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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
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
0.18%
$450,923
1,060 shares@ $425.4 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.18%
$449,421
438 shares@ $1026.08 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.13%
$324,242
6,112 shares@ $53.06 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.12%
$281,838
10,189 shares@ $27.67 avg price
VSTVistra Corp
Recent Activity
New Position
0.1%
$248,031
1,799 shares@ $137.88 avg price
RJFRaymond James Finl Inc
Recent Activity
New Position
0.09%
$221,345
1,425 shares@ $155.33 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.09%
$207,641
3,507 shares@ $59.21 avg price
IVVIshares Tr
Recent Activity
New Position
0.08%
$200,740
341 shares@ $588.69 avg price