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 56.25% of Moss Adams Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$12M), XLU, CIBR, XLRE, JCPB, PAVE, DFIC, Fundrise Innovation, JMUB, NVDA.
- Started 29 new stock positions in DOW, ALL, XPO, EBAY, MCO, PWR, DGX, MPWR, MRVL, VLO.
- Reduced shares in these 10 stocks: IJR (-$15M), RSP (-$6.9M), BUG, IWV, Avidity Biosciences Ord, SMH, VIOO, XLK, SPDW, .
- Sold out of its positions in ALIT, AIG, ELV, ADP, AZO, Avidity Biosciences Ord, CCL, DDOG, EXPE, FICO. IJH, IFGL, KKR, LULU, HOOD, MDY, SNOW, SFM, TTWO, Amcor, ACN.
- Moss Adams Wealth Advisors was a net buyer of stock by $14M.
- Moss Adams Wealth Advisors has $1.4B in assets under management (AUM), dropping by -0.88%.
- Central Index Key (CIK): 0001661245
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Portfolio Holdings for Moss Adams Wealth Advisors
Moss Adams Wealth Advisors holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 29.6 | $404M | +3% | 1.3M | 320.81 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 9.0 | $124M | +2% | 2.6M | 47.08 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 6.8 | $92M | +2% | 1.8M | 50.81 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 6.0 | $83M | +4% | 1.8M | 45.89 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.9 | $67M | -2% | 174k | 383.40 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.8 | $66M | +3% | 1.9M | 35.53 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 4.7 | $65M | +4% | 1.6M | 40.83 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 3.9 | $54M | 485k | 110.86 |
|
|
| Global X Fds Cybrscurty Etf (BUG) | 2.7 | $36M | -8% | 1.4M | 25.11 |
|
| Apple (AAPL) | 2.0 | $27M | +3% | 107k | 253.79 |
|
| Microsoft Corporation (MSFT) | 1.2 | $17M | 45k | 370.17 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 1.2 | $16M | -3% | 350k | 45.65 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $16M | -14% | 42k | 370.68 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $14M | +8% | 83k | 174.41 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 1.0 | $14M | -5% | 118k | 114.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $12M | +4% | 42k | 287.56 |
|
| Amazon (AMZN) | 0.8 | $11M | +3% | 50k | 208.27 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.7 | $10M | 217k | 46.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $8.0M | +4% | 28k | 286.86 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $6.5M | +2% | 39k | 169.66 |
|
| Meta Platforms Cl A (META) | 0.5 | $6.5M | +4% | 11k | 572.13 |
|
| Broadcom (AVGO) | 0.4 | $6.1M | +8% | 20k | 309.51 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.7M | -72% | 46k | 124.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.3M | 8.9k | 597.53 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.4 | $5.1M | 26k | 198.14 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.3M | +5% | 4.4k | 996.43 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $4.1M | 13k | 328.65 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $3.9M | +10% | 50k | 79.56 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $3.8M | NEW | 61k | 62.68 |
|
| Tesla Motors (TSLA) | 0.3 | $3.7M | +6% | 9.9k | 371.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $3.7M | -3% | 5.7k | 652.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | +6% | 12k | 294.16 |
|
| Johnson & Johnson (JNJ) | 0.2 | $3.0M | +5% | 13k | 244.44 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.0M | +5% | 24k | 124.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.9M | +5% | 5.7k | 499.66 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $2.8M | +96% | 57k | 49.99 |
|
| Home Depot (HD) | 0.2 | $2.7M | +3% | 8.3k | 328.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.7M | 4.7k | 577.14 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.7M | 6.2k | 426.40 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | +9% | 2.9k | 919.77 |
|
| Spdr Index Shs Fds State Street Spd (RWO) | 0.2 | $2.6M | -10% | 57k | 45.77 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $2.5M | 25k | 98.38 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.4M | -25% | 18k | 132.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.3M | 5.4k | 430.29 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.3M | -74% | 12k | 191.92 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.2M | 13k | 164.57 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $2.1M | 1.6k | 1320.83 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.1M | -3% | 21k | 99.27 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $2.0M | +21% | 23k | 88.49 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.9M | -10% | 18k | 106.15 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.9M | 2.9k | 653.10 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +7% | 13k | 147.11 |
