Moser Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Moser Wealth Advisors, LLCInvestment ActivityMoser Wealth Advisors, LLC has $190.81 million in total holdings as of March 31, 2025.Moser Wealth Advisors, LLC owns shares of 162 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Moser Wealth Advisors, LLC has purchased 136 new stocks and bought additional shares in 59 stocks.Moser Wealth Advisors, LLC sold shares of 32 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $14,666,773Amazon.com $13,535,096Apple $13,113,889Vanguard Small-Cap Value ETF $12,034,391Berkshire Hathaway $9,981,614 Largest New Holdings this Quarter G25508105 - CRH PLC $1,011,215 Holding464287614 - iShares Russell 1000 Growth ETF $491,805 Holding98954M200 - Zillow Group $421,370 Holding464287465 - iShares MSCI EAFE ETF $231,296 Holding92206C714 - Vanguard Russell 1000 Value $190,420 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 10,120 shares (about $1.13M)CRH PLC 11,495 shares (about $1.01M)Taiwan Semiconductor Manufacturing 4,450 shares (about $738.70K)iShares Russell 1000 Growth ETF 1,362 shares (about $491.81K)Vanguard Total Stock Market ETF 1,756 shares (about $482.62K) Largest Sales this Quarter Apple 3,830 shares (about $850.76K)NVIDIA 6,548 shares (about $709.67K)iShares Russell Mid-Cap ETF 5,238 shares (about $445.59K)Okta 2,140 shares (about $225.17K)Mastercard 386 shares (about $211.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoser Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$14,666,773$143,398 ▼-1.0%39,0717.7%Computer and TechnologyAMZNAmazon.com$13,535,096$97,603 ▲0.7%71,1407.1%Retail/WholesaleAAPLApple$13,113,889$850,758 ▼-6.1%59,0376.9%Computer and TechnologyVBRVanguard Small-Cap Value ETF$12,034,391$106,186 ▲0.9%64,6006.3%ETFBRK.BBerkshire Hathaway$9,981,614$106,516 ▼-1.1%18,7425.2%FinanceNVDANVIDIA$8,760,681$709,672 ▼-7.5%80,8334.6%Computer and TechnologyMAMastercard$7,703,278$211,574 ▼-2.7%14,0544.0%Business ServicesIWRiShares Russell Mid-Cap ETF$7,222,402$445,594 ▼-5.8%84,9003.8%ETFVIGVanguard Dividend Appreciation ETF$6,533,846$272,947 ▲4.4%33,6813.4%ETFPFFiShares Preferred and Income Securities ETF$6,433,240$66,838 ▼-1.0%209,3473.4%ETFVHTVanguard Health Care ETF$4,700,281$209,401 ▲4.7%17,7552.5%ETFCOSTCostco Wholesale$4,136,842$159,837 ▲4.0%4,3742.2%Retail/WholesaleJPMJPMorgan Chase & Co.$4,018,995$49,060 ▼-1.2%16,3842.1%FinanceVTVVanguard Value ETF$3,662,088$352,390 ▲10.6%21,2001.9%ETFSCHPSchwab U.S. TIPS ETF$3,227,015$172,795 ▲5.7%120,0081.7%ETFBOXXAlpha Architect 1-3 Month Box ETF$3,108,341$1,128,279 ▲57.0%27,8801.6%ETFJEPIJPMorgan Equity Premium Income ETF$3,014,135$301,414 ▲11.1%52,7501.6%ETFVEAVanguard FTSE Developed Markets ETF$3,003,882$107,759 ▲3.7%59,0971.6%ETFOKTAOkta$2,902,283$225,171 ▼-7.2%27,5831.5%Computer and TechnologyABBVAbbVie$2,794,997$56,151 ▼-2.0%13,3401.5%MedicalSYKStryker$2,725,844$372 ▲0.0%7,3231.4%MedicalUNHUnitedHealth Group$2,561,138$5,238 ▼-0.2%4,8901.3%MedicalTLTiShares 20+ Year Treasury Bond ETF$2,284,398$5,007 ▼-0.2%25,0951.2%ETFPSXPhillips 66$2,084,344$41,983 ▼-2.0%16,8801.1%EnergyXOMExxon Mobil$1,705,959$1,070 ▲0.1%14,3440.9%EnergyGOOGLAlphabet$1,694,081$61,856 ▲3.8%10,9550.9%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$1,675,573$1,284 ▲0.1%95,2570.9%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$1,597,281$18,028 ▲1.1%35,4400.8%FinanceLMTLockheed Martin$1,541,920$65,661 ▲4.4%3,4520.8%AerospaceJCIJohnson Controls International$1,491,328$34,047 ▲2.3%18,6160.8%ConstructionQCOMQUALCOMM$1,403,227$78,648 ▼-5.3%9,1350.7%Computer and TechnologyPEPPepsiCo$1,359,206$29,988 ▲2.3%9,0650.7%Consumer StaplesHDHome Depot$1,274,6520.0%3,4780.7%Retail/WholesaleABTAbbott Laboratories$1,139,198$12,204 ▼-1.1%8,5880.6%MedicalDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,109,232$33,672 ▼-2.9%22,9610.6%FinanceVWOVanguard FTSE Emerging Markets ETF$1,096,744$2,308 ▲0.2%24,2320.6%ETFAMDAdvanced Micro Devices$1,089,455$112,295 ▼-9.3%10,6040.