Moser Wealth Advisors, LLC - Portfolio overview

Moser Wealth Advisors, LLC has 200 reported holdings in this dataset, with the latest filing dated 2025-07-31.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 10.21%
2. AMZN - AMAZON COM INC, 8.40%
3. NVDA - NVIDIA CORPORATION, 5.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.