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Moser Wealth Advisors, LLC13F | |
| Moser Wealth Advisors, LLC | |
| Last update 2025-04-23 | 162 Stocks (35 new) |
| Value $191.00 Mil | Turnover 5 % |
Moser Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 39,071 | 14,666.8 | -0.97% | 7.690 | -0.08% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
AMZN | Amazon.com Inc | 71,140 | 13,535.1 | +0.73% | 7.090 | +0.05% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
AAPL | Apple Inc | 59,037 | 13,113.9 | -6.09% | 6.870 | -0.50% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
VBR | Vanguard Small Cap Value ETF | 64,600 | 12,034.4 | +0.89% | 6.310 | +0.06% | 0.040 | +14.53% | +0.77% | 28,051.8 | ||
BRK.B | Berkshire Hathaway Inc | 18,742 | 9,981.6 | -1.06% | 5.230 | -0.05% | 0.000 | -10.99% | +3.72% | 1,014,122.1 | Insurance | |
NVDA | NVIDIA Corp | 80,833 | 8,760.7 | -7.49% | 4.590 | -0.46% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
MA | Mastercard Inc | 14,054 | 7,703.3 | -2.67% | 4.040 | -0.11% | 0.000 | +6.52% | +4.98% | 499,772.1 | Credit Services | |
IWR | iShares Russell Mid-Cap ETF | 84,900 | 7,222.4 | -5.81% | 3.790 | -0.24% | 0.020 | +14.71% | +4.99% | 42,301.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 33,681 | 6,533.9 | +4.36% | 3.420 | +0.14% | 0.010 | +10.32% | +5.30% | 88,586.2 | ||
PFF | iShares U.S. Preferred Stock | 209,347 | 6,433.2 | -1.03% | 3.370 | -0.04% | 0.050 | +7.44% | +1.80% | 14,118.1 |
Moser Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Moser Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BOXX | Alpha Architect 1-3 Month Box ETF | 2025-03-31 | Add Add | +0.59% | 110.33 ($110.94) 111.49 | $112.82 | 1.69% | Add 56.98% | 27,880 | 10,120 | |
CRH | CRH PLC | 2025-03-31 | New Buy New Buy | +0.53% | 87.97 ($98.34) 110.51 | $94.19 | -4.22% | New holding | 11,495 | 11,495 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.50% | 209.68 ($231.67) 247.1 | $209.11 | -9.74% | Reduce -6.09% | 59,037 | -3,830 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.46% | 106.98 ($126.74) 149.43 | $170.70 | 34.69% | Reduce -7.49% | 80,833 | -6,548 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +0.39% | 165.25 ($194.34) 224.62 | $236.95 | 21.93% | Add 320.14% | 5,840 | 4,450 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | New Buy New Buy | +0.26% | 360.07 ($394.62) 417.26 | $429.88 | 8.94% | New holding | 1,362 | 1,362 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.25% | 271.18 ($290.53) 303.12 | $306.10 | 5.36% | Add 310.25% | 2,322 | 1,756 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.24% | 82.81 ($89.19) 92.93 | $92.26 | 3.44% | Reduce -5.81% | 84,900 | -5,238 | |
Z | Zillow Group Inc | 2025-03-31 | New Buy New Buy | +0.22% | 68.37 ($76.43) 87.97 | $76.62 | 0.25% | New holding | 6,146 | 6,146 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.18% | 167.73 ($174.39) 179.21 | $176.09 | 0.97% | Add 10.65% | 21,200 | 2,040 |
Moser Wealth Advisors, LLC Total Holding History ($B)
Moser Wealth Advisors, LLC's Asset Allocation
Moser Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Moser Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Moser Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Moser Wealth Advisors, LLC's Holdings Heat Map
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Moser Wealth Advisors, LLC's Holdings Bubble Chart
Moser Wealth Advisors, LLC News
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