Moser Wealth Advisors, LLC Purchases in Q4 2024

Moser Wealth Advisors, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
275
+ 2.92%
$78.14 - $119.49 $21.5K - $32.9K
9.7K $1.03M
GOOGL
Alphabet Inc.

Communication Services
150
+ 1.44%
$161.86 - $196.66 $24.3K - $29.5K
10.6K $2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29K
+ 299.5%
$26.93 - $84.95 $780K - $2.46M
38.6K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
1.74K
+ 2.79%
$197.36 - $217.3 $343K - $378K
64K $12.7M
VIG
Vanguard Dividend Appreciation

ETFs
756
+ 2.4%
N/A
32.3K $5.88M
VONE
Vanguard Russell 1000 ETF

ETFs
383
+ 38.3%
$257.18 - $277.76 $98.5K - $106K
1.38K $368K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
425
+ 44.04%
$172.07 - $207.36 $73.1K - $88.1K
1.39K $274K
VTV
Vanguard Value ETF

ETFs
1.04K
+ 5.76%
$168.32 - $181.87 $176K - $190K
19.2K $3.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.75K
+ 6.15%
$57.53 - $60.83 $158K - $167K
47.5K $2.73M
VUG
Vanguard Growth ETF

ETFs
50
+ 8.77%
$378.79 - $428.11 $18.9K - $21.4K
620 $254K
VCIT
Vanguard Intermediate Term Cor

ETFs
638
+ 8.2%
$80.13 - $83.77 $51.1K - $53.4K
8.42K $676K
ARES
Ares Management Corp

Financial Services
125
New
$153.38 - $183.7 $19.2K - $23K
125 $22K
VB
Vanguard Small Cap ETF

ETFs
29
+ 1.11%
$233.76 - $261.58 $6.78K - $7.59K
2.64K $635K
NEE
Nextera Energy Inc

Utilities
150
+ 150.0%
$69.77 - $85.43 $10.5K - $12.8K
250 $17K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.1K
+ 200.73%
$22.01 - $66.82 $24.3K - $73.6K
1.65K $37K
SCHO
Schwab Short Term Us Treasury

ETFs
33
+ 103.13%
$24.06 - $48.88 $794 - $1.61K
65 $1K
Arm Holdings PLC
15
+ 25.0%
N/A
75 $0
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 21.43%
$1666.0 - $2117.3 $5K - $6.35K
17 $28K
Vanguard Malvern Fds
2.85K
New
N/A
2.85K $0
Ea Series Trust
210
+ 1.2%
N/A
17.8K $0
Super Micro Computer Inc
300
New
N/A
300 $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.57K
+ 1.68%
$17.65 - $18.18 $27.7K - $28.6K
95.2K $1.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.17%
$58.88 - $64.8 $353 - $389
3.5K $206K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
403
+ 6.15%
$79.93 - $88.06 $32.2K - $35.5K
6.96K $556K
VGLT
Vanguard Long Term Treasury Et

ETFs
17
+ 0.42%
$55.1 - $61.74 $937 - $1.05K
4.04K $223K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
230
+ 1.23%
$442.29 - $483.08 $102K - $111K
18.9K $8.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
830
+ 3.55%
$44.04 - $49.49 $36.6K - $41.1K
24.2K $1.06M
SCHP
Schwab Strategic Us Tips ETF

ETFs
55.5K
+ 95.57%
$25.74 - $53.78 $1.43M - $2.99M
114K $2.93M
VEA
Vanguard Ftse Developed Market

ETFs
1.32K
+ 2.37%
$47.57 - $52.44 $62.8K - $69.2K
57K $2.72M
LMT
Lockheed Martin Corp

Industrials
182
+ 5.83%
$479.66 - $614.62 $87.3K - $112K
3.31K $1.61M
NVO
Novo Nordisk A S

Healthcare
842
+ 6.35%
$85.0 - $120.04 $71.6K - $101K
14.1K $1.21M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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