|
| International Business Machines (IBM) | 0.1 | $1.8M | 7.5k | 242.39 |
|
|
| Merck & Co (MRK) | 0.1 | $1.8M | +5% | 15k | 121.13 |
|
| Fundrise Innovation Com Shs | 0.1 | $1.8M | NEW | 13k | 130.95 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $1.7M | +15% | 26k | 64.35 |
|
| Netflix (NFLX) | 0.1 | $1.6M | +6% | 16k | 96.15 |
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | +9% | 7.6k | 206.90 |
|
| Abbvie (ABBV) | 0.1 | $1.5M | +8% | 7.0k | 217.49 |
|
| Visa Com Cl A (V) | 0.1 | $1.5M | -8% | 5.0k | 302.24 |
|
| Micron Technology (MU) | 0.1 | $1.5M | +16% | 4.3k | 337.99 |
|
| Cisco Systems (CSCO) | 0.1 | $1.4M | +6% | 19k | 77.59 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $1.4M | 20k | 70.51 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.4M | +7% | 18k | 76.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | +21% | 4.6k | 287.18 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.3M | +7% | 4.2k | 310.79 |
|
| Applied Materials (AMAT) | 0.1 | $1.3M | +2% | 3.7k | 341.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | -3% | 11k | 113.11 |
|
| Amgen (AMGN) | 0.1 | $1.2M | +5% | 3.5k | 351.85 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | 6.1k | 203.43 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +4% | 8.5k | 146.28 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | +4% | 7.9k | 157.28 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.2M | +5% | 25k | 48.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +5% | 6.1k | 192.90 |
|
| Intuit (INTU) | 0.1 | $1.2M | -2% | 2.7k | 432.38 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | +2% | 1.5k | 772.64 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | +30% | 8.0k | 144.44 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | -13% | 4.1k | 270.59 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | +13% | 3.6k | 284.22 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.0M | NEW | 5.1k | 195.98 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | 9.7k | 102.67 |
|
|
| Citigroup Com New (C) | 0.1 | $998k | -25% | 8.8k | 113.41 |
|
| Caterpillar (CAT) | 0.1 | $987k | +6% | 1.4k | 708.46 |
|
| Honeywell International (HON) | 0.1 | $982k | 4.3k | 226.03 |
|
|
| Autodesk (ADSK) | 0.1 | $978k | -4% | 4.1k | 239.40 |
|
| Goldman Sachs (GS) | 0.1 | $959k | +13% | 1.1k | 845.99 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $956k | 4.5k | 211.15 |
|
|
| Philip Morris International (PM) | 0.1 | $955k | +10% | 5.7k | 166.81 |
|
| Wells Fargo & Company (WFC) | 0.1 | $938k | -2% | 12k | 79.61 |
|
| Ge Vernova (GEV) | 0.1 | $913k | +7% | 1.0k | 873.40 |
|
| Rockwell Automation (ROK) | 0.1 | $907k | 2.5k | 358.88 |
|
|
| Topbuild (BLD) | 0.1 | $905k | -12% | 2.6k | 351.31 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $892k | +62% | 9.0k | 99.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $890k | 9.8k | 90.53 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $884k | -8% | 13k | 69.75 |
|
| Pfizer (PFE) | 0.1 | $877k | +11% | 31k | 28.08 |
|
| TJX Companies (TJX) | 0.1 | $875k | +8% | 5.5k | 159.70 |
|
| Danaher Corporation (DHR) | 0.1 | $869k | -5% | 4.6k | 189.99 |
|
| Nextera Energy (NEE) | 0.1 | $845k | +7% | 9.1k | 92.88 |
|
| Boeing Company (BA) | 0.1 | $841k | 4.2k | 199.03 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $826k | +17% | 3.9k | 213.91 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $820k | -7% | 17k | 47.02 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $811k | 3.1k | 261.92 |
|
|
| Linde SHS (LIN) | 0.1 | $787k | +33% | 1.6k | 495.76 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $762k | 3.6k | 213.67 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $758k | 13k | 57.20 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $744k | +2% | 505.00 | 1472.41 |
|
| At&t (T) | 0.1 | $742k | +16% | 26k | 28.99 |
|
| Sandisk Corp (SNDK) | 0.1 | $728k | +7% | 1.1k | 635.34 |
|
| Uber Technologies (UBER) | 0.1 | $720k | -4% | 10k | 71.93 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $710k | 3.7k | 191.81 |
|
|
| ResMed (RMD) | 0.1 | $707k | 3.1k | 224.48 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $694k | +15% | 1.9k | 357.67 |
|
