Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Moss Adams Wealth Advisors

Moss Adams Wealth Advisors holds 208 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 24.0 $227M 783k 289.81
Ishares Tr Core S&p Scp Etf (IJR) 9.6 $91M 785k 115.22
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.1 $86M 1.9M 46.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.1 $67M 1.2M 58.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.8 $55M 722k 75.69
Global X Fds Cybrscurty Etf (BUG) 4.6 $44M 1.4M 32.11
Select Sector Spdr Tr Communication (XLC) 4.3 $41M 422k 96.81
Global X Fds Us Infr Dev Etf (PAVE) 4.2 $40M 976k 40.52
Vaneck Etf Trust Semiconductr Etf (SMH) 4.2 $39M 163k 242.17
Apple (AAPL) 2.1 $20M 81k 250.42
Microsoft Corporation (MSFT) 1.9 $18M 44k 421.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $13M 382k 34.13
Ishares Tr Russell 3000 Etf (IWV) 1.4 $13M 38k 334.25
Ishares Tr National Mun Etf (MUB) 0.9 $8.9M 84k 106.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $8.7M 50k 175.23
Amazon (AMZN) 0.9 $8.6M 39k 219.39
NVIDIA Corporation (NVDA) 0.8 $7.9M 59k 134.29
Alphabet Cap Stk Cl A (GOOGL) 0.7 $7.0M 37k 189.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $6.2M 161k 38.37
Meta Platforms Cl A (META) 0.5 $4.8M 8.2k 585.51
Alphabet Cap Stk Cl C (GOOG) 0.5 $4.5M 23k 190.44
Costco Wholesale Corporation (COST) 0.4 $3.7M 4.0k 916.27
Broadcom (AVGO) 0.4 $3.7M 16k 231.84
Ishares Tr Esg Aware Msci (ESML) 0.4 $3.5M 84k 42.05
Exxon Mobil Corporation (XOM) 0.4 $3.5M 33k 107.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.2M 5.9k 538.84
United Parcel Service CL B (UPS) 0.3 $3.1M 25k 126.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $3.0M 7.4k 401.58
Home Depot (HD) 0.3 $2.7M 7.0k 388.99
Tesla Motors (TSLA) 0.3 $2.7M 6.7k 403.84
Mastercard Incorporated Cl A (MA) 0.3 $2.4M 4.6k 526.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M 3.9k 588.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.2M 4.4k 511.23
Select Sector Spdr Tr Technology (XLK) 0.2 $2.2M 9.4k 232.52
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.1M 22k 96.90
UnitedHealth (UNH) 0.2 $2.1M 4.1k 505.86
JPMorgan Chase & Co. (JPM) 0.2 $2.0M 8.4k 239.71
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.0M 47k 42.89
Eli Lilly & Co. (LLY) 0.2 $2.0M 2.5k 772.00
Wal-Mart Stores (WMT) 0.2 $1.7M 19k 90.56
Oracle Corporation (ORCL) 0.2 $1.7M 10k 166.64
Intuit (INTU) 0.2 $1.5M 2.5k 628.50
Morgan Stanley Com New (MS) 0.2 $1.5M 12k 125.72
International Business Machines (IBM) 0.2 $1.5M 6.8k 219.83
Johnson & Johnson (JNJ) 0.2 $1.5M 10k 144.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.4M 11k 127.59
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M 2.4k 588.66
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M 5.5k 242.13
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.3M 22k 57.28
Heartland Express (HTLD) 0.1 $1.2M 104k 11.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.2M 12k 101.53
Visa Com Cl A (V) 0.1 $1.1M 3.6k 316.04
Autodesk (ADSK) 0.1 $1.1M 3.9k 295.57
Merck & Co (MRK) 0.1 $1.1M 11k 100.48
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.1M 1.6k 693.08
Topbuild (BLD) 0.1 $1.1M 3.5k 311.34
Procter & Gamble Company (PG) 0.1 $1.1M 6.3k 167.65
Bank of America Corporation (BAC) 0.1 $1.0M 24k 43.95
Netflix (NFLX) 0.1 $1.0M 1.2k 891.32
Intercontinental Exchange (ICE) 0.1 $1.0M 6.9k 149.01
Abbott Laboratories (ABT) 0.1 $1.0M 8.9k 113.11
Regeneron Pharmaceuticals (REGN) 0.1 $967k 1.4k 712.33
Adobe Systems Incorporated (ADBE) 0.1 $961k 2.2k 444.68
McDonald's Corporation (MCD) 0.1 $949k 3.3k 289.89
Danaher Corporation (DHR) 0.1 $924k 4.0k 229.82
