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CIK: 0001803081
Total reported value
$208.3M
$208.3M
162 檔
30.4%
In Q1 2025, Moser Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $208.3M, distributed across 162 disclosed stock positions.
In Q1 2025, Moser Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.69% | — | -0.97% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.09% | — | +0.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.87% | — | -6.09% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.31% | — | +0.89% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.23% | — | -1.06% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | — | -7.49% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 4.04% | — | -2.67% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.79% | — | -5.81% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.42% | — | +4.36% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 3.37% | — | -1.03% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-Other | 2.46% | — | +4.66% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.17% | — | +4.02% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | — | -1.21% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.92% | — | +10.65% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.69% | — | +5.66% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.63% | — | +56.98% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.58% | — | +11.11% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | — | +3.72% | |
| 19 | OKTA | Okta Inc | Stock-Tech | 1.52% | — | -7.20% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | — | -1.97% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.43% | — | +0.01% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | — | -0.20% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.20% | — | -0.22% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.09% | — | -1.97% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | — | +0.06% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | — | +3.79% | |
| 27 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.88% | — | +0.08% | |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.84% | — | +1.14% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | — | +4.45% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | — | +2.34% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.74% | — | -5.31% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | — | +2.26% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | — | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | — | -1.06% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.58% | — | -2.95% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | — | +0.21% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | — | -9.34% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | — | -2.00% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | — | +7.09% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | — | +2.86% | |
| 41 | CRH | CRH plc | Stock-Materials | 0.53% | — | — | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.51% | — | +4.90% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | — | +320.14% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +2.23% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.43% | — | -4.26% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | — | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | — | -5.01% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.38% | — | -2.29% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.37% | — | -5.69% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | — | +2.30% |
According to official SEC Form 13F filings, Moser Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $208.3M across 162 disclosed positions in Q1 2025.
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, AMZN, AAPL) accounted for 30.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $14.7M
During Q1 2025, Moser Wealth Advisors, LLC's top holdings by market value included MSFT (7.7%)、AMZN (7.1%)、AAPL (6.9%). The largest single position, MSFT, represented 7.7% of total portfolio value.
In Q1 2025, Moser Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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