| Gilead Sciences (GILD) | 0.0 | $677k | +9% | 4.9k | 139.37 |
|
| Intel Corporation (INTC) | 0.0 | $675k | +15% | 15k | 44.13 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $673k | 9.8k | 68.35 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $654k | 6.7k | 97.23 |
|
|
| American Express Company (AXP) | 0.0 | $652k | 2.2k | 302.48 |
|
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| salesforce (CRM) | 0.0 | $627k | -2% | 3.4k | 186.67 |
|
| Manulife Finl Corp (MFC) | 0.0 | $622k | +5% | 18k | 34.44 |
|
| Pepsi (PEP) | 0.0 | $618k | +5% | 4.0k | 155.29 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $610k | 1.7k | 356.56 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $610k | -4% | 1.2k | 492.02 |
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| Starbucks Corporation (SBUX) | 0.0 | $606k | +6% | 6.8k | 89.59 |
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| FedEx Corporation (FDX) | 0.0 | $604k | +3% | 1.7k | 357.18 |
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| Verizon Communications (VZ) | 0.0 | $590k | +19% | 12k | 50.20 |
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| Blackrock (BLK) | 0.0 | $551k | +10% | 573.00 | 961.71 |
|
| Western Digital (WDC) | 0.0 | $551k | +2% | 2.0k | 270.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $546k | 8.5k | 64.08 |
|
|
| Southern Company (SO) | 0.0 | $542k | +6% | 5.6k | 96.52 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $532k | +14% | 5.7k | 93.98 |
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| Natera (NTRA) | 0.0 | $528k | 2.6k | 199.99 |
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| Amphenol Corp Cl A (APH) | 0.0 | $521k | +11% | 4.1k | 126.60 |
|
| Union Pacific Corporation (UNP) | 0.0 | $509k | +2% | 2.1k | 242.62 |
|
| Metropcs Communications (TMUS) | 0.0 | $485k | +19% | 2.3k | 210.03 |
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| Progressive Corporation (PGR) | 0.0 | $485k | +14% | 2.4k | 198.24 |
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| Analog Devices (ADI) | 0.0 | $479k | 1.5k | 318.14 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $478k | 8.0k | 59.55 |
|
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| Chubb (CB) | 0.0 | $471k | +6% | 1.4k | 326.90 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $465k | NEW | 6.3k | 73.64 |
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| Corning Incorporated (GLW) | 0.0 | $462k | 3.4k | 135.97 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $460k | 4.0k | 114.99 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $458k | 1.5k | 298.85 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $457k | +13% | 1.5k | 304.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $456k | 3.0k | 151.41 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $456k | 989.00 | 460.99 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $451k | 7.9k | 56.79 |
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| Lowe's Companies (LOW) | 0.0 | $446k | +9% | 1.9k | 236.28 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $444k | 9.4k | 47.37 |
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| United Rentals (URI) | 0.0 | $441k | +2% | 605.00 | 728.56 |
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| Welltower Inc Com reit (WELL) | 0.0 | $439k | +17% | 2.2k | 197.71 |
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| ConocoPhillips (COP) | 0.0 | $436k | +19% | 3.3k | 132.00 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $434k | +22% | 2.2k | 194.14 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $432k | NEW | 5.6k | 77.11 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $428k | 3.3k | 128.11 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $427k | +12% | 957.00 | 446.54 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $420k | 3.2k | 130.94 |
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| Palo Alto Networks (PANW) | 0.0 | $418k | +52% | 2.6k | 160.32 |
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| Paccar (PCAR) | 0.0 | $417k | 3.6k | 115.50 |
|
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| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $416k | 17k | 24.98 |
|
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| Emcor (EME) | 0.0 | $414k | +4% | 560.00 | 738.31 |
|
| Medtronic SHS (MDT) | 0.0 | $412k | +14% | 4.7k | 87.36 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $408k | +4% | 1.0k | 398.00 |
|
| Walt Disney Company (DIS) | 0.0 | $406k | +12% | 4.2k | 96.38 |
