Moss Adams Wealth Advisors
Latest statistics and disclosures from Moss Adams Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, JCPB, PAVE, XLU, SMH, and represent 54.60% of Moss Adams Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFIC (+$61M), VTI (+$57M), XLU (+$39M), PAVE (+$31M), JCPB (+$8.0M), BUG, XLRE, XLK, JMUB, NFLX.
- Started 24 new stock positions in COR, JMUB, EXPE, ITW, Amcor, ACGL, SNDK, AIG, OPEN, SFM. ELV, LASR, CCL, LHX, PNC, JCI, DDOG, CL, ACN, LULU, ALIT, VTEC, GM, MFC.
- Reduced shares in these 10 stocks: IJR (-$82M), ESML, SPDW, SMH, TMUS, AAPL, SPY, ADBE, HSY, COIN.
- Sold out of its positions in ACM, BRO, CI, CARR, COIN, CCI, FI, AJG, HPQ, HSY. AOK, MPC, MDLZ, ORGN, VST, GRMN.
- Moss Adams Wealth Advisors was a net buyer of stock by $121M.
- Moss Adams Wealth Advisors has $1.4B in assets under management (AUM), dropping by 7.55%.
- Central Index Key (CIK): 0001661245
Tip: Access up to 7 years of quarterly data
Positions held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Moss Adams Wealth Advisors
Moss Adams Wealth Advisors holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 29.7 | $410M | +16% | 1.2M | 335.27 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 8.8 | $122M | +7% | 2.6M | 47.48 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 6.1 | $85M | +56% | 1.8M | 48.06 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 5.3 | $73M | +116% | 1.7M | 42.69 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.6 | $64M | 177k | 360.13 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.5 | $62M | +12131% | 1.8M | 34.46 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 4.4 | $61M | +3% | 1.5M | 40.35 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 4.1 | $56M | 478k | 117.72 |
|
|
| Global X Fds Cybrscurty Etf (BUG) | 3.5 | $48M | +4% | 1.6M | 30.47 |
|
| Apple (AAPL) | 2.0 | $28M | 104k | 271.86 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $22M | 46k | 483.62 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $20M | -80% | 168k | 120.18 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $19M | 49k | 386.85 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.2 | $16M | -5% | 361k | 44.41 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $14M | 76k | 186.50 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 1.0 | $14M | 125k | 110.96 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | 41k | 313.00 |
|
|
| Amazon (AMZN) | 0.8 | $11M | 49k | 230.82 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.7 | $10M | 214k | 46.81 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $9.2M | 48k | 191.56 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $8.3M | 27k | 313.80 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $7.1M | +7% | 11k | 660.09 |
|
| Broadcom (AVGO) | 0.5 | $6.3M | 18k | 346.10 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.6M | +2% | 8.9k | 627.14 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $4.7M | 26k | 185.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | +3% | 38k | 120.34 |
|
| Tesla Motors (TSLA) | 0.3 | $4.2M | +3% | 9.3k | 449.72 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.0M | -8% | 5.8k | 683.88 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $3.8M | -2% | 13k | 301.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.7M | +3% | 12k | 322.22 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $3.6M | +14% | 45k | 80.63 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.6M | 4.1k | 862.34 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $3.4M | +112% | 24k | 143.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.1M | -2% | 5.4k | 570.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.9M | 6.2k | 473.30 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | 4.8k | 614.26 |
|
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $2.8M | +6% | 63k | 45.02 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | +6% | 2.6k | 1074.68 |
|
| Home Depot (HD) | 0.2 | $2.8M | 8.0k | 344.10 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.5M | +3% | 23k | 111.41 |
