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Home > Institutional Investor > Moser Wealth Advisors, Llc > Profile

Instuitional Investor - Moser Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Moser Wealth Advisors, Llc
Portfolio Value $190,812,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,071 $14,666,773 7.69%
2.
Amazon Com Inc
 AMZN 71,140 $13,535,096 7.09%
3.
Apple Inc.
 AAPL 59,037 $13,113,889 6.87%
4.
Vanguard Index Fds - SM CP VAL ETF
 64,600 $12,034,391 6.31%
5.
Berkshire Hathaway Inc
 BRK.A 18,742 $9,981,614 5.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)