The Analysis of Moser Wealth Advisors, LLC's Holdings
Currently, Moser Wealth Advisors, LLC holds 200 types of securities in its portfolio with a total value $208.3M. In the most recent quarter, they have increased their positions in AMZN (+8.6K shares, valued at $1.9M), MSFT (+3.7K shares, valued at $1.8M), BOXX (+10.3K shares, valued at $1.2M); decreased their positions in VBR (-6.1K shares, valued at $1.2M), NVDA (-3.6K shares, valued at $568.3K), DGS (-8.5K shares, valued at $468.7K); initiated new positions in B (+5.5K shares, valued at $114.8K), FJP (+1.2K shares, valued at $70.5K), SCHI (+1.4K shares, valued at $32.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP42.7K shares9.40%2025-06-302025-07-31
AMZN AMAZON COM INC79.8K shares12.12%2025-06-302025-07-31 NVDA NVIDIA CORPORATION77.2K shares-4.45%2025-06-302025-07-31 AAPL APPLE INC58.3K shares-1.24%2025-06-302025-07-31 VBR VANGUARD INDEX FDS58.5K shares-9.39%2025-06-302025-07-31 BRK.B BERKSHIRE HATHAWAY INC DEL19.2K shares2.29%2025-06-302025-07-31 MA MASTERCARD INCORPORATED14.0K shares-0.68%2025-06-302025-07-31 IWR ISHARES TR80.7K shares-4.94%2025-06-302025-07-31 VIG VANGUARD SPECIALIZED FUNDS33.9K shares0.72%2025-06-302025-07-31 PFF ISHARES TR197.0K shares-5.89%2025-06-302025-07-31 JPM JPMORGAN CHASE & CO.16.6K shares1.21%2025-06-302025-07-31 COST COSTCO WHSL CORP NEW4.6K shares4.71%2025-06-302025-07-31 VHT VANGUARD WORLD FD18.2K shares2.26%2025-06-302025-07-31 BOXX EA SERIES TRUST38.1K shares36.84%2025-06-302025-07-31 VTV VANGUARD INDEX FDS24.1K shares13.76%2025-06-302025-07-31 VEA VANGUARD TAX-MANAGED FDS62.0K shares4.84%2025-06-302025-07-31 SCHP SCHWAB STRATEGIC TR125.1K shares4.26%2025-06-302025-07-31 JEPI J P MORGAN EXCHANGE TRADED F52.3K shares-0.85%2025-06-302025-07-31 SYK STRYKER CORPORATION7.3K shares0.00%2025-06-302025-07-31 OKTA OKTA INC25.4K shares-7.76%2025-06-302025-07-31 ABBV ABBVIE INC13.6K shares2.09%2025-06-302025-07-31 TLT ISHARES TR24.8K shares-1.32%2025-06-302025-07-31 PSX PHILLIPS 6617.5K shares3.92%2025-06-302025-07-31 GOOGL ALPHABET INC11.8K shares8.07%2025-06-302025-07-31 JCI JOHNSON CTLS INTL PLC18.6K shares0.00%2025-06-302025-07-31 FPE FIRST TR EXCH TRADED FD III95.3K shares0.08%2025-06-302025-07-31 TFI SPDR SERIES TRUST36.4K shares2.82%2025-06-302025-07-31 XOM EXXON MOBIL CORP14.5K shares1.23%2025-06-302025-07-31 LMT LOCKHEED MARTIN CORP3.4K shares-2.14%2025-06-302025-07-31 UNH UNITEDHEALTH GROUP INC4.9K shares0.51%2025-06-302025-07-31 TSM TAIWAN SEMICONDUCTOR MFG LTD5.8K shares0.17%2025-06-302025-07-31 