Moser Wealth Advisors, LLC Portfolio Holdings

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025

Moser Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7M, Amazon Com Inc with a value of $13.5M, Apple Inc. with a value of $13.1M, Vanguard Small Cap Value ETF with a value of $12M, and Berkshire Hathaway Inc Class B with a value of $9.98M.

Examining the 13F form we can see an decrease of $3.74M in the current position value, from $189M to 186M.

Below you can find more details about Moser Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $68.1 Million
Technology: $44.7 Million
Financial Services: $25.7 Million
Consumer Cyclical: $14.9 Million
Healthcare: $12.7 Million
Consumer Defensive: $6.71 Million
Industrials: $4.57 Million
Energy: $3.79 Million
Other: $4.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2,000 0.0% of portfolio
25
Q1 2025 New
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 86.0%
$1.07B
$3,000 0.0% of portfolio
2,392
Q2 2021 New
Solventum Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
$185B
$4,000 0.0% of portfolio
34
Q1 2025 New
Vanguard Malvern Fds
-
$0 0.0% of portfolio
-
Q1 2025 Added 128.07%
$81.8B
$7,000 0.0% of portfolio
75
Q3 2022 New
$0
$4,000 0.0% of portfolio
10
Q1 2025 New
$379B
$1,000 0.0% of portfolio
10
Q1 2025 New
$0
$3,000 0.0% of portfolio
29
Q1 2025 New
$0
$8,000 0.0% of portfolio
142
Q1 2025 New
$300M
$5,000 0.0% of portfolio
8,381
Q2 2021 Reduced 16.19%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $186 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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