Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Moss Adams Wealth Advisors

Moss Adams Wealth Advisors holds 254 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.9 $346M 1.1M 328.91
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.9 $114M 2.4M 47.55
Ishares Tr Core S&p Scp Etf (IJR) 7.9 $101M 852k 118.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.4 $69M 791k 87.21
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 4.8 $62M 1.5M 42.13
Vaneck Etf Trust Semiconductr Etf (SMH) 4.6 $59M 179k 326.36
Select Sector Spdr Tr Communication (XLC) 4.4 $56M 473k 118.37
Global X Fds Cybrscurty Etf (BUG) 4.2 $54M 1.5M 35.19
Global X Fds Us Infr Dev Etf (PAVE) 4.2 $54M 1.1M 47.63
Apple (AAPL) 2.1 $27M 105k 254.63
Microsoft Corporation (MSFT) 1.8 $24M 45k 517.95
Ishares Tr Russell 3000 Etf (IWV) 1.5 $19M 50k 378.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $16M 384k 42.79
NVIDIA Corporation (NVDA) 1.1 $14M 77k 186.59
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.1 $14M 125k 110.47
Amazon (AMZN) 0.8 $11M 49k 219.57
Alphabet Cap Stk Cl A (GOOGL) 0.8 $10M 41k 243.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $9.8M 210k 46.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $9.1M 48k 189.70
Meta Platforms Cl A (META) 0.6 $7.4M 10k 734.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $6.4M 26k 243.55
Broadcom (AVGO) 0.5 $6.0M 18k 329.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $5.3M 8.7k 614.15
Vanguard World Utilities Etf (VPU) 0.4 $4.9M 26k 189.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.2M 6.4k 667.73
Ishares Tr Esg Aware Msci (ESML) 0.3 $4.1M 92k 45.08
Exxon Mobil Corporation (XOM) 0.3 $4.1M 36k 112.75
Tesla Motors (TSLA) 0.3 $4.0M 9.0k 444.72
Costco Wholesale Corporation (COST) 0.3 $3.8M 4.2k 925.63
JPMorgan Chase & Co. (JPM) 0.3 $3.5M 11k 315.43
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $3.5M 13k 271.13
Oracle Corporation (ORCL) 0.3 $3.3M 12k 281.24
Home Depot (HD) 0.3 $3.3M 8.1k 405.19
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $3.2M 39k 81.19
Mastercard Incorporated Cl A (MA) 0.2 $3.2M 5.6k 568.81
Select Sector Spdr Tr Technology (XLK) 0.2 $3.1M 11k 281.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.9M 6.3k 468.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.9M 4.8k 601.09
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.7M 59k 45.77
Wal-Mart Stores (WMT) 0.2 $2.3M 22k 103.06
Ishares Tr National Mun Etf (MUB) 0.2 $2.3M 21k 106.49
Johnson & Johnson (JNJ) 0.2 $2.2M 12k 185.42
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.2M 22k 100.25
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.1M 6.0k 355.47
Morgan Stanley Com New (MS) 0.2 $2.1M 13k 158.96
International Business Machines (IBM) 0.2 $2.0M 7.2k 282.16
United Parcel Service CL B (UPS) 0.2 $2.0M 24k 83.53
Visa Com Cl A (V) 0.2 $1.9M 5.7k 341.38
Netflix (NFLX) 0.1 $1.9M 1.6k 1198.92
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.9M 2.9k 669.31
Eli Lilly & Co. (LLY) 0.1 $1.9M 2.5k 763.00
Intuit (INTU) 0.1 $1.9M 2.7k 682.91
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $1.8M 20k 91.38
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $1.7M 19k 88.14
UnitedHealth (UNH) 0.1 $1.6M 4.6k 345.30
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.5M 1.6k 968.09