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| Deere & Company (DE) | 0.0 | $405k | +4% | 717.00 | 564.92 |
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| Newmont Mining Corporation (NEM) | 0.0 | $401k | 3.7k | 108.25 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $401k | 575.00 | 697.29 |
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| American Tower Reit (AMT) | 0.0 | $396k | +19% | 2.3k | 172.58 |
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| Booking Holdings (BKNG) | 0.0 | $396k | -4% | 94.00 | 4210.33 |
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| General Dynamics Corporation (GD) | 0.0 | $395k | +2% | 1.2k | 343.22 |
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| Arista Networks Com Shs (ANET) | 0.0 | $395k | +17% | 3.2k | 122.78 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $394k | 440.00 | 895.24 |
|
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| Stryker Corporation (SYK) | 0.0 | $391k | +27% | 1.2k | 329.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $390k | +15% | 6.4k | 60.65 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $389k | +18% | 644.00 | 604.39 |
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| Servicenow (NOW) | 0.0 | $385k | +9% | 3.7k | 104.55 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $378k | 18k | 21.18 |
|
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| Waste Management (WM) | 0.0 | $375k | +18% | 1.6k | 229.79 |
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| McKesson Corporation (MCK) | 0.0 | $372k | +6% | 430.00 | 866.09 |
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| Cadence Design Systems (CDNS) | 0.0 | $372k | +4% | 1.3k | 277.87 |
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| Altria (MO) | 0.0 | $371k | +9% | 5.5k | 67.05 |
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| Equinix (EQIX) | 0.0 | $371k | +16% | 378.00 | 980.24 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $364k | +3% | 1.4k | 266.81 |
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| Capital One Financial (COF) | 0.0 | $361k | +8% | 2.0k | 182.43 |
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| Nlight (LASR) | 0.0 | $361k | 6.3k | 57.50 |
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| Realty Income (O) | 0.0 | $356k | +12% | 5.8k | 61.45 |
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| Hca Holdings (HCA) | 0.0 | $346k | +11% | 732.00 | 473.24 |
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| Cummins (CMI) | 0.0 | $346k | +14% | 643.00 | 538.02 |
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| Ishares Tr Esg Aware 80/20 (EAOA) | 0.0 | $342k | NEW | 8.4k | 40.54 |
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| Phillips 66 (PSX) | 0.0 | $341k | +11% | 1.9k | 182.18 |
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| S&p Global (SPGI) | 0.0 | $339k | -20% | 796.00 | 425.34 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $338k | +20% | 12k | 28.71 |
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| Cme (CME) | 0.0 | $334k | +10% | 1.1k | 295.35 |
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| Williams Companies (WMB) | 0.0 | $330k | +3% | 4.5k | 72.78 |
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| Trane Technologies SHS (TT) | 0.0 | $327k | +5% | 785.00 | 416.74 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $323k | +6% | 1.3k | 243.08 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $319k | NEW | 1.3k | 244.18 |
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| Akamai Technologies (AKAM) | 0.0 | $319k | +3% | 2.8k | 114.85 |
|
| Qualcomm (QCOM) | 0.0 | $316k | -47% | 2.5k | 128.78 |
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| Kroger (KR) | 0.0 | $315k | 4.3k | 72.36 |
|
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| 3M Company (MMM) | 0.0 | $314k | +3% | 2.2k | 145.23 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $314k | NEW | 5.0k | 62.46 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $313k | 2.1k | 148.10 |
|
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| Hilltop Holdings (HTH) | 0.0 | $306k | 8.5k | 35.85 |
|
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| IDEXX Laboratories (IDXX) | 0.0 | $300k | 533.00 | 561.90 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $299k | -2% | 767.00 | 390.41 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $296k | -17% | 4.7k | 62.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $296k | 677.00 | 436.79 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $292k | NEW | 212.00 | 1378.99 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $291k | +6% | 3.4k | 85.23 |
