Moser Wealth Advisors, LLC Sells in Q2 2024

Moser Wealth Advisors, LLC

  • $182 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.61K
- 5.58%
$78.66 - $83.59 $441K - $469K
94.9K $7.7M
GILD
Gilead Sciences, Inc.

Healthcare
-5.06K
- 41.58%
$63.15 - $72.88 $319K - $368K
7.1K $487K
TGT
Target Corp

Consumer Defensive
-1.26K
- 27.16%
$141.16 - $177.82 $178K - $224K
3.38K $499K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.37K
- 1.55%
$30.65 - $32.13 $103K - $108K
214K $6.76M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.18K
- 6.67%
$51.1 - $52.24 $214K - $218K
58.5K $3.04M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 1.97%
$325.1 - $368.03 $26K - $29.4K
3.99K $1.37M
CLX
Clorox CO

Consumer Defensive
-665
- 13.05%
$128.21 - $151.65 $85.3K - $101K
4.43K $604K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.56K
- 17.5%
$47.74 - $48.54 $122K - $124K
12K $584K
TSLA
Tesla, Inc.

Consumer Cyclical
-671
- 74.56%
$142.05 - $197.88 $95.3K - $133K
229 $45K
ABT
Abbott Laboratories

Healthcare
-160
- 1.79%
$100.73 - $112.44 $16.1K - $18K
8.76K $910K
VEA
Vanguard Ftse Developed Market

ETFs
-281
- 0.5%
$47.83 - $51.21 $13.4K - $14.4K
55.7K $2.75M
SMAR
Smartsheet Inc

Technology
-1.92K
- 35.03%
$36.58 - $44.29 $70.3K - $85.1K
3.57K $157K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-740
- 18.04%
$68.82 - $88.54 $50.9K - $65.5K
3.36K $242K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-500
- 1.29%
$45.15 - $46.21 $22.6K - $23.1K
38.2K $1.75M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-605
- 4.11%
$49.55 - $50.44 $30K - $30.5K
14.1K $706K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-400
- 33.33%
$76.35 - $77.35 $30.5K - $30.9K
800 $61K
ROKU
Roku, Inc

Communication Services
-349
- 27.94%
$52.53 - $64.19 $18.3K - $22.4K
900 $53K
VCIT
Vanguard Intermediate Term Cor

ETFs
-173
- 2.18%
$77.99 - $80.49 $13.5K - $13.9K
7.76K $620K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.48K
- 5.51%
$40.83 - $44.89 $60.5K - $66.5K
25.4K $1.11M
GLD
Spdr Gold Trust

ETFs
-29
- 36.71%
$207.82 - $224.56 $6.03K - $6.51K
50 $10K
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 1.17%
$180.08 - $204.79 $36K - $41K
16.9K $3.43M
QS
Quantum Scape Corp

Consumer Cyclical
-140
- 25.93%
$4.83 - $6.27 $676 - $878
400 $1K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-243
- 0.96%
$49.52 - $53.11 $12K - $12.9K
25.1K $1.29M
HON
Honeywell International Inc

Industrials
-100
- 2.55%
$190.36 - $215.89 $19K - $21.6K
3.83K $816K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-15
- 0.83%
$272.21 - $298.72 $4.08K - $4.48K
1.78K $530K
JCI
Johnson Controls International PLC

Industrials
-5
- 0.03%
$60.47 - $73.9 $302 - $370
19.2K $1.27M
GS
Goldman Sachs Group Inc

Financial Services
-75
- 3.96%
$389.49 - $470.41 $29.2K - $35.3K
1.82K $822K
AZN
Astrazeneca PLC

Healthcare
-300
- 2.43%
$66.81 - $80.83 $20K - $24.2K
12K $939K
QCOM
Qualcomm Inc

Technology
-185
- 2.02%
$157.63 - $227.09 $29.2K - $42K
8.97K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.27K
- 1.73%
$173.67 - $197.85 $221K - $251K
72.3K $14M
AAPL
Apple Inc.

Technology
-2.9K
- 4.22%
$165.0 - $216.67 $478K - $627K
65.7K $13.8M
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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