Moser Wealth Advisors
Latest statistics and disclosures from Moser Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, NVDA, AAPL, VBR, and represent 35.69% of Moser Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN, MSFT, BOXX, VTV, VIGI, VPLS, TMUS, SCHD, BRK.B, COST.
- Started 44 new stock positions in FDIS, MDT, TAP, CB, EWJ, FJP, HEZU, FITB, BKLN, GLDM.
- Reduced shares in these 10 stocks: VBR, NVDA, DGS, IWR, PFF, AMD, OKTA, QCOM, PYPL, AAPL.
- Sold out of its positions in ARM, Chemomab Therapeutics, NRDY, SPYD, VWOB, Wolfspeed.
- Moser Wealth Advisors was a net buyer of stock by $3.7M.
- Moser Wealth Advisors has $208M in assets under management (AUM), dropping by 9.16%.
- Central Index Key (CIK): 0001803081
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Portfolio Holdings for Moser Wealth Advisors
Moser Wealth Advisors holds 200 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $21M | +9% | 43k | 497.40 |
|
| Amazon (AMZN) | 8.4 | $18M | +12% | 80k | 219.39 |
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| NVIDIA Corporation (NVDA) | 5.9 | $12M | -4% | 77k | 157.99 |
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| Apple (AAPL) | 5.7 | $12M | 58k | 205.17 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 5.5 | $11M | -9% | 59k | 195.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.5 | $9.3M | +2% | 19k | 485.77 |
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| Mastercard Incorporated Cl A (MA) | 3.8 | $7.8M | 14k | 561.94 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 3.6 | $7.4M | -4% | 81k | 91.97 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $6.9M | 34k | 204.67 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 2.9 | $6.0M | -5% | 197k | 30.68 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $4.8M | 17k | 289.91 |
|
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| Costco Wholesale Corporation (COST) | 2.2 | $4.5M | +4% | 4.6k | 989.94 |
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| Vanguard World Health Car Etf (VHT) | 2.2 | $4.5M | +2% | 18k | 248.34 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 2.1 | $4.3M | +36% | 38k | 112.68 |
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $4.3M | +13% | 24k | 176.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $3.5M | +4% | 62k | 57.01 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.6 | $3.3M | +4% | 125k | 26.68 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $3.0M | 52k | 56.85 |
|
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| Stryker Corporation (SYK) | 1.4 | $2.9M | 7.3k | 395.64 |
|
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| Okta Cl A (OKTA) | 1.2 | $2.5M | -7% | 25k | 99.97 |
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| Abbvie (ABBV) | 1.2 | $2.5M | +2% | 14k | 185.62 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $2.2M | 25k | 88.25 |
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| Phillips 66 (PSX) | 1.0 | $2.1M | +3% | 18k | 119.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.1M | +8% | 12k | 176.23 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $2.0M | 19k | 105.62 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.8 | $1.7M | 95k | 17.80 |
|
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| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.8 | $1.6M | +2% | 36k | 44.67 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | 15k | 107.80 |
|
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | -2% | 3.4k | 463.09 |
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| UnitedHealth (UNH) | 0.7 | $1.5M | 4.9k | 311.97 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $1.3M | 5.9k | 226.49 |
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| Goldman Sachs (GS) | 0.6 | $1.3M | 1.9k | 707.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.3M | +25% | 48k | 26.50 |
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| Qualcomm (QCOM) | 0.6 | $1.3M | -13% | 7.9k | 159.26 |
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| Advanced Micro Devices (AMD) | 0.6 | $1.2M | -18% | 8.7k | 141.90 |
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| Pepsi (PEP) | 0.6 | $1.2M | +2% | 9.3k | 132.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.2M | 24k | 49.46 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $1.2M | 10k | 115.35 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $1.2M | +55% | 13k | 90.12 |
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| Abbott Laboratories (ABT) | 0.6 | $1.2M | 8.6k | 136.01 |
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| Home Depot (HD) | 0.6 | $1.2M | -8% | 3.2k | 366.64 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $1.1M | +4% | 16k | 69.02 |
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| CRH Ord (CRH) | 0.5 | $1.1M | 12k | 91.80 |
|
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| Meta Platforms Cl A (META) | 0.5 | $1.0M | +2% | 1.4k | 738.09 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.4 | $919k | +81% | 12k | 77.80 |
|
| Visa Com Cl A (V) | 0.4 | $902k | +2% | 2.5k | 355.05 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $850k | +8% | 12k | 69.88 |
|
