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 54.61% of Moss Adams Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLRE (+$53M), VTI (+$12M), JCPB (+$6.9M), SPEM (+$6.2M), IJR (+$5.1M), VPU, SOXX, PAVE, AAPL, BUG.
- Started 30 new stock positions in ABNB, CRWD, ITW, MO, INTC, GEV, ELV, KR, DE, SJNK.
- Reduced shares in these 10 stocks: VGIT (-$68M), MUB (-$5.5M), VYM, HTLD, MRVL, , , , APH, .
- Sold out of its positions in ALL, APH, CCJ, EME, FCX, GEHC, HTLD, HES, NXTE, IEFA. IEMG, LULU, MRVL, PCG, PYPL, SES, DIA, SNPS, TSCO, VYM, RIG.
- Moss Adams Wealth Advisors was a net buyer of stock by $37M.
- Moss Adams Wealth Advisors has $950M in assets under management (AUM), dropping by 0.36%.
- Central Index Key (CIK): 0001661245
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Portfolio Holdings for Moss Adams Wealth Advisors
Moss Adams Wealth Advisors holds 217 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 23.9 | $227M | +5% | 825k | 274.84 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 10.0 | $95M | +7% | 2.0M | 47.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.2 | $87M | +6% | 834k | 104.57 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 6.0 | $57M | 723k | 78.85 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 5.6 | $53M | NEW | 1.3M | 41.85 |
|
| Global X Fds Cybrscurty Etf (BUG) | 4.8 | $45M | +3% | 1.4M | 32.34 |
|
| Select Sector Spdr Tr Communication (XLC) | 4.4 | $42M | +2% | 434k | 96.45 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 4.1 | $39M | +5% | 1.0M | 37.73 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.6 | $34M | 161k | 211.47 |
|
|
| Apple (AAPL) | 2.0 | $19M | +7% | 87k | 222.13 |
|
| Microsoft Corporation (MSFT) | 1.8 | $17M | +3% | 45k | 375.39 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $14M | 379k | 36.41 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $13M | +5% | 40k | 317.64 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.3 | $13M | +98% | 320k | 39.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $8.3M | -3% | 48k | 173.23 |
|
| Amazon (AMZN) | 0.9 | $8.2M | +10% | 43k | 190.26 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $7.3M | +14% | 68k | 108.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.8M | +2% | 38k | 154.64 |
|
| Meta Platforms Cl A (META) | 0.6 | $5.5M | +17% | 9.6k | 576.36 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.3M | +9% | 36k | 118.93 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.2M | +9% | 4.4k | 945.78 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.2M | +35% | 8.1k | 513.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.8M | +4% | 24k | 156.23 |
|
| Vanguard World Utilities Etf (VPU) | 0.4 | $3.5M | +1155% | 20k | 170.81 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.4 | $3.4M | +3% | 87k | 38.41 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.3M | -62% | 31k | 105.44 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $3.3M | +60% | 75k | 43.64 |
|
| Home Depot (HD) | 0.3 | $3.0M | +15% | 8.1k | 366.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.8M | +8% | 5.0k | 548.12 |
|
| United Parcel Service CL B (UPS) | 0.3 | $2.7M | 25k | 109.99 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | 7.4k | 361.09 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $2.6M | NEW | 14k | 188.17 |
|
| Broadcom (AVGO) | 0.3 | $2.5M | -3% | 15k | 167.43 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.5M | +19% | 10k | 245.30 |
|
| UnitedHealth (UNH) | 0.2 | $2.3M | +8% | 4.5k | 523.75 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | +10% | 2.8k | 825.91 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.2M | 22k | 98.92 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.2M | 3.9k | 561.09 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.1M | 4.4k | 469.64 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.8M | +6% | 7.1k | 259.16 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +8% | 11k | 165.84 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.8M | +10% | 21k | 88.03 |
|
