Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of June 30, 2025

Portfolio Holdings for Moss Adams Wealth Advisors

Moss Adams Wealth Advisors holds 255 positions in its portfolio as reported in the June 2025 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 $265M 869k 304.65
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.7 $96M 2.0M 47.06
Ishares Tr Core S&p Scp Etf (IJR) 7.5 $83M 761k 109.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.4 $59M 728k 81.66
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 4.9 $54M 1.3M 41.42
Global X Fds Cybrscurty Etf (BUG) 4.8 $53M 1.4M 37.10
Select Sector Spdr Tr Communication (XLC) 4.3 $48M 440k 108.53
Vaneck Etf Trust Semiconductr Etf (SMH) 4.3 $47M 168k 278.88
Global X Fds Us Infr Dev Etf (PAVE) 4.1 $46M 1.0M 43.67
Microsoft Corporation (MSFT) 2.1 $23M 47k 497.41
Apple (AAPL) 2.0 $22M 105k 205.17
Ishares Tr Russell 3000 Etf (IWV) 1.6 $18M 51k 351.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $16M 384k 40.49
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.2 $13M 126k 101.23
NVIDIA Corporation (NVDA) 1.1 $12M 75k 158.00
Amazon (AMZN) 0.9 $10M 48k 219.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $8.7M 48k 181.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $8.7M 204k 42.74
Meta Platforms Cl A (META) 0.7 $7.4M 10k 738.09
Alphabet Cap Stk Cl A (GOOGL) 0.7 $7.2M 41k 176.23
Ishares Silver Tr Ishares (SLV) 0.5 $5.1M 155k 32.81
Broadcom (AVGO) 0.4 $4.9M 18k 275.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.7M 8.2k 569.78
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.6M 26k 177.39
Costco Wholesale Corporation (COST) 0.4 $4.6M 4.6k 989.94
Vanguard World Utilities Etf (VPU) 0.4 $4.5M 26k 176.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $4.3M 53k 80.65
Exxon Mobil Corporation (XOM) 0.4 $3.9M 36k 107.80
Ishares Tr Esg Aware Msci (ESML) 0.3 $3.7M 89k 41.33
JPMorgan Chase & Co. (JPM) 0.3 $3.2M 11k 289.91
Mastercard Incorporated Cl A (MA) 0.3 $3.1M 5.6k 561.94
Global X Fds Global X Silver (SIL) 0.3 $3.1M 64k 48.14
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $3.1M 13k 238.70
Home Depot (HD) 0.3 $3.0M 8.3k 366.64
Tesla Motors (TSLA) 0.2 $2.7M 8.6k 317.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.7M 6.3k 424.58
Select Sector Spdr Tr Technology (XLK) 0.2 $2.6M 10k 253.23
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.6M 60k 44.14
United Parcel Service CL B (UPS) 0.2 $2.6M 26k 100.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.5M 4.6k 552.23
Oracle Corporation (ORCL) 0.2 $2.5M 11k 218.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.5M 4.0k 619.61
Ishares Tr National Mun Etf (MUB) 0.2 $2.4M 23k 104.48
Eli Lilly & Co. (LLY) 0.2 $2.3M 2.9k 779.53
International Business Machines (IBM) 0.2 $2.2M 7.6k 294.78
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.2M 22k 99.20
Intuit (INTU) 0.2 $2.1M 2.7k 787.63
Wal-Mart Stores (WMT) 0.2 $2.1M 22k 97.78
Netflix (NFLX) 0.2 $2.1M 1.6k 1339.13
Sprott Fds Tr Silver Miners (SLVR) 0.2 $2.1M 69k 29.84
Visa Com Cl A (V) 0.2 $2.0M 5.7k 355.05
Morgan Stanley Com New (MS) 0.2 $1.9M 13k 140.86
Johnson & Johnson (JNJ) 0.2 $1.8M 12k 152.75
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.7M 2.8k 620.97
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.7M 5.6k 304.83
Abbott Laboratories (ABT) 0.1 $1.5M 11k 136.01
