Moser Wealth Advisors, LLC Portfolio Holdings

Moser Wealth Advisors, LLC

  • $201 Million
  • Q2 2025

Moser Wealth Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.3M, Amazon Com Inc with a value of $17.5M, Nvidia Corp with a value of $12.2M, Apple Inc. with a value of $12M, and Vanguard Small Cap Value ETF with a value of $11.4M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $186M to 201M.

Below you can find more details about Moser Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Million
ETFs: $69.6 Million
Technology: $53.8 Million
Financial Services: $26.3 Million
Consumer Cyclical: $18.8 Million
Healthcare: $11.5 Million
Consumer Defensive: $6.8 Million
Industrials: $5.14 Million
Communication Services: $4.51 Million
Other: $4.42 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$21.3 Million 10.59% of portfolio
42,743
Q2 2025 Added 9.4%
$2.26T
$17.5 Million 8.71% of portfolio
79,761
Q2 2025 Added 12.12%
$456B
$12.2 Million 6.08% of portfolio
77,236
Q2 2025 Reduced 4.45%
$3.69T
$12 Million 5.96% of portfolio
58,307
Q2 2025 Reduced 1.24%
$621B
$9.31 Million 4.64% of portfolio
19,172
Q2 2025 Added 2.29%
$548B
$7.84 Million 3.91% of portfolio
13,959
Q2 2025 Reduced 0.68%
$859B
$4.81 Million 2.39% of portfolio
16,582
Q2 2025 Added 1.21%
$439B
$4.53 Million 2.26% of portfolio
4,580
Q2 2025 Added 4.71%
$142B
$2.9 Million 1.44% of portfolio
7,323
Q1 2025 Added 0.01%
$13.6B
$2.54 Million 1.27% of portfolio
25,443
Q2 2025 Reduced 7.76%
$351B
$2.53 Million 1.26% of portfolio
13,619
Q2 2025 Added 2.09%
$1.21T
$2.09 Million 1.04% of portfolio
11,839
Q2 2025 Added 8.07%
$57.7B
$2.09 Million 1.04% of portfolio
17,541
Q2 2025 Added 3.92%
$73.5B
$1.97 Million 0.98% of portfolio
18,616
Q1 2025 Added 2.34%
$442B
$1.57 Million 0.78% of portfolio
14,520
Q2 2025 Added 1.23%
$113B
$1.56 Million 0.78% of portfolio
3,378
Q2 2025 Reduced 2.14%
$1.27T
$1.32 Million 0.66% of portfolio
5,850
Q2 2025 Added 0.17%
$254B
$1.32 Million 0.66% of portfolio
1,868
Q2 2025 Reduced 0.11%
$173B
$1.26 Million 0.63% of portfolio
7,900
Q2 2025 Reduced 13.52%
$282B
$1.23 Million 0.61% of portfolio
8,672
Q2 2025 Reduced 18.22%
$202B
$1.23 Million 0.61% of portfolio
9,293
Q2 2025 Added 2.52%
$178B
$1.19 Million 0.59% of portfolio
10,274
Q2 2025 Added 0.98%
$405B
$1.17 Million 0.58% of portfolio
3,178
Q2 2025 Reduced 8.63%
$229B
$1.17 Million 0.58% of portfolio
8,623
Q2 2025 Added 0.41%
$112B
$1.09 Million 0.54% of portfolio
15,778
Q2 2025 Added 4.49%
$1.78T
$1 Million 0.5% of portfolio
1,358
Q2 2025 Added 2.96%
$551B
$901,000 0.45% of portfolio
2,540
Q2 2025 Added 2.46%
$233B
$850,000 0.42% of portfolio
12,165
Q2 2025 Added 8.18%
$139B
$816,000 0.41% of portfolio
3,896
Q2 2025 Reduced 5.89%
$227B
$815,000 0.41% of portfolio
2,558
Q2 2025 Added 3.02%
$150B
$681,000 0.34% of portfolio
6,147
Q2 2025 Reduced 3.91%
$146B
$667,000 0.33% of portfolio
2,866
Q2 2025 Reduced 17.9%
$118B
$566,000 0.28% of portfolio
9,669
Q2 2025 Reduced 3.96%
$314B
$511,000 0.25% of portfolio
2,145
Q2 2025 Added 137.02%
$179B
$457,000 0.23% of portfolio
5,010
Q2 2025 Reduced 12.26%
$1.24T
$451,000 0.22% of portfolio
2,545
Q2 2025 Added 2.21%
$14.2B
$430,000 0.21% of portfolio
6,146
Q1 2025 New
$15.2B
$429,000 0.21% of portfolio
3,575
Q2 2025 Reduced 8.22%
$19B
$374,000 0.19% of portfolio
14,560
Q2 2025 Reduced 17.55%
$608B
$388,000 0.19% of portfolio
499
Q2 2025 Added 8.48%
$78.6B
$279,000 0.14% of portfolio
3,759
Q2 2025 Reduced 36.26%
$30.3B
$243,000 0.12% of portfolio
4,257
Q2 2025 Reduced 27.42%
$203B
$248,000 0.12% of portfolio
3,135
Q2 2025 Reduced 16.71%
$33.2B
$228,000 0.11% of portfolio
1,320
Q1 2025 Added 956.0%
$150B
$174,000 0.09% of portfolio
584
Q2 2025 Reduced 17.63%
$0
$153,000 0.08% of portfolio
18,428
Q2 2025 Reduced 29.25%
$139B
$158,000 0.08% of portfolio
1,290
Q2 2025 Added 18.35%
$127B
$131,000 0.07% of portfolio
478
Q2 2025 Added 29.19%
$86.8B
$95,000 0.05% of portfolio
676
Q2 2023 Reduced 32.4%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $201 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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