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CIK: 0000906396
Total reported value
$313.8M
$313.8M
153 檔
20.6%
The Q3 2024 SEC filing reveals that Moseley Investment Management Inc held a total portfolio value of $313.8M, covering 153 public equity positions.
During Q3 2024, Moseley Investment Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.77% | -0.38% | -2.85% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 6.17% | — | +87.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.93% | -0.11% | -7.91% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.64% | -2.05% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.82% | -0.05% | +0.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | -0.26% | -0.87% | |
| 7 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.28% | +0.24% | +321.14% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.06% | -0.35% | +874.47% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | -0.26% | +0.66% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.55% | +0.37% | +7.84% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.52% | -0.38% | -4.65% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.33% | +0.22% | +108.04% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.94% | -0.04% | +0.02% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.94% | +0.22% | +1.97% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.62% | +0.06% | +8.02% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.11% | +1.00% | |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.39% | +0.20% | +129.75% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | -0.16% | -0.22% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | +0.28% | +0.74% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.24% | +4.21% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.20% | -0.22% | +0.78% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | +0.03% | +9.03% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.08% | +1.65% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | +0.09% | +0.77% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.18% | +5.91% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | +0.13% | -4.21% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.82% | -0.07% | -8.96% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.81% | +0.11% | +8.14% | |
| 29 | VLO | Valero Energy CORP | Stock-Energy | 0.79% | +0.22% | +4.20% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | +0.08% | -1.45% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | +0.10% | +2.53% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.06% | +11.78% | |
| 33 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.73% | -0.03% | — | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.71% | -0.16% | +2.90% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | +0.06% | -0.64% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | +0.08% | +25.26% | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.69% | -0.07% | +0.36% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | -0.02% | -11.26% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.01% | +1.72% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.13% | -1.13% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.02% | +1.60% | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.61% | -0.05% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | -0.04% | +5.56% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.60% | -0.09% | EXIT | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | +0.04% | +16.29% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | — | -1.42% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | -0.11% | -20.13% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.54% | +0.09% | -2.15% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | — | -1.19% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.03% | +1.42% |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 153 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, TLT, NVDA) accounted for 20.6% of total reported equity market value during Q3 2024.
During Q3 2024, Moseley Investment Management Inc's top holdings by market value included AAPL (6.8%)、TLT (6.2%)、NVDA (4.9%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q3 2024, Moseley Investment Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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