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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.07% | |
| 102 | REGNREGENERON PHARMACEUTICALS | 1,388 | $728.7M | 0.07% | |
| 103 | TAT&T INC | 24,687 | $714.4M | 0.06% | |
| 104 | AMDADVANCED MICRO DEVICES INC | 5,020 | $712.3M | 0.06% | |
| 105 | NOWSERVICENOW INC | 691 | $710.2M | 0.06% | |
| 106 | QCOMQUALCOMM INC | 4,412 | $702.6M | 0.06% | |
| 107 | IWDISHARES TR | 3,567 | $692.8M | 0.06% | |
| 108 | QUALISHARES TR | 3,687 | $674.1M | 0.06% | |
| 109 | AMATAPPLIED MATLS INC | 3,602 | $659.4M | 0.06% | |
| 110 | AXPAMERICAN EXPRESS CO | 2,066 | $659.0M | 0.06% | |
| 111 | BSXBOSTON SCIENTIFIC CORP | 6,091 | $654.2M | 0.06% | |
| 112 | PFEPFIZER INC | 26,951 | $653.3M | 0.06% | |
| 113 | IFRAISHARES TR | 13,254 | $652.0M | 0.06% | |
| 114 | RNAAVIDITY BIOSCIENCES INC | 22,496 | $638.9M | 0.06% | |
| 115 | IWRISHARES TR | 6,786 | $624.1M | 0.06% | |
| 116 | GSGOLDMAN SACHS GROUP INC | 875 | $619.3M | 0.06% | |
| 117 | ETNEATON CORP PLC | 1,701 | $607.2M | 0.06% | |
| 118 | PGRPROGRESSIVE CORP | 2,229 | $594.8M | 0.05% | |
| 119 | IWBISHARES TR | 1,711 | $581.0M | 0.05% | |
| 120 | BXBLACKSTONE INC | 3,783 | $565.9M | 0.05% | |
| 121 | NEENEXTERA ENERGY INC | 8,104 | $562.6M | 0.05% | |
| 122 | TJXTJX COS INC NEW | 4,509 | $556.8M | 0.05% | |
| 123 | DISDISNEY WALT CO | 4,479 | $555.4M | 0.05% | |
| 124 | BKNGBOOKING HOLDINGS INC | 93 | $538.4M | 0.05% | |
| 125 | VVVANGUARD INDEX FDS | 1,763 | $504.5M | 0.05% | |
| 126 | ISRGINTUITIVE SURGICAL INC | 916 | $497.8M | 0.05% | |
| 127 | BLKBLACKROCK INC | 473 | $496.3M | 0.05% | |
| 128 | SOSOUTHERN CO | 5,401 | $496.0M | 0.05% | |
| 129 | SPGIS&P GLOBAL INC | 937 | $494.1M | 0.04% | |
| 130 | ELVELEVANCE HEALTH INC | 1,264 | $491.7M | 0.04% | |
| 131 | IWPISHARES TR | 3,500 | $485.4M | 0.04% | |
| 132 | VEAVANGUARD TAX-MANAGED FDS | 8,485 | $483.7M | 0.04% | |
| 133 | JEPIJ P MORGAN EXCHANGE TRADED F | 8,402 | $477.7M | 0.04% | |
| 134 | GEVGE VERNOVA INC | 902 | $477.3M | 0.04% | |
| 135 | GILDGILEAD SCIENCES INC | 4,198 | $465.4M | 0.04% | |
| 136 | NTRANATERA INC | 2,738 | $462.6M | 0.04% | |
| 137 | BACVERIZON COMMUNICATIONS INC | 10,578 | $457.7M | 0.04% | |
| 138 | DFICDIMENSIONAL ETF TRUST | 14,650 | $455.5M | 0.04% | |
| 139 | KLACKLA CORP | 496 | $444.3M | 0.04% | |
| 140 | URIUNITED RENTALS INC | 586 | $441.5M | 0.04% | |
| 141 | ACNACCENTURE PLC IRELAND | 1,455 | $434.9M | 0.04% | |
| 142 | APOAPOLLO GLOBAL MGMT INC | 3,065 | $434.8M | 0.04% | |
| 143 | ADPAUTOMATIC DATA PROCESSING IN | 1,393 | $431.7M | 0.04% | |
| 144 | SJNKSPDR SERIES TRUST | 16,644 | $424.1M | 0.04% | |
| 145 | AOMISHARES TR | 9,179 | $422.6M | 0.04% | |
| 146 | SCHWSCHWAB CHARLES CORP | 4,624 | $421.9M | 0.04% | |
| 147 | SYKSTRYKER CORPORATION | 1,057 | $419.1M | 0.04% | |
| 148 | UNPUNION PAC CORP | 1,809 | $416.2M | 0.04% | |
| 149 | COFCAPITAL ONE FINL CORP | 1,920 | $408.5M | 0.04% | |