Abbvie (ABBV) 0.1 $1.4M 6.3k 231.54
Palantir Technologies Cl A (PLTR) 0.1 $1.4M 7.9k 182.42
Ishares Tr Core 60/40 Balan (AOR) 0.1 $1.4M 22k 64.38
Abbott Laboratories (ABT) 0.1 $1.4M 10k 133.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.4M 12k 120.72
Autodesk (ADSK) 0.1 $1.3M 4.2k 317.67
Chevron Corporation (CVX) 0.1 $1.3M 8.1k 155.29
Intercontinental Exchange (ICE) 0.1 $1.3M 7.4k 168.48
Merck & Co (MRK) 0.1 $1.2M 14k 84.74
Citigroup Com New (C) 0.1 $1.2M 12k 101.50
Cisco Systems (CSCO) 0.1 $1.2M 17k 68.42
Topbuild (BLD) 0.1 $1.2M 3.0k 390.86
McDonald's Corporation (MCD) 0.1 $1.1M 3.7k 303.89
Metropcs Communications (TMUS) 0.1 $1.1M 4.7k 239.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 3.8k 294.77
Bank of America Corporation (BAC) 0.1 $1.1M 21k 51.59
Procter & Gamble Company (PG) 0.1 $1.1M 7.0k 153.65
Coca-Cola Company (KO) 0.1 $1.1M 16k 66.83
Uber Technologies (UBER) 0.1 $1.1M 11k 97.97
Wells Fargo & Company (WFC) 0.1 $1.0M 12k 83.82
Avidity Biosciences Ord (RNA) 0.1 $980k 23k 43.57
Honeywell International (HON) 0.1 $959k 4.6k 210.50
Raytheon Technologies Corp (RTX) 0.1 $944k 5.6k 167.33
Amgen (AMGN) 0.1 $938k 3.3k 282.20
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $935k 4.5k 206.51
Boeing Company (BA) 0.1 $929k 4.3k 215.83
Ge Aerospace Com New (GE) 0.1 $929k 3.1k 301.18
Ishares Core Msci Emkt (IEMG) 0.1 $911k 14k 65.92
Rockwell Automation (ROK) 0.1 $878k 2.5k 349.54
Ishares Tr Core Msci Eafe (IEFA) 0.1 $864k 9.9k 87.31
ResMed (RMD) 0.1 $860k 3.1k 273.73
Advanced Micro Devices (AMD) 0.1 $847k 5.2k 161.79
Philip Morris International (PM) 0.1 $846k 5.2k 162.20
Regeneron Pharmaceuticals (REGN) 0.1 $827k 1.5k 562.27
Linde SHS (LIN) 0.1 $821k 1.7k 475.00
Danaher Corporation (DHR) 0.1 $819k 4.1k 198.61
Vanguard Index Fds Small Cp Etf (VB) 0.1 $818k 3.2k 255.09
salesforce (CRM) 0.1 $791k 3.3k 237.42
Adobe Systems Incorporated (ADBE) 0.1 $755k 2.1k 352.75
Applovin Corp Com Cl A (APP) 0.1 $732k 1.0k 718.54
Qualcomm (QCOM) 0.1 $731k 4.4k 166.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $726k 3.6k 203.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $720k 3.7k 194.50
Goldman Sachs (GS) 0.1 $717k 900.00 796.35
Starbucks Corporation (SBUX) 0.1 $717k 8.5k 84.60
Pfizer (PFE) 0.1 $716k 28k 25.48
At&t (T) 0.1 $716k 25k 28.24
Applied Materials (AMAT) 0.1 $714k 3.5k 204.74
American Express Company (AXP) 0.1 $704k 2.1k 332.16
Ishares Tr Us Infrastruc (IFRA) 0.1 $700k 13k 52.82
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $686k 9.8k 69.66
Vanguard World Inf Tech Etf (VGT) 0.1 $675k 904.00 747.04
TJX Companies (TJX) 0.1 $668k 4.6k 144.54
Blackstone Group Inc Com Cl A (BX) 0.1 $663k 3.9k 170.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $655k 6.8k 96.55
Eaton Corp SHS (ETN) 0.0 $629k 1.7k 374.25
Ishares Tr Rus 1000 Etf (IWB) 0.0 $625k 1.7k 365.48
Servicenow (NOW) 0.0 $621k 675.00 920.28
Nextera Energy (NEE) 0.0 $621k 8.2k 75.49
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $621k 11k 57.04
Boston Scientific Corporation (BSX) 0.0 $599k 6.1k 97.63
Ge Vernova (GEV) 0.0 $576k 936.00 614.90
Blackrock (BLK) 0.0 $567k 486.00 1165.87
United Rentals (URI) 0.0 $566k 593.00 954.66
Micron Technology (MU) 0.0 $560k 3.3k 167.32
Kla Corp Com New (KLAC) 0.0 $543k 503.00 1078.60
