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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MOSELEY INVESTMENT MANAGEMENT INC INSTITUTION : MOSELEY INVESTMENT MANAGEMENT INC
MOSELEY INVESTMENT MANAGEMENT INC Portfolio (reported on 2020-01-15)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 4,796,000 16,334 4.71%
AMAZON COM INC    (COM) AMZN 4,296,000 2,325 4.22%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,701,000 16,339 3.63%
MICROSOFT CORP    (COM) MSFT 3,020,000 19,150 2.96%
ALPHABET INC    (CAP STK CL A) GOOGL 2,602,000 1,943 2.55%
VANGUARD SCOTTSDALE FDS    (TOTAL WLD BD ETF) 2,445,000 31,094 2.40%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 2,207,000 43,924 2.16%
VANGUARD GROUP    (DIV APP ETF) VIG 2,046,000 16,412 2.01%
EATON CORP PLC    (SHS) ETN 2,036,000 21,491 2.00%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,981,000 32,271 1.94%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 1,919,000 23,693 1.88%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,852,000 7,565 1.81%
NEXTERA ENERGY INC    (COM) NEE 1,771,000 7,314 1.73%
DISNEY WALT CO    (COM DISNEY) DIS 1,723,000 11,910 1.69%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,698,000 5 1.66%
HOME DEPOT INC    (COM) HD 1,667,000 7,634 1.63%
JOHNSON & JOHNSON    (COM) JNJ 1,643,000 11,262 1.61%
ISHARES TR    (MSCI ACWI ETF) ACWI 1,597,000 20,146 1.56%
AT&T INC    (COM) T 1,550,000 39,661 1.52%
NATIONAL STORAGE AFFILIATES    (COM SHS BEN IN) 1,533,000 45,591 1.50%
ISHARES TR    (USA QUALITY FCTR) QUAL 1,479,000 14,640 1.45%
PEPSICO INC    (COM) PEP 1,331,000 9,738 1.30%
GOLDMAN SACHS ETF TR    (EQUITY ETF) 1,323,000 20,463 1.29%
MCCORMICK & CO INC    (COM NON VTG) MKC 1,273,000 7,501 1.25%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 1,267,000 25,800 1.24%
LOCKHEED MARTIN CORP    (COM) LMT 1,255,000 3,222 1.23%
BOEING CO    (COM) BA 1,252,000 3,843 1.23%
VANGUARD WHITEHALL FDS INC    (EMERG MKT BD ETF) VWOB 1,169,000 14,356 1.14%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,081,000 5,936 1.06%
VISA INC    (COM CL A) V 1,021,000 5,435 1.00%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 1,015,000 25,454 0.99%
PROCTER & GAMBLE CO    (COM) PG 998,000 7,988 0.98%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 994,000 22,346 0.97%
PAYPAL HLDGS INC    (COM) PYPL 967,000 8,944 0.95%
NVIDIA CORP    (COM) NVDA 963,000 4,094 0.94%
SPDR SERIES TRUST    (NUVEEN BBG BRCLY) HYMB 962,000 16,312 0.94%
JPMORGAN CHASE & CO    (COM) JPM 950,000 6,818 0.93%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 949,000 33,689 0.93%
3M CO    (COM) MMM 929,000 5,264 0.91%
PFIZER INC    (COM) PFE 851,000 21,713 0.83%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 840,000 14,390 0.82%
NORTHROP GRUMMAN CORP    (COM) NOC 839,000 2,439 0.82%
CHEVRON CORP NEW    (COM) CVX 837,000 6,948 0.82%
FACEBOOK INC    (CL A) FB 817,000 3,981 0.80%
ISHARES TR    (TIPS BD ETF) TIP 804,000 6,898 0.78%
SALESFORCE COM INC    (COM) CRM 788,000 4,847 0.77%
BROADCOM INC    (COM) 719,000 2,274 0.70%
NETFLIX INC    (COM) NFLX 707,000 2,186 0.69%
ZOETIS INC    (CL A) ZTS 692,000 5,229 0.67%
ISHARES TR    (US TREAS BD ETF) GOVT 681,000 26,261 0.66%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 667,000 8,277 0.65%
ABBVIE INC    (COM) ABBV 661,000 7,468 0.64%
AMGEN INC    (COM) AMGN 580,000 2,406 0.56%
SPDR GOLD TRUST    (GOLD SHS) GLD 572,000 4,000 0.56%
ISHARES TR    (AGENCY BOND ETF) 557,000 4,823 0.54%
QUALCOMM INC    (COM) QCOM 554,000 6,280 0.54%
ISHARES TR    (PFD AND INCM SEC) PFF 551,000 14,666 0.54%
VEEVA SYS INC    (CL A COM) VEEV 547,000 3,890 0.53%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 539,000 1,823 0.52%
BLACKSTONE GROUP INC    (COM CL A) 516,000 9,216 0.50%
COSTCO WHSL CORP NEW    (COM) COST 513,000 1,746 0.50%
