Filed: 4/15/2025ACC: 0000906396-25-000004
📋 What this filing means
MOSELEY INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $255.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$255.72M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COM$126.02M49.3%
CL A$18.99M7.4%
IBONDS 25 TRM TS$15.95M6.2%
CL B NEW$11.48M4.5%
IBONDS 28 TRM TS$9.69M3.8%
SHS$7.99M3.1%
CAP STK CL A$7.00M2.7%
Portfolio Concentration
Top 3$42.78M16.7%
4–10$58.16M22.7%
11–25$57.70M22.6%
Rest$97.08M38.0%
Top 3 weight
16.7%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 3.25M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole151
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings151
Rows:
ISHARES TR
SOLEShares682.50K
TypeSH
Market value$15.95M
6.24%
Sole
0.00
Shared
0.00
None
682.50K
APPLE INC
SOLEShares69.11K
TypeSH
Market value$15.35M
6.00%
Sole
0.00
Shared
0.00
None
69.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.55K
TypeSH
Market value$11.48M
4.49%
Sole
0.00
Shared
0.00
None
21.55K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.00
TypeSH
Market value$10.38M
4.06%
Sole
0.00
Shared
0.00
None
13.00
ISHARES TR
SOLEShares435.58K
TypeSH
Market value$9.69M
3.79%
Sole
0.00
Shared
0.00
None
435.58K
AMAZON COM INC
SOLEShares46.73K
TypeSH
Market value$8.89M
3.48%
Sole
0.00
Shared
0.00
None
46.73K
MICROSOFT CORP
SOLEShares23.26K
TypeSH
Market value$8.73M
3.41%
Sole
0.00
Shared
0.00
None
23.26K
ALPHABET INC
SOLEShares45.28K
TypeSH
Market value$7.00M
2.74%
Sole
0.00
Shared
0.00
None
45.28K
ISHARES TR
SOLEShares286.36K
TypeSH
Market value$6.93M
2.71%
Sole
0.00
Shared
0.00
None
286.36K
EATON CORP PLC
SOLEShares24.02K
TypeSH
Market value$6.53M
2.55%
Sole
0.00
Shared
0.00
None
24.02K
NVIDIA CORPORATION
SOLEShares57.95K
TypeSH
Market value$6.28M
2.46%
Sole
0.00
Shared
0.00
None
57.95K
BROADCOM INC
SOLEShares33.35K
TypeSH
Market value$5.58M
2.18%
Sole
0.00
Shared
0.00
None
33.35K
VANGUARD SPECIALIZED FUNDS
SOLEShares28.73K
TypeSH
Market value$5.57M
2.18%
Sole
0.00
Shared
0.00
None
28.73K
TESLA INC
SOLEShares20.48K
TypeSH
Market value$5.31M
2.08%
Sole
0.00
Shared
0.00
None
20.48K
JPMORGAN CHASE & CO.
