Moss Adams Wealth Advisors LLC Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$946.2B
Holdings
208
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 782,458 | $226.8B | 23.97% | |
| 2 | IJRISHARES TR | 785,275 | $90.5B | 9.56% | |
| 3 | JCPBJ P MORGAN EXCHANGE TRADED F | 1,869,799 | $86.4B | 9.13% | |
| 4 | VGITVANGUARD SCOTTSDALE FDS | 1,162,512 | $67.4B | 7.13% | |
| 5 | XLUSELECT SECTOR SPDR TR | 721,541 | $54.6B | 5.77% | |
| 6 | BUGGLOBAL X FDS | 1,357,693 | $43.6B | 4.61% | |
| 7 | XLCSELECT SECTOR SPDR TR | 422,002 | $40.9B | 4.32% | |
| 8 | BCCCGLOBAL X FDS | 975,698 | $39.5B | 4.18% | |
| 9 | SMHVANECK ETF TRUST | 162,593 | $39.4B | 4.16% | |
| 10 | AAPLAPPLE INC | 81,062 | $20.3B | 2.15% | |
| 11 | MSFTMICROSOFT CORP | 43,462 | $18.3B | 1.94% | |
| 12 | SPDWSPDR INDEX SHS FDS | 381,865 | $13.0B | 1.38% | |
| 13 | IWVISHARES TR | 38,327 | $12.8B | 1.35% | |
| 14 | MUBISHARES TR | 83,735 | $8.9B | 0.94% | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 49,901 | $8.7B | 0.92% | |
| 16 | AMZNAMAZON COM INC | 39,119 | $8.6B | 0.91% | |
| 17 | NVDANVIDIA CORPORATION | 59,016 | $7.9B | 0.84% | |
| 18 | GOOGLALPHABET INC | 36,970 | $7.0B | 0.74% | |
| 19 | SPEMSPDR INDEX SHS FDS | 161,023 | $6.2B | 0.65% | |
| 20 | METAMETA PLATFORMS INC | 8,167 | $4.8B | 0.51% | |
| 21 | GOOGALPHABET INC | 23,370 | $4.5B | 0.47% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 4,042 | $3.7B | 0.39% | |
| 23 | AVGOBROADCOM INC | 15,774 | $3.7B | 0.39% | |
| 24 | ESMLISHARES TR | 84,282 | $3.5B | 0.37% | |
| 25 | XOMEXXON MOBIL CORP | 32,943 | $3.5B | 0.37% | |
| 26 | VOOVANGUARD INDEX FDS | 5,947 | $3.2B | 0.34% | |
| 27 | UPSUNITED PARCEL SERVICE INC | 24,579 | $3.1B | 0.33% | |
| 28 | IWFISHARES TR | 7,403 | $3.0B | 0.31% | |
| 29 | HDHOME DEPOT INC | 7,027 | $2.7B | 0.29% | |
| 30 | TSLATESLA INC | 6,668 | $2.7B | 0.28% | |
| 31 | MAMASTERCARD INCORPORATED | 4,636 | $2.4B | 0.26% | |
| 32 | SPYSPDR S&P 500 ETF TR | 3,865 | $2.3B | 0.24% | |
| 33 | NDQINVESCO QQQ TR | 4,374 | $2.2B | 0.24% | |
| 34 | XLKSELECT SECTOR SPDR TR | 9,355 | $2.2B | 0.23% | |
| 35 | AGGISHARES TR | 21,811 | $2.1B | 0.22% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 4,122 | $2.1B | 0.22% | |
| 37 | JPMJPMORGAN CHASE & CO. | 8,408 | $2.0B | 0.21% | |
| 38 | RWOSPDR INDEX SHS FDS | 46,723 | $2.0B | 0.21% | |
| 39 | LLYELI LILLY & CO | 2,534 | $2.0B | 0.21% | |
