrus Energy Corp. Class A | New | 0.14% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.9% | 0.96% | +0.13 |
| SBCF Seacoast Banking Corp. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 1.91% | +0.11 |
| NET Cloudflare Inc. Class A | New | 0.10% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.10% | +0.10 |
| AVAV Aerovironment Inc. | New | 0.10% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.09% | +0.09 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +17.3% | 1.78% | +0.08 |
| UBER Uber Technologies Inc. | New | 0.08% | +0.08 |
| SYK Stryker Corp. | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | Add +5.1% | 0.54% | +0.08 |
| RJF Raymond James Financial Inc. | New | 0.08% | +0.08 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.07% | +0.07 |
| FAST Fastenal Co. | New | 0.07% | +0.07 |
| TTD Trade Desk Inc./the Class A | New | 0.07% | +0.07 |
| ABT Abbott Laboratories | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.1% | 3.54% | +0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +11.9% | 0.90% | +0.06 |
| CGGO Cap Group Global Growth | Add +7.4% | 0.80% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.4% | 0.95% | +0.05 |
| VST Vistra Corp. | Add +1.3% | 0.14% | +0.05 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +19.1% | 0.76% | +0.04 |
| IBDR iShares Ibonds Dec 2026 Term | Add +14.7% | 2.74% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +7.5% | 0.16% | +0.03 |
| BKNG Booking Holdings Inc. | Add +3.7% | 0.23% | +0.03 |
| SE Sea Ltd.-ADR | Add +5.0% | 0.24% | +0.03 |
| SHOP Shopify Inc. Class A | Add +2.8% | 0.15% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +6.7% | 0.30% | +0.01 |
| PM Philip Morris International | Add +8.6% | 0.09% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +6.2% | 0.44% | +0.01 |
| TDG Transdigm Group Inc. | Add +5.8% | 0.15% | +0.00 |
| PYPL PayPal Holdings Inc. | Add +0.5% | 0.11% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.39% | +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 |