$160 Million is the total value of Moser Wealth Advisors, LLC's 133 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $820,000 | – | 10,400 | +100.0% | 0.51% | – |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $596,000 | – | 9,700 | +100.0% | 0.37% | – |
| New | APOLLO GLOBAL MGMT INC | $62,000 | – | 1,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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 | 2024-05-02 |
| 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 |
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.