0000906396-20-000006.txt : 20201104 0000906396-20-000006.hdr.sgml : 20201104 20201104154410 ACCESSION NUMBER: 0000906396-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201104 DATE AS OF CHANGE: 20201104 EFFECTIVENESS DATE: 20201104 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: 201286431 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 09-30-2020 09-30-2020 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 N Dina Villalobos 9417452799 Dina Villalobos Bradentonb FL 11-04-2020 0 135 140479 false INFORMATION TABLE 2 Form13F3RDQTR2020.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 523 1066 SH SOLE 0 0 1066 AMAZON COM INC COM 023135106 6839 2172 SH SOLE 0 0 2172 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3266 15336 SH SOLE 0 0 15336 BOEING CO COM 097023105 533 3228 SH SOLE 0 0 3228 INVESCO QQQ TR UNIT SER 1 46090E103 424 1527 SH SOLE 0 0 1527 AMGEN INC COM 031162100 735 2893 SH SOLE 0 0 2893 ABBOTT LABS COM 002824100 1386 12734 SH SOLE 0 0 12734 ADVANCED MICRO DEVICES INC COM 007903107 605 7373 SH SOLE 0 0 7373 BEST BUY INC COM 086516101 200 1800 SH SOLE 0 0 1800 HORMEL FOODS CORP COM 440452100 271 5548 SH SOLE 0 0 5548 ILLINOIS TOOL WKS INC COM 452308109 237 1228 SH SOLE 0 0 1228 QUALCOMM INC COM 747525103 1823 15489 SH SOLE 0 0 15489 DISNEY WALT CO COM DISNEY 254687106 1161 9358 SH SOLE 0 0 9358 HONEYWELL INTL INC COM 438516106 973 5910 SH SOLE 0 0 5910 SYSCO CORP COM 871829107 458 7354 SH SOLE 0 0 7354 JOHNSON & JOHNSON COM 478160104 1874 12589 SH SOLE 0 0 12589 MEDTRONIC PLC SHS G5960L103 744 7158 SH SOLE 0 0 7158 PFIZER INC COM 717081103 690 18792 SH SOLE 0 0 18792 LOWES COS INC COM 548661107 446 2690 SH SOLE 0 0 2690 CHEVRON CORP NEW COM 166764100 484 6728 SH SOLE 0 0 6728 MICROSOFT CORP COM 594918104 4227 20095 SH SOLE 0 0 20095 AT&T INC COM 00206R102 961 33690 SH SOLE 0 0 33690 INTERNATIONAL BUSINESS MACHS COM 459200101 216 1774 SH SOLE 0 0 1774 LOCKHEED MARTIN CORP COM 539830109 1719 4484 SH SOLE 0 0 4484 PEPSICO INC COM 713448108 1631 11768 SH SOLE 0 0 11768 STRYKER CORPORATION COM 863667101 486 2333 SH SOLE 0 0 2333 VERIZON COMMUNICATIONS INC COM 92343V104 2004 33691 SH SOLE 0 0 33691 SPDR SER TR PRTFLO S&P500 GW 78464A409 384 7655 SH SOLE 0 0 7655 SPDR SER TR PORTFOLI S&P1500 78464A805 554 13550 SH SOLE 0 0 13550 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1551 12053 SH SOLE 0 0 12053 STARBUCKS CORP COM 855244109 479 5572 SH SOLE 0 0 5572 WALMART INC COM 931142103 432 3089 SH SOLE 0 0 3089 UNILEVER PLC SPON ADR NEW 904767704 619 10040 SH SOLE 0 0 10040 TEXAS INSTRS INC COM 882508104 242 1698 SH SOLE 0 0 1698 COMMERCE BANCSHARES INC COM 200525103 368 6536 SH SOLE 0 0 6536 COSTCO WHSL CORP NEW COM 22160K105 785 2210 SH SOLE 0 0 2210 LILLY ELI & CO COM 532457108 237 1601 SH SOLE 0 0 1601 MERCK & CO. INC COM 58933Y105 257 3102 SH SOLE 0 0 3102 PROCTER AND GAMBLE CO COM 742718109 1108 7970 SH SOLE 0 0 7970 HOME DEPOT INC COM 437076102 2359 8496 SH SOLE 0 0 8496 NIKE INC CL B 654106103 274 2186 SH SOLE 0 0 2186 JPMORGAN CHASE & CO COM 46625H100 1202 12485 SH SOLE 0 0 12485 AMERICAN TOWER CORP NEW COM 03027X100 234 970 SH SOLE 0 0 970 CROWN CASTLE INTL CORP NEW COM 22822V101 215 1290 SH SOLE 0 0 1290 ALBEMARLE CORP COM 012653101 402 4501 SH SOLE 0 0 4501 COMCAST CORP NEW CL A 20030N101 500 10804 SH SOLE 0 0 10804 VANGUARD INDEX FDS TOTAL STK MKT 922908769 451 2646 SH SOLE 0 0 2646 WELLTOWER INC COM 95040Q104 289 5243 SH SOLE 0 0 5243 NEXTERA ENERGY INC COM 65339F101 2047 7377 SH SOLE 0 0 7377 DUKE ENERGY CORP NEW COM NEW 26441C204 329 3716 SH SOLE 0 0 3716 CONSTELLATION BRANDS INC CL A 21036P108 350 1846 SH SOLE 0 0 1846 APPLE INC COM 037833100 7009 60524 SH SOLE 0 0 60524 RPM INTL INC COM 749685103 245 2963 SH SOLE 0 0 2963 AMERICAN WTR WKS CO INC NEW COM 030420103 317 2190 SH SOLE 0 0 2190 IDEXX LABS INC COM 45168D104 226 575 SH SOLE 0 0 575 ECOLAB INC COM 278865100 478 2393 SH SOLE 0 0 2393 SOUTHERN CO COM 842587107 350 6456 SH SOLE 0 0 6456 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1317 30467 SH SOLE 0 0 30467 NORTHROP GRUMMAN CORP COM 666807102 789 2502 SH SOLE 0 0 2502 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1600 5 SH SOLE 0 0 5 ANNALY CAPITAL MANAGEMENT IN COM 035710409 122 17120 SH SOLE 0 0 17120 VALERO ENERGY CORP COM 91913Y100 631 14577 SH SOLE 0 0 14577 NETFLIX INC COM 64110L106 1081 2161 SH SOLE 0 0 2161 ISHARES TR SELECT DIVID ETF 464287168 203 2487 SH SOLE 0 0 2487 ISHARES TR TIPS BD ETF 464287176 874 6910 SH SOLE 0 0 6910 CLOROX CO DEL COM 189054109 362 1724 SH SOLE 0 0 1724 ILLUMINA INC COM 452327109 601 1943 SH SOLE 0 0 1943 ESSENTIAL UTILS INC COM 29670G102 208 5175 SH SOLE 0 0 5175 SVB FINANCIAL GROUP COM 78486Q101 219 911 SH SOLE 0 0 911 NVIDIA CORPORATION COM 67066G104 1800 3327 SH SOLE 0 0 3327 EATON CORP PLC SHS G29183103 2210 21657 SH SOLE 0 0 21657 AXON ENTERPRISE INC COM 05464C101 368 4055 SH SOLE 0 0 4055 ENTERPRISE PRODS PARTNERS L COM 293792107 199 12620 SH SOLE 0 0 12620 ALPHABET INC CAP STK CL A 02079K305 2674 1825 SH SOLE 0 0 1825 SPDR GOLD TR GOLD SHS 78463V107 782 4415 SH SOLE 0 0 4415 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 284 1394 SH SOLE 0 0 1394 VANGUARD INDEX FDS MID CAP ETF 922908629 266 1509 SH SOLE 0 0 1509 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 211 2670 SH SOLE 0 0 2670 INTUITIVE SURGICAL INC COM NEW 46120E602 250 353 SH SOLE 0 0 353 BLACKROCK INC COM 09247X101 242 429 SH SOLE 0 0 429 VANGUARD INDEX FDS GROWTH ETF 922908736 961 4222 SH SOLE 0 0 4222 MCCORMICK & CO INC COM NON VTG 579780206 1465 7550 SH SOLE 0 0 7550 VANGUARD WORLD FDS UTILITIES ETF 92204A876 270 2091 SH SOLE 0 0 2091 THERMO FISHER SCIENTIFIC INC COM 883556102 756 1712 SH SOLE 0 0 1712 SALESFORCE COM INC COM 79466L302 1274 5070 SH SOLE 0 0 5070 VANGUARD WORLD FDS INF TECH ETF 92204A702 2100 6743 SH SOLE 0 0 6743 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1790 35894 SH SOLE 0 0 35894 MASTERCARD INCORPORATED CL A 57636Q104 520 1539 SH SOLE 0 0 1539 EQUINIX INC COM 29444U700 214 282 SH SOLE 0 0 282 ISHARES TR US AER DEF ETF 464288760 