Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 04-04-2024 | 03-31-2024 | 148 | 201,388,267 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 51 | $1,175,506 | 3,903 | 0.00 | 0.00 | -258 | -6.20 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 52 | $1,169,461 | 9,666 | 0.00 | 0.00 | 973 | 11.19 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 53 | $1,141,482 | 13,098 | 0.00 | 0.00 | 1,766 | 15.58 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 54 | $1,045,247 | 18,065 | 0.00 | 0.00 | 6,540 | 56.75 | 03-31-2024 |
