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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$434,729
458 shares@ $949.19 avg price
BEPCBrookfield Renewable Corp
Recent Activity
Exited
0%
$376,258
11,520 shares@ $32.67 avg price
NOWServicenow Inc
Recent Activity
Exited
0%
$255,796
286 shares@ $894.4 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$245,284
2,060 shares@ $119.07 avg price
CWBSpdr Ser Tr
Recent Activity
Exited
0%
$233,523
3,049 shares@ $76.6 avg price
HSYHershey Co
Recent Activity
Exited
0%
$232,246
1,211 shares@ $191.79 avg price
NETCloudflare Inc
Recent Activity
Exited
0%
$229,000
2,831 shares@ $80.9 avg price
BIVVanguard Bd Index Fds
Recent Activity
Exited
0%
$225,706
2,880 shares@ $78.38 avg price
NKENike Inc
Recent Activity
Exited
0%
$209,144
2,366 shares@ $88.4 avg price
DUKDuke Energy Corp New
Recent Activity
Exited
0%
$202,294
1,755 shares@ $115.27 avg price