Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of March 31, 2025

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 825k 274.84
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.0 $95M 2.0M 47.04
Ishares Tr Core S&p Scp Etf (IJR) 9.2 $87M 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 1.3M 41.85
Global X Fds Cybrscurty Etf (BUG) 4.8 $45M 1.4M 32.34
Select Sector Spdr Tr Communication (XLC) 4.4 $42M 434k 96.45
Global X Fds Us Infr Dev Etf (PAVE) 4.1 $39M 1.0M 37.73
Vaneck Etf Trust Semiconductr Etf (SMH) 3.6 $34M 161k 211.47
Apple (AAPL) 2.0 $19M 87k 222.13
Microsoft Corporation (MSFT) 1.8 $17M 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 40k 317.64
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $13M 320k 39.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $8.3M 48k 173.23
Amazon (AMZN) 0.9 $8.2M 43k 190.26
NVIDIA Corporation (NVDA) 0.8 $7.3M 68k 108.39
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.8M 38k 154.64
Meta Platforms Cl A (META) 0.6 $5.5M 9.6k 576.36
Exxon Mobil Corporation (XOM) 0.5 $4.3M 36k 118.93
Costco Wholesale Corporation (COST) 0.4 $4.2M 4.4k 945.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.2M 8.1k 513.91
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.8M 24k 156.23
Vanguard World Utilities Etf (VPU) 0.4 $3.5M 20k 170.81
Ishares Tr Esg Aware Msci (ESML) 0.4 $3.4M 87k 38.41
Ishares Tr National Mun Etf (MUB) 0.3 $3.3M 31k 105.44
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $3.3M 75k 43.64
Home Depot (HD) 0.3 $3.0M 8.1k 366.49
Mastercard Incorporated Cl A (MA) 0.3 $2.8M 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 14k 188.17
Broadcom (AVGO) 0.3 $2.5M 15k 167.43
JPMorgan Chase & Co. (JPM) 0.3 $2.5M 10k 245.30
UnitedHealth (UNH) 0.2 $2.3M 4.5k 523.75
Eli Lilly & Co. (LLY) 0.2 $2.3M 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 7.1k 259.16
Johnson & Johnson (JNJ) 0.2 $1.8M 11k 165.84
Wal-Mart Stores (WMT) 0.2 $1.8M 21k 88.03
International Business Machines (IBM) 0.2 $1.8M 7.4k 248.66
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 3.1k 561.83
Select Sector Spdr Tr Technology (XLK) 0.2 $1.7M 8.4k 206.47
Visa Com Cl A (V) 0.2 $1.6M 4.6k 350.46
Intuit (INTU) 0.2 $1.6M 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 11k 139.81
Morgan Stanley Com New (MS) 0.2 $1.5M 13k 116.67
Netflix (NFLX) 0.1 $1.3M 1.4k 932.53
Abbvie (ABBV) 0.1 $1.3M 6.2k 209.52
Procter & Gamble Company (PG) 0.1 $1.3M 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 7.2k 172.50
Abbott Laboratories (ABT) 0.1 $1.2M 9.1k 132.65
Merck & Co (MRK) 0.1 $1.2M 13k 90.54
Metropcs Communications (TMUS) 0.1 $1.2M 4.4k 266.71
Chevron Corporation (CVX) 0.1 $1.1M 6.6k 167.29
McDonald's Corporation (MCD) 0.1 $1.1M 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 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 3.3k 311.55
Coca-Cola Company (KO) 0.1 $1.0M 14k 72.13
Autodesk (ADSK) 0.1 $1.0M 3.9k 261.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $999k 13k 78.89
Topbuild (BLD) 0.1 $993k 3.3k 304.95
Cisco Systems (CSCO) 0.1 $946k 15k 61.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $934k 5.0k 188.16
Ishares Tr Core 60/40 Balan (AOR) 0.1 $911k 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 2.2k 383.53