|
| United Parcel Service CL B (UPS) | 0.2 | $2.5M | +4% | 25k | 99.19 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.4M | -2% | 12k | 206.95 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.3M | 13k | 177.53 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.3M | -2% | 12k | 194.91 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.2M | -8% | 5.5k | 396.31 |
|
| International Business Machines (IBM) | 0.2 | $2.2M | 7.3k | 296.21 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $2.1M | -6% | 20k | 107.11 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.1M | 21k | 99.88 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | 2.9k | 684.91 |
|
|
| Visa Com Cl A (V) | 0.1 | $1.9M | -4% | 5.4k | 350.71 |
|
| Intuit (INTU) | 0.1 | $1.8M | 2.8k | 662.42 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.7M | 1.6k | 1069.86 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $1.7M | 19k | 89.56 |
|
|
| Avidity Biosciences Ord (RNA) | 0.1 | $1.6M | 23k | 72.13 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.6M | +3% | 4.7k | 330.11 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $1.5M | 20k | 75.92 |
|
|
| Merck & Co (MRK) | 0.1 | $1.5M | 14k | 106.09 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $1.5M | +2% | 23k | 65.01 |
|
| Abbvie (ABBV) | 0.1 | $1.5M | +2% | 6.4k | 228.49 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $1.5M | NEW | 29k | 50.65 |
|
| Netflix (NFLX) | 0.1 | $1.4M | +861% | 15k | 93.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +2% | 8.1k | 177.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | 12k | 123.26 |
|
|
| Citigroup Com New (C) | 0.1 | $1.4M | 12k | 116.69 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.3M | 17k | 77.03 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +16% | 6.1k | 214.16 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.3M | +11% | 24k | 55.00 |
|
| Autodesk (ADSK) | 0.1 | $1.3M | 4.3k | 296.01 |
|
|
| Topbuild (BLD) | 0.1 | $1.2M | 3.0k | 417.19 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | -5% | 9.8k | 125.29 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | 7.5k | 161.96 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +4% | 3.9k | 305.63 |
|
| Coca-Cola Company (KO) | 0.1 | $1.1M | +2% | 16k | 69.91 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.1M | 1.5k | 771.87 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 12k | 93.20 |
|
|
| Danaher Corporation (DHR) | 0.1 | $1.1M | +17% | 4.8k | 229.24 |
|
| Amgen (AMGN) | 0.1 | $1.1M | 3.4k | 327.31 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 3.8k | 290.22 |
|
|
| Micron Technology (MU) | 0.1 | $1.1M | +11% | 3.7k | 285.52 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +2% | 5.8k | 183.40 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | -14% | 6.9k | 152.41 |
|
| Rockwell Automation (ROK) | 0.1 | $996k | 2.6k | 389.08 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $987k | +3% | 3.2k | 308.39 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $960k | 4.5k | 212.07 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $926k | 14k | 67.22 |
|
|
| Applied Materials (AMAT) | 0.1 | $924k | +3% | 3.6k | 256.99 |
|
| salesforce (CRM) | 0.1 | $913k | +3% | 3.4k | 265.32 |
|
| Boeing Company (BA) | 0.1 | $906k | -3% | 4.2k | 217.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $880k | 9.8k | 89.46 |
|
|
| Goldman Sachs (GS) | 0.1 | $877k | +10% | 998.00 | 879.00 |
|
| Procter & Gamble Company (PG) | 0.1 | $875k | -12% | 6.1k | 143.31 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $870k | -79% | 19k | 45.98 |
|
| Uber Technologies (UBER) | 0.1 | $856k | -3% | 11k | 81.71 |
|
| Philip Morris International (PM) | 0.1 | $840k | 5.2k | 161.87 |
|
|
| Honeywell International (HON) | 0.1 | $837k | -5% | 4.3k | 195.09 |
|
| American Express Company (AXP) | 0.1 | $813k | +3% | 2.2k | 369.95 |
|
| Qualcomm (QCOM) | 0.1 | $803k | +6% | 4.7k | 171.05 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $799k | -3% | 3.1k | 257.95 |
|
| TJX Companies (TJX) | 0.1 | $777k | +9% | 5.1k | 153.61 |
|
