Moser Wealth Advisors, LLC Purchases and Sells in Q1 2025

Moser Wealth Advisors, LLC

$186 Million
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	4.45K + 320.14%	$165.25 - $224.62 $735K - $1M	5.84K $969K
VTI	1.76K + 310.25%	$271.18 - $303.12 $476K - $532K	2.32K $638K
VTV	2.04K + 10.65%	$167.73 - $179.21 $342K - $366K	21.2K $3.66M
VHT	791 + 4.66%	$254.06 - $273.83 $201K - $217K	17.8K $4.7M
SCHP	6.43K + 5.66%	$25.69 - $26.89 $165K - $173K	120K $3.23M
COST	169 + 4.02%	$890.62 - $1076.86 $151K - $182K	4.37K $4.14M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.36K New	$360.07 - $417.26 $490K - $568K	1.36K $491K
Z	6.15K New	$68.37 - $87.97 $420K - $541K	6.15K $421K
EFA	2.83K New	$74.85 - $84.89 $212K - $240K	2.83K $231K
VONV	2.31K New	$80.21 - $86.14 $185K - $199K	2.31K $190K
HDV	1.45K New	$110.86 - $121.12 $161K - $176K	1.45K $175K
IJR	1.05K New	$102.49 - $119.96 $107K - $125K	1.05K $109K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-6.55K - 7.49%	$106.98 - $149.43 $701K - $978K	80.8K $8.76M
AAPL	-3.83K - 6.09%	$209.68 - $247.1 $803K - $946K	59K $13.1M
MSFT	-382 - 0.97%	$375.39 - $447.2 $143K - $171K	39.1K $14.7M
IWR	-5.24K - 5.81%	$82.81 - $92.93 $434K - $487K	84.9K $7.22M
AMD	-1.09K - 9.34%	$96.63 - $129.55 $106K - $142K	10.6K $1.09M
PFF	-2.18K - 1.03%	$30.73 - $32.26 $66.8K - $70.2K	209K $6.43M

Activity Summary All Purchases 94 New Holdings 35 Increased Positions 59 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.