Moser Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Moser Wealth Advisors, LLCInvestment ActivityMoser Wealth Advisors, LLC has $192.14 million in total holdings as of December 31, 2024.Moser Wealth Advisors, LLC owns shares of 136 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Moser Wealth Advisors, LLC has purchased 140 new stocks and bought additional shares in 29 stocks.Moser Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $16,629,491Apple $15,743,154Amazon.com $15,494,858Vanguard Small-Cap Value ETF $12,689,459NVIDIA $11,734,394 Largest New Holdings this Quarter VANGUARD MALVERN FDS $216,572 HoldingAres Management $22,129 HoldingSUPER MICRO COMPUTER INC $9,144 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 55,506 shares (about $1.43M)Schwab US Dividend Equity ETF 28,971 shares (about $791.49K)Vanguard Small-Cap Value ETF 1,738 shares (about $344.44K)VANGUARD MALVERN FDS 2,850 shares (about $216.57K)Vanguard Value ETF 1,044 shares (about $176.75K) Largest Sales this Quarter Apple 2,455 shares (about $614.78K)Microsoft 995 shares (about $419.39K)iShares Russell Mid-Cap ETF 3,151 shares (about $278.55K)Amazon.com 1,255 shares (about $275.33K)NVIDIA 1,479 shares (about $198.61K) 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$16,629,491$419,394 ▼-2.5%39,4538.7%Computer and TechnologyAAPLApple$15,743,154$614,781 ▼-3.8%62,8678.2%Computer and TechnologyAMZNAmazon.com$15,494,858$275,334 ▼-1.7%70,6278.1%Retail/WholesaleVBRVanguard Small-Cap Value ETF$12,689,459$344,437 ▲2.8%64,0306.6%ETFNVDANVIDIA$11,734,394$198,615 ▼-1.7%87,3816.1%Computer and TechnologyBRK.BBerkshire Hathaway$8,586,030$104,254 ▲1.2%18,9424.5%FinanceIWRiShares Russell Mid-Cap ETF$7,968,224$278,549 ▼-3.4%90,1384.1%ETFMAMastercard$7,603,671$107,947 ▼-1.4%14,4404.0%Business ServicesPFFiShares Preferred and Income Securities ETF$6,650,237$134,972 ▼-2.0%211,5223.5%ETFVIGVanguard Dividend Appreciation ETF$6,320,188$148,047 ▲2.4%32,2743.3%ETFVHTVanguard Health Care ETF$4,303,597$29,174 ▼-0.7%16,9642.2%ETFJPMJPMorgan Chase & Co.$3,975,351$23,971 ▼-0.6%16,5842.1%FinanceCOSTCostco Wholesale$3,852,915$50,395 ▼-1.3%4,2052.0%Retail/WholesaleVTVVanguard Value ETF$3,243,788$176,749 ▲5.8%19,1601.7%ETFSCHPSchwab U.S. TIPS ETF$2,933,823$1,433,720 ▲95.6%113,5821.5%ETFJEPIJPMorgan Equity Premium Income ETF$2,731,237$158,208 ▲6.1%47,4751.4%ETFVEAVanguard FTSE Developed Markets ETF$2,724,636$63,122 ▲2.4%56,9771.4%ETFSYKStryker$2,636,307$53,648 ▼-2.0%7,3221.4%MedicalUNHUnitedHealth Group$2,478,714$20,234 ▼-0.8%4,9001.3%MedicalABBVAbbVie$2,418,142$23,990 ▼-1.0%13,6081.3%MedicalOKTAOkta$2,342,1720.0%29,7231.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$2,196,350$27,946 ▼-1.3%25,1501.1%ETFGOOGLAlphabet$1,998,062$28,395 ▲1.4%10,5551.0%Computer and TechnologyPSXPhillips 66$1,961,925$21,875 ▼-1.1%17,2201.0%Oils/EnergyBOXXAlpha Architect 1-3 Month Box ETF$1,958,573$23,159 ▲1.2%17,7601.0%ETFFPEFirst Trust Preferred Securities and Income ETF$1,684,763$27,825 ▲1.7%95,1840.9%ETFLMTLockheed Martin$1,605,914$88,435 ▲5.8%3,3050.8%AerospaceTFISPDR Nuveen Barclays Municipal Bond ETF$1,598,525$84,397 ▼-5.0%35,0400.8%FinanceXOMExxon Mobil$1,542,053$23,558 ▼-1.5%14,3350.8%Oils/EnergyQCOMQUALCOMM$1,481,972$6,913 ▼-0.5%9,6470.8%Computer and TechnologyJCIJohnson Controls International$1,435,816$56,987 ▼-3.8%18,1910.7%ConstructionAMDAdvanced Micro Devices$1,412,881$22,346 ▼-1.6%11,6970.7%Computer and TechnologyHDHome Depot$1,352,907$60,293 ▼-4.3%3,4780.7%Retail/WholesalePEPPepsiCo$1,348,012$55,654 ▼-4.0%8,8650.7%Consumer StaplesNVONovo Nordisk A/S$1,212,882$72,429 ▲6.4%14,1000.6%MedicalDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,157,341$76,461 ▼-6.2%23,6580.6%FinanceVWOVanguard FTSE Emerging Markets ETF$1,064,923$36,553 ▲3.6%24,1810.6%ETFSCHDSchwab US Dividend Equity