Moser Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$193M
Signature - Title
Meg Pickle - Office Manager
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Moser Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moser Wealth Advisors, LLC reported 140 stock holdings with total value $193M as of Q3 2024. Top holdings included MSFT, AAPL, AMZN, VBR, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 140 $193M +$2.65M -$1.68M +$971K MSFT, AAPL, AMZN, VBR, NVDA 13F-HR 11/5/2024, 03:32 PM
Q2 2024 152 $184M +$12.2M -$3.18M +$9.02M MSFT, AMZN, AAPL, VBR, NVDA 13F-HR 8/6/2024, 06:55 PM
Q1 2024 150 $179M +$11.2M -$2.53M +$8.68M MSFT, AMZN, AAPL, VBR, IWR 13F-HR 5/1/2024, 08:59 PM
Q4 2023 141 $157M +$5.16M -$6.74M -$1.58M MSFT, AAPL, VBR, AMZN, IWR 13F-HR 2/6/2024, 06:48 PM
Q3 2023 135 $142M +$1.18M -$1.44M -$257K AAPL, MSFT, VBR, AMZN, IWR 13F-HR 11/9/2023, 07:06 PM
Q2 2023 127 $149M +$2.06M -$6.33M -$4.27M AAPL, MSFT, VBR, AMZN, IWR 13F-HR 8/2/2023, 02:45 PM
Q4 2022 125 $133M +$1.98M -$4.91M -$2.93M AAPL, MSFT, VBR, IWR, PFF Restatement 2/13/2023, 09:15 PM
Q3 2022 146 $128M +$2.78M -$1.43M +$1.35M AAPL, MSFT, VBR, AMZN, PFF 13F-HR 11/3/2022, 06:31 PM
Q2 2022 133 $134M +$8.92M -$1.94M +$6.98M AAPL, MSFT, VBR, PFF, IWR 13F-HR 8/2/2022, 04:46 PM
Q1 2022 133 $160M +$7.12M -$4.68M +$2.45M AAPL, MSFT, AMZN, VBR, IWR 13F-HR 4/29/2022, 01:13 PM
Q4 2021 143 $165M +$1.65M -$5.89M -$4.24M AAPL, MSFT, AMZN, IWR, VBR 13F-HR 1/19/2022, 12:51 PM
Q3 2021 142 $156M +$6.85M -$2.24M +$4.6M MSFT, AAPL, AMZN, IWR, VBR 13F-HR 10/15/2021, 06:37 PM
Q2 2021 138 $155M +$7.15M -$3.88M +$3.27M AAPL, AMZN, MSFT, IWR, VBR 13F-HR 7/29/2021, 04:58 PM
Q1 2021 162 $142M +$5.04M -$1.36M +$3.68M AAPL, AMZN, MSFT, IWR, PFF 13F-HR 5/5/2021, 03:38 PM
Q4 2020 120 $136M +$3.77M -$5.63M -$1.85M AAPL, AMZN, MSFT, PFF, IWR 13F-HR 1/28/2021, 07:19 PM
Q3 2020 119 $126M +$26M -$4.97M +$21M AAPL, AMZN, MSFT, VGSH, PFF 13F-HR 10/26/2020, 01:55 PM
Q2 2020 115 $105M +$4.49M -$3.69M +$809K AMZN, AAPL, MSFT, PFF, IWR 13F-HR 7/21/2020, 06:28 PM
Q1 2020 121 $86.1M +$2.92M -$4.18M -$1.26M AMZN, AAPL, MSFT, PFF, IWR 13F-HR 4/29/2020, 05:56 PM
Q4 2019 140 $104M $0 $0 AAPL, PFF, IWR, VBR, MSFT 13F-HR 2/12/2020, 12:53 PM