MW

Moser Wealth Advisors, LLC

13F
Moser Wealth Advisors, LLC
Last update 2024-11-05 140 Stocks (3 new)
Value $193.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(9.03%)AAPL(7.89%)AMZN(6.95%)VBR(6.49%)NVDA(5.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
Moser Wealth Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
40,448
17404.960
+0.42%
9.030
+0.04%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
65,322
15220.030
-0.64%
7.890
-0.05%
0.000
+6.90%
+16.50%
3377630.649
Hardware
AMZN 		Amazon.com Inc
71,882
13393.770
-0.55%
6.950
-0.04%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
VBR 		Vanguard Small Cap Value ETF
62,292
12507.010
+0.44%
6.490
+0.03%
0.040
+10.76%
+12.48%
30560.084
 
NVDA 		NVIDIA Corp
88,860
10791.160
+4.80%
5.600
+0.26%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
BRK.B 		Berkshire Hathaway Inc
18,712
8612.390
+0.75%
4.470
+0.03%
0.000
+7.58%
+24.79%
959232.641
Insurance
IWR 		iShares Russell Mid-Cap ETF
93,289
8222.520
-1.75%
4.260
-0.07%
0.020
+11.50%
+14.64%
37843.998
 
MA 		Mastercard Inc
14,645
7231.700
0%
3.750
0%
0.000
+14.53%
+19.22%
464018.655
Credit Services
PFF 		iShares U.S. Preferred Stock
215,815
7171.520
+0.76%
3.720
+0.03%
0.050
+6.01%
+5.98%
15360.822
 
VIG 		Vanguard Dividend Appreciation FTF
31,518
6242.450
+1.58%
3.240
+0.05%
0.010
+8.11%
+15.33%
82739.959
 

Moser Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Moser Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.80%
●
25.79 ($26.41) 26.9
$26.23
-0.68%
Add 98.63%
116,152
28,838
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.30%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 237.71%
29,019
6,809
NVDA 		NVIDIA Corp2024-09-30Add
+0.26%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 4.8%
88,860
4,070
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Add
+0.16%
●
54.98 ($57.52) 59.51
$58.88
2.36%
Add 13.39%
44,725
5,280
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+0.14%
●
89.91 ($96.43) 101.33
$92.71
-3.86%
Add 12.4%
25,470
2,809
SMAR 		Smartsheet Inc2024-09-30Sold Out
-0.09%
●
42.95 ($48.48) 55.46
$55.80
15.10%
Sold Out
0
-3,565
GOOGL 		Alphabet Inc2024-09-30Add
+0.08%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Add 10.16%
10,405
960
MO 		Altria Group Inc2024-09-30Reduce
-0.08%
●
45.95 ($50.54) 54.71
$54.19
7.22%
Reduce -25.13%
9,983
-3,350
HD 		The Home Depot Inc2024-09-30Reduce
-0.07%
●
333.64 ($364.74) 405.2
$400.09
9.69%
Reduce -8.9%
3,633
-355
IWR 		iShares Russell Mid-Cap ETF2024-09-30Reduce
-0.07%
●
79.92 ($84.25) 88.18
$89.11
5.77%
Reduce -1.75%
93,289
-1,659

Moser Wealth Advisors, LLC Total Holding History ($B)

To

Moser Wealth Advisors, LLC's Asset Allocation

To

Moser Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Moser Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Moser Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Moser Wealth Advisors, LLC's Holdings Heat Map

Size field:

Moser Wealth Advisors, LLC's Holdings Bubble Chart

Moser Wealth Advisors, LLC News

  • 1

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