Moser Wealth Advisors, LLC Incresed Positions 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
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
ABT
Abbott Laboratories

Healthcare
35
+ 0.41%
$123.95 - $138.08 $4.34K - $4.83K
8.62K $1.17M
V
Visa Inc.

Financial Services
61
+ 2.46%
$308.27 - $373.31 $18.8K - $22.8K
2.54K $901K
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
FPE
First Tr Pfd Secs & Income ETF

ETFs
75
+ 0.08%
$16.93 - $17.81 $1.27K - $1.34K
95.3K $1.7M
PFE
Pfizer Inc

Healthcare
702
+ 20.6%
$21.59 - $24.84 $15.2K - $17.4K
4.11K $99K
VCIT
Vanguard Intermediate Term Cor

ETFs
31
+ 0.37%
$79.56 - $82.92 $2.47K - $2.57K
8.47K $702K
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
NEE
Nextera Energy Inc

Utilities
100
+ 9.03%
$64.11 - $75.0 $6.41K - $7.5K
1.21K $83K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.16%
$19.1 - $23.83 $57.3 - $71.5
1.9K $45K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
137
+ 57.08%
$24.38 - $30.18 $3.34K - $4.13K
377 $11K
SO
Southern CO

Utilities
36
+ 6.7%
$84.91 - $92.56 $3.06K - $3.33K
573 $52K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
196
+ 1.39%
$48.13 - $49.85 $9.43K - $9.77K
14.3K $701K
Vanguard Mun Bd Fds
200
+ 21.05%
N/A
1.15K $0
Ea Series Trust
10.3K
+ 36.84%
N/A
38.2K $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
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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