0000906396-19-000008.txt : 20190716 0000906396-19-000008.hdr.sgml : 20190716 20190716161642 ACCESSION NUMBER: 0000906396-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190716 DATE AS OF CHANGE: 20190716 EFFECTIVENESS DATE: 20190716 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: 19957360 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 true false 0000906396 XXXXXXXX 06-30-2019 06-30-2019 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 N dina villalobos 9417452799 dina villalobos bradenton FL 07-16-2019 0 129 107331 false INFORMATION TABLE 2 form13f2ndqtr.xml 13F FILING 2ND QTR MONDELEZ INTL INC CL A 609207105 241 4469 SH SOLE 0 0 4469 3M CO COM 88579Y101 870 5016 SH SOLE 0 0 5016 WELLTOWER INC COM 95040Q104 250 3072 SH SOLE 0 0 3072 SYSCO CORP COM 871829107 444 6273 SH SOLE 0 0 6273 INTEL CORP COM 458140100 540 11288 SH SOLE 0 0 11288 ISHARES TR TIPS BD ETF 464287176 818 7082 SH SOLE 0 0 7082 MICROSOFT CORP COM 594918104 3267 24385 SH SOLE 0 0 24385 ISHARES TR US TREAS BD ETF 46429B267 2236 86618 SH SOLE 0 0 86618 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 292 1681 SH SOLE 0 0 1681 CLOROX CO DEL COM 189054109 468 3059 SH SOLE 0 0 3059 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 379 9790 SH SOLE 0 0 9790 EXXON MOBIL CORP COM 30231G102 831 10843 SH SOLE 0 0 10843 LILLY ELI & CO COM 532457108 267 2412 SH SOLE 0 0 2412 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 434 9765 SH SOLE 0 0 9765 VANGUARD GROUP DIV APP ETF 921908844 2207 19164 SH SOLE 0 0 19164 ALPHABET INC CAP STK CL C 02079K107 482 446 SH SOLE 0 0 446 NORTHROP GRUMMAN CORP COM 666807102 906 2805 SH SOLE 0 0 2805 AQUA AMERICA INC COM 03836W103 257 6222 SH SOLE 0 0 6222 VANGUARD INDEX FDS TOTAL STK MKT 922908769 434 2891 SH SOLE 0 0 2891 ISHARES TR USA QUALITY FCTR 46432F339 1358 14851 SH SOLE 0 0 14851 HOME DEPOT INC COM 437076102 1858 8933 SH SOLE 0 0 8933 APPLE INC COM 037833100 1 300 SH Call SOLE 0 0 300 BROADCOM INC COM 11135F101 694 2409 SH SOLE 0 0 2409 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1273 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3658 17159 SH SOLE 0 0 17159 ALPS ETF TR ALERIAN MLP 00162Q866 556 56455 SH SOLE 0 0 56455 HONEYWELL INTL INC COM 438516106 388 2222 SH SOLE 0 0 2222 ISHARES TR AGENCY BOND ETF 464288166 890 7727 SH SOLE 0 0 7727 ISHARES TR US AER DEF ETF 464288760 414 1931 SH SOLE 0 0 1931 ISHARES TR CORE INTL AGGR 46435G672 257 4714 SH SOLE 0 0 4714 COMMERCE BANCSHARES INC COM 200525103 372 6230 SH SOLE 0 0 6230 DISNEY WALT CO COM DISNEY 254687106 2111 15119 SH SOLE 0 0 15119 BOOKING HLDGS INC COM 09857L108 448 239 SH SOLE 0 0 239 CONSTELLATION BRANDS INC CL A 21036P108 336 1706 SH SOLE 0 0 1706 PHILIP MORRIS INTL INC COM 718172109 3961 50439 SH SOLE 0 0 50439 WISDOMTREE TR US TOTAL DIVIDND 97717W109 409 4205 SH SOLE 0 0 4205 PAYPAL HLDGS INC COM 70450Y103 965 8432 SH SOLE 0 0 8432 WALMART INC COM 931142103 443 4005 SH SOLE 0 0 