Moser Wealth Advisors, LLC Reduced Holdings in Q2 2025

Moser Wealth Advisors, LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-730
- 1.24%
$172.42 - $223.89 $126K - $163K
58.3K $12M
VBR
Vanguard Small Cap Value ETF

ETFs
-6.06K
- 9.39%
$162.76 - $195.77 $987K - $1.19M
58.5K $11.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-12.3K
- 5.89%
$29.0 - $30.68 $357K - $378K
197K $6.04M
OKTA
Okta, Inc.

Technology
-2.14K
- 7.76%
$91.24 - $127.3 $195K - $272K
25.4K $2.54M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-8.49K
- 36.95%
$43.34 - $55.24 $368K - $469K
14.5K $799K
QCOM
Qualcomm Inc

Technology
-1.24K
- 13.52%
$124.66 - $159.48 $154K - $197K
7.9K $1.26M
CLX
Clorox CO

Consumer Defensive
-320
- 8.22%
$118.01 - $148.69 $37.8K - $47.6K
3.58K $429K
WY
Weyerhaeuser CO

Real Estate
-3.1K
- 17.55%
$24.69 - $29.48 $76.5K - $91.4K
14.6K $374K
ALB
Albemarle Corp

Basic Materials
-1.47K
- 54.8%
$50.76 - $72.25 $74.5K - $106K
1.21K $75K
HD
Home Depot, Inc.

Consumer Cyclical
-300
- 8.63%
$335.24 - $380.78 $101K - $114K
3.18K $1.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-330
- 1.32%
$83.97 - $92.85 $27.7K - $30.6K
24.8K $2.19M
SQ
Block, Inc.

Technology
-1.61K
- 27.42%
N/A
4.26K $243K
MRK
Merck & Co., Inc.

Healthcare
-629
- 16.71%
$73.47 - $87.12 $46.2K - $54.8K
3.14K $248K
HON
Honeywell International Inc

Industrials
-625
- 17.9%
$182.86 - $232.88 $114K - $146K
2.87K $667K
PFL
Pimco Income Strategy Fund

Financial Services
-7.62K
- 29.25%
$7.76 - $8.58 $59.1K - $65.4K
18.4K $153K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.27K
- 55.93%
$51.16 - $62.02 $64.9K - $78.7K
1K $62K
VNQ
Vanguard Specialized Funds Van

ETFs
-650
- 32.5%
$79.79 - $91.42 $51.9K - $59.4K
1.35K $120K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-545
- 52.15%
$90.56 - $109.49 $49.4K - $59.7K
500 $54K
ACN
Accenture PLC

Technology
-125
- 17.63%
$279.23 - $323.21 $34.9K - $40.4K
584 $174K
DIS
Walt Disney CO

Communication Services
-465
- 85.01%
$81.72 - $124.01 $38K - $57.7K
82 $10K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-450
- 0.85%
$51.14 - $57.0 $23K - $25.7K
52.3K $2.97M
MO
Altria Group, Inc.

Consumer Defensive
-399
- 3.96%
$55.56 - $60.91 $22.2K - $24.3K
9.67K $566K
GILD
Gilead Sciences, Inc.

Healthcare
-250
- 3.91%
$96.91 - $113.0 $24.2K - $28.3K
6.15K $681K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-240
- 28.57%
$73.7 - $90.98 $17.7K - $21.8K
600 $54K
CRSP
Crispr Therapeutics Ag

Healthcare
-250
- 71.43%
$31.27 - $48.64 $7.82K - $12.2K
100 $4K
RTX
Raytheon Technologies Corp

Industrials
-4
- 11.76%
$113.75 - $148.48 $455 - $594
30 $4K
SCHW
Schwab Charles Corp

Financial Services
-700
- 12.26%
$69.06 - $91.24 $48.3K - $63.9K
5.01K $457K
LMT
Lockheed Martin Corp

Industrials
-74
- 2.14%
$430.82 - $486.45 $31.9K - $36K
3.38K $1.56M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5
- 0.14%
$55.54 - $69.09 $278 - $345
3.52K $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-33
- 3.8%
$456.74 - $568.03 $15.1K - $18.7K
836 $474K
VB
Vanguard Small Cap ETF

ETFs
-34
- 1.3%
$193.73 - $237.37 $6.59K - $8.07K
2.58K $611K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11
- 0.05%
$39.89 - $49.46 $439 - $544
24.2K $1.2M
VGT
Vanguard Information Technolog

ETFs
-50
- 4.46%
$470.37 - $663.28 $23.5K - $33.2K
1.07K $710K
BA
Boeing CO

Industrials
-244
- 5.89%
$136.59 - $217.51 $33.3K - $53.1K
3.9K $816K
MA
Mastercard Inc

Financial Services
-95
- 0.68%
$479.92 - $590.74 $45.6K - $56.1K
14K $7.84M
AMD
Advanced Micro Devices Inc

Technology
-1.93K
- 18.22%
$78.21 - $143.81 $151K - $278K
8.67K $1.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.2K
- 4.94%
$74.88 - $91.97 $314K - $386K
80.7K $7.42M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.11%
$462.22 - $707.75 $924 - $1.42K
1.87K $1.32M
NVDA
Nvidia Corp

Technology
-3.6K
- 4.45%
$94.31 - $157.99 $339K - $568K
77.2K $12.2M
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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