$142 Million is the total value of Moser Wealth Advisors, LLC's 162 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 45.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $11,888,000 | -8.6% | 97,321 | -0.7% | 8.35% | -12.9% |
| AMZN | Buy | AMAZON COM INC | $10,514,000 | -4.3% | 3,398 | +0.7% | 7.38% | -8.9% |
| MSFT | Sell | MICROSOFT CORP | $9,221,000 | +5.5% | 39,109 | -0.5% | 6.48% | +0.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $8,529,000 | +6.9% | 115,364 | -0.9% | 5.99% | +1.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $8,197,000 | +0.2% | 213,476 | +0.5% | 5.76% | -4.5% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $7,827,000 | +16.3% | 47,263 | -0.1% | 5.50% | +10.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $6,227,000 | -0.4% | 17,490 | -0.1% | 4.37% | -5.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $5,014,000 | -9.8% | 81,497 | -9.7% | 3.52% | -14.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,643,000 | +10.6% | 18,174 | +0.4% | 3.26% | +5.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,213,000 | +8.4% | 28,647 | +4.0% | 2.96% | +3.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,548,000 | +14.0% | 58,015 | +15.8% | 2.49% | +8.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,356,000 | -2.9% | 24,780 | +13.1% | 2.36% | -7.5% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,178,000 | +1.3% | 64,714 | -2.6% | 2.23% | -3.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,932,000 | +3.5% | 12,819 | +1.2% | 2.06% | -1.4% |
| JPM | JPMORGAN CHASE & CO | $2,687,000 | +19.8% | 17,648 | 0.0% | 1.89% | +14.2% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,534,000 | +3.9% | 48,680 | +0.0% | 1.78% | -1.0% |
| SYK | Buy | STRYKER CORPORATION | $2,038,000 | -0.2% | 8,366 | +0.3% | 1.43% | -5.0% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $1,989,000 | +3.8% | 38,500 | +5.5% | 1.40% | -1.1% |
| HD | Buy | HOME DEPOT INC | $1,904,000 | +21.2% | 6,236 | +5.4% | 1.34% | +15.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,899,000 | +8.2% | 5,105 | +2.0% | 1.33% | +3.1% |
| NKE | Buy | NIKE INCcl b | $1,747,000 | -0.9% | 13,148 | +5.5% | 1.23% | -5.5% |
| GILD | Sell | GILEAD SCIENCES INC | $1,488,000 | +7.0% | 23,030 | -3.6% | 1.04% | +2.0% |
| ABBV | Sell | ABBVIE INC | $1,454,000 | -3.0% | 13,436 | -3.9% | 1.02% | -7.6% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,452,000 | -2.2% | 72,075 | -2.0% | 1.02% | -6.8% |
| PSX | Buy | PHILLIPS 66 | $1,435,000 | +16.7% | 17,594 | +0.0% | 1.01% | +11.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,373,000 | -0.1% | 3,896 | +6.9% | 0.96% | -4.8% |
| DISCA | Sell | DISCOVERY INC | $1,351,000 | +37.4% | 31,075 | -4.9% | 0.95% | +30.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,255,000 | +10.1% | 3,397 | +5.8% | 0.88% | +4.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,205,000 | +2.7% | 2,257 | +0.4% | 0.85% | -2.2% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $1,202,000 | +8.6% | 33,770 | +2.3% | 0.84% | +3.4% |
| MO | Sell | ALTRIA GROUP INC | $1,196,000 | +19.6% | 23,379 | -4.1% | 0.84% | +14.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,076,000 | +23.4% | 19,700 | +24.7% | 0.76% | +17.6% |
| HON | HONEYWELL INTL INC | $1,054,000 | +2.0% | 4,855 | 0.0% | 0.74% | -2.8% | |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,042,000 | +7.5% | 20,310 | +0.0% | 0.73% | +2.5% |
| SGEN | Buy | SEAGEN INC | $1,024,000 | -7.9% | 7,373 | +16.1% | 0.72% | -12.3% |
| PEP | Buy | PEPSICO INC | $968,000 | -2.4% | 6,841 | +2.2% | 0.68% | -7.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $963,000 | +30.8% | 16,135 | +2.2% | 0.68% | +24.5% |
