0000906396-21-000004.txt : 20210419 0000906396-21-000004.hdr.sgml : 20210419 20210419124320 ACCESSION NUMBER: 0000906396-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210419 EFFECTIVENESS DATE: 20210419 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: 21833840 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 03-31-2021 03-31-2021 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 N Dina Malizia 9417452799 Dina Malizia Bradenton FL 04-19-2021 0 167 180557 false INFORMATION TABLE 2 X13F2NDQTR21.xml 03312021 SPDR S&P 500 ETF TR TR UNIT 78462F103 282 711 SH SOLE 0 0 711 ADOBE SYSTEMS INCORPORATED COM 00724F101 919 1934 SH SOLE 0 0 1934 AMAZON COM INC COM 023135106 7042 2276 SH SOLE 0 0 2276 BRISTOL-MYERS SQUIBB CO COM 110122108 210 3320 SH SOLE 0 0 3320 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3432 13433 SH SOLE 0 0 13433 BOEING CO COM 097023105 887 3483 SH SOLE 0 0 3483 REALTY INCOME CORP COM 756109104 249 3922 SH SOLE 0 0 3922 INVESCO QQQ TR UNIT SER 1 46090E103 484 1517 SH SOLE 0 0 1517 AMGEN INC COM 031162100 1229 4939 SH SOLE 0 0 4939 ABBOTT LABS COM 002824100 1537 12825 SH SOLE 0 0 12825 ADVANCED MICRO DEVICES INC COM 007903107 892 11366 SH SOLE 0 0 11366 BEST BUY INC COM 086516101 207 1800 SH SOLE 0 0 1800 HORMEL FOODS CORP COM 440452100 265 5548 SH SOLE 0 0 5548 ILLINOIS TOOL WKS INC COM 452308109 275 1243 SH SOLE 0 0 1243 QUALCOMM INC COM 747525103 2194 16548 SH SOLE 0 0 16548 DISNEY WALT CO COM 254687106 1906 10330 SH SOLE 0 0 10330 HONEYWELL INTL INC COM 438516106 1520 7003 SH SOLE 0 0 7003 SYSCO CORP COM 871829107 489 6207 SH SOLE 0 0 6207 JOHNSON & JOHNSON COM 478160104 2349 14292 SH SOLE 0 0 14292 MEDTRONIC PLC SHS G5960L103 938 7939 SH SOLE 0 0 7939 PFIZER INC COM 717081103 738 20376 SH SOLE 0 0 20376 LOWES COS INC COM 548661107 528 2775 SH SOLE 0 0 2775 CHEVRON CORP NEW COM 166764100 792 7563 SH SOLE 0 0 7563 MICROSOFT CORP COM 594918104 4784 20293 SH SOLE 0 0 20293 AT&T INC COM 00206R102 624 20617 SH SOLE 0 0 20617 LOCKHEED MARTIN CORP COM 539830109 1554 4204 SH SOLE 0 0 4204 PEPSICO INC COM 713448108 2098 14829 SH SOLE 0 0 14829 STRYKER CORPORATION COM 863667101 374 1537 SH SOLE 0 0 1537 VERIZON COMMUNICATIONS INC COM 92343V104 2049 35232 SH SOLE 0 0 35232 SPDR SER TR PRTFLO S&P500 GW 78464A409 428 7596 SH SOLE 0 0 7596 SPDR SER TR PORTFOLI S&P1500 78464A805 612 12433 SH SOLE 0 0 12433 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1421 9661 SH SOLE 0 0 9661 SCHWAB CHARLES CORP COM 808513105 1110 17036 SH SOLE 0 0 17036 BK OF AMERICA CORP COM 060505104 279 7223 SH SOLE 0 0 7223 STARBUCKS CORP COM 855244109 250 2289 SH SOLE 0 0 2289 EXXON MOBIL CORP COM 30231G102 296 5307 SH SOLE 0 0 5307 WALMART INC COM 931142103 567 4172 SH SOLE 0 0 4172 UNILEVER PLC SPON ADR NEW 904767704 585 10475 SH SOLE 0 0 10475 TEXAS INSTRS INC COM 882508104 324 1717 SH SOLE 0 0 1717 COMMERCE BANCSHARES INC COM 200525103 526 6862 SH SOLE 0 0 6862 COSTCO WHSL CORP NEW COM 22160K105 540 1531 SH SOLE 0 0 1531 LILLY ELI & CO COM 532457108 300 1606 SH SOLE 0 0 1606 MERCK & CO. 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COM 922475108 1126 4310 SH SOLE 0 0 4310 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 319 5127 SH SOLE 0 0 5127 ALPHABET INC CAP STK CL C 02079K107 410 198 SH SOLE 0 0 198 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 274 3765 SH SOLE 0 0 3765 LIBERTY BROADBAND CORP COM SER C 530307305 1026 6832 SH SOLE 0 0 6832 ARK ETF TR GENOMIC REV ETF 00214Q302 507 5715 SH SOLE 0 0 5715 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1175 29415 SH SOLE 0 0 29415 CABLE ONE INC COM 12685J105 1000 547 SH SOLE 0 0 547 TELADOC HEALTH INC COM 87918A105 1294 7121 SH SOLE 0 0 7121 PAYPAL HLDGS INC COM 70450Y103 2000 8237 SH SOLE 0 0 8237 ZILLOW GROUP INC CL C CAP STK 98954M200 330 2542 SH SOLE 0 0 2542 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2208 40409 SH SOLE 0 0 40409 SQUARE INC CL A 852234103 2059 9068 SH SOLE 0 0 9068 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 371 5661 SH SOLE 0 0 5661 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 633 7642 SH SOLE 0 0 7642 TWILIO INC CL A 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