Progressive Corporation (PGR) 0.0 $537k 2.2k 246.95
Walt Disney Company (DIS) 0.0 $520k 4.5k 114.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $513k 8.6k 59.92
Amphenol Corp Cl A (APH) 0.0 $512k 4.1k 123.91
Southern Company (SO) 0.0 $512k 5.4k 94.77
Booking Holdings (BKNG) 0.0 $502k 93.00 5399.27
Thermo Fisher Scientific (TMO) 0.0 $498k 1.0k 485.43
Caterpillar (CAT) 0.0 $491k 1.0k 477.15
Gilead Sciences (GILD) 0.0 $485k 4.4k 111.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $482k 8.0k 60.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $480k 15k 32.79
Union Pacific Corporation (UNP) 0.0 $480k 2.0k 236.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $480k 3.4k 142.43
Verizon Communications (VZ) 0.0 $480k 11k 43.95
Vanguard Index Fds Large Cap Etf (VV) 0.0 $473k 1.5k 308.68
Pepsi (PEP) 0.0 $472k 3.4k 140.44
S&p Global (SPGI) 0.0 $465k 955.00 486.71
Charles Schwab Corporation (SCHW) 0.0 $457k 4.8k 95.47
Cadence Design Systems (CDNS) 0.0 $448k 1.3k 351.26
Natera (NTRA) 0.0 $445k 2.8k 160.97
Lowe's Companies (LOW) 0.0 $443k 1.8k 251.31
Ishares Tr Core 40/60 Moder (AOM) 0.0 $440k 9.3k 47.58
Intel Corporation (INTC) 0.0 $439k 13k 33.55
Doordash Cl A (DASH) 0.0 $433k 1.6k 271.99
Ishares Tr Select Divid Etf (DVY) 0.0 $428k 3.0k 142.10
Lam Research Corp Com New (LRCX) 0.0 $428k 3.2k 134.16
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $426k 17k 25.60
Medtronic SHS (MDT) 0.0 $425k 4.4k 95.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $424k 7.9k 53.40
Apollo Global Mgmt (APO) 0.0 $413k 3.1k 133.27
Automatic Data Processing (ADP) 0.0 $411k 1.4k 295.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $406k 679.00 597.46
Synopsys (SNPS) 0.0 $405k 820.00 493.39
Occidental Petroleum Corporation (OXY) 0.0 $404k 8.5k 47.48
Nike CL B (NKE) 0.0 $390k 5.6k 70.13
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $388k 18k 21.77
Capital One Financial (COF) 0.0 $387k 1.8k 212.58
Stryker Corporation (SYK) 0.0 $386k 1.0k 370.51
FedEx Corporation (FDX) 0.0 $382k 1.6k 237.10
Intuitive Surgical Com New (ISRG) 0.0 $380k 850.00 447.23
Arista Networks Com Shs (ANET) 0.0 $379k 2.6k 145.71
Analog Devices (ADI) 0.0 $379k 1.5k 245.70
Labcorp Holdings Com Shs (LH) 0.0 $377k 1.3k 287.06
Duke Energy Corp Com New (DUK) 0.0 $375k 3.0k 123.75
General Dynamics Corporation (GD) 0.0 $364k 1.1k 341.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $359k 5.5k 65.26
Chubb (CB) 0.0 $357k 1.3k 283.22
Crowdstrike Hldgs Cl A (CRWD) 0.0 $355k 723.00 490.38
Vanguard Index Fds Growth Etf (VUG) 0.0 $353k 735.00 480.12
Ishares Msci Eurzone Etf (EZU) 0.0 $348k 5.6k 61.94
Waste Management (WM) 0.0 $347k 1.6k 220.83
IDEXX Laboratories (IDXX) 0.0 $337k 528.00 638.90
Altria (MO) 0.0 $336k 5.0k 67.11
Hilton Worldwide Holdings (HLT) 0.0 $336k 1.3k 259.44
Emcor (EME) 0.0 $333k 512.00 649.54
Palo Alto Networks (PANW) 0.0 $331k 1.6k 203.62
American Tower Reit (AMT) 0.0 $329k 1.7k 194.04
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $319k 2.1k 148.61
McKesson Corporation (MCK) 0.0 $313k 405.00 773.36
O'reilly Automotive (ORLY) 0.0 $312k 2.9k 107.81
Realty Income (O) 0.0 $311k 5.1k 60.79
Trane Technologies SHS (TT) 0.0 $310k 734.00 421.96
Paccar (PCAR) 0.0 $308k 3.1k 98.32
D.R. Horton (DHI) 0.0 $306k 1.8k 169.47
