Moser Wealth Advisors, LLC
CIK: 0001803081SEC EDGAR →
Portfolio Value
$208.3M
Holdings
200
As of
Q2 2025
New Positions
44
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 42,743 | $21.3M | 10.21% |
| 2 | AMAZON COM INC | 79,761 | $17.5M | 8.40% |
| 3 | NVIDIA CORPORATION | 77,236 | $12.2M | 5.86% |
| 4 | APPLE INC | 58,307 | $12.0M | 5.74% |
| 5 | VANGUARD INDEX FDS | 58,536 | $11.4M | 5.48% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 19,172 | $9.3M | 4.47% |
| 7 | MASTERCARD INCORPORATED | 13,959 | $7.8M | 3.77% |
| 8 | ISHARES TR | 80,704 | $7.4M | 3.56% |
| 9 | VANGUARD SPECIALIZED FUNDS | 33,925 | $6.9M | 3.33% |
| 10 | ISHARES TR | 197,023 | $6.0M | 2.90% |
Quarterly Changes
Top Buys
New Positions (44)
$115K · 6K shares
$70K · 1K shares
$33K · 1K shares
$32K · 1K shares
$21K · 277 shares
$21K · 500 shares
$18K · 10 shares
$16K · 400 shares
$16K · 101 shares
$13K · 526 shares
$12K · 66 shares
$12K · 200 shares
$12K · 61 shares
$12K · 566 shares
$11K · 171 shares
$9K · 25 shares
$7K · 200 shares
$7K · 47 shares
$6K · 256 shares
$6K · 61 shares
$6K · 140 shares
$6K · 75 shares
$5K · 65 shares
$5K · 37 shares
$5K · 219 shares
$5K · 77 shares
$5K · 100 shares
$5K · 93 shares
$5K · 180 shares
$5K · 48 shares
$4K · 15 shares
$4K · 52 shares
$4K · 183 shares
$3K · 53 shares
$3K · 35 shares
$3K · 13 shares
$2K · 100 shares
$2K · 17 shares
$2K · 73 shares
$1K · 52 shares
$742 · 83 shares
$735 · 52 shares
$565 · 37 shares
$158 · 20 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $90.7M | 42.8% |
| Technology | 27 | $54.1M | 25.5% |
| Consumer Cyclical | 7 | $19.8M | 9.3% |
| Unknown | 14 | $14.9M | 7.0% |
| Healthcare | 21 | $11.5M | 5.5% |
| Consumer Defensive | 7 | $6.8M | 3.2% |
| Industrials | 12 | $5.1M | 2.4% |
| Communication Services | 6 | $4.5M | 2.1% |
| Energy | 4 | $3.7M | 1.7% |
| Real Estate | 1 | $374K | 0.2% |
| Basic Materials | 3 | $212K | 0.1% |
| Utilities | 4 | $155K | 0.1% |