UNILEVER PLC    (SPON ADR NEW) UL 499,000 8,725 0.49%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 477,000 2,915 0.46%
STRYKER CORP    (COM) SYK 475,000 2,263 0.46%
EXXON MOBIL CORP    (COM) XOM 459,000 6,571 0.45%
INVESCO EXCHNG TRADED FD TR    (NATL AMT MUNI) 453,000 17,127 0.44%
SYSCO CORP    (COM) SYY 446,000 5,213 0.43%
COMMERCE BANCSHARES INC    (COM) CBSH 444,000 6,541 0.43%
MASTERCARD INC    (CL A) MA 441,000 1,477 0.43%
BOOKING HLDGS INC    (COM) 439,000 214 0.43%
WISDOMTREE TR    (US TOTAL DIVIDND) DTD 434,000 4,110 0.42%
CONSTELLATION BRANDS INC    (CL A) STZ 411,000 2,164 0.40%
CME GROUP INC    (COM) CME 406,000 2,021 0.39%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 403,000 10,650 0.39%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 394,000 1,226 0.38%
INVESCO QQQ TR    (UNIT SER 1) 393,000 1,850 0.38%
ISHARES TR    (US AER DEF ETF) ITA 393,000 1,769 0.38%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 392,000 7,300 0.38%
SOUTHERN CO    (COM) SO 384,000 6,021 0.37%
ISHARES TR    (SELECT DIVID ETF) DVY 378,000 3,582 0.37%
ALPS ETF TR    (ALERIAN MLP) AMLP 374,000 43,969 0.36%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 369,000 3,977 0.36%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 353,000 4,050 0.34%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 352,000 8,411 0.34%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 345,000 2,805 0.33%
HONEYWELL INTL INC    (COM) HON 344,000 1,943 0.33%
WALMART INC    (COM) WMT 337,000 2,833 0.33%
BANK AMER CORP    (COM) BAC 333,000 9,455 0.32%
MARRIOTT INTL INC NEW    (CL A) MAR 327,000 2,160 0.32%
NEXTERA ENERGY PARTNERS LP    (COM UNIT PART IN) NEP 324,000 6,161 0.31%
ILLUMINA INC    (COM) ILMN 320,000 965 0.31%
MERCADOLIBRE INC    (COM) MELI 319,000 558 0.31%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 314,000 2,345 0.30%
DUKE ENERGY CORP NEW    (COM NEW) DUK 313,000 3,429 0.30%
SOUTHWEST AIRLS CO    (COM) LUV 313,000 5,795 0.30%
WELLTOWER INC    (COM) HCN 313,000 3,832 0.30%
LOWES COS INC    (COM) LOW 307,000 2,561 0.30%
ISHARES TR    (S&P MC 400VL ETF) IJJ 306,000 1,793 0.30%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 299,000 2,091 0.29%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 272,000 1,420 0.26%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 267,000 6,057 0.26%
ALPHABET INC    (CAP STK CL C) GOOG 265,000 198 0.26%
VANGUARD INDEX FDS    (VALUE ETF) VTV 250,000 2,089 0.24%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 246,000 8,372 0.24%
ALBEMARLE CORP    (COM) ALB 244,000 3,340 0.23%
CLOROX CO DEL    (COM) CLX 241,000 1,572 0.23%
EPR PPTYS    (COM SH BEN INT) EPR 238,000 3,374 0.23%
ADVANCED MICRO DEVICES INC    (COM) AMD 238,000 5,196 0.23%
AQUA AMERICA INC    (COM) WTR 236,000 5,019 0.23%
RPM INTL INC    (COM) RPM 227,000 2,963 0.22%
HORMEL FOODS CORP    (COM) HRL 226,000 5,000 0.22%
BEST BUY INC    (COM) BBY 225,000 2,560 0.22%
RAYMOND JAMES FINANCIAL INC    (COM) RJF 222,000 2,476 0.21%
NIKE INC    (CL B) NKE 221,000 2,181 0.21%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 220,000 10,951 0.21%
ILLINOIS TOOL WKS INC    (COM) ITW 220,000 1,225 0.21%
TEXAS INSTRS INC    (COM) TXN 217,000 1,694 0.21%
LILLY ELI & CO    (COM) LLY 210,000 1,601 0.20%
SHOPIFY INC    (CL A) 210,000 528 0.20%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 208,000 2,070 0.20%
ISHARES TR    (MSCI EAFE ETF) EFA 202,000 2,915 0.19%
ISHARES TR    (USA MOMENTUM FCT) 202,000 1,605 0.19%
APPLE INC    (COM) AAPL 0 100 0.00%
Total Value As 2019-12-31: 101,783,000 SEC FILING
* Portfolios do not reflect changes after reporting
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Warren Buffett
John Paulson
George Soros

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