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
MS
Morgan Stanley

Financial Services
47
New
$99.83 - $140.86 $4.69K - $6.62K
47 $6K
PPL
Ppl Corp

Utilities
200
New
$33.45 - $36.5 $6.69K - $7.3K
200 $6K
IEF
Ishares Barclays

ETFs
61
New
$93.15 - $96.56 $5.68K - $5.89K
61 $5K
HEZU
Ishares Currency Hedged Msci E

ETFs
140
New
$34.68 - $41.63 $4.86K - $5.83K
140 $5K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
137
+ 57.08%
$24.38 - $30.18 $3.34K - $4.13K
377 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.16%
$19.1 - $23.83 $57.3 - $71.5
1.9K $45K
CVX
Chevron Corp

Energy
37
New
$133.73 - $168.51 $4.95K - $6.23K
37 $5K
BWX
Spdr Bloomberg International T

ETFs
219
New
$21.87 - $23.49 $4.79K - $5.14K
219 $5K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
65
New
$65.04 - $82.18 $4.23K - $5.34K
65 $5K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
75
New
$61.08 - $74.04 $4.58K - $5.55K
75 $5K
CB
Chubb LTD

Financial Services
15
New
$274.32 - $302.46 $4.11K - $4.54K
15 $4K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
77
New
$61.03 - $67.59 $4.7K - $5.2K
77 $4K
FDIS
Fidelity Covington Tr Msci Con

ETFs
48
New
$75.33 - $94.56 $3.62K - $4.54K
48 $4K
FSTA
Fidelity Covington Tr Msci Con

ETFs
93
New
$47.94 - $52.5 $4.46K - $4.88K
93 $4K
TAP
Molson Coors Beverage CO

Consumer Defensive
100
New
$47.24 - $62.46 $4.72K - $6.25K
100 $4K
GLDM
World Gold Trust

ETFs
53
New
$58.96 - $67.97 $3.12K - $3.6K
53 $3K
EWJ
Ishares Msci Japan ETF

ETFs
52
New
$61.32 - $75.28 $3.19K - $3.91K
52 $3K
SO
Southern CO

Utilities
36
+ 6.7%
$84.91 - $92.56 $3.06K - $3.33K
573 $52K
MDT
Medtronic PLC

Healthcare
35
New
$80.68 - $88.86 $2.82K - $3.11K
35 $3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
183
New
$20.12 - $21.0 $3.68K - $3.84K
183 $3K
HAL
Halliburton CO

Energy
100
New
$19.26 - $25.7 $1.93K - $2.57K
100 $2K
NXPI
Nxp Semiconductors N.V.

Technology
13
New
$153.5 - $218.72 $2K - $2.84K
13 $2K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
17
New
$95.74 - $115.54 $1.63K - $1.96K
17 $1K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
196
+ 1.39%
$48.13 - $49.85 $9.43K - $9.77K
14.3K $701K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52
New
$22.68 - $23.28 $1.18K - $1.21K
52 $1K
Ea Series Trust
10.3K
+ 36.84%
N/A
38.2K $0
VTRS
Viatris Inc

Healthcare
83
New
$7.26 - $9.12 $603 - $757
83 $0
Barrick Mng Corp
5.52K
New
N/A
5.52K $0
Xperi Inc
20
New
N/A
20 $0
ADEA
Adeia Inc.

Technology
52
New
$11.23 - $14.24 $584 - $740
52 $0
Vanguard Mun Bd Fds
200
+ 21.05%
N/A
1.15K $0
Vanguard Malvern Fds
5.31K
+ 81.69%
N/A
11.8K $0
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 3.45%
$102.31 - $105.8 $102 - $106
30 $3K
Schwab Strategic Tr
73
New
N/A
73 $0
United Sts Nat Gas Fd LP
37
New
N/A
37 $0
Schwab Strategic Tr
180
New
N/A
180 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
14
+ 0.3%
$53.66 - $58.71 $751 - $822
4.67K $261K
PEP
Pepsico Inc

Consumer Defensive
228
+ 2.52%
$128.02 - $151.37 $29.2K - $34.5K
9.29K $1.23M
XOM
Exxon Mobil Corp

Energy
176
+ 1.23%
$99.93 - $119.04 $17.6K - $21K
14.5K $1.57M
VHT
Vanguard Health Care ETF

ETFs
401
+ 2.26%
$236.71 - $261.92 $94.9K - $105K
18.2K $4.51M
ABBV
Abb Vie Inc.

Healthcare
279
+ 2.09%
$170.16 - $206.27 $47.5K - $57.5K
13.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
430
+ 2.29%
$483.48 - $539.8 $208K - $232K
19.2K $9.31M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 0.51%
$274.35 - $599.47 $6.86K - $15K
4.92K $1.53M
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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