Moser Wealth Advisors, LLC Purchases in Q1 2025

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 92.31%
$308.86 - $455.36 $7.41K - $10.9K
50 $17K
PFL
Pimco Income Strategy Fund

Financial Services
315
+ 1.22%
$8.39 - $8.6 $2.64K - $2.71K
26K $224K
DGRO
Ishares Core Dividend Growth E

ETFs
142
New
$60.46 - $64.42 $8.59K - $9.15K
142 $8K
VV
Vanguard Large Cap ETF

ETFs
30
New
$253.32 - $282.66 $7.6K - $8.48K
30 $7K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
240
New
$25.81 - $28.52 $6.19K - $6.84K
240 $6K
MCD
Mcdonalds Corp

Consumer Cyclical
22
New
$279.74 - $321.29 $6.15K - $7.07K
22 $6K
WMT
Walmart Inc.

Consumer Defensive
65
New
$84.5 - $105.05 $5.49K - $6.83K
65 $5K
RTX
Raytheon Technologies Corp

Industrials
34
New
$114.1 - $135.66 $3.88K - $4.61K
34 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
New
$468.34 - $539.52 $4.68K - $5.4K
10 $4K
LHX
L3 Harris Technologies, Inc.

Industrials
15
New
$194.65 - $222.86 $2.92K - $3.34K
15 $3K
NOC
Northrop Grumman Corp

Industrials
7
New
$433.45 - $513.82 $3.03K - $3.6K
7 $3K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
246
+ 14.9%
$21.23 - $23.75 $5.22K - $5.84K
1.9K $40K
GD
General Dynamics Corp

Industrials
11
New
$241.94 - $272.58 $2.66K - $3K
11 $2K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25
New
$100.34 - $100.68 $2.51K - $2.52K
25 $2K
DIS
Walt Disney CO

Communication Services
82
+ 17.63%
$96.87 - $114.0 $7.94K - $9.35K
547 $53K
TDG
Trans Digm Group Inc

Industrials
2
New
$1251.32 - $1394.11 $2.5K - $2.79K
2 $2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
108
New
$18.36 - $20.51 $1.98K - $2.22K
108 $2K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
New
$551.42 - $612.93 $1.65K - $1.84K
3 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
15
New
$53.93 - $68.36 $809 - $1.03K
15 $1K
ORCL
Oracle Corp

Technology
10
New
$139.81 - $186.47 $1.4K - $1.86K
10 $1K
Aytu Biopharma Inc
10
New
N/A
10 $0
Ea Series Trust
10.1K
+ 56.98%
N/A
27.9K $0
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 1.54%
$24.1 - $24.34 $24.1 - $24.3
66 $1K
Vanguard Malvern Fds
3.65K
+ 128.07%
N/A
6.5K $0
CRH.L
Crh PLC

Basic Materials
11.5K
New
N/A
11.5K $0
Sndl Inc
50
New
N/A
50 $0
Super Micro Computer Inc
258
+ 86.0%
N/A
558 $0
Solventum Corp
4
New
N/A
4 $0
TGT
Target Corp

Consumer Defensive
5
New
$103.65 - $142.5 $518 - $713
5 $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
400
+ 1.14%
$44.81 - $46.22 $17.9K - $18.5K
35.4K $1.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
73
+ 0.08%
$17.53 - $17.87 $1.28K - $1.3K
95.3K $1.68M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 2.86%
$524.81 - $672.19 $27.3K - $35K
1.87K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
25
+ 1.39%
$302.31 - $337.54 $7.56K - $8.44K
1.83K $561K
AXP
American Express CO

Financial Services
157
+ 6.75%
$255.39 - $325.87 $40.1K - $51.2K
2.48K $668K
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.24%
$83.01 - $101.02 $747 - $909
3.76K $337K
SHOP
Shopify Inc.

Technology
475
+ 4.9%
$90.59 - $129.31 $43K - $61.4K
10.2K $971K
VGT
Vanguard Information Technolog

ETFs
45
+ 4.18%
$542.38 - $646.34 $24.4K - $29.1K
1.12K $608K
LMT
Lockheed Martin Corp

Industrials
147
+ 4.45%
$423.19 - $506.29 $62.2K - $74.4K
3.45K $1.54M
GOOG
Alphabet Inc.

Communication Services
100
+ 4.18%
$156.06 - $207.71 $15.6K - $20.8K
2.49K $389K
NVO
Novo Nordisk A S

Healthcare
1K
+ 7.09%
$69.3 - $90.95 $69.3K - $91K
15.1K $1.05M
GOOGL
Alphabet Inc.

Communication Services
400
+ 3.79%
$154.33 - $206.19 $61.7K - $82.5K
11K $1.69M
VBR
Vanguard Small Cap Value ETF

ETFs
570
+ 0.89%
$183.02 - $207.75 $104K - $118K
64.6K $12M
AMZN
Amazon Com Inc

Consumer Cyclical
513
+ 0.73%
$190.26 - $242.06 $97.6K - $124K
71.1K $13.5M
Activity Summary
Buys All Purchases 94 New Holdings 35 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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