Texas Instruments Incorporated (TXN) 0.0 $300k 1.6k 183.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $298k 2.1k 140.95
Hershey Company (HSY) 0.0 $297k 1.6k 187.05
3M Company (MMM) 0.0 $296k 1.9k 155.18
Welltower Inc Com reit (WELL) 0.0 $296k 1.7k 178.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $295k 1.2k 239.64
Parker-Hannifin Corporation (PH) 0.0 $294k 388.00 758.15
Newmont Mining Corporation (NEM) 0.0 $292k 3.5k 84.31
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $291k 13k 23.02
Williams Companies (WMB) 0.0 $288k 4.5k 63.35
Hilltop Holdings (HTH) 0.0 $284k 8.5k 33.42
Coinbase Global Com Cl A (COIN) 0.0 $281k 831.00 337.49
Equinix (EQIX) 0.0 $278k 355.00 783.24
Becton, Dickinson and (BDX) 0.0 $274k 1.5k 187.17
Kroger (KR) 0.0 $274k 4.1k 67.41
Deere & Company (DE) 0.0 $271k 590.00 458.91
Robinhood Mkts Com Cl A (HOOD) 0.0 $268k 1.9k 143.18
Hca Holdings (HCA) 0.0 $265k 622.00 426.20
Corning Incorporated (GLW) 0.0 $264k 3.2k 82.03
Snowflake Com Shs (SNOW) 0.0 $261k 1.2k 225.55
Constellation Energy (CEG) 0.0 $260k 791.00 329.07
Lockheed Martin Corporation (LMT) 0.0 $260k 520.00 499.21
Spotify Technology S A SHS (SPOT) 0.0 $255k 365.00 698.00
Emerson Electric (EMR) 0.0 $253k 1.9k 131.18
Ishares Tr Core 30/70 Conse (AOK) 0.0 $250k 6.2k 40.16
ConocoPhillips (COP) 0.0 $248k 2.6k 94.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $246k 628.00 391.64
Kkr & Co (KKR) 0.0 $245k 1.9k 129.95
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $244k 11k 21.57
Comcast Corp Cl A (CMCSA) 0.0 $239k 7.6k 31.42
Mondelez Intl Cl A (MDLZ) 0.0 $238k 3.8k 62.97
Cme (CME) 0.0 $238k 881.00 270.19
Fair Isaac Corporation (FICO) 0.0 $235k 157.00 1496.53
Fastenal Company (FAST) 0.0 $234k 4.8k 49.04
Western Digital (WDC) 0.0 $232k 1.9k 120.06
Carrier Global Corporation (CARR) 0.0 $231k 3.9k 59.70
Bristol Myers Squibb (BMY) 0.0 $229k 5.1k 45.10
Ishares Tr Msci Eafe Etf (EFA) 0.0 $229k 2.5k 93.37
Hp (HPQ) 0.0 $228k 8.3k 27.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $227k 9.8k 23.28
Norfolk Southern (NSC) 0.0 $227k 756.00 300.41
Cummins (CMI) 0.0 $226k 535.00 422.37
Cigna Corp (CI) 0.0 $225k 780.00 288.25
Bank of New York Mellon Corporation (BK) 0.0 $223k 2.0k 108.96
Phillips 66 (PSX) 0.0 $222k 1.6k 136.02
AECOM Technology Corporation (ACM) 0.0 $221k 1.7k 130.48
Brown & Brown (BRO) 0.0 $221k 2.4k 93.79
Marathon Petroleum Corp (MPC) 0.0 $221k 1.1k 192.74
Fiserv (FI) 0.0 $219k 1.7k 128.93
Garmin SHS (GRMN) 0.0 $218k 887.00 246.22
Take-Two Interactive Software (TTWO) 0.0 $217k 841.00 258.36
CVS Caremark Corporation (CVS) 0.0 $217k 2.9k 75.39
Northrop Grumman Corporation (NOC) 0.0 $211k 347.00 609.32
Vistra Energy (VST) 0.0 $211k 1.1k 195.92
Wabtec Corporation (WAB) 0.0 $210k 1.0k 200.47
AutoZone (AZO) 0.0 $210k 49.00 4290.26
Howmet Aerospace (HWM) 0.0 $209k 1.1k 196.23
Prologis (PLD) 0.0 $208k 1.8k 114.52
Crown Castle Intl (CCI) 0.0 $206k 2.1k 96.49
BP Sponsored Adr (BP) 0.0 $203k 5.9k 34.46
Akamai Technologies (AKAM) 0.0 $202k 2.7k 75.76
Arthur J. Gallagher & Co. (AJG) 0.0 $201k 648.00 309.74
Ford Motor Company (F) 0.0 $171k 14k 11.96
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $154k 15k 10.00
Prairie Oper (PROP) 0.0 $40k 20k 1.99
Trinity Biotech Spons Adr New (TRIB) 0.0 $27k 26k 1.04
Origin Materials (ORGN) 0.0 $26k 50k 0.52
Nanoviricides (NNVC) 0.0 $24k 17k 1.43