| ResMed (RMD) | 0.1 | $761k | 3.2k | 240.87 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $753k | +26% | 1.3k | 579.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $750k | 3.6k | 210.34 |
|
|
| Caterpillar (CAT) | 0.1 | $749k | +27% | 1.3k | 572.87 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $735k | 3.7k | 198.62 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $697k | 13k | 52.62 |
|
|
| Pfizer (PFE) | 0.1 | $696k | 28k | 24.90 |
|
|
| Nextera Energy (NEE) | 0.0 | $679k | +2% | 8.5k | 80.28 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $677k | 9.8k | 68.74 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $662k | -3% | 982.00 | 673.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $653k | 6.8k | 96.27 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $639k | 1.7k | 373.44 |
|
|
| Ge Vernova (GEV) | 0.0 | $637k | +4% | 975.00 | 653.57 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $625k | 11k | 57.46 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $622k | +3% | 4.0k | 154.14 |
|
| Manulife Finl Corp (MFC) | 0.0 | $621k | NEW | 17k | 36.28 |
|
| Kla Corp Com New (KLAC) | 0.0 | $602k | 495.00 | 1215.08 |
|
|
| Natera (NTRA) | 0.0 | $594k | -6% | 2.6k | 229.09 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $566k | +3% | 3.3k | 171.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $558k | +16% | 986.00 | 566.36 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $554k | NEW | 5.5k | 100.26 |
|
| Blackrock (BLK) | 0.0 | $553k | +6% | 517.00 | 1070.34 |
|
| Pepsi (PEP) | 0.0 | $549k | +12% | 3.8k | 144.86 |
|
| Gilead Sciences (GILD) | 0.0 | $546k | 4.4k | 122.74 |
|
|
| At&t (T) | 0.0 | $544k | -13% | 22k | 24.84 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $544k | -7% | 5.7k | 95.35 |
|
| Starbucks Corporation (SBUX) | 0.0 | $535k | -24% | 6.4k | 84.21 |
|
| Eaton Corp SHS (ETN) | 0.0 | $534k | 1.7k | 318.51 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $525k | 8.4k | 62.47 |
|
|
| Booking Holdings (BKNG) | 0.0 | $525k | +5% | 98.00 | 5355.34 |
|
| S&p Global (SPGI) | 0.0 | $522k | +4% | 999.00 | 522.59 |
|
| Servicenow (NOW) | 0.0 | $514k | +397% | 3.4k | 153.19 |
|
| Linde SHS (LIN) | 0.0 | $507k | -31% | 1.2k | 426.39 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $499k | -10% | 3.7k | 135.38 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $493k | +3% | 4.9k | 99.91 |
|
| Intel Corporation (INTC) | 0.0 | $491k | 13k | 36.90 |
|
|
| Progressive Corporation (PGR) | 0.0 | $484k | -2% | 2.1k | 227.72 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $483k | 1.5k | 314.80 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $481k | 8.0k | 59.93 |
|
|
| United Rentals (URI) | 0.0 | $480k | 593.00 | 809.32 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $475k | 2.1k | 231.32 |
|
|
| FedEx Corporation (FDX) | 0.0 | $473k | 1.6k | 290.31 |
|
|
| Southern Company (SO) | 0.0 | $459k | -2% | 5.3k | 87.20 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $457k | 3.3k | 136.92 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $444k | 9.3k | 47.73 |
|
|
| Capital One Financial (COF) | 0.0 | $444k | 1.8k | 242.36 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $435k | 7.9k | 54.71 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $434k | -42% | 1.2k | 349.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $433k | -36% | 575.00 | 753.22 |
|
| Walt Disney Company (DIS) | 0.0 | $428k | -17% | 3.7k | 114.50 |
|
| Chubb (CB) | 0.0 | $426k | +7% | 1.4k | 313.07 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $425k | 3.0k | 141.14 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $421k | 17k | 25.32 |
|
|
| Lowe's Companies (LOW) | 0.0 | $416k | -2% | 1.7k | 241.16 |
|
| Analog Devices (ADI) | 0.0 | $413k | 1.5k | 271.20 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $413k | -8% | 2.9k | 144.76 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $411k | 679.00 | 605.46 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $410k | NEW | 1.5k | 268.30 |
|
| Verizon Communications (VZ) | 0.0 | $400k | -10% | 9.8k | 40.73 |
