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Moser Wealth Advisors, Llc

Portfolio Manager
Moser Wealth Advisors, Llc
Performance
+2.48% (2025 Q2)
AUM (13F)
$208.28M
# of Holdings
200
Performance Rank
Allocation (Top 20)
71.82%

Moser Wealth Advisors, Llc Holdings Map

Top 50 Moser Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
10.21%42.7K$21.3Mโ€”โ€”โ€”2025-06-30
AMZN
AMAZON COM INC
8.4%79.8K$17.5Mโ€”โ€”โ€”2025-06-30
NVDA
NVIDIA CORPORATION
5.86%77.2K$12.2Mโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
5.74%58.3K$12.0Mโ€”โ€”โ€”2025-06-30
VBR
VANGUARD INDEX FDS
5.48%58.5K$11.4Mโ€”โ€”โ€”2025-06-30
BRKB
BERKSHIRE HATHAWAY INC DEL
4.47%19.2K$9.3Mโ€”โ€”โ€”2025-06-30
MA
MASTERCARD INCORPORATED
3.77%14.0K$7.8Mโ€”โ€”โ€”2025-06-30
IWR
ISHARES TR
3.56%80.7K$7.4Mโ€”โ€”โ€”2025-06-30
VIG
VANGUARD SPECIALIZED FUNDS
3.33%33.9K$6.9Mโ€”โ€”โ€”2025-06-30
PFF
ISHARES TR
2.9%197.0K$6.0Mโ€”โ€”โ€”2025-06-30

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