| 150 | MRVLMARVELL TECHNOLOGY INC | 5,211 | $403.3M | 0.04% | |
| 151 | AQLTISHARES TR | 3,013 | $400.2M | 0.04% | |
| 152 | APHAMPHENOL CORP NEW | 4,005 | $396.2M | 0.04% | |
| 153 | TMOTHERMO FISHER SCIENTIFIC INC | 973 | $395.1M | 0.04% | |
| 154 | IJHISHARES TR | 6,365 | $394.8M | 0.04% | |
| 155 | AMTAMERICAN TOWER CORP NEW | 1,766 | $393.3M | 0.04% | |
| 156 | MUMICRON TECHNOLOGY INC | 3,162 | $389.7M | 0.04% | |
| 157 | SNPSSYNOPSYS INC | 757 | $388.1M | 0.04% | |
| 158 | DASHDOORDASH INC | 1,571 | $387.3M | 0.04% | |
| 159 | NUHYNUSHARES ETF TR | 17,831 | $387.1M | 0.04% | |
| 160 | CBCHUBB LIMITED | 1,327 | $385.7M | 0.04% | |
| 161 | NKENIKE INC | 5,394 | $385.1M | 0.03% | |
| 162 | LOWLOWES COS INC | 1,730 | $383.8M | 0.03% | |
| 163 | EEMISHARES TR | 7,942 | $383.1M | 0.03% | |
| 164 | CMCSACOMCAST CORP NEW | 10,660 | $380.5M | 0.03% | |
| 165 | TXNTEXAS INSTRS INC | 1,819 | $377.7M | 0.03% | |
| 166 | MDTMEDTRONIC PLC | 4,284 | $376.3M | 0.03% | |
| 167 | CDNSCADENCE DESIGN SYSTEM INC | 1,217 | $375.0M | 0.03% | |
| 168 | WMWASTE MGMT INC DEL | 1,590 | $363.8M | 0.03% | |
| 169 | VUGVANGUARD INDEX FDS | 814 | $357.3M | 0.03% | |
| 170 | CRWDCROWDSTRIKE HLDGS INC | 701 | $357.0M | 0.03% | |
| 171 | OXYOCCIDENTAL PETE CORP | 8,449 | $356.9M | 0.03% | |
| 172 | DUKDUKE ENERGY CORP NEW | 3,011 | $355.3M | 0.03% | |
| 173 | CATCATERPILLAR INC | 912 | $354.0M | 0.03% | |
| 174 | FDXFEDEX CORP | 1,546 | $353.7M | 0.03% | |
| 175 | ADIANALOG DEVICES INC | 1,485 | $353.5M | 0.03% | |
| 176 | HLTHILTON WORLDWIDE HLDGS INC | 1,312 | $349.4M | 0.03% | |
| 177 | PEPPEPSICO INC | 2,639 | $348.5M | 0.03% | |
| 178 | MDYSPDR S&P MIDCAP 400 ETF TR | 601 | $341.5M | 0.03% | |
| 179 | LHLABCORP HOLDINGS INC | 1,301 | $341.5M | 0.03% | |
| 180 | MMM3M CO | 2,230 | $339.5M | 0.03% | |
| 181 | APPAPPLOVIN CORP | 966 | $338.2M | 0.03% | |
| 182 | PANWPALO ALTO NETWORKS INC | 1,639 | $335.4M | 0.03% | |
| 183 | VRTXVERTEX PHARMACEUTICALS INC | 751 | $334.5M | 0.03% | |
| 184 | EZUISHARES INC | 5,625 | $334.4M | 0.03% | |
| 185 | CITHE CIGNA GROUP | 1,004 | $331.9M | 0.03% | |
| 186 | USBUS BANCORP DEL | 7,122 | $325.8M | 0.03% | |
| 187 | TTTRANE TECHNOLOGIES PLC | 726 | $317.6M | 0.03% | |
| 188 | FISVFISERV INC | 1,800 | $310.3M | 0.03% | |
| 189 | DEDEERE & CO | 599 | $305.6M | 0.03% | |
| 190 | GDGENERAL DYNAMICS CORP | 1,047 | $305.4M | 0.03% | |
| 191 | LRCXLAM RESEARCH CORP | 3,089 | $301.4M | 0.03% | |
| 192 | LMTLOCKHEED MARTIN CORP | 647 | $299.7M | 0.03% | |
| 193 | CARRCARRIER GLOBAL CORPORATION | 4,005 | $293.1M | 0.03% | |
| 194 | MCKMCKESSON CORP | 398 | $291.9M | 0.03% | |
| 195 | MDLZMONDELEZ INTL INC | 4,282 | $290.7M | 0.03% | |
| 196 | PCARPACCAR INC | 3,048 | $289.7M | 0.03% | |
| 197 | MOALTRIA GROUP INC | 4,827 | $287.9M | 0.03% | |
| 198 | IFGLISHARES TR | 12,657 | $287.6M | 0.03% | |
| 199 | OREALTY INCOME CORP | 4,964 | $286.0M | 0.03% | |
| 200 | COINCOINBASE GLOBAL INC | 811 | $284.2M | 0.03% |