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
$3.95T
$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%
$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%
$442B
$1.57 Million 0.78% of portfolio
14,520
Q2 2025 Added 1.23%
$245B
$1.53 Million 0.76% of portfolio
4,915
Q2 2025 Added 0.51%
$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%
$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%
$229B
$1.17 Million 0.58% of portfolio
8,623
Q2 2025 Added 0.41%
$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%
$227B
$815,000 0.41% of portfolio
2,558
Q2 2025 Added 3.02%
$314B
$511,000 0.25% of portfolio
2,145
Q2 2025 Added 137.02%
$1.24T
$451,000 0.22% of portfolio
2,545
Q2 2025 Added 2.21%
$608B
$388,000 0.19% of portfolio
499
Q2 2025 Added 8.48%
$203B
$248,000 0.12% of portfolio
3,135
Q2 2025 Reduced 16.71%
$218B
$85,000 0.04% of portfolio
220
Q2 2021 Added 1,000.0%
$684B
$40,000 0.02% of portfolio
187
Q2 2025 Added 1,770.0%
$306B
$35,000 0.02% of portfolio
500
Q1 2025 Added 449.45%
$207B
$10,000 0.0% of portfolio
82
Q2 2025 Reduced 85.01%
$281B
$6,000 0.0% of portfolio
65
Q1 2025 New
$302B
$5,000 0.0% of portfolio
37
Q2 2025 New
$222B
$6,000 0.0% of portfolio
22
Q1 2025 New
$250B
$6,000 0.0% of portfolio
47
Q2 2025 New
$229B
$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
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