4005 ISHARES TR SELECT DIVID ETF 464287168 384 3857 SH SOLE 0 0 3857 NIKE INC CL B 654106103 250 2974 SH SOLE 0 0 2974 CHEVRON CORP NEW COM 166764100 1343 10789 SH SOLE 0 0 10789 ISHARES TR JPMORGAN USD EMG 464288281 578 5102 SH SOLE 0 0 5102 TOTAL S A SPONSORED ADS 89151E109 253 4531 SH SOLE 0 0 4531 VERIZON COMMUNICATIONS INC COM 92343V104 2164 37886 SH SOLE 0 0 37886 BRISTOL MYERS SQUIBB CO COM 110122108 311 6868 SH SOLE 0 0 6868 ALTRIA GROUP INC COM 02209S103 1546 32656 SH SOLE 0 0 32656 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 488 18674 SH SOLE 0 0 18674 MERCADOLIBRE INC COM 58733R102 363 594 SH SOLE 0 0 594 MERCK & CO INC COM 58933Y105 348 4147 SH SOLE 0 0 4147 DUKE ENERGY CORP NEW COM NEW 26441C204 323 3659 SH SOLE 0 0 3659 AMGEN INC COM 031162100 232 1259 SH SOLE 0 0 1259 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 1472 30084 SH SOLE 0 0 30084 AMAZON COM INC COM 023135106 4340 2292 SH SOLE 0 0 2292 JPMORGAN CHASE & CO COM 46625H100 638 5704 SH SOLE 0 0 5704 SEI INVESTMENTS CO COM 784117103 387 6907 SH SOLE 0 0 6907 VANGUARD WORLD FDS UTILITIES ETF 92204A876 269 2022 SH SOLE 0 0 2022 RAYMOND JAMES FINANCIAL INC COM 754730109 209 2476 SH SOLE 0 0 2476 NETFLIX INC COM 64110L106 721 1962 SH SOLE 0 0 1962 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 283 5000 SH SOLE 0 0 5000 UNITEDHEALTH GROUP INC COM 91324P102 222 908 SH SOLE 0 0 908 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 1388 23618 SH SOLE 0 0 23618 BOEING CO COM 097023105 1192 3276 SH SOLE 0 0 3276 COSTCO WHSL CORP NEW COM 22160K105 383 1449 SH SOLE 0 0 1449 SALESFORCE COM INC COM 79466L302 524 3456 SH SOLE 0 0 3456 COLGATE PALMOLIVE CO COM 194162103 285 3983 SH SOLE 0 0 3983 ISHARES TR MSCI ACWI ETF 464288257 3646 49469 SH SOLE 0 0 49469 INVESCO QQQ TR UNIT SER 1 46090E103 539 2884 SH SOLE 0 0 2884 COCA COLA CO COM 191216100 215 4219 SH SOLE 0 0 4219 VANGUARD WORLD FDS INF TECH ETF 92204A702 1703 8076 SH SOLE 0 0 8076 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 981 16790 SH SOLE 0 0 16790 VANGUARD INDEX FDS GROWTH ETF 922908736 1027 6284 SH SOLE 0 0 6284 ISHARES TR S&P MC 400VL ETF 464287705 295 1853 SH SOLE 0 0 1853 VISA INC COM CL A 92826C839 883 5089 SH SOLE 0 0 5089 UNILEVER PLC SPON ADR NEW 904767704 507 8176 SH SOLE 0 0 8176 3M CO COM 88579Y101 0 500 SH Put SOLE 0 0 500 ZOETIS INC CL A 98978V103 549 4839 SH SOLE 0 0 4839 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 349 3996 SH SOLE 0 0 3996 MARRIOTT INTL INC NEW CL A 571903202 298 2123 SH SOLE 0 0 2123 EATON CORP PLC SHS G29183103 1950 23411 SH SOLE 0 0 23411 VANGUARD INDEX FDS VALUE ETF 922908744 255 2299 SH SOLE 0 0 2299 ILLUMINA INC COM 452327109 359 974 SH SOLE 0 0 974 PFIZER INC COM 717081103 1129 26069 SH SOLE 0 0 26069 BANK AMER CORP COM 060505104 355 12252 SH SOLE 0 0 12252 ISHARES TR PFD AND INCM SEC 464288687 379 10286 SH SOLE 0 0 10286 ABBVIE INC COM 00287Y109 783 10772 SH SOLE 0 0 10772 ZIMMER