GS GOLDMAN SACHS GROUP INC1.9K shares-0.11%2025-06-302025-07-31 SCHD SCHWAB STRATEGIC TR47.5K shares25.42%2025-06-302025-07-31 QCOM QUALCOMM INC7.9K shares-13.52%2025-06-302025-07-31 AMD ADVANCED MICRO DEVICES INC8.7K shares-18.22%2025-06-302025-07-31 PEP PEPSICO INC9.3K shares2.52%2025-06-302025-07-31 VWO VANGUARD INTL EQUITY INDEX F24.2K shares-0.05%2025-06-302025-07-31 SHOP SHOPIFY INC10.3K shares0.98%2025-06-302025-07-31 VIGI VANGUARD WHITEHALL FDS13.0K shares55.45%2025-06-302025-07-31 ABT ABBOTT LABS8.6K shares0.41%2025-06-302025-07-31 HD HOME DEPOT INC3.2K shares-8.63%2025-06-302025-07-31 NVO NOVO-NORDISK A S15.8K shares4.49%2025-06-302025-07-31 CRH CRH PLC11.5K shares0.00%2025-06-302025-07-31 META META PLATFORMS INC1.4K shares2.96%2025-06-302025-07-31 VPLS VANGUARD MALVERN FDS11.8K shares81.69%2025-06-302025-07-31 V VISA INC2.5K shares2.46%2025-06-302025-07-31 AZN ASTRAZENECA PLC12.2K shares8.18%2025-06-302025-07-31 BA BOEING CO3.9K shares-5.89%2025-06-302025-07-31 AXP AMERICAN EXPRESS CO2.6K shares3.02%2025-06-302025-07-31 DGS WISDOMTREE TR14.5K shares-36.95%2025-06-302025-07-31 VGT VANGUARD WORLD FD1.1K shares-4.46%2025-06-302025-07-31 VTI VANGUARD INDEX FDS2.3K shares0.00%2025-06-302025-07-31 VCIT VANGUARD SCOTTSDALE FDS8.5K shares0.37%2025-06-302025-07-31 VTEB VANGUARD MUN BD FDS14.3K shares1.39%2025-06-302025-07-31 GILD GILEAD SCIENCES INC6.1K shares-3.91%2025-06-302025-07-31 HON HONEYWELL INTL INC2.9K shares-17.90%2025-06-302025-07-31 VO VANGUARD INDEX FDS2.3K shares0.00%2025-06-302025-07-31 VTIP VANGUARD MALVERN FDS12.6K shares9.31%2025-06-302025-07-31 IWB ISHARES TR1.8K shares0.00%2025-06-302025-07-31 VB VANGUARD INDEX FDS2.6K shares-1.30%2025-06-302025-07-31 IWF ISHARES TR1.4K shares0.00%2025-06-302025-07-31 MO ALTRIA GROUP INC9.7K shares-3.96%2025-06-302025-07-31 TMUS T-MOBILE US INC2.1K shares137.02%2025-06-302025-07-31 VOO VANGUARD INDEX FDS836 shares-3.80%2025-06-302025-07-31 VONE VANGUARD SCOTTSDALE FDS1.7K shares1.53%2025-06-302025-07-31 SCHW SCHWAB CHARLES CORP5.0K shares-12.26%2025-06-302025-07-31 GOOG ALPHABET INC2.5K shares2.21%2025-06-302025-07-31 Z ZILLOW GROUP INC6.1K shares0.00%2025-06-302025-07-31 CLX CLOROX CO DEL3.6K shares-8.22%2025-06-302025-07-31 LQD ISHARES TR3.6K shares0.00%2025-06-302025-07-31 LLY ELI LILLY & CO499 shares8.48%2025-06-302025-07-31 VUG VANGUARD INDEX FDS871 shares0.00%2025-06-302025-07-31 WY WEYERHAEUSER CO MTN BE14.6K shares-17.55%2025-06-302025-07-31 XYZ BLOCK INC4.3K shares-27.42%2025-06-302025-07-31 PYPL PAYPAL HLDGS INC3.8K