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, IJR, XLU, XLRE, and represent 53.93% of Moss Adams Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$60M), JCPB (+$17M), IJR (+$11M), XLRE (+$6.7M), XLU (+$5.5M), PAVE, XLC, SMH, BUG, SPY.
- Started 25 new stock positions in GRMN, HOOD, FAST, CVS, NOC, VST, MPC, BP, AJG, PLD.
- Reduced shares in these 10 stocks: , SIL, SLVR, RBLX, HYG, BBIO, MSFT, BRK.A, IWV, CMF.
- Sold out of its positions in LNT, AIG, ELV, ARES, BRK.A, BBIO, CTAS, CL, FTNT, SIL.
- Moss Adams Wealth Advisors was a net buyer of stock by $104M.
- Moss Adams Wealth Advisors has $1.3B in assets under management (AUM), dropping by 16.48%.
- Central Index Key (CIK): 0001661245
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Portfolio Holdings for Moss Adams Wealth Advisors
Moss Adams Wealth Advisors holds 254 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 26.9 | $346M | +20% | 1.1M | 328.91 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 8.9 | $114M | +17% | 2.4M | 47.55 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.9 | $101M | +12% | 852k | 118.83 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 5.4 | $69M | +8% | 791k | 87.21 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 4.8 | $62M | +12% | 1.5M | 42.13 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.6 | $59M | +6% | 179k | 326.36 |
|
| Select Sector Spdr Tr Communication (XLC) | 4.4 | $56M | +7% | 473k | 118.37 |
|
| Global X Fds Cybrscurty Etf (BUG) | 4.2 | $54M | +7% | 1.5M | 35.19 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 4.2 | $54M | +8% | 1.1M | 47.63 |
|
| Apple (AAPL) | 2.1 | $27M | 105k | 254.63 |
|
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| Microsoft Corporation (MSFT) | 1.8 | $24M | -3% | 45k | 517.95 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.5 | $19M | -3% | 50k | 378.94 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.3 | $16M | 384k | 42.79 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $14M | +2% | 77k | 186.59 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 1.1 | $14M | 125k | 110.47 |
|
|
| Amazon (AMZN) | 0.8 | $11M | +2% | 49k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $10M | 41k | 243.10 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.8 | $9.8M | +3% | 210k | 46.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $9.1M | 48k | 189.70 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $7.4M | 10k | 734.38 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.4M | 26k | 243.55 |
|
|
| Broadcom (AVGO) | 0.5 | $6.0M | +2% | 18k | 329.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.3M | +6% | 8.7k | 614.15 |
|
| Vanguard World Utilities Etf (VPU) | 0.4 | $4.9M | 26k | 189.41 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.2M | +59% | 6.4k | 667.73 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $4.1M | +3% | 92k | 45.08 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.1M | 36k | 112.75 |
|
|
| Tesla Motors (TSLA) | 0.3 | $4.0M | +4% | 9.0k | 444.72 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.8M | -10% | 4.2k | 925.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.5M | 11k | 315.43 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $3.5M | 13k | 271.13 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $3.3M | +3% | 12k | 281.24 |
|
| Home Depot (HD) | 0.3 | $3.3M | 8.1k | 405.19 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $3.2M | -26% | 39k | 81.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.2M | 5.6k | 568.81 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.1M | +7% | 11k | 281.87 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.9M | 6.3k | 468.41 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | +4% | 4.8k | 601.09 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $2.7M | 59k | 45.77 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.3M | +2% | 22k | 103.06 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $2.3M | -6% | 21k | 106.49 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 12k | 185.42 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.2M | 22k | 100.25 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.1M | +6% | 6.0k | 355.47 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.1M | 13k | 158.96 |
|
|
| International Business Machines (IBM) | 0.2 | $2.0M | -4% | 7.2k | 282.16 |
|
| United Parcel Service CL B (UPS) | 0.2 | $2.0M | -7% | 24k | 83.53 |
|
| Visa Com Cl A (V) | 0.2 | $1.9M | 5.7k | 341.38 |
|
|
