MOSELEY INVESTMENT MANAGEMENT INC logo

MOSELEY INVESTMENT MANAGEMENT INC

RIA/Wealth

MOSELEY INVESTMENT MANAGEMENT INC is a RIA/Wealth based in Bradention, FL led by Ryan Thomas Moseley, reporting $410.4M in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).

PresidentRyan Thomas Moseley
Portfolio Value
$328.6M
Positions
176
Top Holding
AAPL at 5.67%
Last Reported
Q3 2025
Address1724 Manatee Avenue W, Bradention, FL, 34205, United States

Top Holdings

Largest long holdings in MOSELEY INVESTMENT MANAGEMENT INC's portfolio (37.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$18.6M
5.67%
+$211.9K
Bought
0.00%
73.2K shares
ETF
ETF
$14.6M
4.44%
+$3.0M
Bought
651.4K shares
ETF
ETF
$14.2M
4.32%
-$779.6K
Sold
607.7K shares
Software - Infrastructure
Technology
$12.1M
3.69%
+$7.3K
Bought
0.00%
23.4K shares
Semiconductors
Technology
$11.2M
3.41%
-$116.8K
Sold
0.00%
34.0K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.1M
3.38%
+$23.5K
Bought
0.00%
59.6K shares
Insurance - Diversified
Financial Services
$11.0M
3.33%
-$10.1K
Sold
0.00%
21.8K shares
Internet Content & Information
Communication Services
$10.9M
3.31%
+$186.0K
Bought
0.00%
44.7K shares
9
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$10.6M
3.23%
+$320.8K
Bought
0.00%
48.3K shares
Insurance - Diversified
Financial Services
$9.8M
2.98%
0.00%
13.0 shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MOSELEY INVESTMENT MANAGEMENT INC's latest filing

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Market Value
$328.6M
Prior: $290.2M
Q/Q Change
+13.23%
+$38.4M
Net Flows % of MV
+5.26%
Turnover Ratio
3.92%
New Purchases
14 stocks
$3.9M
Added To
78 stocks
+$17.4M
Sold Out Of
3 stocks
$653.9K
Reduced Holdings
49 stocks
-$3.4M

Increased Positions

PositionShares Δ
New
New
New
New
5
Oracle logo
Oracle
ORCL
New

Decreased Positions

PositionShares Δ
Sold
2
Adobe logo
Adobe
ADBE
Sold
3
Abbott logo
Sold
-31.18%
-27.91%

Analytics

Portfolio insights and performance metrics for MOSELEY INVESTMENT MANAGEMENT INC

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Sector Allocation

ETF: 28.00%ETFTechnology: 21.70%TechnologyFinancial Services: 12.20%Financial ServicesConsumer Cyclical: 9.50%Consumer CyclicalCommunication Services: 6.90%Industrials: 6.80%Healthcare: 3.90%Consumer Defensive: 2.70%Energy: 2.40%Utilities: 1.90%Real Estate: 0.60%Basic Materials: 0.50%
ETF
28.00%
Technology
21.70%
Financial Services
12.20%
Consumer Cyclical
9.50%
Communication Services
6.90%
Industrials
6.80%
Healthcare
3.90%
Consumer Defensive
2.70%
Energy
2.40%
Utilities
1.90%
Real Estate
0.60%
Basic Materials
0.50%

Market Cap Distribution

Mega Cap (> $200B): 46.29%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.48%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.19%Small Cap ($300M - $2B): 0.01%Nano Cap (< $50M): 0.06%N/A (ETF or Unknown): 30.96%N/A (ETF or Unknown)
Mega Cap (> $200B)
46.29%
Large Cap ($10B - $200B)
21.48%
Mid Cap ($2B - $10B)
1.19%
Small Cap ($300M - $2B)
0.01%
Nano Cap (< $50M)
0.06%
N/A (ETF or Unknown)
30.96%

Portfolio Concentration

Top 10 Holdings %
37.76%
Top 20 Holdings %
58.79%
Top 50 Holdings %
80.78%
Top 100 Holdings %
93.15%

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