0000906396-19-000007.txt : 20190509 0000906396-19-000007.hdr.sgml : 20190509 20190509150817 ACCESSION NUMBER: 0000906396-19-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190509 DATE AS OF CHANGE: 20190509 EFFECTIVENESS DATE: 20190509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOSELEY INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0000906396 IRS NUMBER: 650195103 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19497 FILM NUMBER: 19810169 BUSINESS ADDRESS: STREET 1: 1724 MANATEE AVE WEST CITY: BRADENTON STATE: FL ZIP: 34205 BUSINESS PHONE: 9417452799 MAIL ADDRESS: STREET 1: 1724 MANATEE AVE W CITY: BRADENTON STATE: FL ZIP: 34205 FORMER COMPANY: FORMER CONFORMED NAME: MOSELEY INVESTMENT MANAGEMENT INC /FL/ /ADV DATE OF NAME CHANGE: 19930602 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000906396 XXXXXXXX 03-31-2019 03-31-2019 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 N dina villalobos 9417452799 Dina Villalobos Bradenton FL 03-31-2019 0 125 96158 false INFORMATION TABLE 2 13fdocument.xml MONDELEZ INTL INC CL A 609207105 223 4461 SH SOLE 0 0 4461 3M CO COM 88579Y101 687 3304 SH SOLE 0 0 3304 INTEL CORP COM 458140100 659 12280 SH SOLE 0 0 12280 SYSCO CORP COM 871829107 364 5445 SH SOLE 0 0 5445 ISHARES TR TIPS BD ETF 464287176 801 7081 SH SOLE 0 0 7081 MICROSOFT CORP COM 594918104 2793 23684 SH SOLE 0 0 23684 ISHARES TR US TREAS BD ETF 46429B267 813 32214 SH SOLE 0 0 32214 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 304 1765 SH SOLE 0 0 1765 SOUTHWEST AIRLS CO COM 844741108 0 200 SH Put SOLE 0 0 200 CLOROX CO DEL COM 189054109 494 3081 SH SOLE 0 0 3081 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 384 10326 SH SOLE 0 0 10326 LILLY ELI & CO COM 532457108 313 2412 SH SOLE 0 0 2412 EXXON MOBIL CORP COM 30231G102 866 10719 SH SOLE 0 0 10719 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 257 7346 SH SOLE 0 0 7346 VANGUARD GROUP DIV APP ETF 921908844 2028 18498 SH SOLE 0 0 18498 ALPHABET INC CAP STK CL C 02079K107 747 637 SH SOLE 0 0 637 NORTHROP GRUMMAN CORP COM 666807102 727 2695 SH SOLE 0 0 2695 AQUA AMERICA INC COM 03836W103 226 6213 SH SOLE 0 0 6213 VANGUARD INDEX FDS TOTAL STK MKT 922908769 408 2822 SH SOLE 0 0 2822 ISHARES TR USA QUALITY FCTR 46432F339 1206 13617 SH SOLE 0 0 13617 HOME DEPOT INC COM 437076102 1582 8243 SH SOLE 0 0 8243 APPLE INC COM 037833100 1 300 SH Call SOLE 0 0 300 BROADCOM INC COM 11135F101 527 1751 SH SOLE 0 0 1751 BERKSHIRE HATHAWAY INC DEL CL A 084670108 904 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3359 16720 SH SOLE 0 0 16720 ALPS ETF TR ALERIAN MLP 00162Q866 564 56244 SH SOLE 0 0 56244 HONEYWELL INTL INC COM 438516106 353 2219 SH SOLE 0 0 2219 ISHARES TR US AER DEF ETF 464288760 409 2050 SH SOLE 0 0 2050 ISHARES TR CORE INTL AGGR 46435G672 285 5325 SH SOLE 0 0 5325 COMMERCE BANCSHARES INC COM 200525103 362 6230 SH SOLE 0 0 6230 DISNEY WALT CO COM DISNEY 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78468R739 1112 22943 SH SOLE 0 0 22943 BANK AMER CORP COM 060505104 351 12723 SH SOLE 0 0 12723 ISHARES TR PFD AND INCM SEC 464288687 375 10264 SH SOLE 0 0 10264 HORMEL FOODS CORP COM 440452100 212 4731 SH SOLE 0 0 4731 ABBVIE INC COM 00287Y109 617 7650 SH SOLE 0 0 7650 IDEXX LABS INC COM 45168D104 240 1075 SH SOLE 0 0 1075 ZIMMER BIOMET HLDGS INC COM 98956P102 366 2866 SH SOLE 0 0 2866 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 371 7400 SH SOLE 0 0 7400 JOHNSON & JOHNSON COM 478160104 1500 10732 SH SOLE 0 0 10732 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 270 8284 SH SOLE 0 0 8284 PEPSICO INC COM 713448108 1152 9402 SH SOLE 0 0 9402 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 576 10940 SH SOLE 0 0 10940 PROCTER AND GAMBLE CO COM 742718109 1116 10725 SH SOLE 0 0 10725 RAYTHEON CO COM NEW 755111507 214 1174 SH SOLE 0 0 1174 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 528 15001 SH SOLE 0 0 15001 CME GROUP INC COM CL A 12572Q105 225 1368 SH SOLE 0 0 1368 FACEBOOK INC CL A 30303M102 708 4248 SH SOLE 0 0 4248 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 323 9732 SH SOLE 0 0 9732 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 341 5037 SH SOLE 0 0 5037 MASTERCARD INC CL A 57636Q104 358 1519 SH SOLE 0 0 1519 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 211 11063 SH SOLE 0 0 11063 NEXTERA ENERGY INC COM 65339F101 977 5053 SH SOLE 0 0 5053 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 225 7891 SH SOLE 0 0 7891 MCCORMICK & CO INC COM NON VTG 579780206 1165 7733 SH SOLE 0 0 7733 NVIDIA CORP COM 67066G104 837 4663 SH SOLE 0 0 4663 CHENIERE ENERGY INC COM NEW 16411R208 403 5889 SH SOLE 0 0 5889 ALPHABET INC CAP STK CL A 02079K305 2726 2316 SH SOLE 0 0 2316 VEEVA SYS INC CL A COM 922475108 634 5000 SH SOLE 0 0 5000 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 504 14743 SH SOLE 0 0 14743 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 255 4972 SH SOLE 0 0 4972 SPDR S&P 500 ETF TR TR UNIT 78462F103 458 1623 SH SOLE 0 0 1623 QUALCOMM INC COM 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