| CLX | New | CLOROX CO DEL | $942,000 | – | 4,884 | +100.0% | 0.66% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $927,000 | -9.2% | 10,840 | +0.2% | 0.65% | -13.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $869,000 | +3.0% | 9,340 | +7.5% | 0.61% | -1.9% |
| LQD | ISHARES TRiboxx inv cp etf | $853,000 | -5.8% | 6,560 | 0.0% | 0.60% | -10.3% | |
| QCOM | Buy | QUALCOMM INC | $818,000 | +2821.4% | 6,166 | +3306.6% | 0.57% | +2633.3% |
| BA | Buy | BOEING CO | $770,000 | +51.9% | 3,023 | +27.6% | 0.54% | +44.7% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $704,000 | -7.9% | 13,650 | -8.7% | 0.49% | -12.3% |
| ABT | Buy | ABBOTT LABS | $701,000 | +9.9% | 5,848 | +0.3% | 0.49% | +4.7% |
| GRMN | Buy | GARMIN LTD | $690,000 | +12.9% | 5,235 | +2.4% | 0.48% | +7.8% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $685,000 | +0.9% | 13,780 | +1.5% | 0.48% | -4.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $676,000 | +1.8% | 2,982 | +4.6% | 0.48% | -2.9% |
| CME | CME GROUP INC | $657,000 | +12.3% | 3,215 | 0.0% | 0.46% | +7.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $520,000 | +7.0% | 2,350 | 0.0% | 0.36% | +2.0% | |
| V | Buy | VISA INC | $505,000 | +1.4% | 2,383 | +4.7% | 0.36% | -3.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $502,000 | +10.8% | 6,390 | +29.4% | 0.35% | +5.7% |
| VB | VANGUARD INDEX FDSsmall cp etf | $471,000 | +10.0% | 2,200 | 0.0% | 0.33% | +5.1% | |
| MRK | Buy | MERCK & CO. INC | $471,000 | -2.7% | 6,115 | +3.4% | 0.33% | -7.3% |
| ALGN | ALIGN TECHNOLOGY INC | $428,000 | +1.4% | 790 | 0.0% | 0.30% | -3.2% | |
| VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $412,000 | -1.2% | 7,720 | 0.0% | 0.29% | -5.9% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $392,000 | -2.0% | 8,125 | 0.0% | 0.28% | -6.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $340,000 | +18.5% | 165 | +0.6% | 0.24% | +12.7% |
| FB | Buy | FACEBOOK INCcl a | $327,000 | +8.3% | 1,111 | +0.5% | 0.23% | +3.1% |
| IWB | ISHARES TRrus 1000 etf | $316,000 | +5.3% | 1,414 | 0.0% | 0.22% | +0.5% | |
| ROKU | Buy | ROKU INC | $281,000 | +7.3% | 864 | +9.5% | 0.20% | +2.1% |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $279,000 | +5.7% | 23,234 | +0.6% | 0.20% | +0.5% |
| ERIC | Buy | ERICSSONadr b sek 10 | $233,000 | +42.1% | 17,700 | +29.2% | 0.16% | +35.5% |
| SPLK | Buy | SPLUNK INC | $228,000 | +28.1% | 1,680 | +60.0% | 0.16% | +22.1% |
| GOOG | ALPHABET INCcap stk cl c | $215,000 | +18.1% | 104 | 0.0% | 0.15% | +12.7% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $186,000 | +1.6% | 518 | 0.0% | 0.13% | -3.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $184,000 | -0.5% | 2,225 | 0.0% | 0.13% | -5.1% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $184,000 | +8.2% | 2,000 | 0.0% | 0.13% | +3.2% | |
| TLRY | New | TILRAY INC | $184,000 | – | 10,000 | +100.0% | 0.13% | – |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $184,000 | +8.2% | 2,930 | +3.9% | 0.13% | +3.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $176,000 | +30.4% | 725 | +26.1% | 0.12% | +24.0% |
| SHOP | Buy | SHOPIFY INCcl a | $168,000 | +90.9% | 152 | +94.9% | 0.12% | +81.5% |
| TGT | TARGET CORP | $149,000 | +12.9% | 750 | 0.0% | 0.10% | +8.2% | |
| SBUX | Sell | STARBUCKS CORP | $144,000 | -4.0% | 1,319 | -5.8% | 0.10% | -9.0% |
| XOM | EXXON MOBIL CORP | $133,000 | +35.7% | 2,379 | 0.0% | 0.09% | +29.2% | |
