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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 $156,654,771
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 40,278 $15,145,968 9.66%
2.
Apple Inc.
 AAPL 70,722 $13,616,107 8.69%
3.
Vanguard Index Fds
 59,754 $10,753,874 6.86%
4.
Amazon Com Inc
 AMZN 67,867 $10,311,712 6.58%
5.
Ishares Trust
 IEF 104,937 $8,156,738 5.2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)