SOLEShares18.71K
TypeSH
Market value$4.59M
1.79%
Sole
0.00
Shared
0.00
None
18.71K
HOME DEPOT INC
SOLEShares12.08K
TypeSH
Market value$4.43M
1.73%
Sole
0.00
Shared
0.00
None
12.08K
ISHARES TR
SOLEShares209.49K
TypeSH
Market value$4.35M
1.70%
Sole
0.00
Shared
0.00
None
209.49K
NEXTERA ENERGY INC
SOLEShares53.03K
TypeSH
Market value$3.76M
1.47%
Sole
0.00
Shared
0.00
None
53.03K
ELI LILLY & CO
SOLEShares3.46K
TypeSH
Market value$2.86M
1.12%
Sole
0.00
Shared
0.00
None
3.46K
PEPSICO INC
SOLEShares17.72K
TypeSH
Market value$2.66M
1.04%
Sole
0.00
Shared
0.00
None
17.72K
QUALCOMM INC
SOLEShares16.35K
TypeSH
Market value$2.51M
0.98%
Sole
0.00
Shared
0.00
None
16.35K
NETFLIX INC
SOLEShares2.69K
TypeSH
Market value$2.51M
0.98%
Sole
0.00
Shared
0.00
None
2.69K
META PLATFORMS INC
SOLEShares4.25K
TypeSH
Market value$2.45M
0.96%
Sole
0.00
Shared
0.00
None
4.25K
LOCKHEED MARTIN CORP
SOLEShares5.48K
TypeSH
Market value$2.45M
0.96%
Sole
0.00
Shared
0.00
None
5.48K
COSTCO WHSL CORP NEW
SOLEShares2.54K
TypeSH
Market value$2.40M
0.94%
Sole
0.00
Shared
0.00
None
2.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS 25 TRM TS | 682.50K | SH | $15.95M 6.24% | 0.00 | 0.00 | 682.50K |
APPLE INCSOLE | COM | 69.11K | SH | $15.35M 6.00% | 0.00 | 0.00 | 69.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.55K | SH | $11.48M 4.49% | 0.00 | 0.00 | 21.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $10.38M 4.06% | 0.00 | 0.00 | 13.00 |
ISHARES TRSOLE | IBONDS 28 TRM TS | 435.58K | SH | $9.69M 3.79% | 0.00 | 0.00 | 435.58K |
AMAZON COM INCSOLE | COM | 46.73K | SH | $8.89M 3.48% | 0.00 | 0.00 | 46.73K |
MICROSOFT CORPSOLE | COM | 23.26K | SH | $8.73M 3.41% | 0.00 | 0.00 | 23.26K |
ALPHABET INCSOLE | CAP STK CL A | 45.28K | SH | $7.00M 2.74% | 0.00 | 0.00 | 45.28K |
ISHARES TRSOLE | IBONDS DEC2026 | 286.36K | SH | $6.93M 2.71% | 0.00 | 0.00 | 286.36K |
EATON CORP PLCSOLE | SHS | 24.02K | SH | $6.53M 2.55% | 0.00 | 0.00 | 24.02K |
NVIDIA CORPORATIONSOLE | COM | 57.95K | SH | $6.28M 2.46% | 0.00 | 0.00 | 57.95K |
BROADCOM INCSOLE | COM | 33.35K | SH | $5.58M 2.18% | 0.00 | 0.00 | 33.35K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 28.73K | SH | $5.57M 2.18% | 0.00 | 0.00 | 28.73K |
TESLA INCSOLE | COM | 20.48K | SH | $5.31M 2.08% | 0.00 | 0.00 | 20.48K |
JPMORGAN CHASE & CO.SOLE | COM | 18.71K | SH | $4.59M 1.79% | 0.00 | 0.00 | 18.71K |
HOME DEPOT INCSOLE | COM | 12.08K | SH | $4.43M 1.73% | 0.00 | 0.00 | 12.08K |
ISHARES TRSOLE | IBONDS DEC 2031 | 209.49K | SH | $4.35M 1.70% | 0.00 | 0.00 | 209.49K |
NEXTERA ENERGY INCSOLE | COM | 53.03K | SH | $3.76M 1.47% | 0.00 | 0.00 | 53.03K |
ELI LILLY & COSOLE | COM | 3.46K | SH | $2.86M 1.12% | 0.00 | 0.00 | 3.46K |
PEPSICO INCSOLE | COM | 17.72K | SH | $2.66M 1.04% | 0.00 | 0.00 | 17.72K |
QUALCOMM INCSOLE | COM | 16.35K | SH | $2.51M 0.98% | 0.00 | 0.00 | 16.35K |
NETFLIX INCSOLE | COM | 2.69K | SH | $2.51M 0.98% | 0.00 | 0.00 | 2.69K |
META PLATFORMS INCSOLE | CL A | 4.25K | SH | $2.45M 0.96% | 0.00 | 0.00 | 4.25K |
LOCKHEED MARTIN CORPSOLE | COM | 5.48K | SH | $2.45M 0.96% | 0.00 | 0.00 | 5.48K |
COSTCO WHSL CORP NEWSOLE | COM | 2.54K | SH | $2.40M 0.94% | 0.00 | 0.00 | 2.54K |
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