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| Name: |
Moser Wealth Advisors LLC |
| City: |
BELLEVUE |
| State: |
WA |
| Zip: |
98004 |
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data |
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Filing Period: |
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| Holdings
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BOXX |
Alpha Architect 1-3 Month B... |
26 |
New |
$0.00 |
$1,706,000 |
16,025 |
0.95% |
1,706,000 |
16,025 |
0.551 |
N/A |
|
|
CVX |
Chevron Corp |
116 |
New |
$164.53 |
$13,000 |
80 |
0.01% |
13,000 |
80 |
0 |
Integrated Oil & Gas |
|
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AVGO |
Broadcom Limited |
126 |
New |
$1,337.51 |
$7,000 |
5 |
0% |
7,000 |
5 |
0 |
Semiconductor- Broad... |
|
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BMY |
Bristol-Myers Squibb Co |
125 |
New |
$45.06 |
$7,000 |
135 |
0% |
7,000 |
135 |
0 |
Drug Manufacturers - ... |
|
|
KO |
Coca-Cola Co |
127 |
New |
$63.58 |
$6,000 |
91 |
0% |
6,000 |
91 |
0 |
Beverage Soft Drinks... |
|
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WFC |
Wells Fargo & Co |
132 |
New |
$61.26 |
$4,000 |
72 |
0% |
4,000 |
72 |
0 |
Domestic Money Center... |
|
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IBM |
International Business Mach... |
133 |
New |
$167.56 |
$4,000 |
20 |
0% |
4,000 |
20 |
0 |
Diversified Computer ... |
|
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VZ |
Verizon Communications Inc |
135 |
New |
$40.54 |
$3,000 |
72 |
0% |
3,000 |
72 |
0 |
Telecom Services - Do... |
|
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ALTM |
Arcadium Lithium Plc |
139 |
New |
$4.66 |
$2,000 |
481 |
0% |
2,000 |
481 |
0 |
N/A |
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KD |
Kyndryl Holdings, Inc. |
147 |
New |
$26.35 |
$0 |
4 |
0% |
0 |
4 |
0 |
N/A |
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