Moser Wealth Advisors, LLC Portfolio Holdings
Moser Wealth Advisors, LLC
- $189 Million
- Q4 2024
Moser Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.6M, Apple Inc. with a value of $15.7M, Amazon Com Inc with a value of $15.5M, Vanguard Small Cap Value ETF with a value of $12.7M, and Nvidia Corp with a value of $11.7M.
Examining the 13F form we can see an decrease of $898K in the current position value, from $190M to 189M.
Below you can find more details about Moser Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
ETFs: $65.4 Million
Technology: $51.8 Million
Financial Services: $24.1 Million
Consumer Cyclical: $16.9 Million
Healthcare: $12 Million
Consumer Defensive: $6.36 Million
Industrials: $4.75 Million
Communication Services: $3.52 Million
Other: $4.53 Million