Moser Wealth Advisors, LLC Portfolio Holdings

Moser Wealth Advisors, LLC

  • $201 Million
  • Q2 2025

Moser Wealth Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.3M, Amazon Com Inc with a value of $17.5M, Nvidia Corp with a value of $12.2M, Apple Inc. with a value of $12M, and Vanguard Small Cap Value ETF with a value of $11.4M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $186M to 201M.

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

Portfolio value $201 Million
ETFs: $69.6 Million
Technology: $53.8 Million
Financial Services: $26.3 Million
Consumer Cyclical: $18.8 Million
Healthcare: $11.5 Million
Consumer Defensive: $6.8 Million
Industrials: $5.14 Million
Communication Services: $4.51 Million
Other: $4.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.88T
$21.3 Million 10.59% of portfolio
42,743
Q2 2025 Added 9.4%
$2.26T
$17.5 Million 8.71% of portfolio
79,761
Q2 2025 Added 12.12%
$450B
$12.2 Million 6.08% of portfolio
77,236
Q2 2025 Reduced 4.45%
$3.54T
$12 Million 5.96% of portfolio
58,307
Q2 2025 Reduced 1.24%
$0
$11.4 Million 5.68% of portfolio
58,536
Q2 2025 Reduced 9.39%
$611B
$9.31 Million 4.64% of portfolio
19,172
Q2 2025 Added 2.29%
$535B
$7.84 Million 3.91% of portfolio
13,959
Q2 2025 Reduced 0.68%
$0
$7.42 Million 3.7% of portfolio
80,704
Q2 2025 Reduced 4.94%
$0
$6.18 Million 3.08% of portfolio
33,925
Q2 2025 Added 0.72%
$0
$6.04 Million 3.01% of portfolio
197,023
Q2 2025 Reduced 5.89%
$842B
$4.81 Million 2.39% of portfolio
16,582
Q2 2025 Added 1.21%
$433B
$4.53 Million 2.26% of portfolio
4,580
Q2 2025 Added 4.71%
$0
$4.51 Million 2.24% of portfolio
18,156
Q2 2025 Added 2.26%
$0
$4.26 Million 2.12% of portfolio
24,117
Q2 2025 Added 13.76%
$0
$3.53 Million 1.76% of portfolio
61,957
Q2 2025 Added 4.84%
$0
$3.34 Million 1.66% of portfolio
125,123
Q2 2025 Added 4.26%
$142B
$2.9 Million 1.44% of portfolio
7,323
Q1 2025 Added 0.01%
$14.8B
$2.54 Million 1.27% of portfolio
25,443
Q2 2025 Reduced 7.76%
$352B
$2.53 Million 1.26% of portfolio
13,619
Q2 2025 Added 2.09%
$0
$2.19 Million 1.09% of portfolio
24,765
Q2 2025 Reduced 1.32%
$1.17T
$2.09 Million 1.04% of portfolio
11,839
Q2 2025 Added 8.07%
$57.6B
$2.09 Million 1.04% of portfolio
17,541
Q2 2025 Added 3.92%
$72.1B
$1.97 Million 0.98% of portfolio
18,616
Q1 2025 Added 2.34%
$0
$1.7 Million 0.84% of portfolio
95,332
Q2 2025 Added 0.08%
$0
$1.63 Million 0.81% of portfolio
36,440
Q2 2025 Added 2.82%
$442B
$1.57 Million 0.78% of portfolio
14,520
Q2 2025 Added 1.23%
$113B
$1.56 Million 0.78% of portfolio
3,378
Q2 2025 Reduced 2.14%
$229B
$1.53 Million 0.76% of portfolio
4,915
Q2 2025 Added 0.51%
$1.26T
$1.32 Million 0.66% of portfolio
5,850
Q2 2025 Added 0.17%
$246B
$1.32 Million 0.66% of portfolio
1,868
Q2 2025 Reduced 0.11%
$0
$1.26 Million 0.63% of portfolio
47,498
Q2 2025 Added 25.42%
$164B
$1.26 Million 0.63% of portfolio
7,900
Q2 2025 Reduced 13.52%
$278B
$1.23 Million 0.61% of portfolio
8,672
Q2 2025 Reduced 18.22%
$198B
$1.23 Million 0.61% of portfolio
9,293
Q2 2025 Added 2.52%
$0
$1.2 Million 0.6% of portfolio
24,221
Q2 2025 Reduced 0.05%
$184B
$1.19 Million 0.59% of portfolio
10,274
Q2 2025 Added 0.98%
$0
$1.17 Million 0.58% of portfolio
13,030
Q2 2025 Added 55.45%
$395B
$1.17 Million 0.58% of portfolio
3,178
Q2 2025 Reduced 8.63%
$231B
$1.17 Million 0.58% of portfolio
8,623
Q2 2025 Added 0.41%
$110B
$1.09 Million 0.54% of portfolio
15,778
Q2 2025 Added 4.49%
$1.71T
$1 Million 0.5% of portfolio
1,358
Q2 2025 Added 2.96%
$543B
$901,000 0.45% of portfolio
2,540
Q2 2025 Added 2.46%
$231B
$850,000 0.42% of portfolio
12,165
Q2 2025 Added 8.18%
$135B
$816,000 0.41% of portfolio
3,896
Q2 2025 Reduced 5.89%
$220B
$815,000 0.41% of portfolio
2,558
Q2 2025 Added 3.02%
$0
$799,000 0.4% of portfolio
14,476
Q2 2025 Reduced 36.95%
$0
$701,000 0.35% of portfolio
14,314
Q2 2025 Added 1.39%
$0
$710,000 0.35% of portfolio
1,071
Q2 2025 Reduced 4.46%
$0
$705,000 0.35% of portfolio
2,322
Q1 2025 Added 310.25%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $201 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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