Roblox Corp Cl A (RBLX) 0.1 $1.4M 14k 105.20
Intercontinental Exchange (ICE) 0.1 $1.4M 7.4k 183.47
Autodesk (ADSK) 0.1 $1.3M 4.2k 309.57
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.3M 1.6k 801.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 12k 110.10
Cisco Systems (CSCO) 0.1 $1.2M 18k 69.38
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.2M 22k 55.74
Abbvie (ABBV) 0.1 $1.2M 6.6k 185.62
Procter & Gamble Company (PG) 0.1 $1.2M 7.7k 159.32
Coca-Cola Company (KO) 0.1 $1.2M 16k 71.26
Metropcs Communications (TMUS) 0.1 $1.1M 4.6k 238.26
McDonald's Corporation (MCD) 0.1 $1.1M 3.7k 292.17
Honeywell International (HON) 0.1 $1.1M 4.6k 232.88
Bank of America Corporation (BAC) 0.1 $1.1M 22k 47.32
Merck & Co (MRK) 0.1 $1.1M 13k 79.97
Topbuild (BLD) 0.1 $1.1M 3.2k 323.75
Bridgebio Pharma (BBIO) 0.1 $1.0M 24k 43.18
Palantir Technologies Cl A (PLTR) 0.1 $1.0M 7.6k 136.32
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.0M 3.6k 280.90
Ishares Tr Core 60/40 Balan (AOR) 0.1 $1.0M 17k 61.57
Adobe Systems Incorporated (ADBE) 0.1 $1.0M 2.6k 386.88
Uber Technologies (UBER) 0.1 $994k 11k 93.30
Rockwell Automation (ROK) 0.1 $993k 3.0k 332.19
Citigroup Com New (C) 0.1 $976k 12k 85.12
salesforce (CRM) 0.1 $975k 3.6k 273.11
Chevron Corporation (CVX) 0.1 $968k 6.8k 143.19
UnitedHealth (UNH) 0.1 $949k 3.0k 311.97
Amgen (AMGN) 0.1 $935k 3.3k 279.21
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $935k 20k 46.45
Wells Fargo & Company (WFC) 0.1 $929k 12k 80.12
Philip Morris International (PM) 0.1 $927k 5.1k 183.48
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $884k 4.5k 195.42
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $881k 15k 59.81
Boeing Company (BA) 0.1 $867k 4.1k 209.53
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $849k 10k 83.40
Danaher Corporation (DHR) 0.1 $846k 4.3k 197.86
Linde SHS (LIN) 0.1 $826k 1.8k 469.18
Ishares Core Msci Emkt (IEMG) 0.1 $824k 14k 60.03
ResMed (RMD) 0.1 $802k 3.1k 258.00
Raytheon Technologies Corp (RTX) 0.1 $797k 5.5k 146.02
Ishares Tr Core Msci Eafe (IEFA) 0.1 $781k 9.4k 83.48
Starbucks Corporation (SBUX) 0.1 $773k 8.4k 91.63
Ge Aerospace Com New (GE) 0.1 $772k 3.0k 257.39
Vanguard Index Fds Small Cp Etf (VB) 0.1 $762k 3.2k 237.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Regeneron Pharmaceuticals (REGN) 0.1 $729k 1.4k 525.00
At&t (T) 0.1 $714k 25k 28.94
Advanced Micro Devices (AMD) 0.1 $712k 5.0k 141.90
Servicenow (NOW) 0.1 $710k 691.00 1028.08
Qualcomm (QCOM) 0.1 $703k 4.4k 159.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $693k 3.6k 194.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $674k 3.7k 182.82
Applied Materials (AMAT) 0.1 $659k 3.6k 183.07
American Express Company (AXP) 0.1 $659k 2.1k 318.98
Boston Scientific Corporation (BSX) 0.1 $654k 6.1k 107.41
Pfizer (PFE) 0.1 $653k 27k 24.24
Ishares Tr Us Infrastruc (IFRA) 0.1 $652k 13k 49.19
Avidity Biosciences Ord (RNA) 0.1 $639k 23k 28.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $624k 6.8k 91.97
Goldman Sachs (GS) 0.1 $619k 875.00 707.75
Eaton Corp SHS (ETN) 0.1 $607k 1.7k 356.99
Progressive Corporation (PGR) 0.1 $595k 2.2k 266.86
Ishares Tr Rus 1000 Etf (IWB) 0.1 $581k 1.7k 339.57
Blackstone Group Inc Com Cl A (BX) 0.1 $566k 3.8k 149.58
Nextera Energy (NEE) 0.1 $563k 8.1k 69.42
TJX Companies (TJX) 0.1 $557k 4.5k 123.49