| Netflix (NFLX) | 0.1 | $1.9M | +2% | 1.6k | 1198.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.9M | +2% | 2.9k | 669.31 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | -16% | 2.5k | 763.00 |
|
| Intuit (INTU) | 0.1 | $1.9M | 2.7k | 682.91 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $1.8M | 20k | 91.38 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $1.7M | +86% | 19k | 88.14 |
|
| UnitedHealth (UNH) | 0.1 | $1.6M | +49% | 4.6k | 345.30 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.5M | 1.6k | 968.09 |
|
|
| Abbvie (ABBV) | 0.1 | $1.4M | -5% | 6.3k | 231.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +4% | 7.9k | 182.42 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $1.4M | +34% | 22k | 64.38 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | -2% | 10k | 133.94 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | 12k | 120.72 |
|
|
| Autodesk (ADSK) | 0.1 | $1.3M | 4.2k | 317.67 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | +19% | 8.1k | 155.29 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.3M | 7.4k | 168.48 |
|
|
| Merck & Co (MRK) | 0.1 | $1.2M | +6% | 14k | 84.74 |
|
| Citigroup Com New (C) | 0.1 | $1.2M | 12k | 101.50 |
|
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| Cisco Systems (CSCO) | 0.1 | $1.2M | -4% | 17k | 68.42 |
|
| Topbuild (BLD) | 0.1 | $1.2M | -8% | 3.0k | 390.86 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.7k | 303.89 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $1.1M | 4.7k | 239.38 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | +4% | 3.8k | 294.77 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | -5% | 21k | 51.59 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -8% | 7.0k | 153.65 |
|
| Coca-Cola Company (KO) | 0.1 | $1.1M | -2% | 16k | 66.83 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | 11k | 97.97 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $1.0M | +2% | 12k | 83.82 |
|
| Avidity Biosciences Ord (RNA) | 0.1 | $980k | 23k | 43.57 |
|
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| Honeywell International (HON) | 0.1 | $959k | 4.6k | 210.50 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $944k | +3% | 5.6k | 167.33 |
|
| Amgen (AMGN) | 0.1 | $938k | 3.3k | 282.20 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $935k | 4.5k | 206.51 |
|
|
| Boeing Company (BA) | 0.1 | $929k | +4% | 4.3k | 215.83 |
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| Ge Aerospace Com New (GE) | 0.1 | $929k | +2% | 3.1k | 301.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $911k | 14k | 65.92 |
|
|
| Rockwell Automation (ROK) | 0.1 | $878k | -15% | 2.5k | 349.54 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $864k | +5% | 9.9k | 87.31 |
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| ResMed (RMD) | 0.1 | $860k | 3.1k | 273.73 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $847k | +4% | 5.2k | 161.79 |
|
| Philip Morris International (PM) | 0.1 | $846k | +3% | 5.2k | 162.20 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $827k | +5% | 1.5k | 562.27 |
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| Linde SHS (LIN) | 0.1 | $821k | 1.7k | 475.00 |
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| Danaher Corporation (DHR) | 0.1 | $819k | -3% | 4.1k | 198.61 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $818k | 3.2k | 255.09 |
|
|
| salesforce (CRM) | 0.1 | $791k | -6% | 3.3k | 237.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $755k | -17% | 2.1k | 352.75 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $732k | +5% | 1.0k | 718.54 |
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| Qualcomm (QCOM) | 0.1 | $731k | 4.4k | 166.36 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $726k | 3.6k | 203.59 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $720k | 3.7k | 194.50 |
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| Goldman Sachs (GS) | 0.1 | $717k | +2% | 900.00 | 796.35 |
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| Starbucks Corporation (SBUX) | 0.1 | $717k | 8.5k | 84.60 |
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| Pfizer (PFE) | 0.1 | $716k | +4% | 28k | 25.48 |
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| At&t (T) | 0.1 | $716k | +2% | 25k | 28.24 |
|
| Applied Materials (AMAT) | 0.1 | $714k | -3% | 3.5k | 204.74 |
