Moser Wealth Advisors, LLC New Holdings in Q1 2025

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.36K
New
$360.07 - $417.26 $490K - $568K
1.36K $491K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
6.15K
New
$68.37 - $87.97 $420K - $541K
6.15K $421K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.83K
New
$74.85 - $84.89 $212K - $240K
2.83K $231K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.31K
New
$80.21 - $86.14 $185K - $199K
2.31K $190K
HDV
Ishares Core High Dividend ETF

ETFs
1.45K
New
$110.86 - $121.12 $161K - $176K
1.45K $175K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.05K
New
$102.49 - $119.96 $107K - $125K
1.05K $109K
MU
Micron Technology Inc

Technology
1.09K
New
$86.89 - $109.38 $94.7K - $119K
1.09K $94K
IEMG
Ishares Inc

ETFs
1.13K
New
N/A
1.13K $60K
VXF
Vanguard Extended Market ETF

ETFs
275
New
$170.36 - $201.04 $46.8K - $55.3K
275 $47K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
555
New
N/A
555 $34K
ITOT
Ishares Core S&P Total U.S. St

ETFs
171
New
$120.29 - $134.6 $20.6K - $23K
171 $20K
AG
First Majestic Silver Corp

Basic Materials
2.55K
New
$5.28 - $7.25 $13.5K - $18.5K
2.55K $17K
DGRO
Ishares Core Dividend Growth E

ETFs
142
New
$60.46 - $64.42 $8.59K - $9.15K
142 $8K
VV
Vanguard Large Cap ETF

ETFs
30
New
$253.32 - $282.66 $7.6K - $8.48K
30 $7K
MCD
Mcdonalds Corp

Consumer Cyclical
22
New
$279.74 - $321.29 $6.15K - $7.07K
22 $6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
240
New
$25.81 - $28.52 $6.19K - $6.84K
240 $6K
WMT
Walmart Inc.

Consumer Defensive
65
New
$84.5 - $105.05 $5.49K - $6.83K
65 $5K
RTX
Raytheon Technologies Corp

Industrials
34
New
$114.1 - $135.66 $3.88K - $4.61K
34 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
New
$468.34 - $539.52 $4.68K - $5.4K
10 $4K
LHX
L3 Harris Technologies, Inc.

Industrials
15
New
$194.65 - $222.86 $2.92K - $3.34K
15 $3K
MUB
Ishares National Muni Bond ETF

ETFs
29
New
$104.71 - $107.69 $3.04K - $3.12K
29 $3K
NOC
Northrop Grumman Corp

Industrials
7
New
$433.45 - $513.82 $3.03K - $3.6K
7 $3K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
108
New
$18.36 - $20.51 $1.98K - $2.22K
108 $2K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25
New
$100.34 - $100.68 $2.51K - $2.52K
25 $2K
GD
General Dynamics Corp

Industrials
11
New
$241.94 - $272.58 $2.66K - $3K
11 $2K
TDG
Trans Digm Group Inc

Industrials
2
New
$1251.32 - $1394.11 $2.5K - $2.79K
2 $2K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
New
$551.42 - $612.93 $1.65K - $1.84K
3 $1K
ORCL
Oracle Corp

Technology
10
New
$139.81 - $186.47 $1.4K - $1.86K
10 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
15
New
$53.93 - $68.36 $809 - $1.03K
15 $1K
TGT
Target Corp

Consumer Defensive
5
New
$103.65 - $142.5 $518 - $713
5 $0
Solventum Corp
4
New
N/A
4 $0
Sndl Inc
50
New
N/A
50 $0
Aytu Biopharma Inc
10
New
N/A
10 $0
CRH.L
Crh PLC

Basic Materials
11.5K
New
N/A
11.5K $0
Activity Summary
Buys All Purchases 94 New Holdings 35 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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