Moss Adams Wealth Advisors LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$949.6B
Holdings
217
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (217 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 824,580 | $226.6B | 23.86% | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 2,016,597 | $94.9B | 9.99% | |
| 3 | IJRISHARES TR | 833,855 | $87.2B | 9.18% | |
| 4 | XLUSELECT SECTOR SPDR TR | 722,934 | $57.0B | 6.00% | |
| 5 | XLRESELECT SECTOR SPDR TR | 1,265,158 | $52.9B | 5.58% | |
| 6 | BUGGLOBAL X FDS | 1,399,273 | $45.3B | 4.77% | |
| 7 | XLCSELECT SECTOR SPDR TR | 433,517 | $41.8B | 4.40% | |
| 8 | BCCCGLOBAL X FDS | 1,025,929 | $38.7B | 4.08% | |
| 9 | SMHVANECK ETF TRUST | 161,208 | $34.1B | 3.59% | |
| 10 | AAPLAPPLE INC | 87,344 | $19.4B | 2.04% | |
| 11 | MSFTMICROSOFT CORP | 45,074 | $16.9B | 1.78% | |
| 12 | SPDWSPDR INDEX SHS FDS | 379,185 | $13.8B | 1.45% | |
| 13 | IWVISHARES TR | 40,438 | $12.8B | 1.35% | |
| 14 | SPEMSPDR INDEX SHS FDS | 319,483 | $12.6B | 1.32% | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 48,165 | $8.3B | 0.88% | |
| 16 | AMZNAMAZON COM INC | 43,335 | $8.2B | 0.87% | |
| 17 | NVDANVIDIA CORPORATION | 67,688 | $7.3B | 0.77% | |
| 18 | GOOGLALPHABET INC | 37,804 | $5.8B | 0.62% | |
| 19 | METAMETA PLATFORMS INC | 9,580 | $5.5B | 0.58% | |
| 20 | XOMEXXON MOBIL CORP | 36,110 | $4.3B | 0.45% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 4,430 | $4.2B | 0.44% | |
| 22 | VOOVANGUARD INDEX FDS | 8,084 | $4.2B | 0.44% | |
| 23 | GOOGALPHABET INC | 24,350 | $3.8B | 0.40% | |
| 24 | VPUVANGUARD WORLD FD | 20,363 | $3.5B | 0.37% | |
| 25 | ESMLISHARES TR | 87,340 | $3.4B | 0.35% | |
| 26 | MUBISHARES TR | 31,294 | $3.3B | 0.35% | |
| 27 | RWOSPDR INDEX SHS FDS | 74,939 | $3.3B | 0.34% | |
| 28 | HDHOME DEPOT INC | 8,112 | $3.0B | 0.31% | |
| 29 | MAMASTERCARD INCORPORATED | 5,021 | $2.8B | 0.29% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 24,580 | $2.7B | 0.28% | |
| 31 | IWFISHARES TR | 7,388 | $2.7B | 0.28% | |
| 32 | SOXXISHARES TR | 13,820 | $2.6B | 0.27% | |
| 33 | AVGOBROADCOM INC | 15,182 | $2.5B | 0.27% | |
| 34 | JPMJPMORGAN CHASE & CO. | 10,038 | $2.5B | 0.26% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 4,485 | $2.3B | 0.25% | |
| 36 | LLYELI LILLY & CO | 2,810 | $2.3B | 0.24% | |
| 37 | AGGISHARES TR | 22,195 | $2.2B | 0.23% | |
| 38 | SPYSPDR S&P 500 ETF TR | 3,883 | $2.2B | 0.23% | |
| 39 | NDQINVESCO QQQ TR | 4,423 | $2.1B | 0.22% | |
| 40 | TSLATESLA INC | 7,133 | $1.8B | 0.19% | |
| 41 | JNJJOHNSON & JOHNSON | 11,123 | $1.8B | 0.19% | |
| 42 | WMTWALMART INC | 20,900 | $1.8B | 0.19% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 7,398 | $1.8B | 0.19% | |
| 44 | IVVISHARES TR | 3,146 | $1.8B | 0.19% | |
| 45 | XLKSELECT SECTOR SPDR TR | 8,352 | $1.7B | 0.18% | |
| 46 | VVISA INC | 4,635 | $1.6B | 0.17% | |
| 47 | INTUINTUIT | 2,642 | $1.6B | 0.17% | |
| 48 | GQ9SPDR GOLD TR | 5,472 | $1.6B | 0.17% | |
