Moss Adams Wealth Advisors LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$949.6M
Holdings
217
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $226.6M |
JCPBJ P MORGAN EXCHANGE TRADED F | $94.9M |
IJRISHARES TR | $87.2M |
XLUSELECT SECTOR SPDR TR | $57.0M |
XLRESELECT SECTOR SPDR TR | $52.9M |
BUGGLOBAL X FDS | $45.3M |
XLCSELECT SECTOR SPDR TR | $41.8M |
BCCCGLOBAL X FDS | $38.7M |
SMHVANECK ETF TRUST | $34.1M |
AAPLAPPLE INC | $19.4M |
MSFTMICROSOFT CORP | $16.9M |
SPDWSPDR INDEX SHS FDS | $13.8M |
IWVISHARES TR | $12.8M |
SPEMSPDR INDEX SHS FDS | $12.6M |
RSPINVESCO EXCHANGE TRADED FD T | $8.3M |
AMZNAMAZON COM INC | $8.2M |
NVDANVIDIA CORPORATION | $7.3M |
GOOGLALPHABET INC | $5.8M |
METAMETA PLATFORMS INC | $5.5M |
XOMEXXON MOBIL CORP | $4.3M |
COSTCOSTCO WHSL CORP NEW | $4.2M |
VOOVANGUARD INDEX FDS | $4.2M |
GOOGALPHABET INC | $3.8M |
VPUVANGUARD WORLD FD | $3.5M |
ESMLISHARES TR | $3.4M |
MUBISHARES TR | $3.3M |
RWOSPDR INDEX SHS FDS | $3.3M |
HDHOME DEPOT INC | $3.0M |
MAMASTERCARD INCORPORATED | $2.8M |
UPSUNITED PARCEL SERVICE INC | $2.7M |
IWFISHARES TR | $2.7M |
SOXXISHARES TR | $2.6M |
AVGOBROADCOM INC | $2.5M |
JPMJPMORGAN CHASE & CO. | $2.5M |
UNHUNITEDHEALTH GROUP INC | $2.3M |
LLYELI LILLY & CO | $2.3M |
AGGISHARES TR | $2.2M |
SPYSPDR S&P 500 ETF TR | $2.2M |
NDQINVESCO QQQ TR | $2.1M |
TSLATESLA INC | $1.8M |
JNJJOHNSON & JOHNSON | $1.8M |
WMTWALMART INC | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS | $1.8M |
IVVISHARES TR | $1.8M |
XLKSELECT SECTOR SPDR TR | $1.7M |
VVISA INC | $1.6M |
INTUINTUIT | $1.6M |
GQ9SPDR GOLD TR | $1.6M |
ORCLORACLE CORP | $1.5M |
DWDMORGAN STANLEY | $1.5M |
NFLXNETFLIX INC | $1.3M |
ABBVABBVIE INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
CMFISHARES TR | $1.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.2M |
ABTABBOTT LABS | $1.2M |
MRKMERCK & CO INC | $1.2M |
TMUST-MOBILE US INC | $1.2M |
CVXCHEVRON CORP NEW | $1.1M |
MCDMCDONALDS CORP | $1.1M |
IVWISHARES TR | $1.1M |
BACBANK AMERICA CORP | $1.1M |
ASMLASML HOLDING N V | $1.1M |
AMGNAMGEN INC | $1.0M |
KOCOCA COLA CO | $1.0M |
ADSKAUTODESK INC | $1.0M |
HYGISHARES TR | $999K |
BLDTOPBUILD CORP | $993K |
CSCOCISCO SYS INC | $946K |
IWDISHARES TR | $933K |
AORISHARES TR | $911K |
REGNREGENERON PHARMACEUTICALS | $878K |
IVEISHARES TR | $863K |
ADBEADOBE INC | $863K |
TRVCCITIGROUP INC | $860K |
WFCWELLS FARGO CO NEW | $842K |
HONHONEYWELL INTL INC | $837K |
SBUXSTARBUCKS CORP | $825K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
RBLXROBLOX CORP | $794K |
VIOOVANGUARD ADMIRAL FDS INC | $771K |
VBVANGUARD INDEX FDS | $742K |
CRMSALESFORCE INC | $728K |
UBERUBER TECHNOLOGIES INC | $711K |
PFEPFIZER INC | $703K |
ROKROCKWELL AUTOMATION INC | $700K |
4I1PHILIP MORRIS INTL INC | $694K |
RMERESMED INC | $689K |
DHRDANAHER CORPORATION | $674K |
VGITVANGUARD SCOTTSDALE FDS | $664K |
RNAAVIDITY BIOSCIENCES INC | $664K |
TMOTHERMO FISHER SCIENTIFIC INC | $661K |
LINLINDE PLC | $660K |
AOAISHARES TR | $643K |
RTXRTX CORPORATION | $634K |
QUALISHARES TR | $630K |
BABOEING CO | $617K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $597K |
GEGE AEROSPACE | $592K |
TAT&T INC | $589K |
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