| International Business Machines (IBM) | 0.2 | $1.8M | +8% | 7.4k | 248.66 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | +28% | 3.1k | 561.83 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.7M | -10% | 8.4k | 206.47 |
|
| Visa Com Cl A (V) | 0.2 | $1.6M | +27% | 4.6k | 350.46 |
|
| Intuit (INTU) | 0.2 | $1.6M | +7% | 2.6k | 613.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.6M | 5.5k | 288.14 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.5M | +5% | 11k | 139.81 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.5M | +5% | 13k | 116.67 |
|
| Netflix (NFLX) | 0.1 | $1.3M | +23% | 1.4k | 932.53 |
|
| Abbvie (ABBV) | 0.1 | $1.3M | +32% | 6.2k | 209.52 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | +17% | 7.4k | 170.42 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $1.3M | 22k | 56.28 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | +4% | 7.2k | 172.50 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.1k | 132.65 |
|
|
| Merck & Co (MRK) | 0.1 | $1.2M | +15% | 13k | 90.54 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.2M | +99% | 4.4k | 266.71 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | +9% | 6.6k | 167.29 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | +4% | 3.4k | 312.37 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | 12k | 92.83 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | +6% | 25k | 41.73 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | 1.6k | 662.63 |
|
|
| Amgen (AMGN) | 0.1 | $1.0M | +13% | 3.3k | 311.55 |
|
| Coca-Cola Company (KO) | 0.1 | $1.0M | +16% | 14k | 72.13 |
|
| Autodesk (ADSK) | 0.1 | $1.0M | 3.9k | 261.80 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $999k | +15% | 13k | 78.89 |
|
| Topbuild (BLD) | 0.1 | $993k | -6% | 3.3k | 304.95 |
|
| Cisco Systems (CSCO) | 0.1 | $946k | +36% | 15k | 61.71 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $934k | +33% | 5.0k | 188.16 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $911k | +41% | 16k | 57.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $878k | 1.4k | 634.23 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $863k | 4.5k | 190.58 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $863k | +4% | 2.2k | 383.53 |
|
| Citigroup Com New (C) | 0.1 | $860k | +14% | 12k | 70.99 |
|
| Wells Fargo & Company (WFC) | 0.1 | $842k | -5% | 12k | 71.79 |
|
| Honeywell International (HON) | 0.1 | $838k | -2% | 4.0k | 211.75 |
|
| Starbucks Corporation (SBUX) | 0.1 | $826k | +7% | 8.4k | 98.09 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | NEW | 1.00 | 798442.00 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $794k | +2% | 14k | 58.29 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $771k | +26% | 8.0k | 96.51 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $742k | +4% | 3.3k | 221.75 |
|
| salesforce (CRM) | 0.1 | $728k | +3% | 2.7k | 268.36 |
|
| Uber Technologies (UBER) | 0.1 | $711k | -4% | 9.8k | 72.86 |
|
| Pfizer (PFE) | 0.1 | $703k | +28% | 28k | 25.34 |
|
| Rockwell Automation (ROK) | 0.1 | $700k | +3% | 2.7k | 258.38 |
|
| Philip Morris International (PM) | 0.1 | $694k | +20% | 4.3k | 160.08 |
|
| ResMed (RMD) | 0.1 | $689k | 3.1k | 223.85 |
|
|
| Danaher Corporation (DHR) | 0.1 | $674k | -18% | 3.3k | 205.31 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $665k | -99% | 11k | 59.40 |
|
| Avidity Biosciences Ord (RNA) | 0.1 | $664k | 23k | 29.52 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $661k | +47% | 1.3k | 498.02 |
|
| Linde SHS (LIN) | 0.1 | $660k | +26% | 1.4k | 465.64 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $643k | +53% | 8.4k | 76.50 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $634k | +14% | 4.8k | 132.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $630k | 3.7k | 170.89 |
|
|
| Boeing Company (BA) | 0.1 | $617k | +21% | 3.6k | 170.55 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $598k | 20k | 29.70 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $592k | +29% | 3.0k | 200.49 |
|
| At&t (T) | 0.1 | $589k | +22% | 21k | 28.28 |
|
| Qualcomm (QCOM) | 0.1 | $583k | +4% | 3.8k | 153.61 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $582k | -2% | 6.8k | 85.07 |