| Boeing Company (BA) | 0.4 | $816k | -5% | 3.9k | 209.53 |
|
| American Express Company (AXP) | 0.4 | $816k | +3% | 2.6k | 318.98 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $800k | -36% | 15k | 55.24 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $711k | -4% | 1.1k | 663.36 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $706k | 2.3k | 303.93 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $702k | 8.5k | 82.92 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $702k | 14k | 49.03 |
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| Gilead Sciences (GILD) | 0.3 | $682k | -3% | 6.1k | 110.87 |
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| Honeywell International (HON) | 0.3 | $667k | -17% | 2.9k | 232.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $639k | 2.3k | 279.83 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $634k | +9% | 13k | 50.27 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $621k | 1.8k | 339.57 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $612k | 2.6k | 236.98 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $578k | 1.4k | 424.58 |
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| Altria (MO) | 0.3 | $567k | -3% | 9.7k | 58.63 |
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| Metropcs Communications (TMUS) | 0.2 | $511k | +137% | 2.1k | 238.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $475k | -3% | 836.00 | 568.20 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $467k | 1.7k | 280.90 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $457k | -12% | 5.0k | 91.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $452k | +2% | 2.5k | 177.39 |
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| Zillow Group Cl C Cap Stk (Z) | 0.2 | $431k | 6.1k | 70.05 |
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| Clorox Company (CLX) | 0.2 | $429k | -8% | 3.6k | 120.07 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $391k | 3.6k | 109.61 |
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| Eli Lilly & Co. (LLY) | 0.2 | $389k | +8% | 499.00 | 779.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $382k | 871.00 | 438.40 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $374k | -17% | 15k | 25.69 |
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| Block Cl A (XYZ) | 0.1 | $289k | -27% | 4.3k | 67.93 |
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| Paypal Holdings (PYPL) | 0.1 | $279k | -36% | 3.8k | 74.32 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $262k | 4.7k | 56.12 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $253k | 2.8k | 89.39 |
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| Merck & Co (MRK) | 0.1 | $248k | -16% | 3.1k | 79.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $243k | 3.5k | 69.08 |
|
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $229k | 1.3k | 173.20 |
|
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $197k | 2.3k | 85.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $175k | -17% | 584.00 | 298.89 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $170k | 1.5k | 117.17 |
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| Micron Technology (MU) | 0.1 | $159k | +18% | 1.3k | 123.25 |
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| Pimco Income Strategy Fund (PFL) | 0.1 | $154k | -29% | 18k | 8.34 |
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| Broadcom (AVGO) | 0.1 | $132k | +29% | 478.00 | 275.65 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $120k | -32% | 1.4k | 89.06 |
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| Barrick Mng Corp Barrick Mng Corp (B) | 0.1 | $115k | NEW | 5.5k | 20.82 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $113k | +21% | 1.2k | 98.56 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $100k | 2.0k | 50.21 |
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| Pfizer (PFE) | 0.0 | $100k | +20% | 4.1k | 24.24 |
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| Apollo Global Mgmt (APO) | 0.0 | $96k | 676.00 | 141.87 |
|
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| Caterpillar (CAT) | 0.0 | $85k | 220.00 | 388.21 |
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| Nextera Energy (NEE) | 0.0 | $84k | +9% | 1.2k | 69.42 |
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| Ventas (VTR) | 0.0 | $82k | 1.3k | 63.15 |
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| Albemarle Corporation (ALB) | 0.0 | $76k | -54% | 1.2k | 62.67 |
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| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.0 | $71k | NEW | 1.2k | 59.72 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $68k | 1.1k | 60.03 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $66k | 631.00 | 104.98 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $64k | 800.00 | 79.50 |
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| MercadoLibre (MELI) | 0.0 | $63k | 24.00 | 2613.62 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $62k | -55% | 1.0k | 62.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $57k | +930% | 103.00 | 551.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $55k | -52% | 500.00 | 109.29 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $55k | -28% | 600.00 | 90.98 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $53k | 275.00 | 192.71 |
