Moser Wealth Advisors, LLC Reduced Holdings in Q3 2024

Moser Wealth Advisors, LLC

  • $190 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-400
- 0.55%
$161.02 - $200.0 $64.4K - $80K
71.9K $13.4M
MO
Altria Group, Inc.

Consumer Defensive
-3.35K
- 25.13%
$45.95 - $54.71 $154K - $183K
9.98K $509K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-73
- 13.57%
$475.2 - $527.7 $34.7K - $38.5K
465 $245K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.3K
- 3.4%
$45.6 - $46.83 $59.3K - $60.9K
36.9K $1.73M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-400
- 3.32%
$48.06 - $49.39 $19.2K - $19.8K
11.6K $574K
DIS
Walt Disney CO

Communication Services
-80
- 8.47%
$85.6 - $98.61 $6.85K - $7.89K
865 $83K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-125
- 16.53%
$97.05 - $106.1 $12.1K - $13.3K
631 $66K
FSLY
Fastly, Inc.

Technology
-850
- 73.91%
$5.63 - $8.21 $4.79K - $6.98K
300 $2K
PFE
Pfizer Inc

Healthcare
-165
- 4.62%
$27.7 - $31.39 $4.57K - $5.18K
3.41K $98K
TGT
Target Corp

Consumer Defensive
-175
- 5.18%
$133.47 - $159.25 $23.4K - $27.9K
3.2K $499K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 8.06%
$41.9 - $48.26 $85.8K - $98.8K
23.4K $1.12M
AMD
Advanced Micro Devices Inc

Technology
-40
- 0.34%
$128.67 - $183.96 $5.15K - $7.36K
11.9K $1.95M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 1.4%
$283.28 - $314.39 $7.08K - $7.86K
1.76K $552K
V
Visa Inc.

Financial Services
-25
- 1.02%
$253.74 - $291.56 $6.34K - $7.29K
2.43K $666K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-825
- 24.54%
$72.18 - $107.33 $59.5K - $88.5K
2.54K $269K
VO
Vanguard Mid Cap ETF

ETFs
-35
- 1.51%
$237.84 - $263.83 $8.32K - $9.23K
2.28K $601K
WY
Weyerhaeuser CO

Real Estate
-2.28K
- 9.46%
$27.05 - $33.84 $61.5K - $77K
21.8K $737K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-400
- 0.68%
$51.58 - $53.79 $20.6K - $21.5K
58.1K $3.11M
ABT
Abbott Laboratories

Healthcare
-80
- 0.91%
$100.07 - $118.13 $8.01K - $9.45K
8.68K $989K
GILD
Gilead Sciences, Inc.

Healthcare
-255
- 3.59%
$66.59 - $83.99 $17K - $21.4K
6.85K $573K
JPM
Jpmorgan Chase & CO

Financial Services
-250
- 1.48%
$194.9 - $224.8 $48.7K - $56.2K
16.7K $3.52M
CLX
Clorox CO

Consumer Defensive
-150
- 3.39%
$131.73 - $166.97 $19.8K - $25K
4.28K $697K
HD
Home Depot, Inc.

Consumer Cyclical
-355
- 8.9%
$333.64 - $405.2 $118K - $144K
3.63K $1.47M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-50
- 0.69%
$57.22 - $80.08 $2.86K - $4K
7.23K $563K
SYK
Stryker Corp

Healthcare
-25
- 0.33%
$315.94 - $371.96 $7.9K - $9.3K
7.47K $2.7M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.12%
$801.83 - $917.05 $4.01K - $4.59K
4.26K $3.78M
VEA
Vanguard Ftse Developed Market

ETFs
-72
- 0.13%
$47.6 - $53.31 $3.43K - $3.84K
55.7K $2.94M
JCI
Johnson Controls International PLC

Industrials
-265
- 1.38%
$65.52 - $77.61 $17.4K - $20.6K
18.9K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
-120
- 2.37%
$488.01 - $604.18 $58.6K - $72.5K
4.94K $2.89M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.66K
- 1.75%
$79.92 - $88.19 $133K - $146K
93.3K $8.22M
AAPL
Apple Inc.

Technology
-420
- 0.64%
$207.23 - $234.82 $87K - $98.6K
65.3K $15.2M
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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