Moser Wealth Advisors, LLC
CIK: 0001803081SEC EDGAR →
Portfolio Value
$208.3B
Holdings
200
As of
Q2 2025
New Positions
44
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 42,743 | $21.3B | 10.21% |
| 2 | AMAZON COM INC | 79,761 | $17.5B | 8.40% |
| 3 | NVIDIA CORPORATION | 77,236 | $12.2B | 5.86% |
| 4 | APPLE INC | 58,307 | $12.0B | 5.74% |
| 5 | VANGUARD INDEX FDS | 58,536 | $11.4B | 5.48% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 19,172 | $9.3B | 4.47% |
| 7 | MASTERCARD INCORPORATED | 13,959 | $7.8B | 3.77% |
| 8 | ISHARES TR | 80,704 | $7.4B | 3.56% |
| 9 | VANGUARD SPECIALIZED FUNDS | 33,925 | $6.9B | 3.33% |
| 10 | ISHARES TR | 197,023 | $6.0B | 2.90% |
Quarterly Changes
Top Buys
New Positions (44)
$114.8M · 6K shares
$70.5M · 1K shares
$32.6M · 1K shares
$32.2M · 1K shares
$21.5M · 277 shares
$21.2M · 500 shares
$18.3M · 10 shares
$16.5M · 400 shares
$15.5M · 101 shares
$13.3M · 526 shares
$12.3M · 66 shares
$12.1M · 200 shares
$12.0M · 61 shares
$12.0M · 566 shares
$11.1M · 171 shares
$8.9M · 25 shares
$6.8M · 200 shares
$6.6M · 47 shares
$6.4M · 256 shares
$5.8M · 61 shares
$5.7M · 140 shares
$5.6M · 75 shares
$5.3M · 65 shares
$5.3M · 37 shares
$5.1M · 219 shares
$4.9M · 77 shares
$4.8M · 100 shares
$4.8M · 93 shares
$4.6M · 180 shares
$4.5M · 48 shares
$4.3M · 15 shares
$3.9M · 52 shares
$3.8M · 183 shares
$3.5M · 53 shares
$3.1M · 35 shares
$2.8M · 13 shares
$2.0M · 100 shares
$1.9M · 17 shares
$1.9M · 73 shares
$1.2M · 52 shares
$742K · 83 shares
$735K · 52 shares
$565K · 37 shares
$158K · 20 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $90.7B | 43.5% |
| Technology | 27 | $54.1B | 26.0% |
| Consumer Cyclical | 7 | $19.8B | 9.5% |
| Healthcare | 21 | $11.5B | 5.5% |
| Unknown | 14 | $11.4B | 5.5% |
| Consumer Defensive | 7 | $6.8B | 3.3% |
| Industrials | 12 | $5.1B | 2.5% |
| Communication Services | 6 | $4.5B | 2.2% |
| Energy | 4 | $3.7B | 1.8% |
| Real Estate | 1 | $374.0M | 0.2% |
| Basic Materials | 3 | $211.7M | 0.1% |
| Utilities | 4 | $155.3M | 0.1% |