|
| Fastenal Company (FAST) | 0.0 | $288k | +22% | 6.2k | 46.40 |
|
| Nike CL B (NKE) | 0.0 | $287k | 5.4k | 53.20 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $287k | -48% | 4.4k | 65.22 |
|
| Prologis (PLD) | 0.0 | $284k | -6% | 2.1k | 132.18 |
|
| O'reilly Automotive (ORLY) | 0.0 | $284k | +2% | 3.1k | 92.31 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $283k | +14% | 2.4k | 118.63 |
|
| Constellation Energy (CEG) | 0.0 | $278k | +16% | 996.00 | 279.25 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $277k | -55% | 4.9k | 56.86 |
|
| BP Sponsored Adr (BP) | 0.0 | $276k | 5.9k | 47.00 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $274k | +3% | 1.1k | 249.91 |
|
| Emerson Electric (EMR) | 0.0 | $270k | +5% | 2.1k | 131.02 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $270k | NEW | 1.1k | 250.58 |
|
| L3harris Technologies (LHX) | 0.0 | $268k | +9% | 777.00 | 345.15 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $268k | 2.5k | 108.98 |
|
|
| PNC Financial Services (PNC) | 0.0 | $266k | +19% | 1.3k | 208.09 |
|
| Howmet Aerospace (HWM) | 0.0 | $264k | 1.1k | 230.46 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $261k | +9% | 383.00 | 682.24 |
|
| Diamondback Energy (FANG) | 0.0 | $261k | NEW | 1.3k | 197.79 |
|
| General Motors Company (GM) | 0.0 | $260k | +10% | 3.5k | 74.50 |
|
| Doordash Cl A (DASH) | 0.0 | $257k | +7% | 1.7k | 150.15 |
|
| D.R. Horton (DHI) | 0.0 | $256k | +2% | 1.9k | 137.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $254k | 2.1k | 118.62 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $253k | +4% | 10k | 24.75 |
|
| Quanta Services (PWR) | 0.0 | $253k | NEW | 460.00 | 549.02 |
|
| American Electric Power Company (AEP) | 0.0 | $251k | NEW | 1.9k | 131.08 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $248k | +4% | 1.9k | 131.39 |
|
| Apollo Global Mgmt (APO) | 0.0 | $246k | -22% | 2.2k | 111.42 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $244k | NEW | 4.0k | 61.05 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $244k | NEW | 1.3k | 194.55 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $243k | 11k | 21.49 |
|
|
| Dow (DOW) | 0.0 | $239k | NEW | 5.7k | 41.65 |
|
| Garmin SHS (GRMN) | 0.0 | $239k | NEW | 1.0k | 232.01 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $238k | 2.5k | 97.13 |
|
|
| Norfolk Southern (NSC) | 0.0 | $237k | +4% | 827.00 | 287.00 |
|
| Becton, Dickinson and (BDX) | 0.0 | $235k | +5% | 1.5k | 157.23 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $233k | +7% | 3.3k | 71.82 |
|
| Kinder Morgan (KMI) | 0.0 | $227k | NEW | 6.8k | 33.53 |
|
| Marvell Technology (MRVL) | 0.0 | $224k | NEW | 2.3k | 99.05 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $222k | +2% | 2.3k | 95.99 |
|
| Moody's Corporation (MCO) | 0.0 | $222k | NEW | 508.00 | 436.25 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $221k | -37% | 3.5k | 62.64 |
|
| Allstate Corporation (ALL) | 0.0 | $220k | NEW | 1.1k | 208.15 |
|
| Illinois Tool Works (ITW) | 0.0 | $220k | +2% | 841.00 | 261.90 |
|
| CSX Corporation (CSX) | 0.0 | $219k | NEW | 5.3k | 41.05 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $215k | NEW | 3.7k | 58.78 |
|
| Valero Energy Corporation (VLO) | 0.0 | $214k | NEW | 866.00 | 247.08 |
|
| Us Bancorp Com New (USB) | 0.0 | $213k | NEW | 4.1k | 52.53 |
|
| Hartford Financial Services (HIG) | 0.0 | $211k | NEW | 1.6k | 135.76 |
|
| Synopsys (SNPS) | 0.0 | $210k | 529.00 | 396.48 |
|
|
| Travelers Companies (TRV) | 0.0 | $207k | NEW | 711.00 | 291.68 |
|
| AmerisourceBergen (COR) | 0.0 | $207k | 660.00 | 314.14 |
|
|
| eBay (EBAY) | 0.0 | $203k | NEW | 2.2k | 91.02 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $203k | NEW | 185.00 | 1095.36 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $202k | +17% | 417.00 | 484.91 |
|
| Ford Motor Company (F) | 0.0 | $169k | +2% | 15k | 11.54 |
|
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $146k | 15k | 9.64 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $59k | 13k | 4.68 |
|
|
| Prairie Oper (PROP) | 0.0 | $51k | 25k | 2.03 |
|
|
| Nanoviricides (NNVC) | 0.0 | $20k | +7% | 22k | 0.91 |
|
| Trinity Biotech Invt Spons Adr New (TRIB) | 0.0 | $14k | 26k | 0.54 |
|
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 2026 Q1 filed April 23, 2026
- 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