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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.4 Million 5.68% of portfolio
58,536
Q2 2025 Reduced 9.39%
$0
$7.42 Million 3.7% of portfolio
80,704
Q2 2025 Reduced 4.94%
$0
$6.18 Million 3.08% of portfolio
33,925
Q2 2025 Added 0.72%
$0
$6.04 Million 3.01% of portfolio
197,023
Q2 2025 Reduced 5.89%
$0
$4.51 Million 2.24% of portfolio
18,156
Q2 2025 Added 2.26%
$0
$4.26 Million 2.12% of portfolio
24,117
Q2 2025 Added 13.76%
$0
$3.53 Million 1.76% of portfolio
61,957
Q2 2025 Added 4.84%
$0
$3.34 Million 1.66% of portfolio
125,123
Q2 2025 Added 4.26%
$0
$2.97 Million 1.48% of portfolio
52,300
Q2 2025 Reduced 0.85%
$0
$2.19 Million 1.09% of portfolio
24,765
Q2 2025 Reduced 1.32%
$0
$1.7 Million 0.84% of portfolio
95,332
Q2 2025 Added 0.08%
$0
$1.63 Million 0.81% of portfolio
36,440
Q2 2025 Added 2.82%
$0
$1.26 Million 0.63% of portfolio
47,498
Q2 2025 Added 25.42%
$0
$1.2 Million 0.6% of portfolio
24,221
Q2 2025 Reduced 0.05%
$0
$1.17 Million 0.58% of portfolio
13,030
Q2 2025 Added 55.45%
$0
$799,000 0.4% of portfolio
14,476
Q2 2025 Reduced 36.95%
$0
$710,000 0.35% of portfolio
1,071
Q2 2025 Reduced 4.46%
$0
$705,000 0.35% of portfolio
2,322
Q1 2025 Added 310.25%
$0
$702,000 0.35% of portfolio
8,471
Q2 2025 Added 0.37%
$0
$634,000 0.32% of portfolio
12,620
Q2 2025 Added 9.31%
$0
$639,000 0.32% of portfolio
2,285
Q1 2025 Added 6.28%
$0
$621,000 0.31% of portfolio
1,829
Q1 2025 Added 1.39%
$0
$611,000 0.3% of portfolio
2,582
Q2 2025 Reduced 1.3%
$0
$578,000 0.29% of portfolio
1,362
Q1 2025 New
$0
$474,000 0.24% of portfolio
836
Q2 2025 Reduced 3.8%
$0
$467,000 0.23% of portfolio
1,663
Q2 2025 Added 1.53%
$0
$390,000 0.19% of portfolio
3,565
Q1 2025 Added 2.15%
$0
$381,000 0.19% of portfolio
871
Q1 2025 Added 40.48%
$0
$252,000 0.13% of portfolio
2,830
Q1 2025 New
$0
$261,000 0.13% of portfolio
4,665
Q2 2025 Added 0.3%
$0
$243,000 0.12% of portfolio
3,518
Q2 2025 Reduced 0.14%
$0
$196,000 0.1% of portfolio
2,307
Q1 2025 New
$0
$169,000 0.08% of portfolio
1,450
Q1 2025 New
$0
$120,000 0.06% of portfolio
1,350
Q2 2025 Reduced 32.5%
$0
$100,000 0.05% of portfolio
2,000
Q1 2025 Added 100.0%
$0
$66,000 0.03% of portfolio
631
Q3 2024 Reduced 16.53%
$0
$70,000 0.03% of portfolio
1,180
Q2 2025 New
$0
$62,000 0.03% of portfolio
1,000
Q2 2025 Reduced 55.93%
$0
$54,000 0.03% of portfolio
600
Q2 2025 Reduced 28.57%
$0
$63,000 0.03% of portfolio
800
Q2 2024 Reduced 33.33%
$0
$54,000 0.03% of portfolio
500
Q2 2025 Reduced 52.15%
$0
$56,000 0.03% of portfolio
103
Q2 2025 Added 930.0%
$0
$60,000 0.03% of portfolio
1,128
Q1 2025 New
$0
$52,000 0.03% of portfolio
275
Q1 2025 New
$0
$48,000 0.02% of portfolio
363
Q1 2025 Added 70.42%
$0
$45,000 0.02% of portfolio
1,900
Q2 2025 Added 0.16%
$0
$32,000 0.02% of portfolio
1,319
Q2 2025 New
$0
$35,000 0.02% of portfolio
415
Q1 2025 Added 418.75%
$0
$32,000 0.02% of portfolio
1,431
Q2 2025 New

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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