ETF$1,055,754$791,488 ▲299.5%38,6440.5%ETFGSThe Goldman Sachs Group$1,041,0230.0%1,8180.5%FinanceSHOPShopify$1,031,295$29,241 ▲2.9%9,6990.5%Computer and TechnologyABTAbbott Laboratories$981,7950.0%8,6800.5%MedicalHONHoneywell International$830,146$33,884 ▼-3.9%3,6750.4%Multi-Sector ConglomeratesBABoeing$777,0300.0%4,3900.4%AerospaceMETAMeta Platforms$772,2880.0%1,3190.4%Computer and TechnologyAZNAstraZeneca$769,532$19,656 ▼-2.5%11,7450.4%MedicalVVisa$766,3970.0%2,4250.4%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$691,794$15,039 ▼-2.1%13,8000.4%ETFAXPAmerican Express$690,3340.0%2,3260.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$676,006$51,210 ▲8.2%8,4220.4%ETFVGTVanguard Information Technology ETF$669,118$21,765 ▼-3.2%1,0760.3%ETFVBVanguard Small-Cap ETF$635,060$6,968 ▲1.1%2,6430.3%ETFCLXClorox$632,587$62,528 ▼-9.0%3,8950.3%Consumer StaplesGILDGilead Sciences$604,746$27,711 ▼-4.4%6,5470.3%MedicalPYPLPayPal$597,621$19,204 ▼-3.1%7,0020.3%Computer and TechnologyIWBiShares Russell 1000 ETF$581,177$14,819 ▲2.6%1,8040.3%ETFVOVanguard Mid-Cap ETF$567,880$34,337 ▼-5.7%2,1500.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$559,009$4,842 ▼-0.9%11,5450.3%ManufacturingWYWeyerhaeuser$558,215$54,893 ▼-9.0%19,8300.3%ConstructionVIGIVanguard International Dividend Appreciation ETF$556,806$32,236 ▲6.1%6,9610.3%ETFSQBlock$532,4620.0%6,2650.3%Business ServicesMOAltria Group$522,0110.0%9,9830.3%Consumer StaplesGOOGAlphabet$455,1520.0%2,3900.2%Computer and TechnologySCHWCharles Schwab$441,100$4,811 ▼-1.1%5,9600.2%FinanceMRKMerck & Co., Inc.$373,547$74,610 ▼-16.6%3,7550.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$372,872$50,749 ▼-12.0%3,4900.2%FinanceVONEVanguard Russell 1000$368,895$102,160 ▲38.3%1,3830.2%ETFLLYEli Lilly and Company$351,2600.0%4550.2%MedicalADBEAdobe$282,372$11,117 ▼-3.8%6350.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$274,511$83,933 ▲44.0%1,3900.1%Computer and TechnologyVUGVanguard Growth ETF$254,473$20,522 ▲8.8%6200.1%ETFALBAlbemarle$251,8110.0%2,9250.1%Basic MaterialsVOOVanguard S&P 500 ETF$250,6530.0%4650.1%ETFVGLTVanguard Long-Term Treasury Index ETF$223,749$941 ▲0.4%4,0420.1%ETFVANGUARD MALVERN FDS$216,572$216,572 ▲New Holding2,8500.1%CORE-PLUS BD ETFPFLPIMCO Income Strategy Fund$215,645$19,676 ▼-8.4%25,7330.1%Financial ServicesVXUSVanguard Total International Stock ETF$206,460$354 ▲0.2%3,5030.1%ETFACNAccenture$187,8560.0%5340.1%Computer and TechnologyTMUST-Mobile US$183,2060.0%8300.1%Computer and TechnologyVNQVanguard Real Estate ETF$178,1600.0%2,0000.1%ETFVTIVanguard Total Stock Market ETF$164,0320.0%5660.1%ETFXBISPDR S&P Biotech ETF$130,767$20,263 ▼-13.4%1,4520.1%ETFAPOApollo Global Management$111,6480.0%6760.1%FinanceVANGUARD MUN BD FDS$99,3900.0%1,0000.1%INTERMEDIATE TRMPFEPfizer$90,3880.0%3,4070.0%MedicalAVGOBroadcom$85,7810.0%3700.0%Computer and TechnologyCATCaterpillar$79,8070.0%2200.0%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$79,4450.0%1,2750.0%ETFVTRVentas$76,8510.0%1,3050.0%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$76,3810.0%8400.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$66,5710.0%6310.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$62,4080.0%8000.0%ETFDLRDigital Realty Trust$53,1990.0%3000.0%FinanceHYDVanEck High Yield Muni ETF$51,9100.0%1,0000.0%ETFDISWalt Disney$51,778$44,540 ▼-46.2%4650.0%Consumer DiscretionaryROKURoku$49,436$7,434 ▼-13.1%6650.0%Consumer DiscretionarySOSouthern$44,2060.0%5370.0%UtilitiesSCHBSchwab US Broad Market ETF$37,469$25,010 ▲200.7%1,6510.0%ETFMAINMain Street Capital$29,2900.0%5000.0%FinanceMELIMercadoLibre$28,907$5,101 ▲21.4%170.0%Retail/WholesaleSBUXStarbucks$27,3750.0%3000.0%Retail/WholesaleShowing 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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