|
| Bridgebio Pharma (BBIO) | 0.1 | $560k | +113% | 16k | 34.57 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $548k | +19% | 6.5k | 84.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $538k | -8% | 9.4k | 57.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $535k | NEW | 11k | 50.83 |
|
| Progressive Corporation (PGR) | 0.1 | $534k | +12% | 1.9k | 283.01 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $525k | +157% | 1.7k | 306.74 |
|
| American Express Company (AXP) | 0.1 | $512k | -4% | 1.9k | 269.05 |
|
| Walt Disney Company (DIS) | 0.1 | $492k | +15% | 5.0k | 98.70 |
|
| Southern Company (SO) | 0.1 | $490k | +26% | 5.3k | 91.95 |
|
| Goldman Sachs (GS) | 0.1 | $477k | +22% | 873.00 | 546.29 |
|
| Verizon Communications (VZ) | 0.0 | $471k | +25% | 10k | 45.36 |
|
| Fiserv (FI) | 0.0 | $462k | -17% | 2.1k | 220.83 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $461k | +34% | 4.6k | 100.88 |
|
| Union Pacific Corporation (UNP) | 0.0 | $460k | +32% | 1.9k | 236.24 |
|
| Nextera Energy (NEE) | 0.0 | $458k | +29% | 6.5k | 70.89 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $454k | NEW | 1.8k | 257.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $438k | +23% | 884.00 | 495.27 |
|
| Medtronic SHS (MDT) | 0.0 | $433k | +41% | 4.8k | 90.56 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $430k | -2% | 8.7k | 49.60 |
|
| FedEx Corporation (FDX) | 0.0 | $430k | +11% | 1.8k | 245.23 |
|
| S&p Global (SPGI) | 0.0 | $423k | -6% | 833.00 | 508.10 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $420k | 3.6k | 117.49 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $418k | +62% | 863.00 | 484.82 |
|
| TJX Companies (TJX) | 0.0 | $417k | +22% | 3.4k | 121.80 |
|
| Gilead Sciences (GILD) | 0.0 | $415k | +18% | 3.7k | 112.05 |
|
| Servicenow (NOW) | 0.0 | $412k | +9% | 517.00 | 796.14 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $409k | NEW | 16k | 25.16 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $405k | 3.0k | 134.29 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $401k | NEW | 9.1k | 43.88 |
|
| Pepsi (PEP) | 0.0 | $399k | +19% | 2.7k | 149.94 |
|
| Blackrock (BLK) | 0.0 | $398k | +23% | 420.00 | 946.48 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $396k | +7% | 9.3k | 42.72 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $396k | +22% | 6.5k | 60.99 |
|
| Caterpillar (CAT) | 0.0 | $395k | 1.2k | 329.80 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $391k | +83% | 5.4k | 72.92 |
|
| Stryker Corporation (SYK) | 0.0 | $387k | +29% | 1.0k | 373.09 |
|
| Lowe's Companies (LOW) | 0.0 | $382k | -8% | 1.6k | 233.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $382k | -2% | 1.2k | 312.04 |
|
| Natera (NTRA) | 0.0 | $378k | 2.7k | 141.41 |
|
|
| Booking Holdings (BKNG) | 0.0 | $378k | +24% | 82.00 | 4606.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $375k | +39% | 6.4k | 58.35 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $372k | 8.5k | 43.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $369k | +8% | 2.6k | 139.78 |
|
| Anthem (ELV) | 0.0 | $369k | NEW | 848.00 | 434.96 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $368k | +2% | 17k | 21.18 |
|
| United Rentals (URI) | 0.0 | $362k | -14% | 578.00 | 626.70 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $362k | +18% | 2.0k | 179.70 |
|
| Nike CL B (NKE) | 0.0 | $361k | +9% | 5.7k | 63.76 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $357k | +33% | 4.6k | 78.28 |
|
| 3M Company (MMM) | 0.0 | $351k | +29% | 2.4k | 146.86 |
|
| Waste Management (WM) | 0.0 | $350k | +18% | 1.5k | 231.51 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $349k | +36% | 2.9k | 121.97 |
|
| Apollo Global Mgmt (APO) | 0.0 | $340k | +3% | 2.5k | 136.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $335k | 5.7k | 58.96 |
|
|
| Chubb (CB) | 0.0 | $334k | +16% | 1.1k | 302.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $332k | +24% | 1.1k | 307.04 |
|
| Analog Devices (ADI) | 0.0 | $324k | +44% | 1.6k | 201.67 |
|
