Moser Wealth Advisors, LLC Purchases in Q3 2024

Moser Wealth Advisors, LLC

  • $190 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
271
+ 0.44%
$179.99 - $201.6 $48.8K - $54.6K
62.3K $12.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 0.75%
$405.19 - $478.57 $56.7K - $67K
18.7K $8.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.28K
+ 13.39%
$54.98 - $59.51 $290K - $314K
44.7K $2.66M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.81K
+ 12.4%
$89.91 - $101.33 $253K - $285K
25.5K $2.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.63K
+ 0.76%
$31.18 - $33.5 $50.9K - $54.7K
216K $7.17M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.03%
$460.3 - $584.56 $460 - $585
3.12K $1.83M
VHT
Vanguard Health Care ETF

ETFs
190
+ 1.12%
$261.88 - $288.1 $49.8K - $54.7K
17.1K $4.82M
NVDA
Nvidia Corp

Technology
4.07K
+ 4.8%
$98.91 - $134.91 $403K - $549K
88.9K $10.8M
VTV
Vanguard Value ETF

ETFs
8
+ 0.04%
$159.75 - $174.57 $1.28K - $1.4K
18.1K $3.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.08K
+ 12.57%
$77.02 - $85.06 $83.2K - $91.9K
9.67K $817K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
814
+ 14.17%
$80.13 - $88.89 $65.2K - $72.4K
6.56K $578K
LLY
Eli Lilly & CO

Healthcare
130
+ 40.0%
$772.14 - $960.02 $100K - $125K
455 $403K
META
Meta Platforms, Inc.

Communication Services
19
+ 1.46%
$453.41 - $572.44 $8.61K - $10.9K
1.32K $755K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.35K
+ 1.46%
$17.35 - $18.22 $23.4K - $24.5K
93.6K $1.69M
VIG
Vanguard Dividend Appreciation

ETFs
491
+ 1.58%
$182.15 - $182.15 $89.4K - $89.4K
31.5K $5.74M
VGT
Vanguard Information Technolog

ETFs
95
+ 9.35%
$514.43 - $606.85 $48.9K - $57.7K
1.11K $651K
DGS
Wisdomtree Emerging Markets Sm

ETFs
151
+ 0.6%
$48.46 - $54.37 $7.32K - $8.21K
25.2K $1.35M
PEP
Pepsico Inc

Consumer Defensive
110
+ 1.21%
$161.9 - $179.3 $17.8K - $19.7K
9.23K $1.57M
HYD
Vaneck High Yield Muni ETF

ETFs
1K
New
$51.46 - $53.07 $51.5K - $53.1K
1K $53K
VGLT
Vanguard Long Term Treasury Et

ETFs
512
+ 14.57%
$56.52 - $63.23 $28.9K - $32.4K
4.03K $247K
XOM
Exxon Mobil Corp

Energy
81
+ 0.56%
$109.72 - $119.0 $8.89K - $9.64K
14.6K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
27
+ 0.35%
$79.29 - $84.02 $2.14K - $2.27K
7.78K $651K
SQ
Block, Inc.

Technology
153
+ 2.5%
$57.21 - $72.07 $8.75K - $11K
6.27K $420K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.06%
$58.03 - $65.37 $116 - $131
3.5K $226K
AIG
American International Group, Inc.

Financial Services
204
+ 212.5%
$70.16 - $79.23 $14.3K - $16.2K
300 $21K
PFL
Pimco Income Strategy Fund

Financial Services
303
+ 1.09%
$8.1 - $8.57 $2.45K - $2.6K
28.1K $240K
ALB
Albemarle Corp

Basic Materials
146
+ 5.25%
$72.85 - $100.09 $10.6K - $14.6K
2.93K $277K
AVGO
Broadcom Inc.

Technology
338
+ 1056.25%
$136.27 - $1745.86 $46.1K - $590K
370 $63K
ERIC
Ericsson Lm Telephone CO

Technology
1.5K
New
$6.19 - $7.77 $9.29K - $11.7K
1.5K $11K
ADBE
Adobe Inc.

Technology
60
+ 10.0%
$508.13 - $586.55 $30.5K - $35.2K
660 $341K
DOCN
Digital Ocean Holdings, Inc.

Technology
220
New
$27.27 - $43.23 $6K - $9.51K
220 $8K
GOOGL
Alphabet Inc.

Communication Services
960
+ 10.16%
$148.65 - $191.18 $143K - $184K
10.4K $1.73M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.37%
$59.93 - $66.52 $120 - $133
549 $36K
Ea Series Trust
450
+ 2.63%
N/A
17.6K $0
CRSP
Crispr Therapeutics Ag

Healthcare
50
+ 16.67%
$44.62 - $62.75 $2.23K - $3.14K
350 $16K
SCHW
Schwab Charles Corp

Financial Services
100
+ 1.69%
$61.74 - $76.08 $6.17K - $7.61K
6.03K $390K
PSX
Phillips 66

Energy
358
+ 2.1%
$125.0 - $147.17 $44.8K - $52.7K
17.4K $2.29M
QCOM
Qualcomm Inc

Technology
724
+ 8.07%
$156.12 - $209.64 $113K - $152K
9.69K $1.65M
NVO
Novo Nordisk A S

Healthcare
1.04K
+ 8.47%
$119.07 - $145.42 $123K - $151K
13.3K $1.58M
MSFT
Microsoft Corp

Technology
170
+ 0.42%
$395.15 - $467.56 $67.2K - $79.5K
40.4K $17.4M
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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