Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MOSELEY INVESTMENT MANAGEMENT INC | 04-04-2024 | 03-31-2024 | 148 | 201,388,267 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $12,726,225 | 74,214 | 0.01 | 0.01 | -1,196 | -1.59 | 03-31-2024 |
MICROSOFT CORP | COM | 2 | $10,298,848 | 24,479 | 0.01 | 0.01 | -143 | -0.58 | 03-31-2024 |
NVIDIA CORPORATION | COM | 3 | $9,975,033 | 11,040 | 0.00 | 0.00 | 22 | 0.20 | 03-31-2024 |
AMAZON COM INC | COM | 4 | $8,696,412 | 48,212 | 0.00 | 0.00 | 4,463 | 10.20 | 03-31-2024 |