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| American Express Company (AXP) | 0.1 | $704k | +2% | 2.1k | 332.16 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $700k | 13k | 52.82 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.1 | $686k | NEW | 9.8k | 69.66 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $675k | NEW | 904.00 | 747.04 |
|
| TJX Companies (TJX) | 0.1 | $668k | +2% | 4.6k | 144.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $663k | +2% | 3.9k | 170.85 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $655k | 6.8k | 96.55 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $629k | 1.7k | 374.25 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $625k | 1.7k | 365.48 |
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| Servicenow (NOW) | 0.0 | $621k | -2% | 675.00 | 920.28 |
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| Nextera Energy (NEE) | 0.0 | $621k | 8.2k | 75.49 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $621k | -51% | 11k | 57.04 |
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| Boston Scientific Corporation (BSX) | 0.0 | $599k | 6.1k | 97.63 |
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| Ge Vernova (GEV) | 0.0 | $576k | +3% | 936.00 | 614.90 |
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| Blackrock (BLK) | 0.0 | $567k | +2% | 486.00 | 1165.87 |
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| United Rentals (URI) | 0.0 | $566k | 593.00 | 954.66 |
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| Micron Technology (MU) | 0.0 | $560k | +5% | 3.3k | 167.32 |
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| Kla Corp Com New (KLAC) | 0.0 | $543k | 503.00 | 1078.60 |
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| Progressive Corporation (PGR) | 0.0 | $537k | -2% | 2.2k | 246.95 |
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| Walt Disney Company (DIS) | 0.0 | $520k | 4.5k | 114.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $513k | 8.6k | 59.92 |
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| Amphenol Corp Cl A (APH) | 0.0 | $512k | +3% | 4.1k | 123.91 |
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| Southern Company (SO) | 0.0 | $512k | 5.4k | 94.77 |
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| Booking Holdings (BKNG) | 0.0 | $502k | 93.00 | 5399.27 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $498k | +5% | 1.0k | 485.43 |
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| Caterpillar (CAT) | 0.0 | $491k | +12% | 1.0k | 477.15 |
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| Gilead Sciences (GILD) | 0.0 | $485k | +4% | 4.4k | 111.00 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $482k | -45% | 8.0k | 60.03 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $480k | 15k | 32.79 |
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| Union Pacific Corporation (UNP) | 0.0 | $480k | +12% | 2.0k | 236.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $480k | -3% | 3.4k | 142.43 |
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| Verizon Communications (VZ) | 0.0 | $480k | +3% | 11k | 43.95 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $473k | -13% | 1.5k | 308.68 |
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| Pepsi (PEP) | 0.0 | $472k | +27% | 3.4k | 140.44 |
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| S&p Global (SPGI) | 0.0 | $465k | 955.00 | 486.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $457k | +3% | 4.8k | 95.47 |
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| Cadence Design Systems (CDNS) | 0.0 | $448k | +4% | 1.3k | 351.26 |
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| Natera (NTRA) | 0.0 | $445k | 2.8k | 160.97 |
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| Lowe's Companies (LOW) | 0.0 | $443k | 1.8k | 251.31 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $440k | 9.3k | 47.58 |
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| Intel Corporation (INTC) | 0.0 | $439k | +4% | 13k | 33.55 |
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| Doordash Cl A (DASH) | 0.0 | $433k | 1.6k | 271.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $428k | 3.0k | 142.10 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $428k | +3% | 3.2k | 134.16 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.0 | $426k | 17k | 25.60 |
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| Medtronic SHS (MDT) | 0.0 | $425k | +3% | 4.4k | 95.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $424k | 7.9k | 53.40 |
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| Apollo Global Mgmt (APO) | 0.0 | $413k | 3.1k | 133.27 |