| 49 | ORCLORACLE CORP | 10,724 | $1.5B | 0.16% | |
| 50 | DWDMORGAN STANLEY | 12,639 | $1.5B | 0.16% | |
| 51 | NFLXNETFLIX INC | 1,446 | $1.3B | 0.14% | |
| 52 | ABBVABBVIE INC | 6,237 | $1.3B | 0.14% | |
| 53 | PGPROCTER AND GAMBLE CO | 7,360 | $1.3B | 0.13% | |
| 54 | CMFISHARES TR | 22,250 | $1.3B | 0.13% | |
| 55 | ICEINTERCONTINENTAL EXCHANGE IN | 7,198 | $1.2B | 0.13% | |
| 56 | ABTABBOTT LABS | 9,116 | $1.2B | 0.13% | |
| 57 | MRKMERCK & CO INC | 13,006 | $1.2B | 0.12% | |
| 58 | TMUST-MOBILE US INC | 4,376 | $1.2B | 0.12% | |
| 59 | CVXCHEVRON CORP NEW | 6,586 | $1.1B | 0.12% | |
| 60 | MCDMCDONALDS CORP | 3,418 | $1.1B | 0.11% | |
| 61 | IVWISHARES TR | 11,468 | $1.1B | 0.11% | |
| 62 | BACBANK AMERICA CORP | 25,445 | $1.1B | 0.11% | |
| 63 | ASMLASML HOLDING N V | 1,601 | $1.1B | 0.11% | |
| 64 | AMGNAMGEN INC | 3,289 | $1.0B | 0.11% | |
| 65 | KOCOCA COLA CO | 14,152 | $1.0B | 0.11% | |
| 66 | ADSKAUTODESK INC | 3,865 | $1.0B | 0.11% | |
| 67 | HYGISHARES TR | 12,661 | $998.8M | 0.11% | |
| 68 | BLDTOPBUILD CORP | 3,256 | $992.9M | 0.10% | |
| 69 | CSCOCISCO SYS INC | 15,328 | $945.9M | 0.10% | |
| 70 | IWDISHARES TR | 4,961 | $933.5M | 0.10% | |
| 71 | AORISHARES TR | 15,817 | $910.6M | 0.10% | |
| 72 | REGNREGENERON PHARMACEUTICALS | 1,384 | $877.8M | 0.09% | |
| 73 | IVEISHARES TR | 4,526 | $862.6M | 0.09% | |
| 74 | ADBEADOBE INC | 2,249 | $862.6M | 0.09% | |
| 75 | TRVCCITIGROUP INC | 12,113 | $859.9M | 0.09% | |
| 76 | WFCWELLS FARGO CO NEW | 11,726 | $841.8M | 0.09% | |
| 77 | HONHONEYWELL INTL INC | 3,955 | $837.5M | 0.09% | |
| 78 | SBUXSTARBUCKS CORP | 8,416 | $825.5M | 0.09% | |
| 79 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.08% | |
| 80 | RBLXROBLOX CORP | 13,614 | $793.6M | 0.08% | |
| 81 | VIOOVANGUARD ADMIRAL FDS INC | 7,986 | $770.7M | 0.08% | |
| 82 | VBVANGUARD INDEX FDS | 3,345 | $741.8M | 0.08% | |
| 83 | CRMSALESFORCE INC | 2,711 | $727.5M | 0.08% | |
| 84 | UBERUBER TECHNOLOGIES INC | 9,755 | $710.8M | 0.07% | |
| 85 | PFEPFIZER INC | 27,760 | $703.4M | 0.07% | |
| 86 | ROKROCKWELL AUTOMATION INC | 2,708 | $699.7M | 0.07% | |
| 87 | 4I1PHILIP MORRIS INTL INC | 4,335 | $693.9M | 0.07% | |
| 88 | RMERESMED INC | 3,079 | $689.2M | 0.07% | |
| 89 | DHRDANAHER CORPORATION | 3,283 | $674.1M | 0.07% | |
| 90 | VGITVANGUARD SCOTTSDALE FDS | 11,186 | $664.5M | 0.07% | |
| 91 | RNAAVIDITY BIOSCIENCES INC | 22,496 | $664.1M | 0.07% | |
| 92 | TMOTHERMO FISHER SCIENTIFIC INC | 1,327 | $660.8M | 0.07% | |
| 93 | LINLINDE PLC | 1,418 | $660.3M | 0.07% | |
| 94 | AOAISHARES TR | 8,407 | $643.1M | 0.07% | |
| 95 | RTXRTX CORPORATION | 4,787 | $634.1M | 0.07% | |
| 96 | QUALISHARES TR | 3,687 | $630.1M | 0.07% | |
| 97 | BABOEING CO | 3,616 | $616.8M | 0.06% | |
| 98 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 20,122 | $597.4M | 0.06% | |
| 99 | GEGE AEROSPACE | 2,954 | $592.2M | 0.06% | |
| 100 | TAT&T INC | 20,813 | $588.6M | 0.06% |
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