Honeywell International (HON) 0.1 $921k 4.1k 225.89
salesforce (CRM) 0.1 $881k 2.6k 334.73
Chevron Corporation (CVX) 0.1 $871k 6.0k 144.84
Wells Fargo & Company (WFC) 0.1 $871k 12k 70.24
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $864k 4.5k 190.88
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $860k 11k 78.65
Abbvie (ABBV) 0.1 $836k 4.7k 177.70
Vanguard Index Fds Small Cp Etf (VB) 0.1 $770k 3.2k 240.28
Roblox Corp Cl A (RBLX) 0.1 $769k 13k 57.86
Coca-Cola Company (KO) 0.1 $759k 12k 62.26
Amgen (AMGN) 0.1 $756k 2.9k 260.64
Marvell Technology (MRVL) 0.1 $748k 6.8k 110.45
Rockwell Automation (ROK) 0.1 $746k 2.6k 285.80
Citigroup Com New (C) 0.1 $745k 11k 70.39
Starbucks Corporation (SBUX) 0.1 $716k 7.8k 91.25
ResMed (RMD) 0.1 $699k 3.1k 228.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $686k 3.7k 185.13
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $668k 6.3k 106.04
Cisco Systems (CSCO) 0.1 $665k 11k 59.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $657k 3.7k 178.08
Avidity Biosciences Ord (RNA) 0.1 $654k 23k 29.08
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $639k 11k 57.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $622k 7.0k 88.40
Uber Technologies (UBER) 0.1 $614k 10k 60.32
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $598k 10k 57.92
American Express Company (AXP) 0.1 $590k 2.0k 296.79
Pfizer (PFE) 0.1 $571k 22k 26.53
Qualcomm (QCOM) 0.1 $557k 3.6k 153.62
Boeing Company (BA) 0.1 $529k 3.0k 177.00
Ishares Core Msci Emkt (IEMG) 0.1 $529k 10k 52.22
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $528k 20k 26.38
Fiserv (FI) 0.1 $523k 2.5k 205.42
Ishares Tr Core Msci Eafe (IEFA) 0.1 $519k 7.4k 70.28
Servicenow (NOW) 0.1 $503k 474.00 1060.12
Metropcs Communications (TMUS) 0.1 $485k 2.2k 220.73
Raytheon Technologies Corp (RTX) 0.1 $483k 4.2k 115.72
Walt Disney Company (DIS) 0.1 $483k 4.3k 111.84
United Rentals (URI) 0.1 $478k 678.00 704.44
Cameco Corporation (CCJ) 0.1 $475k 9.2k 51.39
Thermo Fisher Scientific (TMO) 0.0 $469k 901.00 520.51
Linde SHS (LIN) 0.0 $468k 1.1k 418.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $453k 3.6k 126.74
S&p Global (SPGI) 0.0 $446k 895.00 498.03
FedEx Corporation (FDX) 0.0 $443k 1.6k 282.69
Accenture Plc Ireland Shs Class A (ACN) 0.0 $443k 1.3k 351.79
Lowe's Companies (LOW) 0.0 $442k 1.8k 246.80
Occidental Petroleum Corporation (OXY) 0.0 $442k 8.9k 49.60
Caterpillar (CAT) 0.0 $438k 1.2k 362.76
Philip Morris International (PM) 0.0 $438k 3.6k 121.74
Natera (NTRA) 0.0 $421k 2.7k 158.30
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $419k 5.5k 76.61
Blackstone Group Inc Com Cl A (BX) 0.0 $418k 2.4k 172.42
Us Bancorp Del Com New (USB) 0.0 $418k 8.6k 48.33
Palantir Technologies Cl A (PLTR) 0.0 $412k 5.4k 75.63
Goldman Sachs (GS) 0.0 $407k 711.00 572.62
Progressive Corporation (PGR) 0.0 $402k 1.7k 239.61
Apollo Global Mgmt (APO) 0.0 $397k 2.4k 165.16
Ishares Tr Select Divid Etf (DVY) 0.0 $396k 3.0k 131.29
Nike CL B (NKE) 0.0 $393k 5.2k 75.95
Advanced Micro Devices (AMD) 0.0 $389k 3.2k 120.79
At&t (T) 0.0 $387k 17k 22.77
Ge Aerospace Com New (GE) 0.0 $381k 2.3k 167.07
Parker-Hannifin Corporation (PH) 0.0 $380k 598.00 636.03
Intuitive Surgical Com New (ISRG) 0.0 $374k 717.00 521.96
Amphenol Corp Cl A (APH) 0.0 $362k 5.2k 69.61
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $360k 17k 21.13
Nextera Energy (NEE) 0.0 $356k 5.0k 71.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $356k 8.5k 41.82
Blackrock (BLK) 0.0 $350k 341.00 1025.11
Southern Company (SO) 0.0 $347k 4.2k 82.32
Pepsi (PEP) 0.0 $344k 2.2k 154.65
