13F Filings History of MOSELEY INVESTMENT MANAGEMENT INC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$323,610,548
Signature - Title
Dina Villalobos - Compliance Officer
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 165 stock holdings with total value $323,610,548 as of Q4 2025. Top holdings included AAPL, IBTG, IBTI, GOOGL, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $323,610,548 +$22,475,276 -$27,233,010 -$4,757,734 AAPL, IBTG, IBTI, GOOGL, AVGO 13F-HR 20 Jan 2026, 13:31
Q3 2025 176 $328,623,587 +$21,720,474 -$4,034,902 +$17,685,572 AAPL, IBTI, IBTF, MSFT, AVGO 13F-HR 27 Oct 2025, 14:15
Q2 2025 163 $290,224,803 +$17,473,251 -$5,224,495 +$12,248,756 IBTF, AAPL, MSFT, IBTI, BRKB 13F-HR 24 Jul 2025, 11:48
Q1 2025 151 $255,720,835 +$20,759,977 -$7,805,583 +$12,954,394 IBTF, AAPL, BRKB, BERKSHIRE HATHAWAY INC DEL, IBTI 13F-HR 15 Apr 2025, 10:42
Q4 2024 149 $256,211,425 +$9,803,446 -$12,775,985 -$2,972,539 AAPL, IBTF, NVDA, AMZN, AVGO 13F-HR 14 Jan 2025, 10:59
Q3 2024 153 $250,639,775 +$35,578,252 -$5,504,543 +$30,073,709 AAPL, IBTF, NVDA, MSFT, BRKB 13F-HR 16 Oct 2024, 11:47
Q2 2024 144 $215,383,855 +$21,152,263 -$5,285,799 +$15,866,464 AAPL, NVDA, MSFT, AMZN, BRKB 13F-HR 16 Jul 2024, 14:09
Q1 2024 148 $201,388,267 +$10,057,643 -$5,453,930 +$4,603,713 AAPL, MSFT, NVDA, AMZN, BRKB 13F-HR 04 Apr 2024, 10:34
Q4 2023 148 $179,889,613 +$7,903,297 -$13,632,107 -$5,728,810 AAPL, MSFT, BRKB, AMZN, IBTF 13F-HR 25 Jan 2024, 13:50
Q3 2023 142 $167,348,975 +$13,882,059 -$12,923,646 +$958,413 AAPL, MSFT, BRKB, TSLA, IBTF 13F-HR 16 Oct 2023, 13:48
Q2 2023 145 $171,459,253 +$6,676,792 -$3,289,829 +$3,386,963 AAPL, MSFT, BRKB, TSLA, AMZN 13F-HR 06 Jul 2023, 10:03
Q1 2023 141 $154,138,254 +$6,253,018 -$4,308,857 +$1,944,161 AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 03 May 2023, 15:54
Q4 2022 143 $139,585,576 +$6,293,045 -$7,892,838 -$1,599,793 AAPL, BRKB, MSFT, AMZN, HD 13F-HR 24 Jan 2023, 11:25
Q3 2022 141 $136,173,000 +$13,194,178 -$7,007,462 +$6,186,716 AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 13 Oct 2022, 14:38
Q2 2022 148 $143,253,000 +$16,244,380 -$22,437,581 -$6,193,201 AAPL, MSFT, BRKB, AMZN, TSLA 13F-HR 15 Jul 2022, 14:21
Q1 2022 165 $185,079,000 +$4,256,630 -$20,978,278 -$16,721,648 AAPL, AMZN, MSFT, BRKB, GOOGL 13F-HR 21 Apr 2022, 14:00
Q4 2021 177 $219,504,000 +$20,857,731 -$10,126,366 +$10,731,365 AAPL, AMZN, MSFT, BAND, GOOGL 13F-HR 25 Jan 2022, 15:37
Q3 2021 170 $199,945,000 +$10,962,195 -$6,796,698 +$4,165,497 AAPL, BAND, AMZN, MSFT, GOOGL 13F-HR 27 Oct 2021, 15:49
Q2 2021 176 $203,041,000 +$13,981,009 -$5,327,457 +$8,653,552 BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 11 Aug 2021, 15:29
Q1 2021 164 $180,203,000 +$16,361,657 -$7,616,382 +$8,745,275 BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 19 Apr 2021, 12:43
Q4 2020 151 $171,825,000 +$32,367,390 -$7,596,716 +$24,770,674 BAND, AAPL, AMZN, BNDW, MSFT 13F-HR 26 Jan 2021, 16:22
Q3 2020 135 $140,479,000 +$17,302,925 -$7,115,034 +$10,187,891 BAND, AAPL, AMZN, MSFT, BNDW 13F-HR 04 Nov 2020, 15:44
Q2 2020 128 $120,425,000 +$27,577,786 -$7,045,838 +$20,531,948 BAND, AMZN, AAPL, MSFT, BNDW 13F-HR 24 Jul 2020, 14:02
Q1 2020 114 $85,119,000 +$7,133,576 -$10,202,454 -$3,068,878 AMZN, AAPL, MSFT, BRKB, BNDW 13F-HR 20 Apr 2020, 15:56
Q4 2019 122 $101,783,000 +$14,212,955 -$13,652,575 +$560,380 AAPL, AMZN, BRKB, MSFT, GOOGL 13F-HR 15 Jan 2020, 16:34
Q3 2019 110 $95,328,000 +$6,018,448 -$19,696,320 -$13,677,872 ACWI, GOVT, AMZN, AAPL, BRKB 13F-HR 30 Oct 2019, 14:11
Q2 2019 125 $107,329,000 +$11,326,186 -$2,900,642 +$8,425,544 AMZN, PM, AAPL, NEAR, BRKB 13F-HR 16 Jul 2019, 16:16
Q1 2019 121 $96,157,000 $0 $0 $0 PM, AMZN, AAPL, BRKB, ACWI 13F-HR 09 May 2019, 15:08