Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- Latest filing
- Jul 31, 2025
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 2, 2023. Long positions only.
- Positions
- 127
- No filing for Q1 2023
- Portfolio value
- $148.6M
- No filing for Q1 2023
Moser Wealth Advisors, LLC did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,515 | $1.52M | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,408 | $1.56M | 1.0% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 97,541 | $1.56M | 1.0% | – | – | – |
| PSXPhillips 66 | Stock | 16,606 | $1.58M | 1.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,356 | $1.76M | 1.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,473 | $1.82M | 1.2% | – | – | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 39,990 | $1.85M | 1.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,706 | $2.08M | 1.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 4,145 | $2.23M | 1.5% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,720 | $2.23M | 1.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,940 | $2.37M | 1.6% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 23,165 | $2.38M | 1.6% | – | – | – |
| SYKStryker Corp | Stock | 7,893 | $2.41M | 1.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 17,479 | $2.54M | 1.7% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,594 | $2.66M | 1.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,564 | $3.62M | 2.4% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 15,847 | $3.88M | 2.6% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 78,118 | $4.10M | 2.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,300 | $4.60M | 3.1% | – | – | – |
| MAMastercard Inc | Stock | 14,640 | $5.76M | 3.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,023 | $6.15M | 4.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 226,866 | $7.02M | 4.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 108,790 | $7.94M | 5.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 63,525 | $8.28M | 5.6% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 57,900 | $9.58M | 6.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 37,753 | $12.9M | 8.7% | – | – | History |
| AAPLApple Inc. | Stock | 72,822 | $14.1M | 9.5% | – | – | History |