| PFE | Buy | PFIZER INC | $126,000 | +28.6% | 3,472 | +29.9% | 0.09% | +22.2% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $124,000 | -4.6% | 260 | 0.0% | 0.09% | -9.4% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $116,000 | +1.8% | 1,400 | 0.0% | 0.08% | -3.6% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $112,000 | +5.7% | 1,162 | 0.0% | 0.08% | +1.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $90,000 | +5.9% | 675 | 0.0% | 0.06% | 0.0% | |
| DIS | Buy | DISNEY WALT CO | $87,000 | +3.6% | 472 | +1.5% | 0.06% | -1.6% |
| CVX | CHEVRON CORP NEW | $81,000 | +24.6% | 770 | 0.0% | 0.06% | +18.8% | |
| DLR | DIGITAL RLTY TR INC | $80,000 | +1.3% | 566 | 0.0% | 0.06% | -3.4% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $80,000 | +70.2% | 675 | +55.2% | 0.06% | +60.0% |
| CSCO | Buy | CISCO SYS INC | $75,000 | +36.4% | 1,444 | +18.0% | 0.05% | +29.3% |
| VTR | VENTAS INC | $70,000 | +9.4% | 1,305 | 0.0% | 0.05% | +4.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $66,000 | +11.9% | 255 | 0.0% | 0.05% | +7.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $66,000 | +8.2% | 840 | 0.0% | 0.05% | +2.2% | |
| LLY | LILLY ELI & CO | $56,000 | +9.8% | 300 | 0.0% | 0.04% | +2.6% | |
| TMUS | Buy | T-MOBILE US INC | $50,000 | +284.6% | 400 | +300.0% | 0.04% | +250.0% |
| AMGN | AMGEN INC | $50,000 | +8.7% | 200 | 0.0% | 0.04% | +2.9% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $48,000 | 0.0% | 2,650 | 0.0% | 0.03% | -2.9% | |
| APO | APOLLO GLOBAL MGMT INC | $47,000 | -4.1% | 1,000 | 0.0% | 0.03% | -8.3% | |
| WBK | WESTPAC BANKING CORPsponsored adr | $46,000 | +24.3% | 2,500 | 0.0% | 0.03% | +18.5% | |
| SO | SOUTHERN CO | $33,000 | 0.0% | 537 | 0.0% | 0.02% | -4.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $24,000 | +14.3% | 60 | +9.1% | 0.02% | +13.3% |
| VIAC | VIACOMCBS INCcl b | $23,000 | +21.1% | 500 | 0.0% | 0.02% | +14.3% | |
| PCEF | INVESCO EXCH TRADED FD TR II | $23,000 | +4.5% | 1,000 | 0.0% | 0.02% | 0.0% | |
| TPIC | New | TPI COMPOSITES INC | $17,000 | – | 300 | +100.0% | 0.01% | – |
| PG | PROCTER AND GAMBLE CO | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $13,000 | 0.0% | 79 | 0.0% | 0.01% | -10.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $12,000 | +20.0% | 500 | 0.0% | 0.01% | +14.3% | |
| SNAP | SNAP INCcl a | $11,000 | 0.0% | 217 | 0.0% | 0.01% | 0.0% | |
| GATO | New | GATOS SILVER INC | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
| COUP | COUPA SOFTWARE INC | $10,000 | -28.6% | 40 | 0.0% | 0.01% | -30.0% | |
| CMCSA | COMCAST CORP NEWcl a | $10,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $8,000 | – | 92 | +100.0% | 0.01% | – |
| ACB | AURORA CANNABIS INC | $8,000 | +14.3% | 833 | 0.0% | 0.01% | +20.0% | |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $8,000 | – | 127 | +100.0% | 0.01% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $9,000 | – | 88 | +100.0% | 0.01% | – |
| CRM | SALESFORCE COM INC | $7,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% | |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,000 | – | 101 | +100.0% | 0.01% | – |
| GLD | New | SPDR GOLD TR | $5,000 | – | 29 | +100.0% | 0.00% | – |
| AGG | New | ISHARES TRcore us aggbd et | $6,000 | – | 55 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $5,000 | – | 90 | +100.0% | 0.00% | – |
| FTHY | New | FIRST TR HIGH YIELD OPPRT 20 | $6,000 | – | 320 | +100.0% | 0.00% | – |
| CAT | CATERPILLAR INC | $5,000 | +25.0% | 20 | 0.0% | 0.00% | +33.3% | |
| IEF | New | ISHARES TRbarclays 7 10 yr | $6,000 | – | 55 | +100.0% | 0.00% | – |
| GDOT | GREEN DOT CORPcl a | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| UL | UNILEVER PLCspon adr new | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $4,000 | – | 17 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $4,000 | -33.3% | 294 | 0.0% | 0.00% | -25.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