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,058,873$21,613 ▼-2.0%37,8710.6%ETFNVONovo Nordisk A/S$1,048,544$69,440 ▲7.1%15,1000.5%MedicalGSThe Goldman Sachs Group$1,021,562$28,407 ▲2.9%1,8700.5%FinanceCRH PLC$1,011,215$1,011,215 ▲New Holding11,4950.5%ORDSHOPShopify$971,414$45,353 ▲4.9%10,1740.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$969,440$738,700 ▲320.1%5,8400.5%Computer and TechnologyVVisa$868,790$18,925 ▲2.2%2,4790.5%Business ServicesAZNAstraZeneca$826,508$36,750 ▼-4.3%11,2450.4%MedicalMETAMeta Platforms$760,2190.0%1,3190.4%Computer and TechnologyHONHoneywell International$739,219$38,962 ▼-5.0%3,4910.4%Multi-Sector ConglomeratesGILDGilead Sciences$716,784$16,808 ▼-2.3%6,3970.4%MedicalBABoeing$706,077$42,638 ▼-5.7%4,1400.4%AerospaceVTEBVanguard Tax-Exempt Bond ETF$700,535$15,779 ▲2.3%14,1180.4%ETFVIGIVanguard International Dividend Appreciation ETF$695,224$117,861 ▲20.4%8,3820.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$690,085$1,472 ▲0.2%8,4400.4%ETFAXPAmerican Express$668,051$42,241 ▲6.7%2,4830.4%FinanceVTIVanguard Total Stock Market ETF$638,178$482,619 ▲310.2%2,3220.3%ETFVGTVanguard Information Technology ETF$608,072$24,410 ▲4.2%1,1210.3%ETFMOAltria Group$604,281$5,102 ▲0.9%10,0680.3%Consumer StaplesVOVanguard Mid-Cap ETF$590,947$34,914 ▲6.3%2,2850.3%ETFVBVanguard Small-Cap ETF$580,098$5,987 ▼-1.0%2,6160.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$576,0960.0%11,5450.3%ManufacturingCLXClorox$573,5390.0%3,8950.3%Consumer StaplesIWBiShares Russell 1000 ETF$561,027$7,668 ▲1.4%1,8290.3%ETFWYWeyerhaeuser$517,085$63,538 ▼-10.9%17,6600.3%ConstructionVANGUARD MALVERN FDS$504,140$283,094 ▲128.1%6,5000.3%CORE-PLUS BD ETFIWFiShares Russell 1000 Growth ETF$491,805$491,805 ▲New Holding1,3620.3%ETFSCHWCharles Schwab$446,979$19,570 ▼-4.2%5,7100.2%FinanceVOOVanguard S&P 500 ETF$446,717$207,680 ▲86.9%8690.2%ETFZZillow Group$421,370$421,370 ▲New Holding6,1460.2%FinanceVONEVanguard Russell 1000$415,864$64,741 ▲18.4%1,6380.2%ETFGOOGAlphabet$389,013$15,623 ▲4.2%2,4900.2%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$387,480$8,152 ▲2.1%3,5650.2%FinancePYPLPayPal$384,779$72,101 ▼-15.8%5,8970.2%Computer and TechnologyLLYEli Lilly and Company$379,919$4,130 ▲1.1%4600.2%MedicalMRKMerck & Co., Inc.$337,857$808 ▲0.2%3,7640.2%MedicalVUGVanguard Growth ETF$322,984$93,076 ▲40.5%8710.2%ETFBLOCK INC$318,645$21,732 ▼-6.4%5,8650.2%CL AVGLTVanguard Long-Term Treasury Index ETF$267,950$35,085 ▲15.1%4,6510.1%ETFTMUST-Mobile US$241,373$20,003 ▲9.0%9050.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$231,296$231,296 ▲New Holding2,8300.1%FinancePFLPIMCO Income Strategy Fund$224,010$2,709 ▲1.2%26,0480.1%Financial ServicesACNAccenture$221,236$54,607 ▲32.8%7090.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$218,762$1,242 ▲0.6%3,5230.1%ETFARESAres Management$193,525$175,199 ▲956.0%1,3200.1%FinanceALBAlbemarle$192,801$17,861 ▼-8.5%2,6770.1%Basic MaterialsVONVVanguard Russell 1000 Value$190,420$190,420 ▲New Holding2,3070.1%ETFVNQVanguard Real Estate ETF$181,0800.0%2,0000.1%ETFHDViShares Core High Dividend ETF$175,624$175,624 ▲New Holding1,4500.1%ETFIJHiShares Core S&P Mid-Cap ETF$132,396$58,000 ▲78.0%2,2690.1%ETFIJRiShares Core S&P Small-Cap ETF$109,276$109,276 ▲New Holding1,0450.1%ETFHYDVanEck High Yield Muni ETF$102,360$51,180 ▲100.0%2,0000.1%ETFMUMicron Technology$94,710$94,710 ▲New Holding1,0900.0%Computer and TechnologyVANGUARD MUN BD FDS$93,879$4,941 ▼-5.0%9500.0%INTERMEDIATE TRMAPOApollo Global Management$92,5710.0%6760.0%FinanceVTRVentas$89,7320.0%1,3050.0%FinancePFEPfizer$86,3330.0%3,4070.0%MedicalNEENextEra Energy$78,546$60,824 ▲343.2%1,1080.0%UtilitiesCATCaterpillar$72,5560.0%2200.0%IndustrialsIJKiShares S&P Mid-Cap 400 Growth ETF$69,9550.0%8400.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$63,1520.0%8000.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$62,2800.0%6310.0%ETFAVGOBroadcom$61,9490.0%3700.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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