Moser Wealth Advisors, LLC
Moser Wealth Advisors, LLC is a Registered Investment Adviser headquartered in Bellevue, Washington. Founded in 1998, the firm provides comprehensive financial planning and investment management services for individuals, with a focus on high-net-worth clients. With a small, specialized team of 3 employees, they serve nearly 100 high-net-worth clients, as well as select pension plans and corporations.
Investment Strategy
The firm emphasizes long-term, tailored portfolio management and financial planning for high-net-worth individuals. Their investment approach leverages diversified and discretionary asset allocation, concentrated in large-cap equities (such as MSFT, AMZN, AAPL, and NVDA) and across multiple sectors, with an aim to balance risk and enhance client goals through careful selection and monitoring of holdings.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.21% | $21.3M | 42,743 | $356.77 | $497.41 | +$6.6M |
A AMZN | AMAZON COM INC | 8.40% | $17.5M | 79,761 | $145.09 | $219.39 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 5.86% | $12.2M | 77,236 | $45.95 | $157.99 | +$3.4M |
A AAPL | APPLE INC | 5.74% | $12.0M | 58,307 | $193.97 | $205.17 | -$1.2M |
V VBR | VANGUARD INDEX FDS | 5.48% | $11.4M | 58,536 | $167.43 | $195.01 | -$619.3K |