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| Southern Company (SO) | 0.0 | $53k | +6% | 573.00 | 91.83 |
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| Digital Realty Trust (DLR) | 0.0 | $52k | 300.00 | 174.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $48k | 363.00 | 133.31 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $45k | 1.9k | 23.83 |
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| Oracle Corporation (ORCL) | 0.0 | $41k | +1770% | 187.00 | 218.55 |
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| Coca-Cola Company (KO) | 0.0 | $35k | 500.00 | 70.75 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $35k | 415.00 | 84.81 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $33k | NEW | 1.4k | 22.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $32k | NEW | 1.3k | 24.44 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $30k | +1150% | 1.4k | 22.10 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $30k | 500.00 | 59.10 |
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| Amgen (AMGN) | 0.0 | $28k | 100.00 | 279.21 |
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| Super Micro Computer Com New (SMCI) | 0.0 | $27k | 558.00 | 49.01 |
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| American Intl Group Com New (AIG) | 0.0 | $26k | 300.00 | 85.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $26k | 50.00 | 509.32 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $23k | 500.00 | 46.73 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $23k | 171.00 | 135.04 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $22k | NEW | 277.00 | 77.50 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $21k | NEW | 500.00 | 42.31 |
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| First Majestic Silver Corp (AG) | 0.0 | $21k | 2.6k | 8.27 |
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| Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.0 | $20k | 1.0k | 19.54 |
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| Servicenow (NOW) | 0.0 | $19k | 18.00 | 1028.06 |
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| Starbucks Corporation (SBUX) | 0.0 | $18k | 200.00 | 91.63 |
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| Fair Isaac Corporation (FICO) | 0.0 | $18k | NEW | 10.00 | 1828.00 |
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| Fifth Third Ban (FITB) | 0.0 | $17k | NEW | 400.00 | 41.13 |
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| FormFactor (FORM) | 0.0 | $16k | 465.00 | 34.41 |
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| Ensign (ENSG) | 0.0 | $16k | NEW | 101.00 | 153.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $15k | 50.00 | 304.84 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $13k | NEW | 526.00 | 25.30 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $13k | 1.5k | 8.48 |
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| Howmet Aerospace (HWM) | 0.0 | $12k | NEW | 66.00 | 186.14 |
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| Alliant Energy Corporation (LNT) | 0.0 | $12k | NEW | 200.00 | 60.47 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $12k | NEW | 61.00 | 197.21 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $12k | NEW | 566.00 | 21.16 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $11k | +57% | 377.00 | 30.14 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $11k | NEW | 171.00 | 64.81 |
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| Walt Disney Company (DIS) | 0.0 | $10k | -85% | 82.00 | 124.01 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $9.1k | 142.00 | 63.94 |
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| Eaton Corp SHS (ETN) | 0.0 | $8.9k | NEW | 25.00 | 357.00 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $8.6k | 30.00 | 285.30 |
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| MGM Resorts International. (MGM) | 0.0 | $8.1k | 235.00 | 34.39 |
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| Fortinet (FTNT) | 0.0 | $7.9k | 75.00 | 105.72 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $6.9k | 500.00 | 13.74 |
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| PPL Corporation (PPL) | 0.0 | $6.8k | NEW | 200.00 | 33.89 |
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| Morgan Stanley Com New (MS) | 0.0 | $6.6k | NEW | 47.00 | 140.85 |
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| McDonald's Corporation (MCD) | 0.0 | $6.4k | 22.00 | 292.18 |
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| Wal-Mart Stores (WMT) | 0.0 | $6.4k | 65.00 | 97.78 |
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| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.0 | $6.4k | NEW | 256.00 | 24.81 |
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| Digitalocean Hldgs (DOCN) | 0.0 | $6.3k | 220.00 | 28.56 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $5.8k | NEW | 61.00 | 95.77 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $5.7k | NEW | 140.00 | 41.03 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $5.6k | NEW | 75.00 | 74.04 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $5.3k | NEW | 65.00 | 82.18 |
