• 13F History

MOSELEY INVESTMENT MANAGEMENT INC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$256M
Signature - Title
Dina Villalobos - CCO
Location
Bradenton, FL
Summary
This page shows a list of all the recent 13F filings made by MOSELEY INVESTMENT MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MOSELEY INVESTMENT MANAGEMENT INC reported 151 stock holdings with total value $256M as of Q1 2025. Top holdings included IBTF, AAPL, BRKB, IBTI, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 151 $256M +$20.8M -$7.81M +$13M IBTF, AAPL, BRKB, IBTI, AMZN 13F-HR 4/15/2025, 10:42 AM
Q4 2024 149 $256M +$9.8M -$12.8M -$2.97M AAPL, IBTF, NVDA, AMZN, AVGO 13F-HR 1/14/2025, 10:59 AM
Q3 2024 153 $251M +$35.6M -$5.5M +$30.1M AAPL, IBTF, NVDA, MSFT, BRKB 13F-HR 10/16/2024, 11:47 AM
Q2 2024 144 $215M +$21.2M -$5.29M +$15.9M AAPL, NVDA, MSFT, AMZN, BRKB 13F-HR 7/16/2024, 02:09 PM
Q1 2024 148 $201M +$10.1M -$5.45M +$4.6M AAPL, MSFT, NVDA, AMZN, BRKB 13F-HR 4/4/2024, 10:34 AM
Q4 2023 148 $180M +$7.9M -$13.6M -$5.73M AAPL, MSFT, BRKB, AMZN, IBTF 13F-HR 1/25/2024, 01:50 PM
Q3 2023 142 $167M +$13.9M -$6.67M +$7.21M AAPL, MSFT, BRKB, TSLA, IBTF 13F-HR 10/16/2023, 01:48 PM
Q2 2023 145 $171M +$6.68M -$1.93M +$4.75M AAPL, MSFT, BRKB, TSLA, AMZN 13F-HR 7/6/2023, 10:03 AM
Q1 2023 141 $154M +$6.25M -$2.57M +$3.69M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 5/3/2023, 03:54 PM
Q4 2022 143 $140M +$6.29M -$4.06M +$2.24M AAPL, BRKB, MSFT, AMZN, HD 13F-HR 1/24/2023, 10:25 AM
Q3 2022 141 $136M +$13.2M -$2.67M +$10.5M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 10/13/2022, 02:38 PM
Q2 2022 148 $143M +$16.2M -$11M +$5.2M AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 7/15/2022, 02:21 PM
Q1 2022 165 $185M +$4.26M -$16.5M -$12.2M AAPL, AMZN, MSFT, BRKB, GOOGL 13F-HR 4/21/2022, 02:00 PM
Q4 2021 178 $220M +$20.9M -$7.9M +$13M AAPL, AMZN, MSFT, BAND, GOOGL 13F-HR 1/25/2022, 02:37 PM
Q3 2021 170 $200M +$11M -$6.8M +$4.17M AAPL, BAND, AMZN, MSFT, GOOGL 13F-HR 10/27/2021, 03:49 PM
Q2 2021 176 $203M +$14M -$5.63M +$8.35M BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 8/11/2021, 03:29 PM
Q1 2021 163 $181M +$16.7M -$7.31M +$9.35M BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 4/19/2021, 12:43 PM
Q4 2020 149 $172M +$32.4M -$5.03M +$27.3M BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 1/26/2021, 03:22 PM
Q3 2020 135 $140M +$17.3M -$4.5M +$12.8M BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 11/4/2020, 02:44 PM
Q2 2020 128 $120M +$27.6M -$4.34M +$23.2M BAND, AMZN, AAPL, MSFT, BNDW 13F-HR 7/24/2020, 02:02 PM
Q1 2020 114 $85.1M +$7.13M -$4.96M +$2.17M AMZN, AAPL, MSFT, BRKB, BNDW 13F-HR 4/20/2020, 03:56 PM
Q4 2019 122 $102M +$14.2M -$9.75M +$4.46M AAPL, AMZN, BRKB, MSFT, GOOGL 13F-HR 1/15/2020, 03:34 PM
Q3 2019 110 $95.3M +$6.02M -$9.01M -$2.99M ACWI, GOVT, AMZN, AAPL, BRKB 13F-HR 10/30/2019, 02:11 PM
Q2 2019 125 $107M +$11.3M -$1.83M +$9.5M AMZN, PM, AAPL, NEAR, BRKB 13F-HR 7/16/2019, 04:16 PM
Q1 2019 121 $96.2M PM, AMZN, AAPL, BRKB, ACWI 13F-HR 5/9/2019, 03:08 PM