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CIK: 0001803081
Total reported value
$208.3M
$208.3M
136 檔
34.7%
The Q4 2024 SEC filing reveals that Moser Wealth Advisors, LLC held a total portfolio value of $208.3M, covering 136 public equity positions.
During Q4 2024, Moser Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.65% | — | -2.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.19% | — | -3.76% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.06% | — | -1.75% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.60% | — | +2.79% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.11% | — | -1.66% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.47% | — | +1.23% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.15% | — | -3.38% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.96% | — | -1.40% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-Other | 3.46% | — | -1.99% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.29% | — | +2.40% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-Other | 2.24% | — | -0.67% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | — | -0.60% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.01% | — | -1.29% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | — | +5.76% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.53% | — | +95.57% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | — | +6.15% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | — | +2.37% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.37% | — | -1.99% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.29% | — | -0.81% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | — | -0.98% | |
| 21 | OKTA | Okta Inc | Stock-Tech | 1.22% | — | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.14% | — | -1.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | — | +1.44% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.02% | — | -1.10% | |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.02% | — | +1.20% | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.88% | — | +1.68% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | — | +5.83% | |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.83% | — | -5.01% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | — | -1.50% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | — | -0.46% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | — | -3.82% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | — | -1.56% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | — | -4.27% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | — | -3.96% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.63% | — | +6.35% | |
| 36 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.60% | — | -6.20% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | — | +3.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | — | +299.50% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | — | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.54% | — | +2.92% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | — | — | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.43% | — | -3.92% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.40% | — | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | — | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.40% | — | -2.49% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | — | -2.13% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.36% | — | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.35% | — | +8.20% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | — | -3.15% |
According to official SEC Form 13F filings, Moser Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $208.3M across 136 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 34.7% of total reported equity market value during Q4 2024.
During Q4 2024, Moser Wealth Advisors, LLC's top holdings by market value included MSFT (8.7%)、AAPL (8.2%)、AMZN (8.1%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q4 2024, Moser Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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