Top 50 Moseley Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTG | ISHARES TR | 6.15% | 842.2K | $19.3M | +2.35%(+19.31K) | $22.92(-0.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.59% | 69.1K | $17.5M | -2.74%(-1.95K) | $83.53(+257.80%) | 2026-03-31 | |
| IBTI | ISHARES TR | 5.12% | 720.1K | $16.0M | +2.26%(+15.92K) | $22.20(-0.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.96% | 43.2K | $12.4M | -0.91%(-395) | $84.10(+378.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.34% | 21.9K | $10.5M | +0.31%(+67) | $265.85(+82.63%) | 2026-03-31 | |
| IBDR | ISHARES TR | 3.31% | 427.7K | $10.4M | +4.03%(+16.59K) | $24.04(+0.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 58.2K | $10.1M | +0.40%(+230) | $10.02(+2154.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.17% | 32.1K | $9.9M | -2.30%(-757) | $47.53(+776.96%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.15% | 47.5K | $9.9M | -0.62%(-298) | $101.74(+165.50%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.98% | 13 | $9.3M | +0.00%(+0) | $739681.00(-1.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.50% | +74.99% |
| Top 20 Holdings Unweighted | +19.69% | +71.44% |
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