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| Chevron Corporation (CVX) | 0.0 | $5.3k | NEW | 37.00 | 143.19 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $5.1k | NEW | 219.00 | 23.49 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $4.9k | NEW | 77.00 | 63.95 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $4.9k | -71% | 100.00 | 48.64 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $4.8k | NEW | 100.00 | 48.09 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $4.8k | NEW | 93.00 | 51.15 |
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| Schwab Strategic Tr Mortgage Backed (SMBS) | 0.0 | $4.6k | NEW | 180.00 | 25.47 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $4.5k | NEW | 48.00 | 94.06 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $4.4k | -11% | 30.00 | 146.03 |
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| Chubb (CB) | 0.0 | $4.3k | NEW | 15.00 | 289.73 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $3.9k | NEW | 52.00 | 74.96 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $3.8k | NEW | 183.00 | 20.92 |
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| L3harris Technologies (LHX) | 0.0 | $3.8k | 15.00 | 250.87 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $3.5k | 7.00 | 500.00 |
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| Tilray (TLRY) | 0.0 | $3.5k | 8.4k | 0.41 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $3.5k | NEW | 53.00 | 65.53 |
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| General Dynamics Corporation (GD) | 0.0 | $3.2k | 11.00 | 291.64 |
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| Opko Health (OPK) | 0.0 | $3.2k | 2.4k | 1.32 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $3.1k | +3% | 30.00 | 104.47 |
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| Medtronic SHS (MDT) | 0.0 | $3.1k | NEW | 35.00 | 87.17 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $3.0k | 2.00 | 1520.50 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $2.8k | NEW | 13.00 | 218.46 |
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| 3M Company (MMM) | 0.0 | $2.6k | 17.00 | 152.24 |
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| Cardiff Oncology (CRDF) | 0.0 | $2.5k | 806.00 | 3.15 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $2.5k | 25.00 | 100.68 |
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| Halliburton Company (HAL) | 0.0 | $2.0k | NEW | 100.00 | 20.38 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $1.9k | NEW | 17.00 | 114.29 |
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| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $1.9k | NEW | 73.00 | 26.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.9k | 3.00 | 618.00 |
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| Aurinia Pharmaceuticals (AUPH) | 0.0 | $1.7k | 200.00 | 8.47 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $1.6k | 66.00 | 24.52 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.2k | NEW | 52.00 | 23.23 |
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| Biosante Pharmaceuticals (ANIP) | 0.0 | $979.000500 | 15.00 | 65.27 |
|
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| Viatris (VTRS) | 0.0 | $742.003400 | NEW | 83.00 | 8.94 |
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| Adeia (ADEA) | 0.0 | $734.999200 | NEW | 52.00 | 14.13 |
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| United Sts Nat Gas Unit Par (UNG) | 0.0 | $565.001100 | NEW | 37.00 | 15.27 |
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| Target Corporation (TGT) | 0.0 | $493.000000 | 5.00 | 98.60 |
|
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| Solventum Corp Com Shs (SOLV) | 0.0 | $303.000000 | 4.00 | 75.75 |
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| Xperi Common Stock (XPER) | 0.0 | $158.000000 | NEW | 20.00 | 7.90 |
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| Sundial Growers (SNDL) | 0.0 | $61.000000 | 50.00 | 1.22 |
|
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| Aytu Biopharma (AYTU) | 0.0 | $22.000000 | 10.00 | 2.20 |
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Past Filings by Moser Wealth Advisors
SEC 13F filings are viewable for Moser Wealth Advisors going back to 2019
- Moser Wealth Advisors 2025 Q2 filed July 31, 2025
- Moser Wealth Advisors 2025 Q1 filed April 22, 2025
- Moser Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Moser Wealth Advisors 2024 Q3 filed Nov. 5, 2024
- Moser Wealth Advisors 2024 Q2 filed Aug. 7, 2024
- Moser Wealth Advisors 2024 Q1 filed May 2, 2024
- Moser Wealth Advisors 2023 Q4 filed Feb. 7, 2024
- Moser Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Moser Wealth Advisors 2023 Q2 filed Aug. 2, 2023
- Moser Wealth Advisors 2022 Q4 restated filed Feb. 14, 2023
- Moser Wealth Advisors 2022 Q4 filed Jan. 12, 2023
- Moser Wealth Advisors 2022 Q3 filed Nov. 4, 2022
- Moser Wealth Advisors 2022 Q2 filed Aug. 2, 2022
- Moser Wealth Advisors 2022 Q1 filed April 29, 2022
- Moser Wealth Advisors 2021 Q4 filed Jan. 19, 2022
- Moser Wealth Advisors 2021 Q3 filed Oct. 18, 2021