0000906396-24-000001.txt : 20240125 0000906396-24-000001.hdr.sgml : 20240125 20240125135041 ACCESSION NUMBER: 0000906396-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOSELEY INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0000906396 ORGANIZATION NAME: IRS NUMBER: 650195103 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19497 FILM NUMBER: 24561169 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 X0202 13F-HR LIVE false false false 0000906396 XXXXXXXX 12-31-2023 12-31-2023 MOSELEY INVESTMENT MANAGEMENT INC

1724 MANATEE AVE W BRADENTON FL 34205

13F HOLDINGS REPORT 028-19497 000124152 N Dina Villalobos 9417452799 Dina Villalobos St Petersburg FL 01-25-2024 0 148 179889613 false INFORMATION TABLE 2 MoseleyInvestment_13f.xml ABBOTT LABS COM 002824100 214196 1946 SH SOLE 0 0 0 1946 ABBVIE INC COM 00287Y109 1162629 7502 SH SOLE 0 0 0 7502 ABRDN ASIA PACIFIC INCOME FU COM 003009107 29810 11000 SH SOLE 0 0 0 11000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 300977 858 SH SOLE 0 0 0 858 ACCURAY INC COM 004397105 33960 12000 SH SOLE 0 0 0 12000 ADOBE INC COM 00724F101 500547 839 SH SOLE 0 0 0 839 ADVANCED MICRO DEVICES INC COM 007903107 1648044 11180 SH SOLE 0 0 0 11180 AFLAC INC COM 001055102 318091 3856 SH SOLE 0 0 0 3856 AIR PRODS & CHEMS INC COM 009158106 201169 735 SH SOLE 0 0 0 735 AIRBNB INC COM CL A 009066101 242738 1783 SH SOLE 0 0 0 1783 ALLISON TRANSMISSION HLDGS I COM 01973R101 645581 11102 SH SOLE 0 0 0 11102 ALPHABET INC CAP STK CL C 02079K107 862492 6120 SH SOLE 0 0 0 6120 ALPHABET INC CAP STK CL A 02079K305 5436455 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SH SOLE 0 0 0 24371 PAYCHEX INC COM 704326107 259009 2175 SH SOLE 0 0 0 2175 PAYPAL HLDGS INC COM 70450Y103 508286 8277 SH SOLE 0 0 0 8277 PEPSICO INC COM 713448108 2866643 16878 SH SOLE 0 0 0 16878 PFIZER INC COM 717081103 477608 16589 SH SOLE 0 0 0 16589 PROCTER AND GAMBLE CO COM 742718109 1188539 8111 SH SOLE 0 0 0 8111 QUALCOMM INC COM 747525103 2547978 17617 SH SOLE 0 0 0 17617 RAYMOND JAMES FINL INC COM 754730109 282318 2532 SH SOLE 0 0 0 2532 REALTY INCOME CORP COM 756109104 685334 11935 SH SOLE 0 0 0 11935 RPM INTL INC COM 749685103 319597 2863 SH SOLE 0 0 0 2863 S&P GLOBAL INC COM 78409V104 691445 1570 SH SOLE 0 0 0 1570 SALESFORCE INC COM 79466L302 1094926 4161 SH SOLE 0 0 0 4161 SCHWAB CHARLES CORP COM 808513105 711323 10339 SH SOLE 0 0 0 10339 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 305740 5492 SH SOLE 0 0 0 5492 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 503144 8921 SH SOLE 0 0 0 8921 SHERWIN WILLIAMS CO COM 824348106 830611 2663 SH SOLE 0 0 0 2663 SHOPIFY INC CL A 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