Top 50 Moser Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.21% | 42.7K | $21.3M | โ | โ | โ | 2025-06-30 |
| AMZN | AMAZON COM INC | 8.4% | 79.8K | $17.5M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 5.86% | 77.2K | $12.2M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 5.74% | 58.3K | $12.0M | โ | โ | โ | 2025-06-30 |
| VBR | VANGUARD INDEX FDS | 5.48% | 58.5K | $11.4M | โ | โ | โ | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.47% | 19.2K | $9.3M | โ | โ | โ | 2025-06-30 |
| MA | MASTERCARD INCORPORATED | 3.77% | 14.0K | $7.8M | โ | โ | โ | 2025-06-30 |
| IWR | ISHARES TR | 3.56% | 80.7K | $7.4M | โ | โ | โ | 2025-06-30 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.33% | 33.9K | $6.9M | โ | โ | โ | 2025-06-30 |
| PFF | ISHARES TR | 2.9% | 197.0K | $6.0M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +31.00% |
| Top 20 Holdings Unweighted | +13.00% | +35.75% |
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