Moseley Investment Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Moseley Investment Management Inc. reported 176 stock positions worth $328.6 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Ibonds Dec 2028 Term (IBTI, 4.4%) and iShares Ibonds Dec 2025 Term (IBTF, 4.3%). Compared with Q2 2025, it opened 16 new positions, sold out of 3, added to 78 and reduced 49. The biggest buy was iShares Ibonds Dec 2026 Term (IBTG, shares +73%) and the biggest sale iShares Ibonds Dec 2025 Term (IBTF, shares −5%).
- Most Recent 13F
- Q1 2026
- Location
- BRADENTON, FL
- CIK
- 0000906396
- Portfolio Value
- $328.6M (Q3 2025)
- SEC Filing
- 0000906396-25-000006 ↗ filed Oct 27, 2025
Holdings Value
Holdings 176 stocks · $328.6M
| AAPL Apple Inc. | 5.67% | 73,205 | $18.6M | Add +1.1% |
| IBTI iShares Ibonds Dec 2028 Term | 4.44% | 651,411 | $14.6M | Add +26.4% |
| IBTF iShares Ibonds Dec 2025 Term | 4.32% | 607,725 | $14.2M | Reduce -5.2% |
| MSFT Microsoft Corp. | 3.69% | 23,391 | $12.1M | Add +0.1% |
| AVGO Broadcom Inc. | 3.41% | 34,013 | $11.2M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.38% | 59,578 | $11.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.33% | 21,788 | $11.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 3.31% | 44,708 | $10.9M | Add +1.7% |
| AMZN Amazon.com Inc. | 3.23% | 48,268 | $10.6M | Add +3.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.98% | 13 | $9.8M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 2.97% | 402,007 | $9.8M | Add +22.4% |
| TSLA Tesla Inc. | 2.81% | 20,779 | $9.2M | Add +0.5% |
| ETN Eaton Corp. PLC | 2.77% | 24,301 | $9.1M | Add +0.7% |
| IBTG iShares Ibonds Dec 2026 Term | 2.56% | 366,533 | $8.4M | Add +73.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.06% | 319,446 | $6.8M | Add +30.0% |
| VIG Vanguard Dividend Apprec ETF | 2.00% | 30,425 | $6.6M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 1.87% | 19,448 | $6.1M | Add +1.8% |
| HD Home Depot Inc. | 1.51% | 12,208 | $4.9M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 1.40% | 25,238 | $4.6M | Reduce -9.5% |
| META Meta Platforms Inc. Class A | 1.08% | 4,824 | $3.5M | Add +4.7% |
| NEE Nextera Energy Inc. | 1.05% | 45,641 | $3.4M | Reduce -1.4% |
| NFLX Netflix Inc. | 1.01% | 2,782 | $3.3M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 6,878 | $3.3M | Add +7.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.00% | 10,016 | $3.3M | Add +10.8% |
| LMT Lockheed Martin Corp. | 0.95% | 6,225 | $3.1M | Add +10.9% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.91% | 114,671 | $3.0M | Add +34.1% |
| VIGI Vanguard Int Div App Indx FD | 0.87% | 32,053 | $2.9M | Add +10.5% |
| VLO Valero Energy Corp. | 0.84% | 16,202 | $2.8M | Add +1.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.84% | 80,458 | $2.7M | Add +11.2% |
| QCOM Qualcomm Inc. | 0.83% | 16,466 | $2.7M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.78% | 3,374 | $2.6M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.76% | 2,703 | $2.5M | Add +3.6% |
| JEPI JPMorgan Equity Premium Inco | 0.76% | 43,610 | $2.5M | Add +15.3% |
| V Visa Inc. Class A | 0.74% | 7,099 | $2.4M | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.73% | 4,902 | $2.4M | Add +0.4% |
| AXON Axon Enterprise Inc. | 0.71% | 3,269 | $2.3M | Add +2.6% |
| PEP Pepsico Inc. | 0.70% | 16,404 | $2.3M | Reduce -3.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.65% | 82,858 | $2.1M | Add +48.1% |
