Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- 最新申報
- 2025/7/31
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/5 申報。只含多頭部位。
- 持股檔數
- 162
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.42 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 97,321 | $1,189 萬 | 8.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,398 | $1,051 萬 | 7.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,109 | $922.1 萬 | 6.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 115,364 | $852.9 萬 | 6.0% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 213,476 | $819.7 萬 | 5.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 47,263 | $782.7 萬 | 5.5% | – | – | – |
| MAMastercard Inc | Stock | 17,490 | $622.7 萬 | 4.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 81,497 | $501.4 萬 | 3.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,174 | $464.3 萬 | 3.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,647 | $421.3 萬 | 3.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 58,015 | $354.8 萬 | 2.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 24,780 | $335.6 萬 | 2.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 64,714 | $317.8 萬 | 2.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,819 | $293.2 萬 | 2.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,648 | $268.7 萬 | 1.9% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,680 | $253.4 萬 | 1.8% | – | – | – |
| SYKStryker Corp | Stock | 8,366 | $203.8 萬 | 1.4% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 38,500 | $198.9 萬 | 1.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,236 | $190.4 萬 | 1.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,105 | $189.9 萬 | 1.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 13,148 | $174.7 萬 | 1.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 23,030 | $148.8 萬 | 1.0% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,436 | $145.4 萬 | 1.0% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 72,075 | $145.2 萬 | 1.0% | – | – | – |
| PSXPhillips 66 | Stock | 17,594 | $143.5 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,896 | $137.3 萬 | 1.0% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 31,075 | $135.1 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,397 | $125.5 萬 | 0.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,257 | $120.5 萬 | 0.8% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 33,770 | $120.2 萬 | 0.8% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 23,379 | $119.6 萬 | 0.8% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,700 | $107.6 萬 | 0.8% | – | – | – |
| HONHoneywell International Inc | COM | 4,855 | $105.4 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 20,310 | $104.2 萬 | 0.7% | – | – | – |
| SGENSeagen Inc. | COM | 7,373 | $102.4 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,841 | $96.8 萬 | 0.7% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 16,135 | $96.3 萬 | 0.7% | – | – | 歷史 |
| CLXClorox Co | Stock | 4,884 | $94.2 萬 | 0.7% | – | – | 歷史 |
| NVSNovartis AG | ADR | 10,840 | $92.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,340 | $86.9 萬 | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,560 | $85.3 萬 | 0.6% | – | – | – |
| QCOMQualcomm Inc | Stock | 6,166 | $81.8 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 3,023 | $77.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 13,650 | $70.4 萬 | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,848 | $70.1 萬 | 0.5% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 5,235 | $69.0 萬 | 0.5% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,780 | $68.5 萬 | 0.5% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,982 | $67.6 萬 | 0.5% | – | – | 歷史 |
| CMECME Group Inc. | COM | 3,215 | $65.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,350 | $52.0 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 2,383 | $50.5 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,390 | $50.2 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,115 | $47.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,200 | $47.1 萬 | 0.3% | – | – | – |
| ALGNAlign Technology Inc | COM | 790 | $42.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,720 | $41.2 萬 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 8,125 | $39.2 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 165 | $34.0 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,111 | $32.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,414 | $31.6 萬 | 0.2% | – | – | – |
| ROKURoku, Inc | COM CL A | 864 | $28.1 萬 | 0.2% | – | – | 歷史 |
| PFLPIMCO Income Strategy Fund | COM | 23,234 | $27.9 萬 | 0.2% | – | – | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 17,700 | $23.3 萬 | 0.2% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 1,680 | $22.8 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 104 | $21.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 518 | $18.6 萬 | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,000 | $18.4 萬 | 0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,930 | $18.4 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,225 | $18.4 萬 | 0.1% | – | – | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $18.4 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 725 | $17.6 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 152 | $16.8 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 750 | $14.9 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 1,319 | $14.4 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,379 | $13.3 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 3,472 | $12.6 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 260 | $12.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,400 | $11.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,162 | $11.2 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 675 | $9.00 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 472 | $8.70 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 770 | $8.10 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 675 | $8.00 萬 | 0.1% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 566 | $8.00 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,444 | $7.50 萬 | 0.1% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 1,305 | $7.00 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 840 | $6.60 萬 | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 255 | $6.60 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 300 | $5.60 萬 | <0.1% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 400 | $5.00 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 200 | $5.00 萬 | <0.1% | – | – | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 2,650 | $4.80 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 1,000 | $4.70 萬 | <0.1% | – | – | 歷史 |
| Westpac Banking Corp961214301 | SPONSORED ADR | 2,500 | $4.60 萬 | <0.1% | – | – | – |
| SOSouthern Co | Stock | 537 | $3.30 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 60 | $2.40 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 1,000 | $2.30 萬 | <0.1% | – | – | – |
| Paramount Global92556H206 | CL B | 500 | $2.30 萬 | <0.1% | – | – | – |
| TPICQTpi Composites, Inc | COM | 300 | $1.70 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 100 | $1.40 萬 | <0.1% | – | – | 歷史 |