Walt Disney Company (DIS) 0.1 $555k 4.5k 124.01
Booking Holdings (BKNG) 0.0 $538k 93.00 5789.25
Vanguard Index Fds Large Cap Etf (VV) 0.0 $505k 1.8k 286.15
Intuitive Surgical Com New (ISRG) 0.0 $498k 916.00 543.41
Blackrock (BLK) 0.0 $496k 473.00 1049.25
Southern Company (SO) 0.0 $496k 5.4k 91.83
S&p Global (SPGI) 0.0 $494k 937.00 527.29
Anthem (ELV) 0.0 $492k 1.3k 388.96
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $485k 3.5k 138.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $484k 8.5k 57.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $478k 8.4k 56.85
Ge Vernova (GEV) 0.0 $477k 902.00 529.15
Gilead Sciences (GILD) 0.0 $465k 4.2k 110.87
Natera (NTRA) 0.0 $463k 2.7k 168.94
Verizon Communications (VZ) 0.0 $458k 11k 43.27
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $456k 15k 31.09
Kla Corp Com New (KLAC) 0.0 $444k 496.00 895.74
United Rentals (URI) 0.0 $442k 586.00 753.40
Accenture Plc Ireland Shs Class A (ACN) 0.0 $435k 1.5k 298.89
Apollo Global Mgmt (APO) 0.0 $435k 3.1k 141.87
Automatic Data Processing (ADP) 0.0 $432k 1.4k 309.94
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $424k 17k 25.48
Ishares Tr Core 40/60 Moder (AOM) 0.0 $423k 9.2k 46.04
Charles Schwab Corporation (SCHW) 0.0 $422k 4.6k 91.24
Stryker Corporation (SYK) 0.0 $419k 1.1k 396.47
Union Pacific Corporation (UNP) 0.0 $416k 1.8k 230.08
Capital One Financial (COF) 0.0 $409k 1.9k 212.76
Marvell Technology (MRVL) 0.0 $403k 5.2k 77.40
Ishares Tr Select Divid Etf (DVY) 0.0 $400k 3.0k 132.81
Amphenol Corp Cl A (APH) 0.0 $396k 4.0k 98.92
Thermo Fisher Scientific (TMO) 0.0 $396k 973.00 406.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $395k 6.4k 62.02
American Tower Reit (AMT) 0.0 $393k 1.8k 222.72
Micron Technology (MU) 0.0 $390k 3.2k 123.25
Synopsys (SNPS) 0.0 $388k 757.00 512.68
Doordash Cl A (DASH) 0.0 $387k 1.6k 246.51
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $387k 18k 21.71
Chubb (CB) 0.0 $386k 1.3k 290.69
Nike CL B (NKE) 0.0 $385k 5.4k 71.28
Lowe's Companies (LOW) 0.0 $384k 1.7k 221.87
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $383k 7.9k 48.24
Comcast Corp Cl A (CMCSA) 0.0 $381k 11k 35.69
Texas Instruments Incorporated (TXN) 0.0 $378k 1.8k 207.62
Medtronic SHS (MDT) 0.0 $377k 4.3k 87.88
Cadence Design Systems (CDNS) 0.0 $375k 1.2k 308.15
Waste Management (WM) 0.0 $364k 1.6k 228.82
Vanguard Index Fds Growth Etf (VUG) 0.0 $357k 814.00 438.91
Crowdstrike Hldgs Cl A (CRWD) 0.0 $357k 701.00 509.31
Occidental Petroleum Corporation (OXY) 0.0 $357k 8.4k 42.25
Duke Energy Corp Com New (DUK) 0.0 $355k 3.0k 118.00
Caterpillar (CAT) 0.0 $354k 912.00 388.21
FedEx Corporation (FDX) 0.0 $354k 1.5k 228.76
Analog Devices (ADI) 0.0 $354k 1.5k 238.02
Hilton Worldwide Holdings (HLT) 0.0 $349k 1.3k 266.34
Pepsi (PEP) 0.0 $349k 2.6k 132.04
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $342k 601.00 568.28
Labcorp Holdings Com Shs (LH) 0.0 $342k 1.3k 262.51
3M Company (MMM) 0.0 $340k 2.2k 152.24
Applovin Corp Com Cl A (APP) 0.0 $338k 966.00 350.08
Palo Alto Networks (PANW) 0.0 $335k 1.6k 204.64
Ishares Msci Eurzone Etf (EZU) 0.0 $334k 5.6k 59.45
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $334k 751.00 445.20
Cigna Corp (CI) 0.0 $332k 1.0k 330.58
Us Bancorp Del Com New (USB) 0.0 $326k 7.1k 45.75
Trane Technologies SHS (TT) 0.0 $318k 726.00 437.41