shares-36.26%2025-06-302025-07-31 VGLT VANGUARD SCOTTSDALE FDS4.7K shares0.30%2025-06-302025-07-31 EFA ISHARES TR2.8K shares0.00%2025-06-302025-07-31 MRK MERCK & CO INC3.1K shares-16.71%2025-06-302025-07-31 VXUS VANGUARD STAR FDS3.5K shares-0.14%2025-06-302025-07-31 ARES ARES MANAGEMENT CORPORATION1.3K shares0.00%2025-06-302025-07-31 VONV VANGUARD SCOTTSDALE FDS2.3K shares0.00%2025-06-302025-07-31 ACN ACCENTURE PLC IRELAND584 shares-17.63%2025-06-302025-07-31 HDV ISHARES TR1.4K shares0.00%2025-06-302025-07-31 MU MICRON TECHNOLOGY INC1.3K shares18.35%2025-06-302025-07-31 PFL PIMCO INCOME STRATEGY FD18.4K shares-29.25%2025-06-302025-07-31 AVGO BROADCOM INC478 shares29.19%2025-06-302025-07-31 VNQ VANGUARD INDEX FDS1.4K shares-32.50%2025-06-302025-07-31 B BARRICK MNG CORP5.5K sharesnew addition2025-06-302025-07-31 VTEI VANGUARD MUN BD FDS1.1K shares21.05%2025-06-302025-07-31 HYD VANECK ETF TRUST2.0K shares0.00%2025-06-302025-07-31 PFE PFIZER INC4.1K shares20.60%2025-06-302025-07-31 APO APOLLO GLOBAL MGMT INC676 shares0.00%2025-06-302025-07-31 CAT CATERPILLAR INC220 shares0.00%2025-06-302025-07-31 NEE NEXTERA ENERGY INC1.2K shares9.03%2025-06-302025-07-31 VTR VENTAS INC1.3K shares0.00%2025-06-302025-07-31 ALB ALBEMARLE CORP1.2K shares-54.80%2025-06-302025-07-31 FJP FIRST TR EXCH TRD ALPHDX FD1.2K sharesnew addition2025-06-302025-07-31 IEMG ISHARES INC1.1K shares0.00%2025-06-302025-07-31 IVOO VANGUARD ADMIRAL FDS INC631 shares0.00%2025-06-302025-07-31 VCSH VANGUARD SCOTTSDALE FDS800 shares0.00%2025-06-302025-07-31 MELI MERCADOLIBRE INC24 shares0.00%2025-06-302025-07-31 IJH ISHARES TR1.0K shares-55.93%2025-06-302025-07-31 QQQ INVESCO QQQ TR103 shares930.00%2025-06-302025-07-31 IJR ISHARES TR500 shares-52.15%2025-06-302025-07-31 IJK ISHARES TR600 shares-28.57%2025-06-302025-07-31 VXF VANGUARD INDEX FDS275 shares0.00%2025-06-302025-07-31 SO SOUTHERN CO573 shares6.70%2025-06-302025-07-31 DLR DIGITAL RLTY TR INC300 shares0.00%2025-06-302025-07-31 VYM VANGUARD WHITEHALL FDS363 shares0.00%2025-06-302025-07-31 SCHB SCHWAB STRATEGIC TR1.9K shares0.16%2025-06-302025-07-31 ORCL ORACLE CORP187 shares1770.00%2025-06-302025-07-31 KO COCA COLA CO500 shares0.00%2025-06-302025-07-31 XLE SELECT SECTOR SPDR TR415 shares0.00%2025-06-302025-07-31 SCHI SCHWAB STRATEGIC TR1.4K sharesnew addition2025-06-302025-07-31 SCHX SCHWAB STRATEGIC TR1.3K sharesnew addition2025-06-302025-07-31 SCHF SCHWAB STRATEGIC TR1.4K shares1150.00%2025-06-302025-07-31 MAIN MAIN STR CAP CORP500 shares0.00%2025-06-302025-07-31 AMGN AMGEN INC100 shares0.00%2025-06-302025-07-31 