TJX Companies (TJX) 0.0 $339k 2.8k 120.81
Union Pacific Corporation (UNP) 0.0 $335k 1.5k 228.04
Verizon Communications (VZ) 0.0 $330k 8.3k 39.99
Booking Holdings (BKNG) 0.0 $328k 66.00 4968.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $327k 766.00 426.72
Texas Instruments Incorporated (TXN) 0.0 $320k 1.7k 187.51
Vanguard Index Fds Growth Etf (VUG) 0.0 $318k 775.00 410.44
Fair Isaac Corporation (FICO) 0.0 $315k 158.00 1990.94
Comcast Corp Cl A (CMCSA) 0.0 $309k 8.2k 37.53
Paccar (PCAR) 0.0 $307k 2.9k 107.02
Boston Scientific Corporation (BSX) 0.0 $303k 3.4k 89.32
Bristol Myers Squibb (BMY) 0.0 $300k 5.3k 56.56
Labcorp Holdings Com Shs (LH) 0.0 $292k 1.3k 229.32
Stryker Corporation (SYK) 0.0 $290k 803.00 360.89
Gilead Sciences (GILD) 0.0 $288k 3.1k 92.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $286k 4.6k 62.31
Carrier Global Corporation (CARR) 0.0 $286k 4.2k 68.49
Eaton Corp SHS (ETN) 0.0 $282k 851.00 331.87
Ishares Gold Tr Ishares New (IAU) 0.0 $281k 5.7k 49.51
Applovin Corp Com Cl A (APP) 0.0 $277k 854.00 323.83
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $276k 1.2k 224.35
Medtronic SHS (MDT) 0.0 $272k 3.4k 80.55
Hp (HPQ) 0.0 $270k 8.2k 32.94
Micron Technology (MU) 0.0 $269k 3.2k 84.28
Vanguard World Utilities Etf (VPU) 0.0 $265k 1.6k 163.42
Chubb (CB) 0.0 $261k 942.00 277.21
Lockheed Martin Corporation (LMT) 0.0 $258k 531.00 485.94
Waste Management (WM) 0.0 $257k 1.3k 201.79
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 0.0 $256k 8.1k 31.79
Automatic Data Processing (ADP) 0.0 $255k 868.00 294.26
Cadence Design Systems (CDNS) 0.0 $254k 844.00 300.46
Charles Schwab Corporation (SCHW) 0.0 $253k 3.4k 74.01
Synopsys (SNPS) 0.0 $246k 506.00 485.36
Marsh & McLennan Companies (MMC) 0.0 $245k 1.2k 212.41
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $244k 13k 19.30
Hilltop Holdings (HTH) 0.0 $244k 8.5k 28.63
3M Company (MMM) 0.0 $239k 1.9k 129.09
Analog Devices (ADI) 0.0 $237k 1.1k 212.46
Palo Alto Networks (PANW) 0.0 $236k 1.3k 181.96
Paypal Holdings (PYPL) 0.0 $233k 2.7k 85.35
ConocoPhillips (COP) 0.0 $232k 2.3k 99.17
Akamai Technologies (AKAM) 0.0 $232k 2.4k 95.65
Applied Materials (AMAT) 0.0 $228k 1.4k 162.63
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $228k 2.9k 78.18
Ishares Tr Conser Alloc Etf (AOK) 0.0 $227k 6.1k 37.30
Duke Energy Corp Com New (DUK) 0.0 $226k 2.1k 107.74
Allstate Corporation (ALL) 0.0 $224k 1.2k 193.70
Hess (HES) 0.0 $224k 1.7k 133.01
Phillips 66 (PSX) 0.0 $222k 1.9k 113.93
American Tower Reit (AMT) 0.0 $221k 1.2k 184.90
Lululemon Athletica (LULU) 0.0 $220k 576.00 382.41
Ishares Tr Msci Eafe Etf (EFA) 0.0 $219k 2.9k 75.61
Doordash Cl A (DASH) 0.0 $218k 1.3k 167.75
IDEXX Laboratories (IDXX) 0.0 $218k 528.00 413.45
Ishares Tr Rus 1000 Etf (IWB) 0.0 $214k 665.00 322.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $214k 531.00 402.70
Lam Research Corp Com New (LRCX) 0.0 $212k 2.9k 72.45
Bridgebio Pharma (BBIO) 0.0 $208k 7.6k 27.44
PG&E Corporation (PCG) 0.0 $208k 10k 20.21
Freeport-mcmoran CL B (FCX) 0.0 $205k 5.4k 38.08
Emcor (EME) 0.0 $203k 447.00 453.90
Alliant Energy Corporation (LNT) 0.0 $203k 3.4k 59.14
Tractor Supply Company (TSCO) 0.0 $203k 3.8k 53.06
Emerson Electric (EMR) 0.0 $201k 1.6k 123.93
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $171k 17k 10.35
Ford Motor Company (F) 0.0 $150k 15k 9.90
Transocean Registered Shs (RIG) 0.0 $114k 30k 3.75
Origin Materials (ORGN) 0.0 $64k 50k 1.28
Apptech Pmts Corp (APCX) 0.0 $44k 85k 0.52
Trinity Biotech Spons Adr New (TRIB) 0.0 $23k 26k 0.88
Ses Ai Corporation Cl A Com (SES) 0.0 $22k 10k 2.19
Nanoviricides (NNVC) 0.0 $22k 15k 1.43