MOSELEY INVESTMENT MANAGEMENT INC
163 holdingsFiling period: 2026-03-31Current AUM: $342.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IBTG | ISHARES TR | 842.2K | $19.3M | $19.3M | 5.62% | +19.3K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 69.1K | $17.5M | $21.4M | 6.23% | -1,950 | 2026-03-31 |
| 3 | IBTI | ISHARES TR | 720.1K | $16.0M | $15.9M | 4.64% | +15.9K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 43.2K | $12.4M | $15.4M | 4.49% | -395 | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.9K | $10.5M | $10.5M | 3.06% | +67 | 2026-03-31 |
| 6 | IBDR | ISHARES TR | 427.7K | $10.4M | $10.4M | 3.02% | +16.6K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 58.2K | $10.1M | $11.7M | 3.41% | +230 | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 32.1K | $9.9M | $12.5M | 3.65% | -757 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 47.5K | $9.9M | $12.9M | 3.76% | -298 | 2026-03-31 |
| 10 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 13 | $9.3M | $9.3M | 2.72% | -- | 2026-03-31 |
| 11 | — | EATON CORP PLC | 23.9K | $8.6M | $8.6M | 2.50% | -31 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 22.8K | $8.4M | $10.6M | 3.09% | +520 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 38.0K | $8.2M | $9.1M | 2.65% | +543 | 2026-03-31 |
| 14 | TSLA | TESLA INC | 20.4K | $7.6M | $6.4M | 1.86% | +276 | 2026-03-31 |
| 15 | IBDW | ISHARES TR | 355.0K | $7.4M | $7.3M | 2.14% | +23.4K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 18.3K | $5.4M | $6.4M | 1.88% | -44 | 2026-03-31 |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | 101.8K | $5.2M | $5.2M | 1.53% | +74.1K | 2026-03-31 |
| 18 | NEE | NEXTERA ENERGY INC | 45.5K | $4.2M | $4.0M | 1.15% | -164 | 2026-03-31 |
| 19 | HD | HOME DEPOT INC | 11.7K | $3.8M | $3.9M | 1.13% | -149 | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP | 6.2K | $3.7M | $3.6M | 1.05% | +41 | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 10.8K | $3.5M | $4.0M | 1.16% | +447 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 7.9K | $3.5M | $4.1M | 1.18% | +635 | 2026-03-31 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | 39.0K | $3.4M | $3.8M | 1.11% | +3.9K | 2026-03-31 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | 22.9K | $3.3M | $2.8M | 0.82% | +18 | 2026-03-31 |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 98.6K | $3.3M | $3.9M | 1.14% | +5.4K | 2026-03-31 |
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