Moser Wealth Advisors, LLC Purchases in Q2 2025

Moser Wealth Advisors, LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.67K
+ 9.4%
$354.56 - $497.45 $1.3M - $1.83M
42.7K $21.3M
AMZN
Amazon Com Inc

Consumer Cyclical
8.62K
+ 12.12%
$167.32 - $223.3 $1.44M - $1.93M
79.8K $17.5M
JPM
Jpmorgan Chase & CO

Financial Services
198
+ 1.21%
$210.28 - $289.91 $41.6K - $57.4K
16.6K $4.81M
VTV
Vanguard Value ETF

ETFs
2.92K
+ 13.76%
$153.67 - $176.74 $448K - $516K
24.1K $4.26M
VEA
Vanguard Ftse Developed Market

ETFs
2.86K
+ 4.84%
$45.65 - $57.01 $131K - $163K
62K $3.53M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.65K
+ 55.45%
$75.29 - $91.16 $350K - $424K
13K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
206
+ 4.71%
$908.13 - $1056.85 $187K - $218K
4.58K $4.53M
GOOGL
Alphabet Inc.

Communication Services
884
+ 8.07%
$144.7 - $178.6 $128K - $158K
11.8K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 0.17%
$141.37 - $228.57 $1.41K - $2.29K
5.85K $1.32M
TMUS
T Mobile Us, Inc.

Communication Services
1.24K
+ 137.02%
$220.99 - $268.54 $274K - $333K
2.15K $511K
SHOP
Shopify Inc.

Technology
100
+ 0.98%
$76.89 - $115.35 $7.69K - $11.5K
10.3K $1.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.63K
+ 25.42%
$24.32 - $27.87 $234K - $268K
47.5K $1.26M
AXP
American Express CO

Financial Services
75
+ 3.02%
$231.39 - $318.98 $17.4K - $23.9K
2.56K $815K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.12K
+ 4.26%
$26.18 - $26.93 $134K - $138K
125K $3.34M
AVGO
Broadcom Inc.

Technology
108
+ 29.19%
$146.29 - $275.65 $15.8K - $29.8K
478 $131K
FJP
First Trust Japan Alphadex Fun

ETFs
1.18K
New
$47.79 - $60.17 $56.4K - $71K
1.18K $70K
MU
Micron Technology Inc

Technology
200
+ 18.35%
$64.72 - $127.91 $12.9K - $25.6K
1.29K $158K
GOOG
Alphabet Inc.

Communication Services
55
+ 2.21%
$146.58 - $180.01 $8.06K - $9.9K
2.55K $451K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.08K
+ 9.31%
$49.57 - $50.27 $53.3K - $54K
12.6K $634K
VONE
Vanguard Russell 1000 ETF

ETFs
25
+ 1.53%
$225.48 - $280.86 $5.64K - $7.02K
1.66K $467K
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 930.0%
$416.06 - $551.64 $38.7K - $51.3K
103 $56K
VIG
Vanguard Dividend Appreciation

ETFs
244
+ 0.72%
N/A
33.9K $6.18M
NVO
Novo Nordisk A S

Healthcare
678
+ 4.49%
$58.08 - $81.05 $39.4K - $55K
15.8K $1.09M
ORCL
Oracle Corp

Technology
177
+ 1770.0%
$122.82 - $218.63 $21.7K - $38.7K
187 $40K
V
Visa Inc.

Financial Services
61
+ 2.46%
$308.27 - $373.31 $18.8K - $22.8K
2.54K $901K
ABT
Abbott Laboratories

Healthcare
35
+ 0.41%
$123.95 - $138.08 $4.34K - $4.83K
8.62K $1.17M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.43K
New
$21.85 - $22.76 $31.3K - $32.6K
1.43K $32K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.32K
New
$19.6 - $24.44 $25.9K - $32.2K
1.32K $32K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1K
+ 2.82%
$43.63 - $45.4 $43.6K - $45.4K
36.4K $1.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.24K
+ 1150.0%
$17.76 - $22.1 $22.1K - $27.4K
1.35K $29K
AZN
Astrazeneca PLC

Healthcare
920
+ 8.18%
$64.87 - $75.0 $59.7K - $69K
12.2K $850K
EWG
Ishares Msci Germany ETF

ETFs
500
New
$33.22 - $42.57 $16.6K - $21.3K
500 $21K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
277
New
$62.73 - $78.42 $17.4K - $21.7K
277 $21K
FPE
First Tr Pfd Secs & Income ETF

ETFs
75
+ 0.08%
$16.93 - $17.81 $1.27K - $1.34K
95.3K $1.7M
FICO
Fair Isaac Corp

Technology
10
New
$1503.62 - $2206.01 $15K - $22.1K
10 $18K
FITB
Fifth Third Bancorp

Financial Services
400
New
$33.32 - $41.51 $13.3K - $16.6K
400 $16K
ENSG
Ensign Group, Inc

Healthcare
101
New
$119.93 - $156.36 $12.1K - $15.8K
101 $15K
PFE
Pfizer Inc

Healthcare
702
+ 20.6%
$21.59 - $24.84 $15.2K - $17.4K
4.11K $99K
SCHA
Schwab Strategic Tr Us Small C

ETFs
526
New
$20.42 - $25.3 $10.7K - $13.3K
526 $13K
HWM
Howmet Aerospace Inc.

Industrials
66
New
$112.33 - $186.13 $7.41K - $12.3K
66 $12K
VCIT
Vanguard Intermediate Term Cor

ETFs
31
+ 0.37%
$79.56 - $82.92 $2.47K - $2.57K
8.47K $702K
LNT
Alliant Energy Corp

Utilities
200
New
$58.79 - $64.85 $11.8K - $13K
200 $12K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
61
New
$139.8 - $197.22 $8.53K - $12K
61 $12K
FCOM
Fidelity Covington Tr Msci Com

ETFs
171
New
$50.44 - $64.81 $8.63K - $11.1K
171 $11K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
566
New
$18.94 - $21.67 $10.7K - $12.3K
566 $11K
LLY
Eli Lilly & CO

Healthcare
39
+ 8.48%
$713.71 - $898.95 $27.8K - $35.1K
499 $388K
PSX
Phillips 66

Energy
661
+ 3.92%
$92.87 - $125.73 $61.4K - $83.1K
17.5K $2.09M
ETN
Eaton Corp PLC

Industrials
25
New
$246.52 - $356.99 $6.16K - $8.92K
25 $8K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
256
New
$24.32 - $24.81 $6.23K - $6.35K
256 $6K
Activity Summary
Buys All Purchases 94 New Holdings 44 Increased Positions 50 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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