| TROW | New | PRICE T ROWE GROUP INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $3,000 | – | 21 | +100.0% | 0.00% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $3,000 | – | 92 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $2,000 | – | 31 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $2,000 | – | 24 | +100.0% | 0.00% | – |
| MKC | New | MCCORMICK & CO INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $1,000 | – | 16 | +100.0% | 0.00% | – |
| IRBT | IROBOT CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ROP | New | ROPER TECHNOLOGIES INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,000 | – | 16 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $1,000 | – | 3 | +100.0% | 0.00% | – |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,000 | -33.3% | 30 | -50.0% | 0.00% | -50.0% |
| HSY | New | HERSHEY CO | $2,000 | – | 11 | +100.0% | 0.00% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,000 | – | 17 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $2,000 | – | 28 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $2,000 | – | 27 | +100.0% | 0.00% | – |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $2,000 | -33.3% | 136 | 0.0% | 0.00% | -50.0% | |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $2,000 | – | 32 | +100.0% | 0.00% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| T | Buy | AT&T INC | $2,000 | +100.0% | 72 | +44.0% | 0.00% | 0.0% |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $2,000 | – | 33 | +100.0% | 0.00% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $2,000 | – | 32 | +100.0% | 0.00% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $2,000 | – | 47 | +100.0% | 0.00% | – |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $2,000 | – | 30 | +100.0% | 0.00% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,000 | – | 14 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $2,000 | – | 8 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $2,000 | – | 28 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO | $2,000 | – | 33 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $2,000 | – | 5 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $2,000 | – | 10 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| WMT | New | WALMART INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $2,000 | – | 24 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $2,000 | – | 16 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $2,000 | – | 17 | +100.0% | 0.00% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -50 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -57 | -100.0% | -0.00% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -200 | -100.0% | -0.02% | – |
| MPLX | Exit | MPLX LP | $0 | – | -1,428 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -981 | -100.0% | -0.03% | – |
| APHA | Exit | APHRIA INC | $0 | – | -10,000 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q3 2023 | 9.6% |
| MICROSOFT CORP | 15 | Q3 2023 | 8.7% |
| AMAZON COM INC | 15 | Q3 2023 | 10.3% |
| ISHARES TR | 15 | Q3 2023 | 8.1% |
| ISHARES TR | 15 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 7.1% |
| MASTERCARD INCORPORATED | 15 | Q3 2023 | 5.2% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 3.3% |
View Moser Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-02 |
| 13F-HR/A | 2023-02-14 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-18 |
View Moser Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.