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| Automatic Data Processing (ADP) | 0.0 | $411k | 1.4k | 295.07 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $406k | +12% | 679.00 | 597.46 |
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| Synopsys (SNPS) | 0.0 | $405k | +8% | 820.00 | 493.39 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $404k | 8.5k | 47.48 |
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| Nike CL B (NKE) | 0.0 | $390k | +3% | 5.6k | 70.13 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $388k | 18k | 21.77 |
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| Capital One Financial (COF) | 0.0 | $387k | -5% | 1.8k | 212.58 |
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| Stryker Corporation (SYK) | 0.0 | $386k | 1.0k | 370.51 |
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| FedEx Corporation (FDX) | 0.0 | $382k | +4% | 1.6k | 237.10 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $380k | -7% | 850.00 | 447.23 |
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| Arista Networks Com Shs (ANET) | 0.0 | $379k | +6% | 2.6k | 145.71 |
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| Analog Devices (ADI) | 0.0 | $379k | +3% | 1.5k | 245.70 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $377k | 1.3k | 287.06 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $375k | 3.0k | 123.75 |
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| General Dynamics Corporation (GD) | 0.0 | $364k | +2% | 1.1k | 341.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $359k | -13% | 5.5k | 65.26 |
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| Chubb (CB) | 0.0 | $357k | -4% | 1.3k | 283.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $355k | +3% | 723.00 | 490.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $353k | -9% | 735.00 | 480.12 |
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| Ishares Msci Eurzone Etf (EZU) | 0.0 | $348k | 5.6k | 61.94 |
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| Waste Management (WM) | 0.0 | $347k | 1.6k | 220.83 |
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| IDEXX Laboratories (IDXX) | 0.0 | $337k | +3% | 528.00 | 638.90 |
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| Altria (MO) | 0.0 | $336k | +3% | 5.0k | 67.11 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $336k | 1.3k | 259.44 |
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| Emcor (EME) | 0.0 | $333k | 512.00 | 649.54 |
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| Palo Alto Networks (PANW) | 0.0 | $331k | 1.6k | 203.62 |
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| American Tower Reit (AMT) | 0.0 | $329k | -3% | 1.7k | 194.04 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $319k | 2.1k | 148.61 |
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| McKesson Corporation (MCK) | 0.0 | $313k | 405.00 | 773.36 |
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| O'reilly Automotive (ORLY) | 0.0 | $312k | +5% | 2.9k | 107.81 |
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| Realty Income (O) | 0.0 | $311k | +3% | 5.1k | 60.79 |
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| Trane Technologies SHS (TT) | 0.0 | $310k | 734.00 | 421.96 |
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| Paccar (PCAR) | 0.0 | $308k | +2% | 3.1k | 98.32 |
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| D.R. Horton (DHI) | 0.0 | $306k | +2% | 1.8k | 169.47 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $300k | -10% | 1.6k | 183.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $298k | NEW | 2.1k | 140.95 |
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| Hershey Company (HSY) | 0.0 | $297k | +3% | 1.6k | 187.05 |
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| 3M Company (MMM) | 0.0 | $296k | -14% | 1.9k | 155.18 |
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| Welltower Inc Com reit (WELL) | 0.0 | $296k | +4% | 1.7k | 178.14 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $295k | 1.2k | 239.64 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $294k | 388.00 | 758.15 |
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| Newmont Mining Corporation (NEM) | 0.0 | $292k | NEW | 3.5k | 84.31 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $291k | 13k | 23.02 |
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| Williams Companies (WMB) | 0.0 | $288k | +2% | 4.5k | 63.35 |