| Micron Technology (MU) | 0.0 | $314k | +12% | 3.6k | 87.01 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $306k | +3% | 1.3k | 232.74 |
|
| American Tower Reit (AMT) | 0.0 | $306k | +17% | 1.4k | 217.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $302k | +5% | 814.00 | 370.82 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $301k | +3% | 163.00 | 1844.16 |
|
| Paccar (PCAR) | 0.0 | $298k | +6% | 3.1k | 97.37 |
|
| Phillips 66 (PSX) | 0.0 | $292k | +21% | 2.4k | 123.48 |
|
| Advanced Micro Devices (AMD) | 0.0 | $284k | -13% | 2.8k | 102.74 |
|
| Doordash Cl A (DASH) | 0.0 | $283k | +18% | 1.5k | 182.77 |
|
| Kla Corp Com New (KLAC) | 0.0 | $273k | NEW | 401.00 | 679.80 |
|
| Carrier Global Corporation (CARR) | 0.0 | $272k | +2% | 4.3k | 63.40 |
|
| Palo Alto Networks (PANW) | 0.0 | $269k | +21% | 1.6k | 170.64 |
|
| Intel Corporation (INTC) | 0.0 | $266k | NEW | 12k | 22.71 |
|
| Kroger (KR) | 0.0 | $261k | NEW | 3.9k | 67.69 |
|
| Hilltop Holdings (HTH) | 0.0 | $259k | 8.5k | 30.45 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $256k | -8% | 1.1k | 244.03 |
|
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $250k | 13k | 19.73 |
|
|
| ConocoPhillips (COP) | 0.0 | $248k | 2.4k | 105.02 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $244k | +9% | 580.00 | 419.96 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $243k | 1.2k | 197.46 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $242k | NEW | 685.00 | 352.58 |
|
| Hp (HPQ) | 0.0 | $238k | +3% | 8.5k | 28.02 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $236k | 2.9k | 81.73 |
|
|
| Prologis (PLD) | 0.0 | $235k | NEW | 2.1k | 111.79 |
|
| Deere & Company (DE) | 0.0 | $234k | NEW | 497.00 | 470.95 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $234k | +5% | 3.6k | 64.35 |
|
| Realty Income (O) | 0.0 | $233k | NEW | 4.0k | 58.01 |
|
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $232k | 6.2k | 37.63 |
|
|
| Altria (MO) | 0.0 | $231k | NEW | 3.8k | 61.04 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $230k | -36% | 379.00 | 607.85 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $228k | NEW | 12k | 19.78 |
|
| Cigna Corp (CI) | 0.0 | $228k | NEW | 693.00 | 329.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $225k | NEW | 3.3k | 68.31 |
|
| Eaton Corp SHS (ETN) | 0.0 | $223k | -3% | 822.00 | 271.83 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $223k | 843.00 | 264.97 |
|
|
| Emerson Electric (EMR) | 0.0 | $223k | +25% | 2.0k | 109.64 |
|
| McKesson Corporation (MCK) | 0.0 | $222k | NEW | 329.00 | 673.70 |
|
| General Dynamics Corporation (GD) | 0.0 | $222k | NEW | 813.00 | 272.58 |
|
| Brown & Brown (BRO) | 0.0 | $218k | NEW | 1.8k | 124.40 |
|
| Cadence Design Systems (CDNS) | 0.0 | $214k | 840.00 | 254.33 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $214k | NEW | 149.00 | 1432.58 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $212k | -30% | 5.7k | 36.90 |
|
| Illinois Tool Works (ITW) | 0.0 | $212k | NEW | 849.00 | 249.52 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $210k | -11% | 471.00 | 446.71 |
|
| Akamai Technologies (AKAM) | 0.0 | $206k | +5% | 2.6k | 80.51 |
|
| Ge Vernova (GEV) | 0.0 | $206k | NEW | 673.00 | 305.28 |
|
| Shopify Cl A (SHOP) | 0.0 | $205k | NEW | 2.1k | 95.48 |
|
| Roper Industries (ROP) | 0.0 | $204k | NEW | 346.00 | 589.58 |
|
| Capital One Financial (COF) | 0.0 | $204k | NEW | 1.1k | 179.30 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $203k | NEW | 1.3k | 153.21 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $202k | NEW | 1.7k | 119.46 |
|
| Applied Materials (AMAT) | 0.0 | $201k | 1.4k | 145.12 |
|
|
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $167k | 17k | 10.14 |
|
|
| Ford Motor Company (F) | 0.0 | $162k | +6% | 16k | 10.03 |
|
| Apptech Pmts Corp (APCX) | 0.0 | $35k | 85k | 0.42 |
|
|
| Origin Materials (ORGN) | 0.0 | $33k | 50k | 0.66 |
|
|
| Nanoviricides (NNVC) | 0.0 | $18k | 15k | 1.17 |
|
|
| Trinity Biotech Spons Adr New (TRIB) | 0.0 | $15k | 26k | 0.57 |
|
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 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