0000906396-20-000002.txt : 20200420 0000906396-20-000002.hdr.sgml : 20200420 20200420155652 ACCESSION NUMBER: 0000906396-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 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: 20802552 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 03-31-2020 03-31-2020 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 N Dina Malizia 9417452799 Dina Villalobos Bradenton FL 04-20-2020 0 85119 114 false INFORMATION TABLE 2 1qtr202013f.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 204 792 SH SOLE 0 0 792 AMAZON COM INC COM 023135106 4201 2155 SH SOLE 0 0 2155 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2908 15904 SH SOLE 0 0 15904 BOEING CO COM 097023105 589 3950 SH SOLE 0 0 3950 INVESCO QQQ TR UNIT SER 1 46090E103 250 1313 SH SOLE 0 0 1313 AMGEN INC COM 031162100 542 2675 SH SOLE 0 0 2675 ABBOTT LABS COM 002824100 710 8997 SH SOLE 0 0 8997 ADVANCED MICRO DEVICES INC COM 007903107 211 4643 SH SOLE 0 0 4643 HORMEL FOODS CORP COM 440452100 267 5731 SH SOLE 0 0 5731 QUALCOMM INC COM 747525103 468 6924 SH SOLE 0 0 6924 DISNEY WALT CO COM DISNEY 254687106 1035 10719 SH SOLE 0 0 10719 HONEYWELL INTL INC COM 438516106 287 2146 SH SOLE 0 0 2146 SYSCO CORP COM 871829107 238 5221 SH SOLE 0 0 5221 JOHNSON & JOHNSON COM 478160104 1566 11941 SH SOLE 0 0 11941 PFIZER INC COM 717081103 700 21444 SH SOLE 0 0 21444 LOWES COS INC COM 548661107 221 2566 SH SOLE 0 0 2566 CHEVRON CORP NEW COM 166764100 614 8479 SH SOLE 0 0 8479 MICROSOFT CORP COM 594918104 3080 19527 SH SOLE 0 0 19527 AT&T INC COM 00206R102 1129 38735 SH SOLE 0 0 38735 INTERNATIONAL BUSINESS MACHS COM 459200101 222 2000 SH SOLE 0 0 2000 LOCKHEED MARTIN CORP COM 539830109 1212 3576 SH SOLE 0 0 3576 PEPSICO INC COM 713448108 1197 9967 SH SOLE 0 0 9967 STRYKER CORP COM 863667101 416 2498 SH SOLE 0 0 2498 VERIZON COMMUNICATIONS INC COM 92343V104 1675 31176 SH SOLE 0 0 31176 SPDR SER TR PRTFLO S&P500 GW 78464A409 284 7938 SH SOLE 0 0 7938 SPDR SER TR PORTFOLI S&P1500 78464A805 498 15824 SH SOLE 0 0 15824 ISHARES TR NASDAQ BIOTECH 464287556 207 1925 SH SOLE 0 0 1925 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1688 16324 SH SOLE 0 0 16324 BK OF AMERICA CORP COM 060505104 206 9695 SH SOLE 0 0 9695 STARBUCKS CORP COM 855244109 223 3391 SH SOLE 0 0 3391 EXXON MOBIL CORP COM 30231G102 248 6519 SH SOLE 0 0 6519 WALMART INC COM 931142103 316 2784 SH SOLE 0 0 2784 UNILEVER PLC SPON ADR NEW 904767704 496 9817 SH SOLE 0 0 9817 COMMERCE BANCSHARES INC COM 200525103 329 6541 SH SOLE 0 0 6541 COSTCO WHSL CORP NEW COM 22160K105 557 1954 SH SOLE 0 0 1954 LILLY ELI & CO COM 532457108 222 1601 SH SOLE 0 0 1601 PROCTER & GAMBLE CO COM 742718109 888 8074 SH SOLE 0 0 8074 HOME DEPOT INC COM 437076102 1496 8015 SH SOLE 0 0 8015 JPMORGAN CHASE & CO COM 46625H100 813 9027 SH SOLE 0 0 9027 BOOKING HLDGS INC COM 09857L108 242 180 SH SOLE 0 0 180 