Fiserv (FI) 0.0 $310k 1.8k 172.41
Deere & Company (DE) 0.0 $306k 599.00 510.11
General Dynamics Corporation (GD) 0.0 $305k 1.0k 291.66
Lam Research Corp Com New (LRCX) 0.0 $301k 3.1k 97.57
Lockheed Martin Corporation (LMT) 0.0 $300k 647.00 463.14
Carrier Global Corporation (CARR) 0.0 $293k 4.0k 73.19
McKesson Corporation (MCK) 0.0 $292k 398.00 733.49
Mondelez Intl Cl A (MDLZ) 0.0 $291k 4.3k 67.91
Paccar (PCAR) 0.0 $290k 3.0k 95.06
Altria (MO) 0.0 $288k 4.8k 59.65
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $288k 13k 22.72
Realty Income (O) 0.0 $286k 5.0k 57.61
Coinbase Global Com Cl A (COIN) 0.0 $284k 811.00 350.49
Kroger (KR) 0.0 $282k 3.9k 71.73
Fair Isaac Corporation (FICO) 0.0 $280k 153.00 1827.97
Intel Corporation (INTC) 0.0 $279k 13k 22.40
Williams Companies (WMB) 0.0 $278k 4.4k 62.81
IDEXX Laboratories (IDXX) 0.0 $274k 511.00 536.34
Emcor (EME) 0.0 $273k 510.00 534.89
Equinix (EQIX) 0.0 $271k 341.00 795.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $267k 1.2k 217.33
Parker-Hannifin Corporation (PH) 0.0 $267k 382.00 698.47
Hilltop Holdings (HTH) 0.0 $258k 8.5k 30.35
Spotify Technology S A SHS (SPOT) 0.0 $257k 335.00 767.34
Bristol Myers Squibb (BMY) 0.0 $256k 5.5k 46.29
Hershey Company (HSY) 0.0 $255k 1.5k 165.95
Marsh & McLennan Companies (MMC) 0.0 $253k 1.2k 218.64
Emerson Electric (EMR) 0.0 $252k 1.9k 133.33
ConocoPhillips (COP) 0.0 $250k 2.8k 89.74
Arista Networks Com Shs (ANET) 0.0 $249k 2.4k 102.31
O'reilly Automotive (ORLY) 0.0 $249k 2.8k 90.13
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $247k 2.1k 115.35
Snowflake Cl A (SNOW) 0.0 $246k 1.1k 223.77
Roper Industries (ROP) 0.0 $244k 431.00 566.84
Kkr & Co (KKR) 0.0 $244k 1.8k 133.03
Welltower Inc Com reit (WELL) 0.0 $244k 1.6k 153.73
Constellation Energy (CEG) 0.0 $242k 750.00 322.76
Ishares Tr Core 30/70 Conse (AOK) 0.0 $242k 6.2k 39.07
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $239k 11k 21.16
Crown Castle Intl (CCI) 0.0 $236k 2.3k 102.73
Hca Holdings (HCA) 0.0 $233k 607.00 383.10
Becton, Dickinson and (BDX) 0.0 $231k 1.3k 172.25
Microstrategy Cl A New (MSTR) 0.0 $230k 570.00 404.23
Alliant Energy Corporation (LNT) 0.0 $230k 3.8k 60.47
D.R. Horton (DHI) 0.0 $228k 1.8k 128.92
Cme (CME) 0.0 $227k 825.00 275.62
Fortinet (FTNT) 0.0 $223k 2.1k 105.72
Ishares Tr Msci Eafe Etf (EFA) 0.0 $219k 2.5k 89.39
Cintas Corporation (CTAS) 0.0 $217k 972.00 222.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $216k 9.8k 22.10
Wabtec Corporation (WAB) 0.0 $215k 1.0k 209.35
Paypal Holdings (PYPL) 0.0 $214k 2.9k 74.32
Akamai Technologies (AKAM) 0.0 $213k 2.7k 79.76
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $209k 1.2k 173.20
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 0.0 $208k 6.1k 33.98
TransDigm Group Incorporated (TDG) 0.0 $207k 136.00 1520.64
Zoetis Cl A (ZTS) 0.0 $206k 1.3k 155.95
Hp (HPQ) 0.0 $205k 8.3k 24.76
American Intl Group Com New (AIG) 0.0 $205k 2.4k 85.59
W.W. Grainger (GWW) 0.0 $203k 195.00 1040.24
Colgate-Palmolive Company (CL) 0.0 $201k 2.2k 90.90
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $168k 17k 10.16
Ford Motor Company (F) 0.0 $153k 14k 10.85
Prairie Oper (PROP) 0.0 $51k 17k 3.00
Scpharmaceuticals (SCPH) 0.0 $38k 10k 3.81
Origin Materials (ORGN) 0.0 $24k 50k 0.48
Nanoviricides (NNVC) 0.0 $21k 15k 1.40
Trinity Biotech Spons Adr New (TRIB) 0.0 $17k 26k 0.65