Moser Wealth Advisors, LLC Reduced Holdings in Q1 2025

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.55K
- 7.49%
$106.98 - $149.43 $701K - $978K
80.8K $8.76M
AAPL
Apple Inc.

Technology
-3.83K
- 6.09%
$209.68 - $247.1 $803K - $946K
59K $13.1M
MSFT
Microsoft Corp

Technology
-382
- 0.97%
$375.39 - $447.2 $143K - $171K
39.1K $14.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.24K
- 5.81%
$82.81 - $92.93 $434K - $487K
84.9K $7.22M
AMD
Advanced Micro Devices Inc

Technology
-1.09K
- 9.34%
$96.63 - $129.55 $106K - $142K
10.6K $1.09M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.18K
- 1.03%
$30.73 - $32.26 $66.8K - $70.2K
209K $6.43M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.11K
- 15.78%
$65.15 - $91.81 $72K - $101K
5.9K $384K
SQ
Block, Inc.

Technology
-400
- 6.38%
$54.04 - $92.95 $21.6K - $37.2K
5.87K $335K
HON
Honeywell International Inc

Industrials
-184
- 5.01%
$202.75 - $226.52 $37.3K - $41.7K
3.49K $739K
QCOM
Qualcomm Inc

Technology
-512
- 5.31%
$151.94 - $175.86 $77.8K - $90K
9.14K $1.4M
ALB
Albemarle Corp

Basic Materials
-248
- 8.48%
$69.95 - $97.49 $17.3K - $24.2K
2.68K $192K
VB
Vanguard Small Cap ETF

ETFs
-27
- 1.02%
$217.89 - $252.64 $5.88K - $6.82K
2.62K $580K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-697
- 2.95%
$47.4 - $50.24 $33K - $35K
23K $1.11M
WY
Weyerhaeuser CO

Real Estate
-2.17K
- 10.94%
$27.29 - $31.39 $59.2K - $68.1K
17.7K $517K
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 33.33%
$91.75 - $115.81 $9.18K - $11.6K
200 $19K
MMM
3 M CO

Industrials
-58
- 77.33%
$129.7 - $155.12 $7.52K - $9K
17 $2K
WOLF
Wolfspeed, Inc.

Technology
-400
- 27.59%
$2.59 - $7.48 $1.04K - $2.99K
1.05K $3K
Vanguard Mun Bd Fds
-50
- 5.0%
N/A
950 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-773
- 2.0%
$27.01 - $28.54 $20.9K - $22.1K
37.9K $1.06M
SCHW
Schwab Charles Corp

Financial Services
-250
- 4.19%
$71.24 - $83.64 $17.8K - $20.9K
5.71K $446K
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 1.21%
$225.19 - $279.95 $45K - $56K
16.4K $4.02M
AZN
Astrazeneca PLC

Healthcare
-500
- 4.26%
$65.37 - $77.96 $32.7K - $39K
11.2K $826K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 0.2%
$461.52 - $548.18 $4.62K - $5.48K
4.89K $2.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-55
- 0.22%
$85.29 - $92.57 $4.69K - $5.09K
25.1K $2.28M
MA
Mastercard Inc

Financial Services
-386
- 2.67%
$504.67 - $576.31 $195K - $222K
14.1K $7.7M
GILD
Gilead Sciences, Inc.

Healthcare
-150
- 2.29%
$89.14 - $117.41 $13.4K - $17.6K
6.4K $716K
PSX
Phillips 66

Energy
-340
- 1.97%
$113.93 - $131.55 $38.7K - $44.7K
16.9K $2.08M
ABT
Abbott Laboratories

Healthcare
-92
- 1.06%
$111.1 - $140.22 $10.2K - $12.9K
8.59K $1.14M
ABBV
Abb Vie Inc.

Healthcare
-268
- 1.97%
$169.2 - $216.66 $45.3K - $58.1K
13.3K $2.79M
OKTA
Okta, Inc.

Technology
-2.14K
- 7.2%
$78.83 - $116.72 $169K - $250K
27.6K $2.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 1.06%
$442.66 - $534.52 $88.5K - $107K
18.7K $9.98M
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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