MOSELEY INVESTMENT MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, MOSELEY INVESTMENT MANAGEMENT INC held in its portfolio 163 assets valued at $323,610,548 (i.e. $323.61M).
The most valuable assets in the portfolio included: APPLE INC ($19.32M), ISHARES TR ($18.82M), and ISHARES TR ($15.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 163 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOSELEY INVESTMENT MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 71072 | 19321524 | COM |
| ISHARES TR | 822855 | 18822809 | IBONDS 26 TRM TS |
| ISHARES TR | 704196 | 15749350 | IBONDS 28 TRM TS |
| ALPHABET INC | 43593 | 13644532 | CAP STK CL A |
| BROADCOM INC | 32883 | 11380857 | COM |
| AMAZON COM INC | 47750 | 11021620 | COM |
| BERKSHIRE HATHAWAY INC DEL | 21821 | 10968326 | CL B NEW |
| NVIDIA CORPORATION | 57927 | 10803361 | COM |
| MICROSOFT CORP | 22272 | 10771398 | COM |
| ISHARES TR | 411130 | 9961673 | IBONDS DEC2026 |
| BERKSHIRE HATHAWAY INC DEL | 13 | 9812400 | CL A |
| TESLA INC | 20174 | 9072505 | COM |
| VANGUARD SPECIALIZED FUNDS | 37481 | 8237547 | DIV APP ETF |
| EATON CORP PLC | 23956 | 7630225 | SHS |
| ISHARES TR | 331601 | 7013370 | IBONDS DEC 2031 |
| JPMORGAN CHASE & CO. | 18345 | 5910997 | COM |
| HOME DEPOT INC | 11833 | 4071738 | COM |
| PALANTIR TECHNOLOGIES INC | 22869 | 4064965 | CL A |
| NEXTERA ENERGY INC | 45659 | 3665524 | COM |
| ELI LILLY & CO | 3327 | 3575025 | COM |
| VANGUARD INDEX FDS | 7307 | 3564989 | GROWTH ETF |
| VANGUARD INDEX FDS | 10394 | 3484663 | TOTAL STK MKT |
| CAPITAL GROUP GBL GROWTH EQT | 93189 | 3228984 | SHS CREATION UNI |
| VANGUARD WHITEHALL FDS | 35073 | 3207440 | INTL DVD ETF |
| ISHARES TR | 120135 | 3130718 | IBONDS DEC 2030 |
| LOCKHEED MARTIN CORP | 6116 | 2958211 | COM |
| META PLATFORMS INC | 4401 | 2905292 | CL A |
| QUALCOMM INC | 16314 | 2790435 | COM |
| J P MORGAN EXCHANGE TRADED F | 46321 | 2651410 | EQUITY PREMIUM |
| VALERO ENERGY CORP | 16239 | 2643500 | COM |
| NETFLIX INC | 26240 | 2460262 | COM |
| VISA INC | 6858 | 2405228 | COM CL A |
| COSTCO WHSL CORP NEW | 2704 | 2331995 | COM |
| AMGEN INC | 6895 | 2256755 | COM |
| CROWDSTRIKE HLDGS INC | 4801 | 2250517 | CL A |
| ISHARES TR | 82858 | 2124231 | IBONDS DEC 26 |
| VANGUARD WHITEHALL FDS | 14633 | 2100130 | HIGH DIV YLD |
| PEPSICO INC | 14600 | 2095399 | COM |
| VANGUARD WORLD FD | 2619 | 1974048 | INF TECH ETF |
| ADVANCED MICRO DEVICES INC | 9026 | 1933008 | COM |
| GE VERNOVA INC | 2947 | 1926071 | COM |
| BLACKSTONE INC | 12171 | 1875987 | COM |
| ABBVIE INC | 7987 | 1824916 | COM |
| HONEYWELL INTL INC | 9285 | 1811359 | COM |
| AXON ENTERPRISE INC | 3188 | 1810561 | COM |
| CHEVRON CORP NEW | 11819 | 1801315 | COM |
| BROOKFIELD CORP | 38687 | 1775346 | CL A LTD VT SH |
| ALPHABET INC | 5362 | 1682583 | CAP STK CL C |
| MERCADOLIBRE INC | 810 | 1631720 | COM |
