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

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 Q1 2025 Q2 2025: $290.2M $290.2M Q2 2025 Q3 2025: $328.6M Q3 2025 Q4 2025: $323.6M Q4 2025 Q1 2026: $313.7M Q1 2026

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%
TDG Transdigm Group Inc. 0.15% 290 $441K Add +5.8%
SHM SS SPDR N Ice St Muni ETF 0.15% 9,070 $434K Reduce -9.8%
SHOP Shopify Inc. Class A 0.15% 3,674 $424K Add +2.8%
EQIX Equinix Inc. 0.15% 530 $422K Add +0.2%
SO The Southern Co. 0.15% 4,591 $422K Reduce -15.6%
MRK Merck & Co. Inc. 0.14% 5,257 $416K Reduce -11.4%
VST Vistra Corp. 0.14% 2,126 $412K Add +1.3%
LEU Centrus Energy Corp. Class A 0.14% 2,190 $401K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.14% 10,065 $401K Reduce -4.5%
GLD SPDR Gold Shares 0.14% 1,290 $393K Reduce -27.8%
SCHB Schwab US Broad Market ETF 0.14% 16,476 $393K No change
THC Tenet Healthcare Corp. 0.13% 2,211 $389K No change
GD General Dynamics Corp. 0.13% 1,329 $387K Reduce -16.1%
GPIX GLDM SA S&P 500 PR in ETF-US 0.12% 7,262 $362K Add +4.0%
IDXX Idexx Laboratories Inc. 0.12% 625 $335K No change
SBCF Seacoast Banking Corp. 0.12% 12,116 $335K New
AMLP Alerian MLP ETF 0.11% 6,766 $331K Add +0.0%
PAYX Paychex Inc. 0.11% 2,211 $322K Add +1.1%
BAM Brookfield Asset Mgmt-A 0.11% 5,811 $321K No change
PYPL PayPal Holdings Inc. 0.11% 4,249 $316K Add +0.5%
TSM Taiwan Semiconductor-SP ADR 0.10% 1,313 $297K No change
NET Cloudflare Inc. Class A 0.10% 1,506 $295K New
GIB Cgi Inc. 0.10% 2,790 $292K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 660 $291K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 6,121 $290K Add +0.1%
IBDT iShares Ibonds Dec 2028 ETF 0.10% 11,224 $285K New
CIBR First Trust Nasdaq Cybersecu 0.10% 3,761 $284K No change
RSST Return Stacked US SM FTR ETF 0.10% 12,164 $284K Reduce -9.0%
SPLV Invesco S&P 500 Low Volatili 0.10% 3,874 $282K No change
AVAV Aerovironment Inc. 0.10% 982 $280K New
NTES Netease Inc.-ADR 0.09% 2,000 $269K No change
PM Philip Morris International 0.09% 1,475 $269K Add +8.6%
VEEV Veeva Systems Inc. Class A 0.09% 920 $265K Reduce -15.3%
ASML ASML Holding NV-NY Reg SHS 0.09% 330 $265K New
NOC Northrop Grumman Corp. 0.09% 529 $265K Add +0.4%
CSCO Cisco Systems Inc. 0.09% 3,794 $263K Reduce -4.8%
UL Unilever PLC 0.09% 4,226 $259K Add +0.4%
BSV Vanguard Short-Term Bond ETF 0.09% 3,277 $258K Reduce -2.8%
VNQ Vanguard Real Estate ETF 0.09% 2,832 $252K Reduce -28.0%
VHT Vanguard Health Care ETF 0.09% 1,001 $249K Reduce -5.5%
BR Broadridge Financial Solutio 0.08% 1,010 $245K No change
PFF iShares Preferred & Income S 0.08% 7,927 $243K Reduce -7.8%
DE Deere & Co. 0.08% 471 $240K Add +0.2%
XYL Xylem Inc. 0.08% 1,840 $238K Add +0.1%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 2,959 $235K Add +0.2%
UBER Uber Technologies Inc. 0.08% 2,497 $233K New
TXT Textron Inc. 0.08% 2,900 $233K No change
SYK Stryker Corp. 0.08% 575 $227K New
DTD Wisdomtree US Total Dividend 0.08% 2,848 $226K No change
WSM Williams-Sonoma Inc. 0.08% 1,378 $225K Add +1.1%
CHKP Check Point Software Tech 0.08% 993 $220K No change
RJF Raymond James Financial Inc. 0.08% 1,425 $219K New
VPU Vanguard Utilities ETF 0.07% 1,221 $216K No change
ADBE Adobe Inc. 0.07% 551 $213K Reduce -3.2%
IBTH iShares Ibonds Dec 2027 Term 0.07% 9,439 $212K New
USB US Bancorp 0.07% 4,685 $212K Reduce -13.4%
IVV iShares Core S&P 500 ETF 0.07% 341 $212K New
DUK Duke Energy Corp. 0.07% 1,748 $206K Add +0.3%
FAST Fastenal Co. 0.07% 4,870 $205K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 2,803 $202K New
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 2,117 $202K Reduce -33.8%
ABT Abbott Laboratories 0.07% 1,479 $201K New
OPK Opko Health Inc. 0.01% 24,153 $32K No change

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

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