Citigroup Com New (C) 0.1 $860k 12k 70.99
Wells Fargo & Company (WFC) 0.1 $842k 12k 71.79
Honeywell International (HON) 0.1 $838k 4.0k 211.75
Starbucks Corporation (SBUX) 0.1 $826k 8.4k 98.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Roblox Corp Cl A (RBLX) 0.1 $794k 14k 58.29
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $771k 8.0k 96.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $742k 3.3k 221.75
salesforce (CRM) 0.1 $728k 2.7k 268.36
Uber Technologies (UBER) 0.1 $711k 9.8k 72.86
Pfizer (PFE) 0.1 $703k 28k 25.34
Rockwell Automation (ROK) 0.1 $700k 2.7k 258.38
Philip Morris International (PM) 0.1 $694k 4.3k 160.08
ResMed (RMD) 0.1 $689k 3.1k 223.85
Danaher Corporation (DHR) 0.1 $674k 3.3k 205.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $665k 11k 59.40
Avidity Biosciences Ord (RNA) 0.1 $664k 23k 29.52
Thermo Fisher Scientific (TMO) 0.1 $661k 1.3k 498.02
Linde SHS (LIN) 0.1 $660k 1.4k 465.64
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $643k 8.4k 76.50
Raytheon Technologies Corp (RTX) 0.1 $634k 4.8k 132.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $630k 3.7k 170.89
Boeing Company (BA) 0.1 $617k 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 3.0k 200.49
At&t (T) 0.1 $589k 21k 28.28
Qualcomm (QCOM) 0.1 $583k 3.8k 153.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $582k 6.8k 85.07
Bridgebio Pharma (BBIO) 0.1 $560k 16k 34.57
Palantir Technologies Cl A (PLTR) 0.1 $548k 6.5k 84.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $538k 9.4k 57.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $535k 11k 50.83
Progressive Corporation (PGR) 0.1 $534k 1.9k 283.01
Ishares Tr Rus 1000 Etf (IWB) 0.1 $525k 1.7k 306.74
American Express Company (AXP) 0.1 $512k 1.9k 269.05
Walt Disney Company (DIS) 0.1 $492k 5.0k 98.70
Southern Company (SO) 0.1 $490k 5.3k 91.95
Goldman Sachs (GS) 0.1 $477k 873.00 546.29
Verizon Communications (VZ) 0.0 $471k 10k 45.36
Fiserv (FI) 0.0 $462k 2.1k 220.83
Boston Scientific Corporation (BSX) 0.0 $461k 4.6k 100.88
Union Pacific Corporation (UNP) 0.0 $460k 1.9k 236.24
Nextera Energy (NEE) 0.0 $458k 6.5k 70.89
Vanguard Index Fds Large Cap Etf (VV) 0.0 $454k 1.8k 257.03
Intuitive Surgical Com New (ISRG) 0.0 $438k 884.00 495.27
Medtronic SHS (MDT) 0.0 $433k 4.8k 90.56
Occidental Petroleum Corporation (OXY) 0.0 $430k 8.7k 49.60
FedEx Corporation (FDX) 0.0 $430k 1.8k 245.23
S&p Global (SPGI) 0.0 $423k 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 863.00 484.82
TJX Companies (TJX) 0.0 $417k 3.4k 121.80
Gilead Sciences (GILD) 0.0 $415k 3.7k 112.05
Servicenow (NOW) 0.0 $412k 517.00 796.14
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $409k 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 9.1k 43.88
Pepsi (PEP) 0.0 $399k 2.7k 149.94
Blackrock (BLK) 0.0 $398k 420.00 946.48
Us Bancorp Del Com New (USB) 0.0 $396k 9.3k 42.72
Bristol Myers Squibb (BMY) 0.0 $396k 6.5k 60.99
Caterpillar (CAT) 0.0 $395k 1.2k 329.80
Lam Research Corp Com New (LRCX) 0.0 $391k 5.4k 72.92
Stryker Corporation (SYK) 0.0 $387k 1.0k 373.09
Lowe's Companies (LOW) 0.0 $382k 1.6k 233.23
Accenture Plc Ireland Shs Class A (ACN) 0.0 $382k 1.2k 312.04
Natera (NTRA) 0.0 $378k 2.7k 141.41
