MOSELEY INVESTMENT MANAGEMENT INC - Portfolio overview

MOSELEY INVESTMENT MANAGEMENT INC has 185 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IBTG - ISHARES TR, 5.76%
2. AAPL - APPLE INC, 5.23%
3. IBTI - ISHARES TR, 4.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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