| BX Blackstone Inc. | 0.63% | 12,047 | $2.1M | Add +1.0% |
| HON Honeywell International Inc. | 0.63% | 9,774 | $2.1M | Add +3.4% |
| MELI MercadoLibre Inc. | 0.62% | 877 | $2.0M | Add +2.2% |
| BN Brookfield Corp. | 0.60% | 28,785 | $2.0M | No change |
| VGT Vanguard Info Tech ETF | 0.60% | 2,638 | $2.0M | Reduce -4.3% |
| AMGN Amgen Inc. | 0.60% | 6,964 | $2.0M | Add +3.5% |
| CVX Chevron Corp. | 0.57% | 12,167 | $1.9M | Add +8.1% |
| VYM Vanguard High DVD Yield ETF | 0.57% | 13,198 | $1.9M | Add +3.2% |
| ABBV Abbvie Inc. | 0.57% | 8,030 | $1.9M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.56% | 41,742 | $1.8M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 0.48% | 6,434 | $1.6M | Add +0.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 16,988 | $1.4M | Add +5.4% |
| AMD Advanced Micro Devices | 0.44% | 8,883 | $1.4M | Add +0.5% |
| GEV GE Vernova Inc. | 0.43% | 2,316 | $1.4M | Add +66.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 12,397 | $1.4M | Reduce -2.1% |
| EPD Enterprise Products Partners | 0.38% | 39,927 | $1.2M | Reduce -4.4% |
| JNJ Johnson & Johnson | 0.36% | 6,449 | $1.2M | Reduce -9.1% |
| WM Waste Management Inc. | 0.36% | 5,323 | $1.2M | Add +11.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.33% | 16,419 | $1.1M | Reduce -10.1% |
| PG The Procter & Gamble Co. | 0.32% | 6,897 | $1.1M | Add +0.3% |
| WMT Walmart Inc. | 0.32% | 10,276 | $1.1M | Reduce -0.6% |
| SOFI Sofi Technologies Inc. | 0.31% | 38,974 | $1.0M | Add +23.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,675 | $1.0M | Add +2.6% |
| ISRG Intuitive Surgical Inc. | 0.31% | 2,246 | $1.0M | Add +5.2% |
| SCHW Schwab (charles) Corp. | 0.30% | 10,439 | $997K | No change |
| VT Vanguard Tot World STK ETF | 0.30% | 7,216 | $994K | Add +8.2% |
| MDT Medtronic PLC | 0.29% | 9,969 | $949K | Reduce -2.5% |
| ALSN Allison Transmission Holding | 0.29% | 11,102 | $942K | No change |
| JBL Jabil Inc. | 0.28% | 4,285 | $931K | No change |
| MA Mastercard Inc. Class A | 0.28% | 1,592 | $905K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,332 | $888K | Add +10.1% |
| J Jacobs Solutions Inc. | 0.25% | 5,507 | $825K | Reduce -0.6% |
| LEU Centrus Energy Corp. Class A | 0.25% | 2,615 | $811K | Add +19.4% |
| BCPC Balchem Corp. | 0.25% | 5,374 | $806K | Reduce -15.7% |
| DPZ Domino's Pizza Inc. | 0.24% | 1,858 | $802K | Reduce -1.1% |
| SE Sea Ltd.-ADR | 0.24% | 4,471 | $799K | Add +4.6% |
| CRM Salesforce Inc. | 0.24% | 3,371 | $799K | Reduce -6.4% |
| O Realty Income Corp. | 0.24% | 12,935 | $786K | Reduce -4.6% |
| ZTS Zoetis Inc. | 0.24% | 5,368 | $785K | Reduce -6.8% |
| SPGI S&P Global Inc. | 0.23% | 1,574 | $766K | No change |
| XOM Exxon Mobil Corp. | 0.23% | 6,617 | $746K | Add +3.6% |
| NSA National Storage Affiliates | 0.22% | 24,052 | $727K | Reduce -3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 2,234 | $630K | Add +14.3% |
| TYL Tyler Technologies Inc. | 0.19% | 1,201 | $628K | No change |
| SCHX Schwab US Large-Cap ETF | 0.19% | 23,541 | $620K | Reduce -1.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 7,679 | $619K | Add +1.6% |
| BKNG Booking Holdings Inc. | 0.19% | 113 | $612K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.18% | 13,714 | $595K | Add +8.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.18% | 8,271 | $595K | Add +0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 15,109 | $592K | Reduce -3.1% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 8,822 | $573K | Add +16.3% |
