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 |
|---|---|---|---|---|---|
| 101 | QCOMQUALCOMM INC | 3,796 | $583.1M | 0.06% | |
| 102 | IWRISHARES TR | 6,838 | $581.7M | 0.06% | |
| 103 | BBIOBRIDGEBIO PHARMA INC | 16,202 | $560.1M | 0.06% | |
| 104 | PLTRPALANTIR TECHNOLOGIES INC | 6,491 | $547.8M | 0.06% | |
| 105 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,410 | $537.7M | 0.06% | |
| 106 | VEAVANGUARD TAX-MANAGED FDS | 10,534 | $535.4M | 0.06% | |
| 107 | PGRPROGRESSIVE CORP | 1,885 | $533.5M | 0.06% | |
| 108 | IWBISHARES TR | 1,711 | $524.8M | 0.06% | |
| 109 | AXPAMERICAN EXPRESS CO | 1,902 | $511.7M | 0.05% | |
| 110 | DISDISNEY WALT CO | 4,986 | $492.1M | 0.05% | |
| 111 | SOSOUTHERN CO | 5,324 | $489.5M | 0.05% | |
| 112 | GSGOLDMAN SACHS GROUP INC | 873 | $476.9M | 0.05% | |
| 113 | BACVERIZON COMMUNICATIONS INC | 10,393 | $471.4M | 0.05% | |
| 114 | FISVFISERV INC | 2,091 | $461.8M | 0.05% | |
| 115 | BSXBOSTON SCIENTIFIC CORP | 4,565 | $460.5M | 0.05% | |
| 116 | UNPUNION PAC CORP | 1,949 | $460.4M | 0.05% | |
| 117 | NEENEXTERA ENERGY INC | 6,456 | $457.7M | 0.05% | |
| 118 | VVVANGUARD INDEX FDS | 1,767 | $454.2M | 0.05% | |
| 119 | ISRGINTUITIVE SURGICAL INC | 884 | $437.8M | 0.05% | |
| 120 | MDTMEDTRONIC PLC | 4,782 | $432.9M | 0.05% | |
| 121 | OXYOCCIDENTAL PETE CORP | 8,678 | $430.4M | 0.05% | |
| 122 | FDXFEDEX CORP | 1,754 | $429.8M | 0.05% | |
| 123 | SPGIS&P GLOBAL INC | 833 | $423.2M | 0.04% | |
| 124 | IWPISHARES TR | 3,574 | $419.9M | 0.04% | |
| 125 | VRTXVERTEX PHARMACEUTICALS INC | 863 | $418.5M | 0.04% | |
| 126 | TJXTJX COS INC NEW | 3,426 | $417.3M | 0.04% | |
| 127 | GILDGILEAD SCIENCES INC | 3,700 | $414.6M | 0.04% | |
| 128 | NOWSERVICENOW INC | 517 | $411.4M | 0.04% | |
| 129 | SJNKSPDR SER TR | 16,244 | $408.7M | 0.04% | |
| 130 | AQLTISHARES TR | 3,013 | $404.6M | 0.04% | |
| 131 | AOMISHARES TR | 9,144 | $401.2M | 0.04% | |
| 132 | PEPPEPSICO INC | 2,658 | $398.5M | 0.04% | |
| 133 | BLKBLACKROCK INC | 420 | $397.5M | 0.04% | |
| 134 | USBUS BANCORP DEL | 9,272 | $396.1M | 0.04% | |
| 135 | BMYBRISTOL-MYERS SQUIBB CO | 6,492 | $395.9M | 0.04% | |
| 136 | CATCATERPILLAR INC | 1,197 | $394.8M | 0.04% | |
| 137 | LRCXLAM RESEARCH CORP | 5,368 | $391.4M | 0.04% | |
| 138 | SYKSTRYKER CORPORATION | 1,036 | $386.5M | 0.04% | |
| 139 | LOWLOWES COS INC | 1,639 | $382.3M | 0.04% | |
| 140 | ACNACCENTURE PLC IRELAND | 1,223 | $381.6M | 0.04% | |
| 141 | NTRANATERA INC | 2,674 | $378.1M | 0.04% | |
| 142 | BKNGBOOKING HOLDINGS INC | 82 | $377.8M | 0.04% | |
| 143 | IJHISHARES TR | 6,423 | $374.8M | 0.04% | |
| 144 | EEMISHARES TR | 8,512 | $372.0M | 0.04% | |
| 145 | BXBLACKSTONE INC | 2,641 | $369.2M | 0.04% | |
| 146 | ELVELEVANCE HEALTH INC | 848 | $368.9M | 0.04% | |
| 147 | NUHYNUSHARES ETF TR | 17,374 | $368.0M | 0.04% | |
| 148 | URIUNITED RENTALS INC | 578 | $362.2M | 0.04% | |
| 149 | TXNTEXAS INSTRS INC | 2,014 | $361.9M | 0.04% | |
