Moser Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Moser Wealth Advisors, LLCInvestment ActivityMoser Wealth Advisors, LLC has $208.28 million in total holdings as of June 30, 2025.Moser Wealth Advisors, LLC owns shares of 200 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Moser Wealth Advisors, LLC has purchased 162 new stocks and bought additional shares in 50 stocks.Moser Wealth Advisors, LLC sold shares of 40 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $21,260,347Amazon.com $17,498,766NVIDIA $12,202,516Apple $11,962,694Vanguard Small-Cap Value ETF $11,415,105 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP $114,822 Holding33737J158 - First Trust Japan AlphaDEX Fund $70,470 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $32,570 Holding808524201 - Schwab US Large-Cap ETF $32,236 Holding922042874 - Vanguard FTSE Europe ETF $21,468 Holding Largest Purchases this Quarter Amazon.com 8,621 shares (about $1.89M)Microsoft 3,672 shares (about $1.83M)Alpha Architect 1-3 Month Box ETF 10,270 shares (about $1.16M)Vanguard Value ETF 2,917 shares (about $515.55K)Vanguard International Dividend Appreciation ETF 4,648 shares (about $418.87K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 6,064 shares (about $1.18M)NVIDIA 3,597 shares (about $568.29K)WisdomTree Emerging Markets SmallCap Dividend Fund 8,485 shares (about $468.71K)iShares Russell Mid-Cap ETF 4,196 shares (about $385.90K)iShares Preferred and Income Securities ETF 12,324 shares (about $378.10K) 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$21,260,347$1,826,451 ▲9.4%42,74310.2%Computer and TechnologyAMZNAmazon.com$17,498,766$1,891,361 ▲12.1%79,7618.4%Retail/WholesaleNVDANVIDIA$12,202,516$568,290 ▼-4.4%77,2365.9%Computer and TechnologyAAPLApple$11,962,694$149,772 ▼-1.2%58,3075.7%Computer and TechnologyVBRVanguard Small-Cap Value ETF$11,415,105$1,182,541 ▼-9.4%58,5365.5%ETFBRK.BBerkshire Hathaway$9,313,182$208,881 ▲2.3%19,1724.5%FinanceMAMastercard$7,844,120$53,384 ▼-0.7%13,9593.8%Business ServicesIWRiShares Russell Mid-Cap ETF$7,422,316$385,905 ▼-4.9%80,7043.6%ETFVIGVanguard Dividend Appreciation ETF$6,943,503$49,940 ▲0.7%33,9253.3%ETFPFFiShares Preferred and Income Securities ETF$6,044,658$378,100 ▼-5.9%197,0232.9%ETFJPMJPMorgan Chase & Co.$4,807,288$57,402 ▲1.2%16,5822.3%FinanceCOSTCostco Wholesale$4,533,925$203,928 ▲4.7%4,5802.2%Retail/WholesaleVHTVanguard Health Care ETF$4,508,861$99,584 ▲2.3%18,1562.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$4,298,742$1,157,224 ▲36.8%38,1502.1%ETFVTVVanguard Value ETF$4,262,439$515,551 ▲13.8%24,1172.0%ETFVEAVanguard FTSE Developed Markets ETF$3,532,156$163,048 ▲4.8%61,9571.7%ETFSCHPSchwab U.S. TIPS ETF$3,338,282$136,468 ▲4.3%125,1231.6%ETFJEPIJPMorgan Equity Premium Income ETF$2,973,255$25,583 ▼-0.9%52,3001.4%ETFSYKStryker$2,897,2840.0%7,3231.4%MedicalOKTAOkta$2,543,537$213,936 ▼-7.8%25,4431.2%Computer and TechnologyABBVAbbVie$2,527,959$51,788 ▲2.1%13,6191.2%MedicalTLTiShares 20+ Year Treasury Bond ETF$2,185,511$29,122 ▼-1.3%24,7651.0%ETFPSXPhillips 66$2,092,613$78,856 ▲3.9%17,5411.0%EnergyGOOGLAlphabet$2,086,387$155,787 ▲8.1%11,8391.0%Computer and TechnologyJCIJohnson Controls International$1,966,2220.0%18,6160.9%ConstructionFPEFirst Trust Preferred Securities and Income ETF$1,696,911$1,335 ▲0.1%95,3320.8%ETFTFISPDR Nuveen ICE Municipal Bond ETF$1,627,775$44,670 ▲2.8%36,4400.8%FinanceXOMExxon Mobil$1,565,305$18,973 ▲1.2%14,5200.8%EnergyLMTLockheed Martin$1,564,318$34,269 ▼-2.1%3,3780.8%AerospaceUNHUnitedHealth Group$1,533,333$7,799 ▲0.5%4,9150.7%MedicalTSMTaiwan Semiconductor Manufacturing$1,324,967$2,265 ▲0.2%5,8500.6%Computer and TechnologyGSThe Goldman Sachs Group$1,322,077$1,416 ▼-0.1%1,8680.6%FinanceSCHDSchwab US Dividend Equity ETF$1,258,707$255,118 ▲25.4%47,4980.6%ETFQCOMQUALCOMM$1,258,154$196,686 ▼-13.5%7,9000.6%Computer and TechnologyAMDAdvanced Micro Devices$1,230,557$274,151 ▼-18.2%8,6720.6%Computer and TechnologyPEPPepsiCo$1,227,048$30,105 ▲2.5%9,2930.6%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$1,197,958$544 ▼0.0%24,2210.6%ETFSHOPShopify$1,185,106$11,535 ▲1.0%10,2740.6%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$1,174,228$418,865 ▲55.5%13,0300.6%ETFABTAbbott Laboratories$1,172,814$4,760 ▲0.4%8,6230.6%MedicalHDHome Depot$1,165,182$109,992 ▼-8.6%3,1780.6%Retail/WholesaleNVONovo Nordisk A/S$1,088,998$46,796 ▲4.5%15,7780.5%MedicalCRH PLC$1,055,2410.0%11,4950.5%ORDMETAMeta Platforms$1,002,326$28,786 ▲3.0%1,3580.5%Computer and TechnologyVANGUARD MALVERN FDS$918,814$413,116 ▲81.7%11,8100.4%CORE-PLUS BD ETFVVisa$901,827$21,658 ▲2.5%2,5400.4%Business ServicesAZNAstraZeneca$850,090$64,290 ▲8.2%12,1650.4%MedicalBABoeing$816,329$51,125 ▼-5.9%3,8960.4%AerospaceAXPAmerican Express$815,951$23,924 ▲3.0%2,5580.4%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$799,649$468,708 ▼-37.0%14,4760.4%FinanceVGTVanguard Information Technology ETF$710,462$33,168 ▼-4.5%1,0710.3%ETFVTIVanguard Total Stock Market ETF$705,7250.0%2,3220.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$702,388$2,570 ▲0.4%8,4710.3%ETFVTEBVanguard Tax-Exempt Bond ETF$701,815$9,610 ▲1.4%14,3140.3%ETFGILDGilead Sciences$681,518$27,718 ▼-3.9%6,1470.3%MedicalHONHoneywell International$667,434$145,550 ▼-17.9%2,8660.3%Multi-Sector ConglomeratesVOVanguard Mid-Cap ETF$639,4120.0%2,2850.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$634,407$54,040 ▲9.3%12,6200.3%ManufacturingIWBiShares Russell 1000 ETF$621,0740.0%1,8290.3%ETFVBVanguard Small-Cap ETF$611,882$8,057 ▼-1.3%2,5820.3%ETFIWFiShares Russell 1000 Growth ETF$578,2780.0%1,3620.3%ETFMOAltria Group$566,893$23,393 ▼-4.0%9,6690.3%Consumer StaplesTMUST-Mobile US$511,068$295,443 ▲137.0%2,1450.2%Computer and TechnologyVOOVanguard S&P 500 ETF$475,016$18,751 ▼-3.8%8360.2%ETFVONEVanguard Russell 1000 ETF$467,136$7,022 ▲1.5%1,6630.2%ETFSCHWCharles Schwab$457,112$63,868 ▼-12.3%5,0100.2%FinanceGOOGAlphabet$451,458$9,756 ▲2.2%2,5450.2%Computer and TechnologyZZillow Group$430,5270.0%6,1460.2%Computer and TechnologyCLXClorox$429,250$38,422 ▼-8.2%3,5750.2%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$390,7600.0%3,5650.2%FinanceLLYEli Lilly and Company$388,985$30,402 ▲8.5%4990.2%MedicalVUGVanguard Growth ETF$381,8460.0%8710.2%ETFWYWeyerhaeuser$374,046$79,639 ▼-17.6%14,5600.2%ConstructionBLOCK INC$289,178$109,231 ▼-27.4%4,2570.1%CL APYPLPayPal$279,369$158,896 ▼-36.3%3,7590.1%Business ServicesVGLTVanguard Long-Term Treasury ETF$261,803$786 ▲0.3%4,6650.1%ETFEFAiShares MSCI EAFE ETF$252,9740.0%2,8300.1%FinanceMRKMerck & Co., Inc.$248,167$49,792 ▼-16.7%3,1350.1%MedicalVXUSVanguard Total International Stock ETF$243,036$345 ▼-0.1%3,5180.1%ETFARESAres Management$228,6240.0%1,3200.1%FinanceVONVVanguard Russell 1000 Value ETF$196,5790.0%2,3070.1%ETFACNAccenture$174,552$37,361 ▼-17.6%5840.1%Computer and TechnologyHDViShares Core High Dividend ETF$169,8970.0%1,4500.1%ETFMUMicron Technology$158,993$24,650 ▲18.3%1,2900.1%Computer and TechnologyPFLPIMCO Income Strategy Fund$153,687$63,550 ▼-29.3%18,4280.1%Financial ServicesAVGOBroadcom$131,761$29,770 ▲29.2%4780.1%Computer and TechnologyVNQVanguard Real Estate ETF$120,231$57,889 ▼-32.5%1,3500.1%ETFBARRICK MNG CORP$114,822$114,822 ▲New Holding5,5150.1%BARRICK MNG CORPVANGUARD MUN BD FDS$113,344$19,712 ▲21.1%1,1500.1%INTERMEDIATE TRMHYDVanEck High Yield Muni ETF$100,4200.0%2,0000.0%ETFPFEPfizer$99,591$17,015 ▲20.6%4,1090.0%MedicalAPOApollo Global Management$95,9040.0%6760.0%FinanceCATCaterpillar$85,4060.0%2200.0%IndustrialsNEENextEra Energy$83,859$6,942 ▲9.0%1,2080.0%UtilitiesVTRVentas$82,4110.0%1,3050.0%FinanceALBAlbemarle$75,831$91,937 ▼-54.8%1,2100.0%Basic MaterialsFJPFirst Trust Japan AlphaDEX Fund$70,470$70,470 ▲New Holding1,1800.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$67,7140.0%1,1280.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$66,2420.0%6310.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$63,6000.0%8000.0%ETFShowing 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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