Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- 最新申報
- 2025/7/31
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位。
- 持股檔數
- 127
- 2023 年第 1 季沒有申報
- 總值
- $1.49 億
- 2023 年第 1 季沒有申報
Moser Wealth Advisors, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，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 | 72,822 | $1,413 萬 | 9.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,753 | $1,286 萬 | 8.7% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 57,900 | $957.7 萬 | 6.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 63,525 | $828.1 萬 | 5.6% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 108,790 | $794.5 萬 | 5.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 226,866 | $701.7 萬 | 4.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,023 | $614.6 萬 | 4.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 14,640 | $575.8 萬 | 3.9% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,300 | $459.7 萬 | 3.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 78,118 | $409.6 萬 | 2.8% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 15,847 | $388.0 萬 | 2.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,564 | $362.3 萬 | 2.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,594 | $266.0 萬 | 1.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,479 | $254.2 萬 | 1.7% | – | – | 歷史 |
| SYKStryker Corp | Stock | 7,893 | $240.8 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 23,165 | $238.5 萬 | 1.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,940 | $237.4 萬 | 1.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,720 | $223.4 萬 | 1.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,145 | $223.2 萬 | 1.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,706 | $208.3 萬 | 1.4% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 39,990 | $184.6 萬 | 1.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,473 | $181.5 萬 | 1.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,356 | $176.4 萬 | 1.2% | – | – | – |
| PSXPhillips 66 | Stock | 16,606 | $158.4 萬 | 1.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 97,541 | $155.8 萬 | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,408 | $155.7 萬 | 1.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,515 | $152.2 萬 | 1.0% | – | – | – |
| SGENSeagen Inc. | COM | 6,940 | $133.6 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,826 | $130.1 萬 | 0.9% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 16,796 | $129.4 萬 | 0.9% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,926 | $129.0 萬 | 0.9% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,819 | $123.2 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 5,760 | $121.6 萬 | 0.8% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 9,895 | $107.9 萬 | 0.7% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 31,740 | $106.4 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 22,021 | $102.5 萬 | 0.7% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,468 | $100.8 萬 | 0.7% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 12,401 | $88.8 萬 | 0.6% | – | – | 歷史 |
| CLXClorox Co | Stock | 5,295 | $84.2 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,842 | $84.1 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,025 | $83.5 萬 | 0.6% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 17,858 | $80.9 萬 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,488 | $80.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,905 | $79.9 萬 | 0.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,871 | $78.0 萬 | 0.5% | – | – | – |
| TGTTarget Corp | Stock | 5,713 | $75.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,750 | $74.7 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,228 | $74.3 萬 | 0.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,280 | $67.9 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,440 | $57.9 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,765 | $55.0 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,385 | $52.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,350 | $51.7 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,317 | $46.1 萬 | 0.3% | – | – | – |
| SHOPShopify Inc. | Stock | 6,280 | $40.6 萬 | 0.3% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 3,378 | $35.8 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,212 | $34.8 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,116 | $34.3 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,888 | $32.6 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,653 | $31.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,140 | $25.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 908 | $22.1 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 498 | $22.0 萬 | 0.1% | – | – | – |
| PFLPIMCO Income Strategy Fund | COM | 26,646 | $21.8 萬 | 0.1% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 2,090 | $21.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,482 | $19.5 萬 | 0.1% | – | – | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 14,239 | $17.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,000 | $16.7 萬 | 0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,186 | $16.4 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,848 | $15.4 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 325 | $15.2 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 3,572 | $13.1 萬 | 0.1% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 930 | $12.9 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,250 | $12.8 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 940 | $9.49 萬 | 0.1% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 1,427 | $9.13 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,200 | $9.08 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 945 | $8.44 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 244 | $7.53 萬 | 0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 756 | $6.69 萬 | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 255 | $6.67 萬 | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 1,224 | $6.33 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 840 | $6.30 萬 | <0.1% | – | – | – |
| VTRVentas, Inc. | REIT | 1,305 | $6.17 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 220 | $5.41 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 676 | $5.19 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 100 | $4.89 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 115 | $4.68 萬 | <0.1% | – | – | – |
| WPCW. P. Carey Inc. | COM | 681 | $4.60 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 537 | $3.77 萬 | <0.1% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 300 | $3.42 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 550 | $3.18 萬 | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 938 | $3.14 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 300 | $2.97 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 543 | $2.81 萬 | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 55 | $2.44 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 104 | $2.29 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 213 | $2.26 萬 | <0.1% | – | – | – |
| WOLFWolfspeed, Inc. | Stock | 400 | $2.22 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 100 | $2.22 萬 | <0.1% | – | – | 歷史 |