HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
74,214 | -1,196 | $12,726 |
| AAPL | 74,214 | -1,196 | $12,726 |
| MICROSOFT CORP |
24,479 | -143 | $10,299 |
| MSFT | 24,479 | -143 | $10,299 |
| NVIDIA CORPORATION |
11,040 | +22 | $9,975 |
| NVDA | 11,040 | +22 | $9,975 |
| AMAZON COM INC |
48,212 | +4,463 | $8,696 |
| AMZN | 48,212 | +4,463 | $8,696 |
 BERKSHIRE HATHAWAY INC DEL |
$8,603 | ||
| BRK.B | 20,457 | +778 | $8,603 |
| ISHARES TR (IBTF) |
307,736 | +27,264 | $7,149 |
| IBTF | 307,736 | +27,264 | $7,149 |
| EATON CORP PLC |
20,937 | -42 | $6,547 |
| ETN | 20,937 | -42 | $6,547 |
| BROADCOM INC |
4,670 | +30 | $6,189 |
| AVGO | 4,670 | +30 | $6,189 |
| ALPHABET INC |
39,812 | +894 | $6,009 |
| GOOGL | 39,812 | +894 | $6,009 |
| HOME DEPOT INC |
11,911 | -217 | $4,569 |
| HD | 11,911 | -217 | $4,569 |
| TESLA INC |
25,234 | +1,305 | $4,436 |
| TSLA | 25,234 | +1,305 | $4,436 |
| JPMORGAN CHASE & CO |
18,009 | +100 | $3,607 |
| JPM | 18,009 | +100 | $3,607 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
17,831 | -603 | $3,256 |
| VIG | 17,831 | -603 | $3,256 |
| NEXTERA ENERGY INC |
50,760 | +705 | $3,244 |
| NEE | 50,760 | +705 | $3,244 |
| PEPSICO INC |
17,376 | +498 | $3,041 |
| PEP | 17,376 | +498 | $3,041 |
| ELI LILLY & CO |
3,890 | +14 | $3,027 |
| LLY | 3,890 | +14 | $3,027 |
| QUALCOMM INC |
17,500 | -117 | $2,963 |
| QCOM | 17,500 | -117 | $2,963 |
| JOHNSON & JOHNSON |
15,327 | -408 | $2,425 |
| JNJ | 15,327 | -408 | $2,425 |
| VALERO ENERGY CORP |
13,966 | -88 | $2,384 |
| VLO | 13,966 | -88 | $2,384 |
| LOCKHEED MARTIN CORP |
5,143 | -238 | $2,340 |
| LMT | 5,143 | -238 | $2,340 |
| ADVANCED MICRO DEVICES INC |
11,381 | +201 | $2,054 |
| AMD | 11,381 | +201 | $2,054 |
| VANGUARD WORLD FDS (VGT) |
3,875 | -206 | $2,032 |
| VGT | 3,875 | -206 | $2,032 |
| CROWDSTRIKE HLDGS INC |
6,295 | +112 | $2,018 |
| CRWD | 6,295 | +112 | $2,018 |
| META PLATFORMS INC |
4,156 | +287 | $2,018 |
| META | 4,156 | +287 | $2,018 |
| COSTCO WHSL CORP NEW |
2,683 | +37 | $1,966 |
| COST | 2,683 | +37 | $1,966 |
| ISHARES TR (IBDR) |
79,075 | +30,060 | $1,886 |
| IBDR | 79,075 | +30,060 | $1,886 |
| VERIZON COMMUNICATIONS INC |
44,658 | -240 | $1,874 |
| VZ | 44,658 | -240 | $1,874 |
| HONEYWELL INTL INC |
9,069 | -58 | $1,861 |
| HON | 9,069 | -58 | $1,861 |
| VANGUARD INDEX FDS (VTI) |
6,919 | +2,126 | $1,798 |
| VTI | 6,919 | +2,126 | $1,798 |
| AMGEN INC |
6,156 | +234 | $1,750 |
| AMGN | 6,156 | +234 | $1,750 |
| VISA INC |
6,089 | -14 | $1,699 |
| V | 6,089 | -14 | $1,699 |
| CHEVRON CORP NEW |
10,654 | -534 | $1,681 |
| CVX | 10,654 | -534 | $1,681 |
| VANGUARD WHITEHALL FDS (VIGI) |
19,916 | +948 | $1,624 |
| VIGI | 19,916 | +948 | $1,624 |
| DISNEY WALT CO |
12,392 | +460 | $1,516 |
| DIS | 12,392 | +460 | $1,516 |
| BLACKSTONE INC |
11,165 | +711 | $1,467 |
| BX | 11,165 | +711 | $1,467 |
| NETFLIX INC |
2,378 | -14 | $1,444 |
| NFLX | 2,378 | -14 | $1,444 |
| ENTERPRISE PRODS PARTNERS L |
48,999 | -1,914 | $1,430 |
| EPD | 48,999 | -1,914 | $1,430 |
| ISHARES TR (IBTI) |
64,065 | +23,373 | $1,405 |
| IBTI | 64,065 | +23,373 | $1,405 |
| ABBVIE INC |
7,573 | +71 | $1,379 |
| ABBV | 7,573 | +71 | $1,379 |
| MERCADOLIBRE INC |
877 | +123 | $1,326 |
| MELI | 877 | +123 | $1,326 |
| VANGUARD INDEX FDS (VUG) |
3,825 | +151 | $1,317 |
| VUG | 3,825 | +151 | $1,317 |
| MCCORMICK & CO INC |
17,019 | +917 | $1,307 |
| MKC | 17,019 | +917 | $1,307 |
| ZOETIS INC |
7,596 | +242 | $1,285 |
| ZTS | 7,596 | +242 | $1,285 |
| BROOKFIELD CORP |
28,785 | UNCH | $1,205 |
| BN | 28,785 | UNCH | $1,205 |
| UNITEDHEALTH GROUP INC |
2,415 | +302 | $1,195 |
| UNH | 2,415 | +302 | $1,195 |
| PROCTER AND GAMBLE CO |
7,321 | -790 | $1,188 |
| PG | 7,321 | -790 | $1,188 |
| SALESFORCE INC |
3,903 | -258 | $1,176 |
| CRM | 3,903 | -258 | $1,176 |
| VANGUARD WHITEHALL FDS (VYM) |
9,666 | +973 | $1,169 |
| VYM | 9,666 | +973 | $1,169 |
| MEDTRONIC PLC |
13,098 | +1,766 | $1,141 |
| MDT | 13,098 | +1,766 | $1,141 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
18,065 | +6,540 | $1,045 |
| JEPI | 18,065 | +6,540 | $1,045 |
See Full List: All Stocks Held By Moseley Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moseley Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $201,390 At 12/31/2023: $179,887 Moseley Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moseley Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
