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| Happy Holidays!! thanks for using AUM13F!! |
| Moseley Investment Management Inc
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| CRD # | 124152 |
| SEC # | 801-107305 |
| CIK # | 0000906396 |
| AUM | $410.4 M (2025-05-21) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 941-745-2799 |
| Address | 1724 Manatee Avenue W Bradention, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000906396 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.8 | ||
| Microsoft Corp | 11.6 | ||
| Amazon Com Inc | 10.3 | ||
| Broadcom Inc | 9.5 | ||
| Nvidia Corp | 9.4 | ||
| Eaton Corp Ltd | 8.6 | ||
| Alphabet Inc | 7.7 | ||
| Tesla Motors Inc | 6.6 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Home Depot Inc | 4.4 | ||
| Palantir Technologies Inc | 3.8 | ||
| Netflix Inc | 3.7 | ||
| Facebook Inc | 3.4 | ||
| FPL Group Inc | 3.2 | ||
| Taser International Inc | 2.6 | ||
| Qualcomm Inc/DE | 2.6 | ||
| Lockheed Martin Corp | 2.6 | ||
| Lilly Eli & Co | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 87.9 |
| (b) Individuals (high net worth individuals) | 116 | 308.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 410.4 |
| By Discretionary | ||
| Discretionary | 896 | 409.5 |
| Non-Discretionary | 2 | 0.8 |
| Total | 898 | 410.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 410.0 | |
| Total | 898 | 410.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000906396] |
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|---|---|---|
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KY | 0.4 |
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Wealthvalues LLC
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CA | 0.4 |
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CRUX Wealth Advisors
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Markowski Brothers Holding Corporation
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0.4 | |
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AZ | 0.4 |
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Cross Staff Investments Inc
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Gold Investment Management Ltd
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0.4 |