| VANGUARD WHITEHALL FDS | 17636 | 1587268 | INTL HIGH ETF |
| VERIZON COMMUNICATIONS INC | 35932 | 1463493 | COM |
| JOHNSON & JOHNSON | 6392 | 1322867 | COM |
| DISNEY WALT CO | 11119 | 1265047 | COM |
| ENTERPRISE PRODS PARTNERS L | 38657 | 1239340 | COM |
| INTUITIVE SURGICAL INC | 2186 | 1238063 | COM NEW |
| SPDR SERIES TRUST | 17634 | 1230112 | STATE STREET SPD |
| FIRST TR EXCHANGE-TRADED FD | 27726 | 1229371 | SHS |
| DUKE ENERGY CORP NEW | 9749 | 1142685 | COM NEW |
| WALMART INC | 10110 | 1126325 | COM |
| VANGUARD INTL EQUITY INDEX F | 7847 | 1106865 | TT WRLD ST ETF |
| ALLISON TRANSMISSION HLDGS I | 11102 | 1086886 | COM |
| WASTE MGMT INC DEL | 4885 | 1073297 | COM |
| SCHWAB CHARLES CORP | 10439 | 1042960 | COM |
| INVESCO QQQ TR | 1666 | 1023627 | UNIT SER 1 |
| SOFI TECHNOLOGIES INC | 38578 | 1009972 | COM |
| JABIL INC | 4085 | 931462 | COM |
| PROCTER AND GAMBLE CO | 6474 | 927822 | COM |
| SPDR S&P 500 ETF TR | 1333 | 908844 | TR UNIT |
| MEDTRONIC PLC | 9111 | 875205 | SHS |
| BALCHEM CORP | 5374 | 824157 | COM |
| S&P GLOBAL INC | 1574 | 822353 | COM |
| EXXON MOBIL CORP | 6438 | 774705 | COM |
| DOMINOS PIZZA INC | 1823 | 759661 | COM |
| MASTERCARD INCORPORATED | 1327 | 757336 | CL A |
| JACOBS SOLUTIONS INC | 5470 | 724557 | COM |
| ISHARES TR | 9775 | 681739 | FUTURE EXPONENTI |
| BWX TECHNOLOGIES INC | 3847 | 664915 | COM |
| SALESFORCE INC | 2504 | 663211 | COM |
| REALTY INCOME CORP | 11750 | 662356 | COM |
| CENTRUS ENERGY CORP | 2708 | 657394 | CL A |
| VANGUARD INDEX FDS | 1042 | 653776 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 2190 | 648643 | COM |
| SCHWAB STRATEGIC TR | 23541 | 633488 | US LRG CAP ETF |
| UNITEDHEALTH GROUP INC | 1893 | 624901 | COM |
| BOOKING HOLDINGS INC | 109 | 585606 | COM |
| SHOPIFY INC | 3416 | 549874 | CL A SUB VTG SHS |
| SEA LTD | 4302 | 548806 | SPONSORD ADS |
| TYLER TECHNOLOGIES INC | 1201 | 545194 | COM |
| LOWES COS INC | 2153 | 519117 | COM |
| SPDR GOLD TR | 1293 | 512429 | GOLD SHS |
| VISTRA CORP | 3161 | 510035 | COM |
| VANGUARD INDEX FDS | 2654 | 506890 | VALUE ETF |
| CHIPOTLE MEXICAN GRILL INC | 13640 | 504680 | COM |
| WILLIAMS COS INC | 8225 | 494405 | COM |
| GOLDMAN SACHS ETF TR | 9202 | 485854 | S&P 500 PREMIUM |
| NATIONAL STORAGE AFFILIATES | 16966 | 478612 | COM SHS BEN IN |
| VANGUARD MUN BD FDS | 9377 | 471569 | TAX EXEMPT BD |
| PACER FDS TR | 10589 | 469819 | US SMALL CAP CAS |
| AFLAC INC | 4194 | 462464 | COM |
| MERCK & CO INC | 4355 | 458387 | COM |
| SHERWIN WILLIAMS CO | 1410 | 457017 | COM |
| SYSCO CORP | 6110 | 450255 | COM |
| ISHARES BITCOIN TRUST ETF | 8957 | 444715 | SHS BEN INT |
| TENET HEALTHCARE CORP | 2211 | 439370 | COM NEW |
| SCHWAB STRATEGIC TR | 16376 | 429542 | US BRD MKT ETF |
| IDEXX LABS INC | 625 | 422831 | COM |
| STARBUCKS CORP | 4853 | 408700 | COM |
