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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.21B
$75,000 0.04% of portfolio
1,210
Q2 2025 Reduced 54.8%
$2.79B
$23,000 0.01% of portfolio
500
Q3 2023 New
$4.78B
$29,000 0.01% of portfolio
500
Q2 2021 New
$8.84B
$15,000 0.01% of portfolio
101
Q2 2025 New
$2.16B
$16,000 0.01% of portfolio
465
Q3 2023 New
$2.29B
$21,000 0.01% of portfolio
2,550
Q1 2025 New
$3.33B
$6,000 0.0% of portfolio
220
Q3 2024 New
$4.37B
$4,000 0.0% of portfolio
100
Q2 2025 Reduced 71.43%
$9.92B
$4,000 0.0% of portfolio
100
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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