Booking Holdings (BKNG) 0.0 $378k 82.00 4606.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $375k 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 2.6k 139.78
Anthem (ELV) 0.0 $369k 848.00 434.96
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $368k 17k 21.18
United Rentals (URI) 0.0 $362k 578.00 626.70
Texas Instruments Incorporated (TXN) 0.0 $362k 2.0k 179.70
Nike CL B (NKE) 0.0 $361k 5.7k 63.76
Charles Schwab Corporation (SCHW) 0.0 $357k 4.6k 78.28
3M Company (MMM) 0.0 $351k 2.4k 146.86
Waste Management (WM) 0.0 $350k 1.5k 231.51
Duke Energy Corp Com New (DUK) 0.0 $349k 2.9k 121.97
Apollo Global Mgmt (APO) 0.0 $340k 2.5k 136.94
Ishares Gold Tr Ishares New (IAU) 0.0 $335k 5.7k 58.96
Chubb (CB) 0.0 $334k 1.1k 302.91
Automatic Data Processing (ADP) 0.0 $332k 1.1k 307.04
Analog Devices (ADI) 0.0 $324k 1.6k 201.67
Micron Technology (MU) 0.0 $314k 3.6k 87.01
Labcorp Holdings Com Shs (LH) 0.0 $306k 1.3k 232.74
American Tower Reit (AMT) 0.0 $306k 1.4k 217.60
Vanguard Index Fds Growth Etf (VUG) 0.0 $302k 814.00 370.82
Fair Isaac Corporation (FICO) 0.0 $301k 163.00 1844.16
Paccar (PCAR) 0.0 $298k 3.1k 97.37
Phillips 66 (PSX) 0.0 $292k 2.4k 123.48
Advanced Micro Devices (AMD) 0.0 $284k 2.8k 102.74
Doordash Cl A (DASH) 0.0 $283k 1.5k 182.77
Kla Corp Com New (KLAC) 0.0 $273k 401.00 679.80
Carrier Global Corporation (CARR) 0.0 $272k 4.3k 63.40
Palo Alto Networks (PANW) 0.0 $269k 1.6k 170.64
Intel Corporation (INTC) 0.0 $266k 12k 22.71
Kroger (KR) 0.0 $261k 3.9k 67.69
Hilltop Holdings (HTH) 0.0 $259k 8.5k 30.45
Marsh & McLennan Companies (MMC) 0.0 $256k 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 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 685.00 352.58
Hp (HPQ) 0.0 $238k 8.5k 28.02
Ishares Tr Msci Eafe Etf (EFA) 0.0 $236k 2.9k 81.73
Prologis (PLD) 0.0 $235k 2.1k 111.79
Deere & Company (DE) 0.0 $234k 497.00 470.95
Alliant Energy Corporation (LNT) 0.0 $234k 3.6k 64.35
Realty Income (O) 0.0 $233k 4.0k 58.01
Ishares Tr Core 30/70 Conse (AOK) 0.0 $232k 6.2k 37.63
Altria (MO) 0.0 $231k 3.8k 61.04
Parker-Hannifin Corporation (PH) 0.0 $230k 379.00 607.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $228k 12k 19.78
Cigna Corp (CI) 0.0 $228k 693.00 329.00
Mondelez Intl Cl A (MDLZ) 0.0 $225k 3.3k 68.31
Eaton Corp SHS (ETN) 0.0 $223k 822.00 271.83
Applovin Corp Com Cl A (APP) 0.0 $223k 843.00 264.97
Emerson Electric (EMR) 0.0 $223k 2.0k 109.64
McKesson Corporation (MCK) 0.0 $222k 329.00 673.70
General Dynamics Corporation (GD) 0.0 $222k 813.00 272.58
Brown & Brown (BRO) 0.0 $218k 1.8k 124.40
Cadence Design Systems (CDNS) 0.0 $214k 840.00 254.33
O'reilly Automotive (ORLY) 0.0 $214k 149.00 1432.58
Comcast Corp Cl A (CMCSA) 0.0 $212k 5.7k 36.90
Illinois Tool Works (ITW) 0.0 $212k 849.00 249.52
Lockheed Martin Corporation (LMT) 0.0 $210k 471.00 446.71
Akamai Technologies (AKAM) 0.0 $206k 2.6k 80.51
Ge Vernova (GEV) 0.0 $206k 673.00 305.28
Shopify Cl A (SHOP) 0.0 $205k 2.1k 95.48
Roper Industries (ROP) 0.0 $204k 346.00 589.58
Capital One Financial (COF) 0.0 $204k 1.1k 179.30
Welltower Inc Com reit (WELL) 0.0 $203k 1.3k 153.21
Airbnb Com Cl A (ABNB) 0.0 $202k 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 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