| SHW The Sherwin-Williams Co. | 0.17% | 1,620 | $561K | Reduce -31.2% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,615 | $558K | Reduce -13.8% |
| SHOP Shopify Inc. Class A | 0.16% | 3,639 | $541K | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 0.16% | 2,147 | $540K | Add +0.3% |
| WMB Williams Cos Inc. | 0.16% | 8,225 | $521K | No change |
| BWXT BWX Technologies Inc. | 0.15% | 2,762 | $509K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 2,728 | $509K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.15% | 830 | $509K | Reduce -4.2% |
| SYY Sysco Corp. | 0.15% | 6,135 | $505K | Reduce -4.2% |
| BLK BlackRock Inc. | 0.15% | 433 | $505K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 10,077 | $505K | Add +2.1% |
Portfolio Sells Q2 2025 → Q3 2025
| IBTF iShares Ibonds Dec 2025 Term | Reduce -5.2% | 4.32% | −0.84 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 3.33% | −0.32 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -10.1% | 0.33% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.1% | 0.18% | −0.12 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.43% | −0.11 |
| SHW The Sherwin-Williams Co. | Reduce -31.2% | 0.17% | −0.11 |
| BCPC Balchem Corp. | Reduce -15.7% | 0.25% | −0.10 |
| CRM Salesforce Inc. | Reduce -6.4% | 0.24% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -3.5% | 0.56% | −0.09 |
| DE Deere & Co. | Sold out | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -3.7% | 0.70% | −0.07 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 0.83% | −0.07 |
| ZTS Zoetis Inc. | Reduce -6.8% | 0.24% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| EPD Enterprise Products Partners | Reduce -4.4% | 0.38% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -1.4% | 1.05% | −0.06 |
| NSA National Storage Affiliates | Reduce -3.4% | 0.22% | −0.05 |
| DPZ Domino's Pizza Inc. | Reduce -1.1% | 0.24% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -10.0% | 0.11% | −0.05 |
| SO The Southern Co. | Reduce -19.8% | 0.11% | −0.04 |
| GLD SPDR Gold Shares | Reduce -27.9% | 0.10% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.2% | 0.15% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -13.8% | 0.17% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -14.7% | 0.08% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -4.3% | 0.60% | −0.03 |
| O Realty Income Corp. | Reduce -4.6% | 0.24% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -8.7% | 0.12% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -21.3% | 0.06% | −0.03 |
| WMT Walmart Inc. | Reduce -0.6% | 0.32% | −0.03 |
| PM Philip Morris International | Reduce -1.9% | 0.07% | −0.02 |
| EQIX Equinix Inc. | Reduce -0.6% | 0.13% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.5% | 0.12% | −0.02 |
| MDT Medtronic PLC | Reduce -2.5% | 0.29% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -8.1% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -6.7% | 0.07% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -8.3% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 0.15% | −0.01 |
| AFL Aflac Inc. | Reduce -2.5% | 0.14% | −0.01 |
| SYY Sysco Corp. | Reduce -4.2% | 0.15% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 0.15% | −0.01 |
