Moss Adams Wealth Advisors LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.1T

Holdings

255

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (255 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
869,024$264.7B24.04%
2
JCPBJ P MORGAN EXCHANGE TRADED F
2,032,669$95.7B8.69%
3
IJRISHARES TR
760,607$83.1B7.55%
4
XLUSELECT SECTOR SPDR TR
727,888$59.4B5.40%
5
XLRESELECT SECTOR SPDR TR
1,313,112$54.4B4.94%
6
BUGGLOBAL X FDS
1,421,225$52.7B4.79%
7
XLCSELECT SECTOR SPDR TR
440,017$47.8B4.34%
8
SMHVANECK ETF TRUST
167,949$46.8B4.25%
9
BCCCGLOBAL X FDS
1,041,197$45.5B4.13%
10
MSFTMICROSOFT CORP
47,068$23.4B2.13%
11
AAPLAPPLE INC
105,201$21.6B1.96%
12
IWVISHARES TR
51,225$18.0B1.63%
13
SPDWSPDR INDEX SHS FDS
383,847$15.5B1.41%
14
VIOOVANGUARD ADMIRAL FDS INC
125,867$12.7B1.16%
15
NVDANVIDIA CORPORATION
75,092$11.9B1.08%
16
AMZNAMAZON COM INC
47,505$10.4B0.95%
17
RSPINVESCO EXCHANGE TRADED FD T
48,000$8.7B0.79%
18
SPEMSPDR INDEX SHS FDS
203,823$8.7B0.79%
19
METAMETA PLATFORMS INC
10,075$7.4B0.68%
20
GOOGLALPHABET INC
40,676$7.2B0.65%
21
SLVISHARES SILVER TR
154,482$5.1B0.46%
22
AVGOBROADCOM INC
17,726$4.9B0.44%
23
VOOVANGUARD INDEX FDS
8,167$4.7B0.42%
24
GOOGALPHABET INC
25,851$4.6B0.42%
25
COSTCOSTCO WHSL CORP NEW
4,621$4.6B0.42%
26
VPUVANGUARD WORLD FD
25,645$4.5B0.41%
27
HYGISHARES TR
53,229$4.3B0.39%
28
XOMEXXON MOBIL CORP
35,898$3.9B0.35%
29
ESMLISHARES TR
89,165$3.7B0.33%
30
JPMJPMORGAN CHASE & CO.
10,973$3.2B0.29%
31
MAMASTERCARD INCORPORATED
5,554$3.1B0.28%
32
SILGLOBAL X FDS
64,239$3.1B0.28%
33
SOXXISHARES TR
12,923$3.1B0.28%
34
HDHOME DEPOT INC
8,255$3.0B0.27%
35
TSLATESLA INC
8,576$2.7B0.25%
36
IWFISHARES TR
6,294$2.7B0.24%
37
XLKSELECT SECTOR SPDR TR
10,397$2.6B0.24%
38
RWOSPDR INDEX SHS FDS
59,583$2.6B0.24%
39
UPSUNITED PARCEL SERVICE INC
26,024$2.6B0.24%
40
NDQINVESCO QQQ TR
4,564$2.5B0.23%
41
ORCLORACLE CORP
11,424$2.5B0.23%
42
SPYSPDR S&P 500 ETF TR
3,972$2.5B0.22%
43
MUBISHARES TR
22,749$2.4B0.22%
44
LLYELI LILLY & CO
2,949$2.3B0.21%
45
IBMINTERNATIONAL BUSINESS MACHS
7,560$2.2B0.20%
46
AGGISHARES TR
21,724$2.2B0.20%
47
INTUINTUIT
2,695$2.1B0.19%
48
WMTWALMART INC
21,623$2.1B0.19%
49
NFLXNETFLIX INC
1,559$2.1B0.19%
50
SLVRSPROTT FDS TR
68,752$2.1B0.19%
51
VVISA INC
5,683$2.0B0.18%
52
DWDMORGAN STANLEY
13,157$1.9B0.17%
53
JNJJOHNSON & JOHNSON
12,008$1.8B0.17%
54
IVVISHARES TR
2,781$1.7B0.16%
55
GQ9SPDR GOLD TR
5,600$1.7B0.16%
56
ABTABBOTT LABS
10,720$1.5B0.13%
57
RBLXROBLOX CORP
13,661$1.4B0.13%
58
ICEINTERCONTINENTAL EXCHANGE IN
7,407$1.4B0.12%
59
ADSKAUTODESK INC
4,200$1.3B0.12%
60
ASMLASML HOLDING N V
1,601$1.3B0.12%
61
IVWISHARES TR
11,468$1.3B0.11%
62
CSCOCISCO SYS INC
17,999$1.2B0.11%
63
CMFISHARES TR
22,250$1.2B0.11%
64
ABBVABBVIE INC
6,610$1.2B0.11%
65
PGPROCTER AND GAMBLE CO
7,684$1.2B0.11%
66
KOCOCA COLA CO
16,293$1.2B0.11%
67
TMUST-MOBILE US INC
4,603$1.1B0.10%
68
MCDMCDONALDS CORP
3,717$1.1B0.10%
69
HONHONEYWELL INTL INC
4,599$1.1B0.10%
70
BACBANK AMERICA CORP
22,243$1.1B0.10%
71
MRKMERCK & CO INC
13,158$1.1B0.10%
72
BLDTOPBUILD CORP
3,249$1.1B0.10%
73
BBIOBRIDGEBIO PHARMA INC
24,172$1.0B0.09%
74
PLTRPALANTIR TECHNOLOGIES INC
7,562$1.0B0.09%
75
VOVANGUARD INDEX FDS
3,628$1.0B0.09%
76
AORISHARES TR
16,453$1.0B0.09%
77
ADBEADOBE INC
2,599$1.0B0.09%
78
UBERUBER TECHNOLOGIES INC
10,657$994.3M0.09%
79
ROKROCKWELL AUTOMATION INC
2,988$992.4M0.09%
80
TRVCCITIGROUP INC
11,464$975.8M0.09%
81
CRMSALESFORCE INC
3,571$975.3M0.09%
82
CVXCHEVRON CORP NEW
6,759$967.8M0.09%
83
UNHUNITEDHEALTH GROUP INC
3,041$948.8M0.09%
84
AMGNAMGEN INC
3,348$934.8M0.08%
85
KTOSKRATOS DEFENSE & SEC SOLUTIO
20,122$934.7M0.08%
86
WFCWELLS FARGO CO NEW
11,589$928.5M0.08%
87
4I1PHILIP MORRIS INTL INC
5,050$926.6M0.08%
88
IVEISHARES TR
4,525$884.3M0.08%
89
VGITVANGUARD SCOTTSDALE FDS
14,723$880.6M0.08%
90
BABOEING CO
4,139$867.3M0.08%
91
AOAISHARES TR
10,184$849.4M0.08%
92
DHRDANAHER CORPORATION
4,273$845.5M0.08%
93
LINLINDE PLC
1,760$825.8M0.07%
94
IEMGISHARES INC
13,724$823.9M0.07%
95
RMERESMED INC
3,107$801.6M0.07%
96
RTXRTX CORPORATION
5,459$797.1M0.07%
97
AQLTISHARES TR
9,351$780.6M0.07%
98
SBUXSTARBUCKS CORP
8,435$772.9M0.07%
99
GEGE AEROSPACE
2,999$771.9M0.07%
100
VBVANGUARD INDEX FDS
3,205$762.0M0.07%
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