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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
IBTFIshares Tr
Recent Activity
Increased 2.9%
6.19%
$15.854M
679,833 shares@ $23.33 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
ETNEaton Corp Plc
Recent Activity
Increased 8.09%
2.7%
$6.914M
20,833 shares@ $331.87 avg price
IBDRIshares Tr
Recent Activity
Increased 6.43%
2.4%
$6.144M
255,272 shares@ $24.07 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 22.28%
1.92%
$4.91M
25,072 shares@ $195.84 avg price
HDHome Depot Inc
Recent Activity
Increased 0.71%
1.84%
$4.7M
12,082 shares@ $389.01 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.12%
1.74%
$4.456M
18,590 shares@ $239.72 avg price
IBDWIshares Tr
Recent Activity
Increased 6.8%
1.4%
$3.571M
175,467 shares@ $20.36 avg price