HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
72,822 | +72,822 | $14,125 |
| AAPL | 72,822 | +72,822 | $14,125 |
| MICROSOFT CORP |
37,753 | +37,753 | $12,857 |
| MSFT | 37,753 | +37,753 | $12,857 |
| VANGUARD INDEX FDS (VBR) |
57,900 | +57,900 | $9,577 |
| VBR | 57,900 | +57,900 | $9,577 |
| AMAZON COM INC |
63,525 | +63,525 | $8,281 |
| AMZN | 63,525 | +63,525 | $8,281 |
| ISHARES TR (IWR) |
108,790 | +108,790 | $7,945 |
| IWR | 108,790 | +108,790 | $7,945 |
| ISHARES TR (PFF) |
226,866 | +226,866 | $7,017 |
| PFF | 226,866 | +226,866 | $7,017 |
 BERKSHIRE HATHAWAY INC DEL |
$6,146 | ||
| BRK.B | 18,023 | +18,023 | $6,146 |
| MASTERCARD INCORPORATED |
14,640 | +14,640 | $5,758 |
| MA | 14,640 | +14,640 | $5,758 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
28,300 | +28,300 | $4,597 |
| VIG | 28,300 | +28,300 | $4,597 |
| SCHWAB STRATEGIC TR |
78,118 | +78,118 | $4,096 |
| SCHP | 78,118 | +78,118 | $4,096 |
| VANGUARD WORLD FDS (VHT) |
15,847 | +15,847 | $3,880 |
| VHT | 15,847 | +15,847 | $3,880 |
| NVIDIA CORPORATION |
8,564 | +8,564 | $3,623 |
| NVDA | 8,564 | +8,564 | $3,623 |
| VANGUARD TAX MANAGED FDS (VEA) |
57,594 | +57,594 | $2,660 |
| VEA | 57,594 | +57,594 | $2,660 |
| JPMORGAN CHASE & CO |
17,479 | +17,479 | $2,542 |
| JPM | 17,479 | +17,479 | $2,542 |
| STRYKER CORPORATION |
7,893 | +7,893 | $2,408 |
| SYK | 7,893 | +7,893 | $2,408 |
| ISHARES TR (TLT) |
23,165 | +23,165 | $2,385 |
| TLT | 23,165 | +23,165 | $2,385 |
| UNITEDHEALTH GROUP INC |
4,940 | +4,940 | $2,374 |
| UNH | 4,940 | +4,940 | $2,374 |
| VANGUARD INDEX FDS (VTV) |
15,720 | +15,720 | $2,234 |
| VTV | 15,720 | +15,720 | $2,234 |
| COSTCO WHSL CORP NEW |
4,145 | +4,145 | $2,232 |
| COST | 4,145 | +4,145 | $2,232 |
| HOME DEPOT INC |
6,706 | +6,706 | $2,083 |
| HD | 6,706 | +6,706 | $2,083 |
| SPDR SER TR (TFI) |
39,990 | +39,990 | $1,846 |
| TFI | 39,990 | +39,990 | $1,846 |
| ABBVIE INC |
13,473 | +13,473 | $1,815 |
| ABBV | 13,473 | +13,473 | $1,815 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
43,356 | +43,356 | $1,764 |
| VWO | 43,356 | +43,356 | $1,764 |
| PHILLIPS 66 |
16,606 | +16,606 | $1,584 |
| PSX | 16,606 | +16,606 | $1,584 |
| FIRST TR EXCH TRADED FD III (FPE) |
97,541 | +97,541 | $1,558 |
| FPE | 97,541 | +97,541 | $1,558 |
| PEPSICO INC |
8,408 | +8,408 | $1,557 |
| PEP | 8,408 | +8,408 | $1,557 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
27,515 | +27,515 | $1,522 |
| JEPI | 27,515 | +27,515 | $1,522 |
| SEAGEN INC |
6,940 | +6,940 | $1,336 |
| SGEN | 6,940 | +6,940 | $1,336 |
| LOCKHEED MARTIN CORP |
2,826 | +2,826 | $1,301 |
| LMT | 2,826 | +2,826 | $1,301 |
| GILEAD SCIENCES INC |
16,796 | +16,796 | $1,294 |
| GILD | 16,796 | +16,796 | $1,294 |
| JOHNSON CTLS INTL PLC |
18,926 | +18,926 | $1,290 |
| JCI | 18,926 | +18,926 | $1,290 |
| ADVANCED MICRO DEVICES INC |
10,819 | +10,819 | $1,232 |
| AMD | 10,819 | +10,819 | $1,232 |
| BOEING CO |
5,760 | +5,760 | $1,216 |
| BA | 5,760 | +5,760 | $1,216 |
| ABBOTT LABS |
9,895 | +9,895 | $1,079 |
| ABT | 9,895 | +9,895 | $1,079 |
| WEYERHAEUSER CO MTN BE |
31,740 | +31,740 | $1,064 |
| WY | 31,740 | +31,740 | $1,064 |
| WISDOMTREE TR |
22,021 | +22,021 | $1,025 |
| DGS | 22,021 | +22,021 | $1,025 |
| QUALCOMM INC |
8,468 | +8,468 | $1,008 |
| QCOM | 8,468 | +8,468 | $1,008 |
| ASTRAZENECA PLC |
12,401 | +12,401 | $888 |
| AZN | 12,401 | +12,401 | $888 |
| CLOROX CO DEL |
5,295 | +5,295 | $842 |
| CLX | 5,295 | +5,295 | $842 |
| EXXON MOBIL CORP |
7,842 | +7,842 | $841 |
| XOM | 7,842 | +7,842 | $841 |
| HONEYWELL INTL INC |
4,025 | +4,025 | $835 |
| HON | 4,025 | +4,025 | $835 |
| ALTRIA GROUP INC |
17,858 | +17,858 | $809 |
| MO | 17,858 | +17,858 | $809 |
| GOLDMAN SACHS GROUP INC |
2,488 | +2,488 | $802 |
| GS | 2,488 | +2,488 | $802 |
| VANGUARD MUN BD FDS (VTEB) |
15,905 | +15,905 | $799 |
| VTEB | 15,905 | +15,905 | $799 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
9,871 | +9,871 | $780 |
| VCIT | 9,871 | +9,871 | $780 |
| TARGET CORP |
5,713 | +5,713 | $754 |
| TGT | 5,713 | +5,713 | $754 |
| VANGUARD MALVERN FDS (VTIP) |
15,750 | +15,750 | $747 |
| VTIP | 15,750 | +15,750 | $747 |
| SCHWAB STRATEGIC TR |
10,228 | +10,228 | $743 |
| SCHD | 10,228 | +10,228 | $743 |
| ISHARES TR (LQD) |
6,280 | +6,280 | $679 |
| LQD | 6,280 | +6,280 | $679 |
| VISA INC |
2,440 | +2,440 | $579 |
| V | 2,440 | +2,440 | $579 |
See Full List: All Stocks Held By Moser Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Moser Wealth Advisors LLC
|
Size ($ in 1000's)
At 06/30/2023: $148,603 At 03/31/2023: $0 Moser Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moser Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