| EQUINIX INC | 522 | 400093 | COM |
| SEACOAST BKG CORP FLA | 12116 | 380685 | COM NEW |
| ASML HOLDING N V | 340 | 363977 | N Y REGISTRY SHS |
| TRANSDIGM GROUP INC | 266 | 353740 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1155 | 350993 | SPONSORED ADS |
| APPLOVIN CORP | 512 | 344996 | COM CL A |
| BLACKROCK INC | 321 | 343596 | COM |
| BANK AMERICA CORP | 6128 | 337064 | COM |
| CLOUDFLARE INC | 1593 | 314060 | CL A COM |
| CONSTELLATION ENERGY CORP | 878 | 310171 | COM |
| SPDR DOW JONES INDL AVERAGE | 645 | 309799 | UT SER 1 |
| ISHARES TR | 12009 | 305694 | IBDS DEC28 ETF |
| TIDAL TRUST II | 10777 | 305528 | RETURN STCKD US |
| NORTHROP GRUMMAN CORP | 529 | 301790 | COM |
| AEROVIRONMENT INC | 1212 | 293171 | COM |
| GENERAL DYNAMICS CORP | 855 | 287847 | COM |
| STRYKER CORPORATION | 818 | 287613 | COM |
| MCCORMICK & CO INC | 4208 | 286603 | COM NON VTG |
| ISHARES ETHEREUM TR | 12689 | 284614 | SHS |
| ALPS ETF TR | 6048 | 284388 | ALERIAN MLP |
| NETEASE INC | 2000 | 275240 | SPONSORED ADS |
| VANGUARD WORLD FD | 938 | 270078 | HEALTH CAR ETF |
| FIRST TR EXCHANGE TRADED FD | 3761 | 268723 | NASDAQ CYB ETF |
| BROOKFIELD ASSET MANAGMT LTD | 5058 | 264989 | CL A LMT VTG SHS |
| CALAMOS STRATEGIC TOTAL RETU | 13775 | 264480 | COM SH BEN INT |
| SPROTT ASSET MANAGEMENT LP | 7900 | 260858 | PHYSICAL GOLD TR |
| CGI INC | 2790 | 257517 | CL A SUB VTG |
| TEXTRON INC | 2900 | 252793 | COM |
| VANGUARD INDEX FDS | 2833 | 250712 | REAL ESTATE ETF |
| TEXAS INSTRS INC | 1425 | 247278 | COM |
| INVESCO EXCH TRADED FD TR II | 3459 | 247042 | S&P500 LOW VOL |
| THERMO FISHER SCIENTIFIC INC | 425 | 246091 | COM |
| UNILEVER PLC | 3752 | 245381 | SPON ADR NEW |
| WISDOMTREE TR | 2848 | 241738 | US TOTAL DIVIDND |
| WILLIAMS SONOMA INC | 1347 | 240603 | COM |
| WORLD GOLD TR | 2815 | 240317 | SPDR GLD MINIS |
| RTX CORPORATION | 1301 | 238603 | COM |
| ISHARES TR | 341 | 233565 | CORE S&P500 ETF |
| PHILIP MORRIS INTL INC | 1447 | 232073 | COM |
| ISHARES TR | 7398 | 229034 | PFD AND INCM SEC |
| CISCO SYS INC | 2971 | 228894 | COM |
| RAYMOND JAMES FINL INC | 1425 | 228841 | COM |
| ISHARES TR | 924 | 227541 | RUSSELL 2000 ETF |
| VANGUARD WORLD FD | 1221 | 225934 | UTILITIES ETF |
| BROADRIDGE FINL SOLUTIONS IN | 1010 | 225402 | COM |
| ISHARES TR | 9739 | 218835 | IBONDS 27 TRM TS |
| VANGUARD BD INDEX FDS | 2950 | 218507 | TOTAL BND MRKT |
| VANGUARD SCOTTSDALE FDS | 2723 | 217117 | SHRT TRM CORP BD |
| ROLLINS INC | 3611 | 216732 | COM |
| ISHARES TR | 625 | 214356 | S&P 100 ETF |
| CATERPILLAR INC | 374 | 214297 | COM |
| IONQ INC | 4773 | 214165 | COM |
| UBER TECHNOLOGIES INC | 2606 | 212936 | COM |
| PAYPAL HLDGS INC | 3600 | 210195 | COM |
| L3HARRIS TECHNOLOGIES INC | 695 | 204131 | COM |
| TJX COS INC NEW | 1311 | 201435 | COM |
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