| CHKP Check Point Software Tech | Reduce -0.3% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.7% | 0.19% | −0.01 |
| JNJ Johnson & Johnson | Reduce -9.1% | 0.36% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -2.8% | 0.08% | −0.01 |
| RSST Return Stacked US SM FTR ETF | Reduce -4.1% | 0.09% | −0.00 |
| J Jacobs Solutions Inc. | Reduce -0.6% | 0.25% | +0.00 |
| WSM Williams-Sonoma Inc. | Reduce -2.3% | 0.08% | +0.00 |
| SHOP Shopify Inc. Class A | Reduce -0.9% | 0.16% | +0.02 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.57% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| IBTG iShares Ibonds Dec 2026 Term | Add +73.3% | 2.56% | +0.89 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 3.31% | +0.64 |
| AAPL Apple Inc. | Add +1.1% | 5.67% | +0.56 |
| TSLA Tesla Inc. | Add +0.5% | 2.81% | +0.55 |
| IBTI iShares Ibonds Dec 2028 Term | Add +26.4% | 4.44% | +0.47 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +30.0% | 2.06% | +0.28 |
| IBDR iShares Ibonds Dec 2026 Term | Add +22.4% | 2.97% | +0.23 |
| GEV GE Vernova Inc. | Add +66.6% | 0.43% | +0.18 |
| BWXT BWX Technologies Inc. | New | 0.15% | +0.15 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +34.1% | 0.91% | +0.15 |
| IBMO iShares Ibonds Dec 2026 Term | Add +48.1% | 0.65% | +0.15 |
| NVDA Nvidia Corp. | Add +0.2% | 3.38% | +0.15 |
| APP AppLovin Corp. Class A | New | 0.12% | +0.12 |
| SOFI Sofi Technologies Inc. | Add +23.9% | 0.31% | +0.12 |
| ETHA iShares Ethereum Trust ETF | New | 0.12% | +0.12 |
| LEU Centrus Energy Corp. Class A | Add +19.4% | 0.25% | +0.11 |
| VLO Valero Energy Corp. | Add +1.8% | 0.84% | +0.10 |
| CEG Constellation Energy | New | 0.09% | +0.09 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.48% | +0.08 |
| CSQ Calamos Strat TTL RTRN FND | New | 0.08% | +0.08 |
| MP MP Materials Corp. | New | 0.08% | +0.08 |
| IONQ Ionq Inc. | New | 0.07% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | New | 0.07% | +0.07 |
| LHX L3HARRIS Technologies Inc. | New | 0.06% | +0.06 |
| ROL Rollins Inc. | New | 0.06% | +0.06 |
| OEF iShares S&P 100 ETF | New | 0.06% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | New | 0.06% | +0.06 |
| MO Altria Group Inc. | New | 0.06% | +0.06 |
| OKLO Oklo Inc. | New | 0.06% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.8% | 1.00% | +0.05 |
| LMT Lockheed Martin Corp. | Add +10.9% | 0.95% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.9% | 1.00% | +0.04 |
| CGGO Cap Group Global Growth | Add +11.2% | 0.84% | +0.04 |
| AVAV Aerovironment Inc. | Add +38.7% | 0.13% | +0.03 |
| CVX Chevron Corp. | Add +8.1% | 0.57% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +15.3% | 0.76% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +16.3% | 0.17% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.1% | 0.27% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.1% | 0.10% | +0.01 |
| BX Blackstone Inc. | Add +1.0% | 0.63% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 0.11% | +0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +9.4% | 0.15% | +0.01 |
| SE Sea Ltd.-ADR | Add +4.6% | 0.24% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +8.2% | 0.30% | +0.01 |
| SYK Stryker Corp. | Add +31.5% | 0.09% | +0.01 |
| AMD Advanced Micro Devices | Add +0.5% | 0.44% | +0.01 |
| XYL Xylem Inc. | Add +5.5% | 0.09% | +0.01 |
| NET Cloudflare Inc. Class A | Add +8.3% | 0.11% | +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 |