Moser-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ARES", null, "SMCI", "ARM", "MU", "ACN", null, "MMM", "ABT", "ABBV", "MAIN", null, null, "GOOGL", "AXP", "ANIP", "AIG", null, "CAT", "AVGO", "FORM", null, "AG", "AUPH", "PFL", "GD", "GILD", "HON", "HD", "AZN", "MCD", "QCOM", "RIVN", "MUB", "META", "NRDY", "IJH", null, null, null, null, "LHX", "OPK", null, "AYTU", "TLRY", "MA", "MSFT", "TMUS", "IJR", "ORCL", "NOC", "VHT", "IWF", "PYPL", "PEP", "IEMG", "IJK", "UNH", "AAPL", "SPY", "NVDA", "GS", "WOLF", "PFE", "LMT", "MRK", "AMGN", null, null, "NOW", "SHOP", "RTX", "GLD", null, null, "SYK", "SBUX", "ERIC", "TGT", "TDG", "VNQ", "VO", "VXF", "VV", "ASTS", "SCHW", "IVOO", "VWO", "VCIT", "VIG", "WY", "TSM", "VTR", "VYM", "ALB", "AMD", "FTNT", "IWR", null, "NVO", "VIGI", "AMZN", "SCHB", null, null, null, "VGT", "VUG", "VEA", null, "VONE", null, "VXUS", "VGLT", "VTEB", "VBR", "VB", "VOO", "VTV", "V", "WMT", null, "Z", "SOLV", null, "SCHD", "SCHF", null, "JCI", "MGM", "SO", "OKTA", "PSX", "MELI", "DGRO", "BRK-B", "BA", null, "CRDF", "CLX", "KO", "COST", "CRH", "CRSP", "CRWD", "DLR", "DOCN", null, "EFA", "IWB", "NEE", "QQQ", "DIS", "GOOG", "XOM", "LLY", "APO", "MO", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 162
- Total Value
- 190812560
- Accession Number
- 0001803081-25-000002
- Form Type
- 13F-HR
- Manager Name
- Moser-Wealth-Advisors
Data Enrichment
84% identified136 identified26 unidentified
Holdings
162 positions • $190.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip83307B101)✕ | 50 | QoQ NEW(+50) YoY NEW(+50) | All Managers (Combined) | $71 | 0.0% ($71/$190.8M) | QoQ NEW(+$71) YoY NEW(+$71) |
10 | QoQ NEW(+10) YoY NEW(+10) | All Managers (Combined) | $12 | 0.0% ($12/$190.8M) | QoQ NEW(+$12) YoY NEW(+$12) |