Moser Wealth Advisors, LLC Incresed Positions in Q2 2024

Moser Wealth Advisors, LLC

  • $182 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
76.3K
+ 900.0%
$118.11 - $1224.4 $9.01M - $93.4M
84.8K $10.5M
MSFT
Microsoft Corp

Technology
140
+ 0.35%
$389.33 - $452.85 $54.5K - $63.4K
40.3K $18M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 1.55%
$704.88 - $870.75 $45.8K - $56.6K
4.27K $3.63M
NVO
Novo Nordisk A S

Healthcare
1.08K
+ 9.64%
$122.71 - $146.91 $132K - $158K
12.2K $1.74M
GOOGL
Alphabet Inc.

Communication Services
50
+ 0.53%
$150.53 - $185.41 $7.53K - $9.27K
9.45K $1.72M
VIG
Vanguard Dividend Appreciation

ETFs
1.4K
+ 4.72%
$173.33 - $185.29 $242K - $259K
31K $5.66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.25K
+ 12.08%
$55.45 - $57.39 $236K - $244K
39.4K $2.24M
VTV
Vanguard Value ETF

ETFs
1.43K
+ 8.54%
$154.57 - $163.65 $220K - $233K
18.1K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
130
+ 2.64%
$439.2 - $524.63 $57.1K - $68.2K
5.06K $2.58M
VGT
Vanguard Information Technolog

ETFs
75
+ 7.97%
$479.9 - $588.82 $36K - $44.2K
1.02K $585K
AXP
American Express CO

Financial Services
270
+ 13.13%
$217.5 - $243.08 $58.7K - $65.6K
2.33K $538K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
737
+ 14.72%
$77.44 - $82.55 $57.1K - $60.8K
5.74K $466K
VUG
Vanguard Growth ETF

ETFs
95
+ 20.0%
$322.46 - $377.11 $30.6K - $35.8K
570 $213K
ALB
Albemarle Corp

Basic Materials
1.14K
+ 69.45%
$92.77 - $135.46 $106K - $154K
2.78K $265K
AVGO
Broadcom Inc.

Technology
27
+ 540.0%
$1204.71 - $1828.87 $32.5K - $49.4K
32 $51K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.13%
$447.57 - $471.51 $1.79K - $1.89K
3.12K $1.46M
ADBE
Adobe Inc.

Technology
13
+ 2.21%
$439.02 - $555.54 $5.71K - $7.22K
600 $333K
XOM
Exxon Mobil Corp

Energy
442
+ 3.15%
$108.36 - $122.2 $47.9K - $54K
14.5K $1.67M
VTI
Vanguard Total Stock Market Et

ETFs
60
+ 11.86%
$245.23 - $269.4 $14.7K - $16.2K
566 $151K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
475
+ 5.85%
$75.81 - $80.15 $36K - $38.1K
8.59K $668K
ACN
Accenture PLC

Technology
105
+ 24.48%
$281.76 - $339.17 $29.6K - $35.6K
534 $162K
XLE
Energy Sector Spdr

ETFs
56
+ 233.33%
$88.04 - $98.08 $4.93K - $5.49K
80 $7K
FPE
First Tr Pfd Secs & Income ETF

ETFs
43
+ 0.05%
$16.96 - $17.44 $729 - $750
92.3K $1.6M
WOLF
Wolfspeed, Inc.

Technology
500
+ 40.82%
$22.08 - $29.9 $11K - $15K
1.73K $39K
CRSP
Crispr Therapeutics Ag

Healthcare
100
+ 50.0%
$51.17 - $68.18 $5.12K - $6.82K
300 $16K
Ea Series Trust
1.08K
+ 6.71%
N/A
17.1K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.09%
$57.86 - $62.21 $174 - $187
3.5K $210K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
22
+ 1.33%
$82.22 - $94.12 $1.81K - $2.07K
1.68K $155K
VHT
Vanguard Health Care ETF

ETFs
275
+ 1.66%
$252.83 - $269.37 $69.5K - $74.1K
16.9K $4.49M
VGLT
Vanguard Long Term Treasury Et

ETFs
13
+ 0.37%
$55.25 - $59.25 $718 - $770
3.51K $202K
PFL
Pimco Income Strategy Fund

Financial Services
290
+ 1.06%
$8.01 - $8.55 $2.32K - $2.48K
27.8K $226K
PEP
Pepsico Inc

Consumer Defensive
305
+ 3.46%
$163.33 - $183.11 $49.8K - $55.8K
9.12K $1.5M
SHOP
Shopify Inc.

Technology
670
+ 7.77%
$56.97 - $78.19 $38.2K - $52.4K
9.3K $614K
TLT
Ishares Barclays 20+ Year Trea

ETFs
136
+ 0.6%
$87.78 - $94.67 $11.9K - $12.9K
22.7K $2.08M
ABBV
Abb Vie Inc.

Healthcare
325
+ 2.42%
$154.79 - $180.76 $50.3K - $58.7K
13.7K $2.36M
SQ
Block, Inc.

Technology
69
+ 1.14%
$61.9 - $81.46 $4.27K - $5.62K
6.11K $394K
SYK
Stryker Corp

Healthcare
1
+ 0.01%
$324.3 - $354.67 $324 - $355
7.5K $2.55M
WY
Weyerhaeuser CO

Real Estate
500
+ 2.12%
$27.96 - $35.56 $14K - $17.8K
24.1K $682K
AMD
Advanced Micro Devices Inc

Technology
280
+ 2.41%
$144.27 - $183.34 $40.4K - $51.3K
11.9K $1.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 0.54%
$396.73 - $420.24 $39.3K - $41.6K
18.6K $7.56M
VBR
Vanguard Small Cap Value ETF

ETFs
1.49K
+ 2.46%
$177.65 - $191.11 $265K - $285K
62K $11.3M
PSX
Phillips 66

Energy
333
+ 1.99%
$135.85 - $172.71 $45.2K - $57.5K
17.1K $2.41M
MA
Mastercard Inc

Financial Services
155
+ 1.07%
$441.1 - $479.43 $68.4K - $74.3K
14.6K $6.46M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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