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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$702,000 0.35% of portfolio
8,471
Q2 2025 Added 0.37%
$141B
$681,000 0.34% of portfolio
6,147
Q2 2025 Reduced 3.91%
$142B
$667,000 0.33% of portfolio
2,866
Q2 2025 Reduced 17.9%
$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
$117B
$566,000 0.28% of portfolio
9,669
Q2 2025 Reduced 3.96%
$298B
$511,000 0.25% of portfolio
2,145
Q2 2025 Added 137.02%
$0
$474,000 0.24% of portfolio
836
Q2 2025 Reduced 3.8%
$167B
$457,000 0.23% of portfolio
5,010
Q2 2025 Reduced 12.26%
$0
$467,000 0.23% of portfolio
1,663
Q2 2025 Added 1.53%
$1.52T
$451,000 0.22% of portfolio
2,545
Q2 2025 Added 2.21%
$15.4B
$430,000 0.21% of portfolio
6,146
Q1 2025 New
$15.5B
$429,000 0.21% of portfolio
3,575
Q2 2025 Reduced 8.22%
$18.1B
$374,000 0.19% of portfolio
14,560
Q2 2025 Reduced 17.55%
$722B
$388,000 0.19% of portfolio
499
Q2 2025 Added 8.48%
$0
$381,000 0.19% of portfolio
871
Q1 2025 Added 40.48%
$79.4B
$279,000 0.14% of portfolio
3,759
Q2 2025 Reduced 36.26%
$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%
$30.3B
$243,000 0.12% of portfolio
4,257
Q2 2025 Reduced 27.42%
$206B
$248,000 0.12% of portfolio
3,135
Q2 2025 Reduced 16.71%
$0
$243,000 0.12% of portfolio
3,518
Q2 2025 Reduced 0.14%
$30.8B
$228,000 0.11% of portfolio
1,320
Q1 2025 Added 956.0%
$0
$196,000 0.1% of portfolio
2,307
Q1 2025 New
$152B
$174,000 0.09% of portfolio
584
Q2 2025 Reduced 17.63%
$0
$169,000 0.08% of portfolio
1,450
Q1 2025 New
$0
$153,000 0.08% of portfolio
18,428
Q2 2025 Reduced 29.25%
$174B
$158,000 0.08% of portfolio
1,290
Q2 2025 Added 18.35%
$140B
$131,000 0.07% of portfolio
478
Q2 2025 Added 29.19%
$0
$120,000 0.06% of portfolio
1,350
Q2 2025 Reduced 32.5%
$83.3B
$95,000 0.05% of portfolio
676
Q2 2023 Reduced 32.4%
$135B
$99,000 0.05% of portfolio
4,109
Q2 2025 Added 20.6%
$0
$100,000 0.05% of portfolio
2,000
Q1 2025 Added 100.0%
$238B
$85,000 0.04% of portfolio
220
Q2 2021 Added 1,000.0%
$138B
$83,000 0.04% of portfolio
1,208
Q2 2025 Added 9.03%
$26.9B
$82,000 0.04% of portfolio
1,305
Q4 2019 New
$9.39B
$75,000 0.04% of portfolio
1,210
Q2 2025 Reduced 54.8%
$49.2B
$52,000 0.03% of portfolio
300
Q4 2021 Reduced 47.0%
$0
$66,000 0.03% of portfolio
631
Q3 2024 Reduced 16.53%
$123B
$62,000 0.03% of portfolio
24
Q1 2025 Added 41.18%
$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%

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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