|
| Cadence Design Systems (CDNS) | 0.0 | $399k | 1.3k | 312.58 |
|
|
| Medtronic SHS (MDT) | 0.0 | $398k | -7% | 4.1k | 96.77 |
|
| Paccar (PCAR) | 0.0 | $394k | +13% | 3.6k | 110.90 |
|
| Metropcs Communications (TMUS) | 0.0 | $392k | -58% | 1.9k | 203.04 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $385k | 18k | 21.59 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $384k | +35% | 848.00 | 453.36 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $382k | +2% | 1.3k | 287.25 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $380k | +11% | 432.00 | 878.96 |
|
| General Dynamics Corporation (GD) | 0.0 | $377k | +4% | 1.1k | 336.66 |
|
| AutoZone (AZO) | 0.0 | $377k | +126% | 111.00 | 3391.50 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $376k | +5% | 3.2k | 117.21 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $372k | +7% | 3.7k | 99.85 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $369k | +8% | 788.00 | 468.76 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $366k | +2% | 541.00 | 676.53 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $361k | 5.6k | 64.10 |
|
|
| Doordash Cl A (DASH) | 0.0 | $360k | 1.6k | 226.48 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $359k | +5% | 2.7k | 131.03 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $352k | 8.5k | 41.49 |
|
|
| Nike CL B (NKE) | 0.0 | $352k | 5.5k | 64.09 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $350k | +13% | 1.9k | 185.61 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $345k | 2.1k | 160.97 |
|
|
| Western Digital (WDC) | 0.0 | $341k | +2% | 2.0k | 172.27 |
|
| American Tower Reit (AMT) | 0.0 | $341k | +13% | 1.9k | 177.27 |
|
| 3M Company (MMM) | 0.0 | $334k | +9% | 2.1k | 160.10 |
|
| McKesson Corporation (MCK) | 0.0 | $331k | 403.00 | 821.10 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $330k | 1.3k | 250.88 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $330k | -7% | 677.00 | 487.86 |
|
| Stryker Corporation (SYK) | 0.0 | $328k | -10% | 931.00 | 352.35 |
|
| Emcor (EME) | 0.0 | $328k | +4% | 536.00 | 611.79 |
|
| Deere & Company (DE) | 0.0 | $321k | +16% | 687.00 | 467.19 |
|
| Palo Alto Networks (PANW) | 0.0 | $316k | +5% | 1.7k | 184.20 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $316k | +11% | 1.8k | 173.49 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $308k | -15% | 4.7k | 66.00 |
|
| Hca Holdings (HCA) | 0.0 | $305k | +5% | 654.00 | 466.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $303k | 2.1k | 143.52 |
|
|
| Constellation Energy (CEG) | 0.0 | $303k | +8% | 858.00 | 353.27 |
|
| Waste Management (WM) | 0.0 | $301k | -12% | 1.4k | 219.71 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $301k | +9% | 5.6k | 53.94 |
|
| Altria (MO) | 0.0 | $297k | 5.1k | 58.72 |
|
|
| Corning Incorporated (GLW) | 0.0 | $295k | +4% | 3.4k | 87.56 |
|
| Prologis (PLD) | 0.0 | $295k | +27% | 2.3k | 127.66 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $294k | +100% | 2.5k | 119.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $294k | +29% | 9.8k | 29.89 |
|
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $292k | 13k | 23.09 |
|
|
| Realty Income (O) | 0.0 | $291k | 5.1k | 56.64 |
|
|
| Hilltop Holdings (HTH) | 0.0 | $290k | 8.5k | 33.96 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $289k | 742.00 | 389.20 |
|
|
| Cummins (CMI) | 0.0 | $286k | +4% | 560.00 | 510.45 |
|
| Cme (CME) | 0.0 | $280k | +16% | 1.0k | 273.08 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $276k | +3% | 163.00 | 1690.62 |
|
| O'reilly Automotive (ORLY) | 0.0 | $274k | +3% | 3.0k | 91.21 |
|
| Becton, Dickinson and (BDX) | 0.0 | $274k | -3% | 1.4k | 194.07 |
|
| Kroger (KR) | 0.0 | $271k | +6% | 4.3k | 62.48 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $270k | NEW | 3.4k | 79.67 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $269k | +5% | 1.2k | 219.36 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $264k | +4% | 545.00 | 483.67 |
|
| Williams Companies (WMB) | 0.0 | $262k | -4% | 4.4k | 60.11 |
|
| D.R. Horton (DHI) | 0.0 | $261k | 1.8k | 144.03 |
