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Dina Villalobos

@Moseley Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$256.211MTotal holdings149
Assets growth rate2.23%Assets growth rate (2-Q avg)9.3%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Moseley Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Moseley Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 256.211M in assets, with a quarterly growth rate of 2.23% and a 2-quarter average growth rate of 9.3%. The portfolio is managed by Dina Villalobos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -4.31%
6.82%
$17.448M
69,675 shares@ $250.43 avg price
IBTFIshares Tr
Recent Activity
Increased 2.9%
6.19%
$15.854M
679,833 shares@ $23.33 avg price
NVDANvidia Corporation
Recent Activity
Decreased -17.55%
4.4%
$11.256M
83,815 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.34%
4.01%
$10.271M
46,816 shares@ $219.39 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -0.87%
4%
$10.23M
44,125 shares@ $231.85 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.98%
3.81%
$9.757M
23,149 shares@ $421.5 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.55%
3.74%
$9.572M
21,118 shares@ $453.28 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 14.4%
3.36%
$8.6M
45,432 shares@ $189.3 avg price
IBTIIshares Tr
Recent Activity
Increased 4.22%
3.26%
$8.33M
380,302 shares@ $21.91 avg price
TSLATesla Inc
Recent Activity
Decreased -14.99%
3.24%
$8.284M
20,514 shares@ $403.84 avg price