
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).
Largest long holdings in MOSELEY INVESTMENT MANAGEMENT INC's portfolio (37.8% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
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 | |
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 | |
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 |
Portfolio activity, position movements, and quarter-over-quarter changes in MOSELEY INVESTMENT MANAGEMENT INC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-31.18% | |
-27.91% |
Portfolio insights and performance metrics for MOSELEY INVESTMENT MANAGEMENT INC
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