SEC 13F Intelligence

Moser Wealth Advisors, LLC / MA

Moser Wealth Advisors, LLC’s Mastercard Incorporated Position

Does Moser Wealth Advisors, LLC own Mastercard Incorporated (MA)? Yes — 14.0K shares worth $8M (+3.77% of its 13F portfolio) as of Q2 2025, down from 14.1K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
14.0K
% of Portfolio
+3.77%
Quarters Held
22
currently held

Position History MA

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ3 ’20Q4 ’20: $6MQ1 ’21: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $6MQ3 ’24: $7MQ3 ’24Q4 ’24: $8MQ1 ’25: $8MQ2 ’25: $8MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202514.0K$8M+3.77%
Q1 202514.1K$8M+4.04%
Q4 202414.4K$8M+3.96%
Q3 202414.6K$7M+3.75%
Q2 202414.6K$6M+3.51%
Q1 202414.5K$7M+3.89%
Q4 202314.5K$6M+3.94%
Q3 202314.6K$6M+4.05%
Q2 202314.6K$6M+3.87%
Q4 202215.8K$6M+4.15%
Q3 202216.1K$5M+3.58%
Q2 202216.5K$5M+3.86%
Q1 202216.6K$6M+3.71%
Q4 202117.0K$6M+3.69%
Q3 202117.2K$6M+3.83%
Q2 202117.4K$6M+4.08%
Q1 202117.5K$6M+4.37%
Q4 202017.5K$6M+4.61%
Q3 202017.5K$6M+4.71%
Q2 202018.0K$5M+5.09%
Q1 202018.2K$4M+5.10%
Q4 201918.2K$5M+5.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moser Wealth Advisors, LLC’s full portfolio or all institutional holders of MA.