VANGUARD INDEX FDS TOTAL STK MKT 922908769 398 3084 SH SOLE 0 0 3084 WELLTOWER INC COM 95040Q104 260 5687 SH SOLE 0 0 5687 NEXTERA ENERGY INC COM 65339F101 1893 7866 SH SOLE 0 0 7866 DUKE ENERGY CORP NEW COM NEW 26441C204 300 3712 SH SOLE 0 0 3712 CONSTELLATION BRANDS INC CL A 21036P108 340 2371 SH SOLE 0 0 2371 APPLE INC COM 037833100 4096 16108 SH SOLE 0 0 16108 AMERICAN WTR WKS CO INC NEW COM 030420103 262 2190 SH SOLE 0 0 2190 ECOLAB INC COM 278865100 309 1982 SH 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AND INCM SEC 464288687 477 14986 SH SOLE 0 0 14986 SPDR SER TR BLMBRG BRC CNVRT 78464A359 208 4349 SH SOLE 0 0 4349 MERCADOLIBRE INC COM 58733R102 346 709 SH SOLE 0 0 709 INVESCO EXCHANGE-TRADED FD T NATL AMT MUNI 46138E537 382 14793 SH SOLE 0 0 14793 VISA INC COM CL A 92826C839 921 5715 SH SOLE 0 0 5715 SPDR SER TR PORTFOLIO S&P500 78464A854 257 8498 SH SOLE 0 0 8498 SPDR SER TR PORTFOLIO AGRGTE 78464A649 265 8776 SH SOLE 0 0 8776 ISHARES TR MSCI ACWI ETF 464288257 668 10672 SH SOLE 0 0 10672 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1464 23313 SH SOLE 0 0 23313 ISHARES TR AGENCY BOND ETF 464288166 550 4558 SH SOLE 0 0 4558 BROADCOM INC COM 11135F101 530 2237 SH SOLE 0 0 2237 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 292 4761 SH SOLE 0 0 4761 ALPS ETF TR ALERIAN MLP 00162Q866 137 39792 SH SOLE 0 0 39792 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 288 1215 SH SOLE 0 0 1215 SHOPIFY INC CL A 82509L107 254 609 SH SOLE 0 0 609 SPDR SER TR NUVEEN BBG BRCLY 78464A284 805 14714 SH SOLE 0 0 14714 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 540 11500 SH SOLE 0 0 11500 ISHARES TR US TREAS BD ETF 46429B267 661 23604 SH SOLE 0 0 23604 FACEBOOK INC CL A 30303M102 662 3969 SH SOLE 0 0 3969 ABBVIE INC COM 00287Y109 563 7393 SH SOLE 0 0 7393 ZOETIS INC CL A 98978V103 669 5686 SH SOLE 0 0 5686 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 171 10426 SH SOLE 0 0 10426 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 1064 15118 SH SOLE 0 0 15118 ISHARES TR USA QUALITY FCTR 46432F339 478 5893 SH SOLE 0 0 5893 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 2035 41958 SH SOLE 0 0 41958 VEEVA SYS INC CL A COM 922475108 554 3542 SH SOLE 0 0 3542 ALPHABET INC CAP STK CL C 02079K107 228 196 SH SOLE 0 0 196 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 266 6196 SH SOLE 0 0 6196 CYBERARK SOFTWARE LTD SHS M2682V108 221 2582 SH SOLE 0 0 2582 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1117 37731 SH SOLE 0 0 37731 PAYPAL HLDGS INC COM 70450Y103 807 8426 SH SOLE 0 0 8426 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 382 7219 SH SOLE 0 0 7219 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 530 10159 SH SOLE 0 0 10159 BANDWIDTH INC COM CL A 05988J103 306 4545 SH SOLE 0 0 4545 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 2802 35273 SH SOLE 0 0 35273