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Home > Institutional Investor > Moseley Investment Management Inc > 13F Holdings

Instuitional Investor - Moseley Investment Management Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 73,205 $18,640,313 5.67%
2.
Ishares Tr
 651,411 $14,581,825 4.44%
3.
Ishares Tr
 607,725 $14,199,500 4.32%
4.
Microsoft Corp
 MSFT 23,391 $12,115,217 3.69%
5.
Broadcom Inc.
 AVGO 34,013 $11,221,193 3.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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