Moser Wealth Advisors, LLC Portfolio Holdings

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025

Moser Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7M, Amazon Com Inc with a value of $13.5M, Apple Inc. with a value of $13.1M, Vanguard Small Cap Value ETF with a value of $12M, and Berkshire Hathaway Inc Class B with a value of $9.98M.

Examining the 13F form we can see an decrease of $3.74M in the current position value, from $189M to 186M.

Below you can find more details about Moser Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $68.1 Million
Technology: $44.7 Million
Financial Services: $25.7 Million
Consumer Cyclical: $14.9 Million
Healthcare: $12.7 Million
Consumer Defensive: $6.71 Million
Industrials: $4.57 Million
Energy: $3.79 Million
Other: $4.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95T
$14.7 Million 7.9% of portfolio
39,071
Q1 2025 Reduced 0.97%
$1.88T
$13.5 Million 7.29% of portfolio
71,140
Q1 2025 Added 0.73%
$3.42T
$13.1 Million 7.06% of portfolio
59,037
Q1 2025 Reduced 6.09%
$0
$12 Million 6.48% of portfolio
64,600
Q1 2025 Added 0.89%
$694B
$9.98 Million 5.38% of portfolio
18,742
Q1 2025 Reduced 1.06%
$271B
$8.76 Million 4.72% of portfolio
80,833
Q1 2025 Reduced 7.49%
$523B
$7.7 Million 4.15% of portfolio
14,054
Q1 2025 Reduced 2.67%
$0
$7.22 Million 3.89% of portfolio
84,900
Q1 2025 Reduced 5.81%
$0
$6.43 Million 3.47% of portfolio
209,347
Q1 2025 Reduced 1.03%
$0
$6.13 Million 3.3% of portfolio
33,681
Q1 2025 Added 4.36%
$0
$4.7 Million 2.53% of portfolio
17,755
Q1 2025 Added 4.66%
$440B
$4.14 Million 2.23% of portfolio
4,374
Q1 2025 Added 4.02%
$718B
$4.02 Million 2.16% of portfolio
16,384
Q1 2025 Reduced 1.21%
$0
$3.66 Million 1.97% of portfolio
21,200
Q1 2025 Added 10.65%
$0
$3.23 Million 1.74% of portfolio
120,008
Q1 2025 Added 5.66%
$0
$3 Million 1.62% of portfolio
59,097
Q1 2025 Added 3.72%
$17B
$2.9 Million 1.56% of portfolio
27,583
Q1 2025 Reduced 7.2%
$345B
$2.79 Million 1.51% of portfolio
13,340
Q1 2025 Reduced 1.97%
$141B
$2.73 Million 1.47% of portfolio
7,323
Q1 2025 Added 0.01%
$385B
$2.56 Million 1.38% of portfolio
4,890
Q1 2025 Reduced 0.2%
$0
$2.28 Million 1.23% of portfolio
25,095
Q1 2025 Reduced 0.22%
$50.1B
$2.08 Million 1.12% of portfolio
16,880
Q1 2025 Reduced 1.97%
$440B
$1.71 Million 0.92% of portfolio
14,344
Q1 2025 Added 0.06%
$957B
$1.69 Million 0.91% of portfolio
10,955
Q1 2025 Added 3.79%
$0
$1.68 Million 0.9% of portfolio
95,257
Q1 2025 Added 0.08%
$0
$1.6 Million 0.86% of portfolio
35,440
Q1 2025 Added 1.14%
$125B
$1.54 Million 0.83% of portfolio
3,452
Q1 2025 Added 4.45%
$57.8B
$1.49 Million 0.8% of portfolio
18,616
Q1 2025 Added 2.34%
$167B
$1.4 Million 0.76% of portfolio
9,135
Q1 2025 Reduced 5.31%
$187B
$1.36 Million 0.73% of portfolio
9,065
Q1 2025 Added 2.26%
$369B
$1.27 Million 0.69% of portfolio
3,478
Q4 2024 Reduced 4.27%
$229B
$1.14 Million 0.61% of portfolio
8,588
Q1 2025 Reduced 1.06%
$0
$1.11 Million 0.6% of portfolio
22,961
Q1 2025 Reduced 2.95%
$157B
$1.09 Million 0.59% of portfolio
10,604
Q1 2025 Reduced 9.34%
$0
$1.1 Million 0.59% of portfolio
24,232
Q1 2025 Added 0.21%
$0
$1.06 Million 0.57% of portfolio
37,871
Q1 2025 Reduced 2.0%
$150B
$1.05 Million 0.56% of portfolio
15,100
Q1 2025 Added 7.09%
$187B
$1.02 Million 0.55% of portfolio
1,870
Q1 2025 Added 2.86%
$113B
$971,000 0.52% of portfolio
10,174
Q1 2025 Added 4.9%
$864B
$969,000 0.52% of portfolio
5,840
Q1 2025 Added 320.14%
$565B
$868,000 0.47% of portfolio
2,479
Q1 2025 Added 2.23%
$222B
$826,000 0.45% of portfolio
11,245
Q1 2025 Reduced 4.26%
$1.25T
$760,000 0.41% of portfolio
1,319
Q3 2024 Added 1.46%
$142B
$739,000 0.4% of portfolio
3,491
Q1 2025 Reduced 5.01%
$134B
$716,000 0.39% of portfolio
6,397
Q1 2025 Reduced 2.29%
$109B
$706,000 0.38% of portfolio
4,140
Q1 2025 Reduced 5.69%
$0
$700,000 0.38% of portfolio
14,118
Q1 2025 Added 2.3%
$0
$690,000 0.37% of portfolio
8,440
Q1 2025 Added 0.21%
$0
$695,000 0.37% of portfolio
8,382
Q1 2025 Added 20.41%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $186 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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