| 150 | NKENIKE INC | 5,656 | $361.1M | 0.04% | |
| 151 | SCHWSCHWAB CHARLES CORP | 4,557 | $356.7M | 0.04% | |
| 152 | MMM3M CO | 2,392 | $351.3M | 0.04% | |
| 153 | WMWASTE MGMT INC DEL | 1,510 | $349.6M | 0.04% | |
| 154 | DUKDUKE ENERGY CORP NEW | 2,859 | $348.7M | 0.04% | |
| 155 | APOAPOLLO GLOBAL MGMT INC | 2,484 | $340.2M | 0.04% | |
| 156 | IAU*ISHARES GOLD TR | 5,677 | $334.7M | 0.04% | |
| 157 | CBCHUBB LIMITED | 1,102 | $333.8M | 0.04% | |
| 158 | ADPAUTOMATIC DATA PROCESSING IN | 1,082 | $332.2M | 0.03% | |
| 159 | ADIANALOG DEVICES INC | 1,607 | $324.1M | 0.03% | |
| 160 | MUMICRON TECHNOLOGY INC | 3,609 | $314.0M | 0.03% | |
| 161 | LHLABCORP HOLDINGS INC | 1,314 | $305.8M | 0.03% | |
| 162 | AMTAMERICAN TOWER CORP NEW | 1,404 | $305.5M | 0.03% | |
| 163 | VUGVANGUARD INDEX FDS | 814 | $301.8M | 0.03% | |
| 164 | FICOFAIR ISAAC CORP | 163 | $300.6M | 0.03% | |
| 165 | PCARPACCAR INC | 3,058 | $297.8M | 0.03% | |
| 166 | PSXPHILLIPS 66 | 2,365 | $292.0M | 0.03% | |
| 167 | AMDADVANCED MICRO DEVICES INC | 2,768 | $284.3M | 0.03% | |
| 168 | DASHDOORDASH INC | 1,547 | $282.7M | 0.03% | |
| 169 | KLACKLA CORP | 401 | $272.6M | 0.03% | |
| 170 | CARRCARRIER GLOBAL CORPORATION | 4,283 | $271.5M | 0.03% | |
| 171 | PANWPALO ALTO NETWORKS INC | 1,578 | $269.3M | 0.03% | |
| 172 | INTCINTEL CORP | 11,712 | $266.0M | 0.03% | |
| 173 | KRKROGER CO | 3,855 | $260.9M | 0.03% | |
| 174 | HTHHILLTOP HOLDINGS INC | 8,500 | $258.8M | 0.03% | |
| 175 | MRSHMARSH & MCLENNAN COS INC | 1,050 | $256.2M | 0.03% | |
| 176 | IFGLISHARES TR | 12,657 | $249.7M | 0.03% | |
| 177 | COPCONOCOPHILLIPS | 2,363 | $248.2M | 0.03% | |
| 178 | IDXXIDEXX LABS INC | 580 | $243.6M | 0.03% | |
| 179 | XLYSELECT SECTOR SPDR TR | 1,230 | $242.9M | 0.03% | |
| 180 | CRWDCROWDSTRIKE HLDGS INC | 685 | $241.5M | 0.03% | |
| 181 | 7HPHP INC | 8,484 | $237.4M | 0.03% | |
| 182 | EFAISHARES TR | 2,892 | $236.4M | 0.02% | |
| 183 | PLDPROLOGIS INC. | 2,100 | $234.8M | 0.02% | |
| 184 | DEDEERE & CO | 497 | $234.1M | 0.02% | |
| 185 | LNTALLIANT ENERGY CORP | 3,629 | $233.5M | 0.02% | |
| 186 | OREALTY INCOME CORP | 4,012 | $232.7M | 0.02% | |
| 187 | AOKISHARES TR | 6,159 | $231.8M | 0.02% | |
| 188 | MOALTRIA GROUP INC | 3,780 | $230.7M | 0.02% | |
| 189 | PHPARKER-HANNIFIN CORP | 379 | $230.4M | 0.02% | |
| 190 | SCHFSCHWAB STRATEGIC TR | 11,547 | $228.4M | 0.02% | |
| 191 | CITHE CIGNA GROUP | 693 | $228.0M | 0.02% | |
| 192 | MDLZMONDELEZ INTL INC | 3,300 | $225.4M | 0.02% | |
| 193 | ETNEATON CORP PLC | 822 | $223.4M | 0.02% | |
| 194 | APPAPPLOVIN CORP | 843 | $223.4M | 0.02% | |
| 195 | EMREMERSON ELEC CO | 2,031 | $222.7M | 0.02% | |
| 196 | MCKMCKESSON CORP | 329 | $221.6M | 0.02% | |
| 197 | GDGENERAL DYNAMICS CORP | 813 | $221.6M | 0.02% | |
| 198 | BROBROWN & BROWN INC | 1,753 | $218.1M | 0.02% | |
| 199 | CDNSCADENCE DESIGN SYSTEM INC | 840 | $213.6M | 0.02% | |
| 200 | ORLYOREILLY AUTOMOTIVE INC | 149 | $213.5M | 0.02% |