Moser Wealth Advisors, LLC Sells in Q4 2024

Moser Wealth Advisors, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-995
- 2.46%
$406.35 - $454.46 $404K - $452K
39.5K $16.6M
AMD
Advanced Micro Devices Inc

Technology
-185
- 1.56%
$118.88 - $172.8 $22K - $32K
11.7K $1.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.29K
- 1.99%
$31.23 - $33.51 $134K - $144K
212K $6.65M
VHT
Vanguard Health Care ETF

ETFs
-115
- 0.67%
$250.81 - $283.3 $28.8K - $32.6K
17K $4.3M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 0.81%
$485.52 - $625.25 $19.4K - $25K
4.9K $2.48M
PSX
Phillips 66

Energy
-192
- 1.1%
$110.35 - $138.93 $21.2K - $26.7K
17.2K $1.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-320
- 1.26%
$87.1 - $98.49 $27.9K - $31.5K
25.2K $2.2M
ABBV
Abb Vie Inc.

Healthcare
-135
- 0.98%
$164.99 - $203.87 $22.3K - $27.5K
13.6K $2.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.15K
- 3.38%
$87.25 - $95.52 $275K - $301K
90.1K $7.97M
PEP
Pepsico Inc

Consumer Defensive
-366
- 3.96%
$151.29 - $176.1 $55.4K - $64.5K
8.87K $1.35M
WY
Weyerhaeuser CO

Real Estate
-1.95K
- 8.95%
$27.21 - $33.7 $53.1K - $65.7K
19.8K $558K
AZN
Astrazeneca PLC

Healthcare
-300
- 2.49%
$63.2 - $79.58 $19K - $23.9K
11.7K $769K
QCOM
Qualcomm Inc

Technology
-45
- 0.46%
$150.4 - $178.04 $6.77K - $8.01K
9.65K $1.48M
XOM
Exxon Mobil Corp

Energy
-219
- 1.5%
$105.51 - $125.37 $23.1K - $27.5K
14.3K $1.54M
MRK
Merck & Co., Inc.

Healthcare
-750
- 16.65%
$96.31 - $114.76 $72.2K - $86.1K
3.76K $373K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.85K
- 5.01%
$45.38 - $46.88 $84K - $86.7K
35K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-155
- 4.27%
$385.02 - $431.37 $59.7K - $66.9K
3.48K $1.35M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-475
- 11.98%
$106.56 - $113.11 $50.6K - $53.7K
3.49K $372K
CLX
Clorox CO

Consumer Defensive
-385
- 9.0%
$156.51 - $169.74 $60.3K - $65.3K
3.9K $632K
SYK
Stryker Corp

Healthcare
-149
- 1.99%
$345.14 - $392.15 $51.4K - $58.4K
7.32K $2.64M
ADBE
Adobe Inc.

Technology
-25
- 3.79%
$437.39 - $552.96 $10.9K - $13.8K
635 $282K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-225
- 13.42%
$89.81 - $104.0 $20.2K - $23.4K
1.45K $130K
VO
Vanguard Mid Cap ETF

ETFs
-130
- 5.7%
$261.5 - $284.63 $34K - $37K
2.15K $567K
DIS
Walt Disney CO

Communication Services
-400
- 46.24%
$92.39 - $117.6 $37K - $47K
465 $51K
JCI
Johnson Controls International PLC

Industrials
-722
- 3.82%
$74.23 - $86.6 $53.6K - $62.5K
18.2K $1.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-300
- 2.13%
$49.79 - $51.14 $14.9K - $15.3K
13.8K $691K
PFL
Pimco Income Strategy Fund

Financial Services
-2.35K
- 8.36%
$8.27 - $8.77 $19.4K - $20.6K
25.7K $215K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-100
- 0.86%
$48.33 - $49.08 $4.83K - $4.91K
11.5K $559K
ROKU
Roku, Inc

Communication Services
-100
- 13.07%
$64.08 - $84.12 $6.41K - $8.41K
665 $49K
WOLF
Wolfspeed, Inc.

Technology
-275
- 15.94%
$6.44 - $16.2 $1.77K - $4.46K
1.45K $9K
VGT
Vanguard Information Technolog

ETFs
-35
- 3.15%
$571.78 - $647.97 $20K - $22.7K
1.08K $669K
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 4.38%
$83.95 - $97.9 $25.2K - $29.4K
6.55K $604K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-225
- 3.11%
$77.25 - $91.3 $17.4K - $20.5K
7K $597K
HON
Honeywell International Inc

Industrials
-150
- 3.92%
$202.84 - $236.0 $30.4K - $35.4K
3.68K $830K
SCHW
Schwab Charles Corp

Financial Services
-65
- 1.08%
$63.31 - $82.85 $4.12K - $5.39K
5.96K $441K
COST
Costco Wholesale Corp

Consumer Defensive
-55
- 1.29%
$873.59 - $994.69 $48K - $54.7K
4.21K $3.85M
MA
Mastercard Inc

Financial Services
-205
- 1.4%
$491.3 - $536.15 $101K - $110K
14.4K $7.6M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 0.6%
$205.18 - $250.29 $20.5K - $25K
16.6K $3.98M
AAPL
Apple Inc.

Technology
-2.46K
- 3.76%
$221.69 - $259.02 $544K - $636K
62.9K $15.7M
NVDA
Nvidia Corp

Technology
-1.48K
- 1.66%
$117.0 - $148.88 $173K - $220K
87.4K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.26K
- 1.75%
$180.88 - $232.93 $227K - $292K
70.6K $15.5M
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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