|
|
| Emerson Electric (EMR) | 0.0 | $260k | 2.0k | 132.72 |
|
|
| ConocoPhillips (COP) | 0.0 | $259k | +5% | 2.8k | 93.61 |
|
| General Motors Company (GM) | 0.0 | $257k | NEW | 3.2k | 81.32 |
|
| Sandisk Corp (SNDK) | 0.0 | $254k | NEW | 1.1k | 237.38 |
|
| Synopsys (SNPS) | 0.0 | $253k | -34% | 538.00 | 469.72 |
|
| Lululemon Athletica (LULU) | 0.0 | $253k | NEW | 1.2k | 207.81 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $252k | NEW | 3.2k | 79.02 |
|
| Equinix (EQIX) | 0.0 | $248k | -8% | 324.00 | 766.16 |
|
| Kkr & Co (KKR) | 0.0 | $245k | 1.9k | 127.48 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $243k | +2% | 2.1k | 116.09 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $239k | +4% | 3.0k | 79.36 |
|
| Howmet Aerospace (HWM) | 0.0 | $237k | +8% | 1.2k | 205.02 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $236k | 11k | 20.89 |
|
|
| Nlight (LASR) | 0.0 | $235k | NEW | 6.3k | 37.51 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $235k | 2.5k | 96.03 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $235k | +9% | 918.00 | 256.03 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $235k | 9.8k | 24.04 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $234k | 2.7k | 87.25 |
|
|
| Norfolk Southern (NSC) | 0.0 | $228k | +4% | 791.00 | 288.72 |
|
| Anthem (ELV) | 0.0 | $228k | NEW | 649.00 | 350.55 |
|
| Wabtec Corporation (WAB) | 0.0 | $226k | 1.1k | 213.45 |
|
|
| PNC Financial Services (PNC) | 0.0 | $222k | NEW | 1.1k | 208.73 |
|
| Automatic Data Processing (ADP) | 0.0 | $220k | -39% | 849.00 | 258.72 |
|
| AmerisourceBergen (COR) | 0.0 | $219k | NEW | 648.00 | 337.75 |
|
| Expedia Group Com New (EXPE) | 0.0 | $218k | NEW | 768.00 | 283.31 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $217k | +2% | 1.9k | 113.10 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $217k | NEW | 2.3k | 95.92 |
|
| Phillips 66 (PSX) | 0.0 | $217k | +3% | 1.7k | 129.04 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $217k | NEW | 1.8k | 120.15 |
|
| L3harris Technologies (LHX) | 0.0 | $208k | NEW | 708.00 | 293.57 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $207k | NEW | 6.8k | 30.54 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $207k | -2% | 356.00 | 580.71 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $206k | NEW | 1.5k | 135.99 |
|
| BP Sponsored Adr (BP) | 0.0 | $204k | 5.9k | 34.73 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $204k | NEW | 822.00 | 247.91 |
|
| Fastenal Company (FAST) | 0.0 | $203k | +6% | 5.0k | 40.13 |
|
| American Intl Group Com New (AIG) | 0.0 | $201k | NEW | 2.3k | 85.55 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $200k | 351.00 | 570.21 |
|
|
| Ford Motor Company (F) | 0.0 | $188k | 14k | 13.12 |
|
|
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $153k | 15k | 10.07 |
|
|
| Amcor Ord | 0.0 | $94k | NEW | 11k | 8.34 |
|
| Opendoor Technologies (OPEN) | 0.0 | $73k | NEW | 13k | 5.83 |
|
| Prairie Oper (PROP) | 0.0 | $42k | +25% | 25k | 1.69 |
|
| Alight Com Cl A (ALIT) | 0.0 | $26k | NEW | 13k | 1.95 |
|
| Nanoviricides (NNVC) | 0.0 | $23k | +17% | 20k | 1.13 |
|
| Trinity Biotech Spons Adr New (TRIB) | 0.0 | $20k | 26k | 0.79 |
|
Past Filings by Moss Adams Wealth Advisors
SEC 13F filings are viewable for Moss Adams Wealth Advisors going back to 2023
- Moss Adams Wealth Advisors 2025 Q4 filed Jan. 26, 2026
- Moss Adams Wealth Advisors 2025 Q3 filed Oct. 21, 2025
- Moss Adams Wealth Advisors 2025 Q2 filed July 17, 2025
- Moss Adams Wealth Advisors 2025 Q1 filed April 14, 2025
- Moss Adams Wealth Advisors 2024 Q4 filed Jan. 15, 2025
- Moss Adams Wealth Advisors 2024 Q3 filed Oct. 18, 2024
- Moss Adams Wealth Advisors 2024 Q2 filed July 23, 2024
- Moss Adams Wealth Advisors 2024 Q1 filed May 7, 2024
- Moss Adams Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Moss Adams Wealth Advisors 2022 Q4 filed Dec. 20, 2023
- Moss Adams Wealth Advisors 2023 Q1 filed Dec. 20, 2023
- Moss Adams Wealth Advisors 2023 Q2 filed Dec. 20, 2023
- Moss Adams Wealth Advisors 2023 Q3 filed Dec. 20, 2023