MOSELEY INVESTMENT MANAGEMENT INC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2023-12-31 to 2026-03-31, MOSELEY INVESTMENT MANAGEMENT INC opened 30 positions, added to 196, reduced 120 and sold out of 18.
- Q1 2026: Stock VGT; Country of operation —; Class INF TECH ETF; Shares before 2,619.
- Q1 2026: Stock IBMS; Country of operation —; Class IBONDS DEC 2030; Shares before 120,135.
- Q1 2026: Stock GPIX; Country of operation —; Class S&P 500 PREMIUM; Shares before 9,202.
- Q1 2026: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 14,633.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 906396), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Ameliora Wealth Management Ltd. | Switzerland | $0.314B | 232 |
| Purus Wealth Management, LLC | United States | $0.314B | 157 |
| Etesian Wealth Advisors, Inc. | United States | $0.313B | 138 |
| Nova R Wealth, Inc. | United States | $0.313B | 90 |
| Juniper Investment Company, LLC | United States | $0.313B | 9 |
| Sentry LLC | United States | $0.314B | 118 |
| Tandem Financial, LLC | United States | $0.314B | 98 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | United States | $0.313B | 2 |
| Silver Coast Investments LLC | United States | $0.313B | 119 |
| Roberts Financial Services LLC | United States | $0.314B | 31 |