BIOMET HLDGS INC COM 98956P102 337 2866 SH SOLE 0 0 2866 CME GROUP INC COM 12572Q105 339 1745 SH SOLE 0 0 1745 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 377 7400 SH SOLE 0 0 7400 JOHNSON & JOHNSON COM 478160104 1718 12337 SH SOLE 0 0 12337 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 210 6385 SH SOLE 0 0 6385 PEPSICO INC COM 713448108 1342 10233 SH SOLE 0 0 10233 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 602 10940 SH SOLE 0 0 10940 PROCTER AND GAMBLE CO COM 742718109 1283 11705 SH SOLE 0 0 11705 RAYTHEON CO COM NEW 755111507 205 1176 SH SOLE 0 0 1176 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 762 20908 SH SOLE 0 0 20908 SALESFORCE COM INC COM 79466L302 1 500 SH Put SOLE 0 0 500 FACEBOOK INC CL A 30303M102 867 4494 SH SOLE 0 0 4494 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 411 11886 SH SOLE 0 0 11886 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 333 4751 SH SOLE 0 0 4751 MASTERCARD INC CL A 57636Q104 410 1550 SH SOLE 0 0 1550 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 205 10568 SH SOLE 0 0 10568 INTUITIVE SURGICAL INC COM NEW 46120E602 204 388 SH SOLE 0 0 388 NEXTERA ENERGY INC COM 65339F101 1190 5810 SH SOLE 0 0 5810 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 249 8520 SH SOLE 0 0 8520 MCCORMICK & CO INC COM NON VTG 579780206 1208 7795 SH SOLE 0 0 7795 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 693 19355 SH SOLE 0 0 19355 NVIDIA CORP COM 67066G104 760 4630 SH SOLE 0 0 4630 ALPHABET INC CAP STK CL A 02079K305 2488 2298 SH SOLE 0 0 2298 VEEVA SYS INC CL A COM 922475108 486 3000 SH SOLE 0 0 3000 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 917 26246 SH SOLE 0 0 26246 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 290 5613 SH SOLE 0 0 5613 SPDR S&P 500 ETF TR TR UNIT 78462F103 476 1624 SH SOLE 0 0 1624 ISHARES TR BROAD USD HIGH 46435U853 240 5865 SH SOLE 0 0 5865 QUALCOMM INC COM 747525103 484 6357 SH SOLE 0 0 6357 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 209 3948 SH SOLE 0 0 3948 WELLS FARGO CO NEW COM 949746101 287 6073 SH SOLE 0 0 6073 CONSTELLATION BRANDS INC CL A 21036P108 0 200 SH Put SOLE 0 0 200 LOCKHEED MARTIN CORP COM 539830109 1303 3583 SH SOLE 0 0 3583 APPLE INC COM 037833100 3828 19340 SH SOLE 0 0 19340 SOUTHWEST AIRLS CO COM 844741108 291 5738 SH SOLE 0 0 5738 ENTERPRISE PRODS PARTNERS L COM 293792107 1024 35453 SH SOLE 0 0 35453 LOWES COS INC COM 548661107 403 3990 SH SOLE 0 0 3990 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 524 1948 SH SOLE 0 0 1948 ISHARES US ETF TR SHT MAT BD ETF 46431W507 3736 74235 SH SOLE 0 0 74235 AMERICAN WTR WKS CO INC NEW COM 030420103 278 2398 SH SOLE 0 0 2398 INTERNATIONAL BUSINESS MACHS COM 459200101 540 3919 SH SOLE 0 0 3919 AT&T INC COM 00206R102 1349 40258 SH SOLE 0 0 40258 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1158 39997 SH SOLE 0 0 39997 ISHARES TR MSCI EAFE ETF 464287465 201 3053 SH SOLE 0 0 3053