Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSER WEALTH ADVISORS LLC | 08-02-2023 | 06-30-2023 | 127 | 148,601,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | COM | 101 | $51,924 | 676 | 0.00 | 0.05 | -324 | -32.40 | 06-30-2023 |
| ADOBE SYSTEMS INCORPORATED | COM | 102 | $48,899 | 100 | 0.00 | 0.05 | -100 | -50.00 | 06-30-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 103 | $46,837 | 115 | 0.00 | 115 | +Inf | 06-30-2023 | |
| WP CAREY INC | COM | 104 | $46,008 | 681 | 0.00 | 681 | +Inf | 06-30-2023 |
