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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$21.3 Million 10.59% of portfolio
42,743
Q2 2025 Added 9.4%
$2.27T
$17.5 Million 8.71% of portfolio
79,761
Q2 2025 Added 12.12%
$455B
$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%
$606B
$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%
$847B
$4.81 Million 2.39% of portfolio
16,582
Q2 2025 Added 1.21%
$434B
$4.53 Million 2.26% of portfolio
4,580
Q2 2025 Added 4.71%
$350B
$2.53 Million 1.26% of portfolio
13,619
Q2 2025 Added 2.09%
$1.17T
$2.09 Million 1.04% of portfolio
11,839
Q2 2025 Added 8.07%
$445B
$1.57 Million 0.78% of portfolio
14,520
Q2 2025 Added 1.23%
$235B
$1.53 Million 0.76% of portfolio
4,915
Q2 2025 Added 0.51%
$1.25T
$1.32 Million 0.66% of portfolio
5,850
Q2 2025 Added 0.17%
$246B
$1.32 Million 0.66% of portfolio
1,868
Q2 2025 Reduced 0.11%
$279B
$1.23 Million 0.61% of portfolio
8,672
Q2 2025 Reduced 18.22%
$200B
$1.23 Million 0.61% of portfolio
9,293
Q2 2025 Added 2.52%
$235B
$1.17 Million 0.58% of portfolio
8,623
Q2 2025 Added 0.41%
$1.71T
$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%
$228B
$850,000 0.42% of portfolio
12,165
Q2 2025 Added 8.18%
$222B
$815,000 0.41% of portfolio
2,558
Q2 2025 Added 3.02%
$305B
$511,000 0.25% of portfolio
2,145
Q2 2025 Added 137.02%
$1.23T
$451,000 0.22% of portfolio
2,545
Q2 2025 Added 2.21%
$594B
$388,000 0.19% of portfolio
499
Q2 2025 Added 8.48%
$204B
$248,000 0.12% of portfolio
3,135
Q2 2025 Reduced 16.71%
$220B
$85,000 0.04% of portfolio
220
Q2 2021 Added 1,000.0%
$674B
$40,000 0.02% of portfolio
187
Q2 2025 Added 1,770.0%
$304B
$35,000 0.02% of portfolio
500
Q1 2025 Added 449.45%
$205B
$10,000 0.0% of portfolio
82
Q2 2025 Reduced 85.01%
$282B
$6,000 0.0% of portfolio
65
Q1 2025 New
$303B
$5,000 0.0% of portfolio
37
Q2 2025 New
$225B
$6,000 0.0% of portfolio
22
Q1 2025 New
$243B
$6,000 0.0% of portfolio
47
Q2 2025 New
$228B
$4,000 0.0% of portfolio
30
Q2 2025 Reduced 11.76%

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
Track This Portfolio

Track Moser Wealth Advisors, LLC Portfolio

Follow Moser Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email