234 1480 SH SOLE 0 0 1480 WISDOMTREE TR US TOTAL DIVIDND 97717W109 386 4110 SH SOLE 0 0 4110 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1200 14446 SH SOLE 0 0 14446 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2333 24956 SH SOLE 0 0 24956 BLACKSTONE GROUP INC COM CL A 09260D107 460 8806 SH SOLE 0 0 8806 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1157 10349 SH SOLE 0 0 10349 ISHARES TR PFD AND INCM SEC 464288687 397 10880 SH SOLE 0 0 10880 SPDR SER TR BLMBRG BRC CNVRT 78464A359 279 4049 SH SOLE 0 0 4049 MERCADOLIBRE INC COM 58733R102 789 729 SH SOLE 0 0 729 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 365 13706 SH SOLE 0 0 13706 VISA INC COM CL A 92826C839 1248 6243 SH SOLE 0 0 6243 SPDR SER TR PORTFOLIO AGRGTE 78464A649 269 8723 SH SOLE 0 0 8723 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1494 18530 SH SOLE 0 0 18530 ISHARES TR AGENCY BOND ETF 464288166 466 3852 SH SOLE 0 0 3852 BROADCOM INC COM 11135F101 959 2633 SH SOLE 0 0 2633 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 336 4168 SH SOLE 0 0 4168 TESLA INC COM 88160R101 1009 2353 SH SOLE 0 0 2353 SHOPIFY INC CL A 82509L107 656 641 SH SOLE 0 0 641 SPDR SER TR NUVEEN BBG BRCLY 78464A284 285 5016 SH SOLE 0 0 5016 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 304 5676 SH SOLE 0 0 5676 ISHARES TR US TREAS BD ETF 46429B267 522 18673 SH SOLE 0 0 18673 SPLUNK INC COM 848637104 235 1249 SH SOLE 0 0 1249 FACEBOOK INC CL A 30303M102 1164 4443 SH SOLE 0 0 4443 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 601 1279 SH SOLE 0 0 1279 ABBVIE INC COM 00287Y109 689 7867 SH SOLE 0 0 7867 ZOETIS INC CL A 98978V103 1058 6396 SH SOLE 0 0 6396 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 1478 18736 SH SOLE 0 0 18736 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 802 16010 SH SOLE 0 0 16010 VEEVA SYS INC CL A COM 922475108 961 3419 SH SOLE 0 0 3419 ALPHABET INC CAP STK CL C 02079K107 276 188 SH SOLE 0 0 188 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 405 6747 SH SOLE 0 0 6747 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 235 800 SH SOLE 0 0 800 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 913 27918 SH SOLE 0 0 27918 TELADOC HEALTH INC COM 87918A105 785 3581 SH SOLE 0 0 3581 PAYPAL HLDGS INC COM 70450Y103 1615 8196 SH SOLE 0 0 8196 ZILLOW GROUP INC CL C CAP STK 98954M200 227 2234 SH SOLE 0 0 2234 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1101 20218 SH SOLE 0 0 20218 SQUARE INC CL A 852234103 704 4331 SH SOLE 0 0 4331 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 253 3514 SH SOLE 0 0 3514 TWILIO INC CL A 90138F102 668 2705 SH SOLE 0 0 2705 SEA LTD SPONSORD ADS 81141R100 394 2559 SH SOLE 0 0 2559 BANDWIDTH INC COM CL A 05988J103 19839 113645 SH SOLE 0 0 113645 DOCUSIGN INC COM 256163106 370 1720 SH SOLE 0 0 1720 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 3876 47374 SH SOLE 0 0 47374 CROWDSTRIKE HLDGS INC CL A 22788C105 575 4189 SH SOLE 0 0 4189 LIVONGO HEALTH INC COM 539183103 255 1821 SH SOLE 0 0 1821