SMCI SUPER MICRO COMPUTER INC558 shares0.00%2025-06-302025-07-31 AIG AMERICAN INTL GROUP INC300 shares0.00%2025-06-302025-07-31 CRWD CROWDSTRIKE HLDGS INC50 shares0.00%2025-06-302025-07-31 ASTS AST SPACEMOBILE INC500 shares0.00%2025-06-302025-07-31 ITOT ISHARES TR171 shares0.00%2025-06-302025-07-31 VGK VANGUARD INTL EQUITY INDEX F277 sharesnew addition2025-06-302025-07-31 EWG ISHARES INC500 sharesnew addition2025-06-302025-07-31 AG FIRST MAJESTIC SILVER CORP2.5K shares0.00%2025-06-302025-07-31 PCEF INVESCO EXCH TRADED FD TR II1.0K shares0.00%2025-06-302025-07-31 NOW SERVICENOW INC18 shares0.00%2025-06-302025-07-31 SBUX STARBUCKS CORP200 shares0.00%2025-06-302025-07-31 FICO FAIR ISAAC CORP10 sharesnew addition2025-06-302025-07-31 FITB FIFTH THIRD BANCORP400 sharesnew addition2025-06-302025-07-31 FORM FORMFACTOR INC465 shares0.00%2025-06-302025-07-31 ENSG ENSIGN GROUP INC101 sharesnew addition2025-06-302025-07-31 GLD SPDR GOLD TR50 shares0.00%2025-06-302025-07-31 SCHA SCHWAB STRATEGIC TR526 sharesnew addition2025-06-302025-07-31 ERIC TELEFONAKTIEBOLAGET LM ERICS1.5K shares0.00%2025-06-302025-07-31 HWM HOWMET AEROSPACE INC66 sharesnew addition2025-06-302025-07-31 LNT ALLIANT ENERGY CORP200 sharesnew addition2025-06-302025-07-31 FTEC FIDELITY COVINGTON TRUST61 sharesnew addition2025-06-302025-07-31 SCHH SCHWAB STRATEGIC TR566 sharesnew addition2025-06-302025-07-31 SCHE SCHWAB STRATEGIC TR377 shares57.08%2025-06-302025-07-31 FCOM FIDELITY COVINGTON TRUST171 sharesnew addition2025-06-302025-07-31 DIS DISNEY WALT CO82 shares-85.01%2025-06-302025-07-31 DGRO ISHARES TR142 shares0.00%2025-06-302025-07-31 ETN EATON CORP PLC25 sharesnew addition2025-06-302025-07-31 VV VANGUARD INDEX FDS30 shares0.00%2025-06-302025-07-31 MGM MGM RESORTS INTERNATIONAL235 shares0.00%2025-06-302025-07-31 FTNT FORTINET INC75 shares0.00%2025-06-302025-07-31 RIVN RIVIAN AUTOMOTIVE INC500 shares0.00%2025-06-302025-07-31 PPL PPL CORP200 sharesnew addition2025-06-302025-07-31 MS MORGAN STANLEY47 sharesnew addition2025-06-302025-07-31 MCD MCDONALDS CORP22 shares0.00%2025-06-302025-07-31 WMT WALMART INC65 shares0.00%2025-06-302025-07-31 SCHJ SCHWAB STRATEGIC TR256 sharesnew addition2025-06-302025-07-31 DOCN DIGITALOCEAN HLDGS INC220 shares0.00%2025-06-302025-07-31 IEF ISHARES TR61 sharesnew addition2025-06-302025-07-31 HEZU ISHARES TR140 sharesnew addition2025-06-302025-07-31 FNCL FIDELITY COVINGTON TRUST75 sharesnew addition2025-06-302025-07-31 VPL VANGUARD INTL EQUITY INDEX F65 sharesnew addition2025-06-302025-07-31 