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| Hilltop Holdings (HTH) | 0.0 | $284k | 8.5k | 33.42 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $281k | +2% | 831.00 | 337.49 |
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| Equinix (EQIX) | 0.0 | $278k | +4% | 355.00 | 783.24 |
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| Becton, Dickinson and (BDX) | 0.0 | $274k | +9% | 1.5k | 187.17 |
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| Kroger (KR) | 0.0 | $274k | +3% | 4.1k | 67.41 |
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| Deere & Company (DE) | 0.0 | $271k | 590.00 | 458.91 |
|
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $268k | NEW | 1.9k | 143.18 |
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| Hca Holdings (HCA) | 0.0 | $265k | +2% | 622.00 | 426.20 |
|
| Corning Incorporated (GLW) | 0.0 | $264k | NEW | 3.2k | 82.03 |
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| Snowflake Com Shs (SNOW) | 0.0 | $261k | +5% | 1.2k | 225.55 |
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| Constellation Energy (CEG) | 0.0 | $260k | +5% | 791.00 | 329.07 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $260k | -19% | 520.00 | 499.21 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $255k | +8% | 365.00 | 698.00 |
|
| Emerson Electric (EMR) | 0.0 | $253k | +2% | 1.9k | 131.18 |
|
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $250k | 6.2k | 40.16 |
|
|
| ConocoPhillips (COP) | 0.0 | $248k | -5% | 2.6k | 94.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $246k | -16% | 628.00 | 391.64 |
|
| Kkr & Co (KKR) | 0.0 | $245k | +2% | 1.9k | 129.95 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $244k | 11k | 21.57 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $239k | -28% | 7.6k | 31.42 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $238k | -11% | 3.8k | 62.97 |
|
| Cme (CME) | 0.0 | $238k | +6% | 881.00 | 270.19 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $235k | +2% | 157.00 | 1496.53 |
|
| Fastenal Company (FAST) | 0.0 | $234k | NEW | 4.8k | 49.04 |
|
| Western Digital (WDC) | 0.0 | $232k | NEW | 1.9k | 120.06 |
|
| Carrier Global Corporation (CARR) | 0.0 | $231k | -3% | 3.9k | 59.70 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $229k | -8% | 5.1k | 45.10 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $229k | 2.5k | 93.37 |
|
|
| Hp (HPQ) | 0.0 | $228k | 8.3k | 27.52 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $227k | 9.8k | 23.28 |
|
|
| Norfolk Southern (NSC) | 0.0 | $227k | NEW | 756.00 | 300.41 |
|
| Cummins (CMI) | 0.0 | $226k | NEW | 535.00 | 422.37 |
|
| Cigna Corp (CI) | 0.0 | $225k | -22% | 780.00 | 288.25 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $223k | NEW | 2.0k | 108.96 |
|
| Phillips 66 (PSX) | 0.0 | $222k | NEW | 1.6k | 136.02 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $221k | NEW | 1.7k | 130.48 |
|
| Brown & Brown (BRO) | 0.0 | $221k | NEW | 2.4k | 93.79 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $221k | NEW | 1.1k | 192.74 |
|
| Fiserv (FI) | 0.0 | $219k | -5% | 1.7k | 128.93 |
|
| Garmin SHS (GRMN) | 0.0 | $218k | NEW | 887.00 | 246.22 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $217k | NEW | 841.00 | 258.36 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $217k | NEW | 2.9k | 75.39 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $211k | NEW | 347.00 | 609.32 |
|
| Vistra Energy (VST) | 0.0 | $211k | NEW | 1.1k | 195.92 |
|
| Wabtec Corporation (WAB) | 0.0 | $210k | +2% | 1.0k | 200.47 |
|
| AutoZone (AZO) | 0.0 | $210k | NEW | 49.00 | 4290.26 |
|
| Howmet Aerospace (HWM) | 0.0 | $209k | NEW | 1.1k | 196.23 |
|
| Prologis (PLD) | 0.0 | $208k | NEW | 1.8k | 114.52 |
|
| Crown Castle Intl (CCI) | 0.0 | $206k | -7% | 2.1k | 96.49 |
|
| BP Sponsored Adr (BP) | 0.0 | $203k | NEW | 5.9k | 34.46 |
|
| Akamai Technologies (AKAM) | 0.0 | $202k | 2.7k | 75.76 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $201k | NEW | 648.00 | 309.74 |
|
| Ford Motor Company (F) | 0.0 | $171k | 14k | 11.96 |
|
|
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $154k | -6% | 15k | 10.00 |
|
| Prairie Oper (PROP) | 0.0 | $40k | +17% | 20k | 1.99 |
|
| Trinity Biotech Spons Adr New (TRIB) | 0.0 | $27k | 26k | 1.04 |
|
|
| Origin Materials (ORGN) | 0.0 | $26k | 50k | 0.52 |
|
|
| Nanoviricides (NNVC) | 0.0 | $24k | +13% | 17k | 1.43 |
|
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 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