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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

MO holding history

Altria Group, Inc. in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2025 holdings

Shares (Q2 2025)
9,669
Value
$566.9K
% of portfolio
0.3%
Quarters held
17
Since Q1 2021
Holdings of MO by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20259,669$566.9K0.3%−399−4.0%ReducedHolders
Q1 202510,068$604.3K0.3%+85+0.9%AddedHolders
Q4 20249,983$522.0K0.3%00.0%UnchangedHolders
Q3 20249,983$509.5K0.3%−3,350−25.1%ReducedHolders
Q2 202413,333$607.3K0.3%00.0%UnchangedHolders
Q1 202413,333$581.6K0.3%−775−5.5%ReducedHolders
Q4 202314,108$569.1K0.4%−3,240−18.7%ReducedHolders
Q3 202317,348$729.5K0.5%−510−2.9%ReducedHolders
Q2 202317,858$809.0K0.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202220,954$957.8K0.7%−350−1.6%ReducedHolders
Q3 202221,304$860.0K0.7%00.0%UnchangedHolders
Q2 202221,304$890.0K0.7%−550−2.5%ReducedHolders
Q1 202221,854$1.14M0.7%00.0%UnchangedHolders
Q4 202121,854$1.04M0.6%−500−2.2%ReducedHolders
Q3 202122,354$1.02M0.7%−800−3.5%ReducedHolders
Q2 202123,154$1.10M0.7%−225−1.0%ReducedHolders
Q1 202123,379$1.20M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.