CVX CHEVRON CORP NEW37 sharesnew addition2025-06-302025-07-31 BWX SPDR SERIES TRUST219 sharesnew addition2025-06-302025-07-31 FHLC FIDELITY COVINGTON TRUST77 sharesnew addition2025-06-302025-07-31 CRSP CRISPR THERAPEUTICS AG100 shares-71.43%2025-06-302025-07-31 TAP MOLSON COORS BEVERAGE CO100 sharesnew addition2025-06-302025-07-31 FSTA FIDELITY COVINGTON TRUST93 sharesnew addition2025-06-302025-07-31 SMBS SCHWAB STRATEGIC TR180 sharesnew addition2025-06-302025-07-31 FDIS FIDELITY COVINGTON TRUST48 sharesnew addition2025-06-302025-07-31 RTX RTX CORPORATION30 shares-11.76%2025-06-302025-07-31 CB CHUBB LIMITED15 sharesnew addition2025-06-302025-07-31 EWJ ISHARES INC52 sharesnew addition2025-06-302025-07-31 BKLN INVESCO EXCH TRADED FD TR II183 sharesnew addition2025-06-302025-07-31 LHX L3HARRIS TECHNOLOGIES INC15 shares0.00%2025-06-302025-07-31 NOC NORTHROP GRUMMAN CORP7 shares0.00%2025-06-302025-07-31 TLRY TILRAY BRANDS INC8.4K shares0.00%2025-06-302025-07-31 GLDM WORLD GOLD TR53 sharesnew addition2025-06-302025-07-31 GD GENERAL DYNAMICS CORP11 shares0.00%2025-06-302025-07-31 OPK OPKO HEALTH INC2.4K shares0.00%2025-06-302025-07-31 MUB ISHARES TR30 shares3.45%2025-06-302025-07-31 MDT MEDTRONIC PLC35 sharesnew addition2025-06-302025-07-31 TDG TRANSDIGM GROUP INC2 shares0.00%2025-06-302025-07-31 NXPI NXP SEMICONDUCTORS N V13 sharesnew addition2025-06-302025-07-31 MMM 3M CO17 shares0.00%2025-06-302025-07-31 CRDF CARDIFF ONCOLOGY INC806 shares0.00%2025-06-302025-07-31 SGOV ISHARES TR25 shares0.00%2025-06-302025-07-31 HAL HALLIBURTON CO100 sharesnew addition2025-06-302025-07-31 DXJ WISDOMTREE TR17 sharesnew addition2025-06-302025-07-31 SCYB SCHWAB STRATEGIC TR73 sharesnew addition2025-06-302025-07-31 SPY SPDR S&P 500 ETF TR3 shares0.00%2025-06-302025-07-31 AUPH AURINIA PHARMACEUTICALS INC200 shares0.00%2025-06-302025-07-31 SCHO SCHWAB STRATEGIC TR66 shares0.00%2025-06-302025-07-31 SCHZ SCHWAB STRATEGIC TR52 sharesnew addition2025-06-302025-07-31 ANIP ANI PHARMACEUTICALS INC15 shares0.00%2025-06-302025-07-31 VTRS VIATRIS INC83 sharesnew addition2025-06-302025-07-31 ADEA ADEIA INC52 sharesnew addition2025-06-302025-07-31 UNG UNITED STS NAT GAS FD LP37 sharesnew addition2025-06-302025-07-31 TGT TARGET CORP5 shares0.00%2025-06-302025-07-31 SOLV SOLVENTUM CORP4 shares0.00%2025-06-302025-07-31 XPER XPERI INC20 sharesnew addition2025-06-302025-07-31 SNDL SNDL INC50 shares0.00%2025-06-302025-07-31 AYTU AYTU BIOPHARMA INC10 shares0.00%2025-06-302025-07-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available