| 40 | WMTWALMART INC | 18,882 | $1.7B | 0.18% | |
| 41 | ORCLORACLE CORP | 10,152 | $1.7B | 0.18% | |
| 42 | INTUINTUIT | 2,456 | $1.5B | 0.16% | |
| 43 | DWDMORGAN STANLEY | 12,027 | $1.5B | 0.16% | |
| 44 | IBMINTERNATIONAL BUSINESS MACHS | 6,806 | $1.5B | 0.16% | |
| 45 | JNJJOHNSON & JOHNSON | 10,293 | $1.5B | 0.16% | |
| 46 | VYMVANGUARD WHITEHALL FDS | 11,334 | $1.4B | 0.15% | |
| 47 | IVVISHARES TR | 2,441 | $1.4B | 0.15% | |
| 48 | GQ9SPDR GOLD TR | 5,472 | $1.3B | 0.14% | |
| 49 | CMFISHARES TR | 22,250 | $1.3B | 0.13% | |
| 50 | HTLDHEARTLAND EXPRESS INC | 104,317 | $1.2B | 0.12% | |
| 51 | IVWISHARES TR | 11,468 | $1.2B | 0.12% | |
| 52 | VVISA INC | 3,634 | $1.1B | 0.12% | |
| 53 | ADSKAUTODESK INC | 3,868 | $1.1B | 0.12% | |
| 54 | MRKMERCK & CO INC | 11,217 | $1.1B | 0.12% | |
| 55 | ASMLASML HOLDING N V | 1,600 | $1.1B | 0.12% | |
| 56 | BLDTOPBUILD CORP | 3,476 | $1.1B | 0.11% | |
| 57 | PGPROCTER AND GAMBLE CO | 6,287 | $1.1B | 0.11% | |
| 58 | BACBANK AMERICA CORP | 23,854 | $1.0B | 0.11% | |
| 59 | NFLXNETFLIX INC | 1,172 | $1.0B | 0.11% | |
| 60 | ICEINTERCONTINENTAL EXCHANGE IN | 6,888 | $1.0B | 0.11% | |
| 61 | ABTABBOTT LABS | 8,938 | $1.0B | 0.11% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 1,357 | $966.6M | 0.10% | |
| 63 | ADBEADOBE INC | 2,161 | $961.0M | 0.10% | |
| 64 | MCDMCDONALDS CORP | 3,272 | $948.5M | 0.10% | |
| 65 | DHRDANAHER CORPORATION | 4,020 | $923.9M | 0.10% | |
| 66 | HONHONEYWELL INTL INC | 4,077 | $921.0M | 0.10% | |
| 67 | CRMSALESFORCE INC | 2,631 | $880.7M | 0.09% | |
| 68 | CVXCHEVRON CORP NEW | 6,015 | $871.2M | 0.09% | |
| 69 | WFCWELLS FARGO CO NEW | 12,400 | $871.0M | 0.09% | |
| 70 | IVEISHARES TR | 4,525 | $863.7M | 0.09% | |
| 71 | HYGISHARES TR | 10,931 | $859.7M | 0.09% | |
| 72 | ABBVABBVIE INC | 4,706 | $836.3M | 0.09% | |
| 73 | VBVANGUARD INDEX FDS | 3,203 | $769.6M | 0.08% | |
| 74 | RBLXROBLOX CORP | 13,287 | $768.8M | 0.08% | |
| 75 | KOCOCA COLA CO | 12,189 | $758.9M | 0.08% | |
| 76 | AMGNAMGEN INC | 2,899 | $755.6M | 0.08% | |
| 77 | MRVLMARVELL TECHNOLOGY INC | 6,775 | $748.3M | 0.08% | |
| 78 | ROKROCKWELL AUTOMATION INC | 2,610 | $745.8M | 0.08% | |
| 79 | TRVCCITIGROUP INC | 10,583 | $744.9M | 0.08% | |
| 80 | SBUXSTARBUCKS CORP | 7,846 | $716.0M | 0.08% | |
| 81 | RMERESMED INC | 3,056 | $698.9M | 0.07% | |
| 82 | IWDISHARES TR | 3,707 | $686.3M | 0.07% | |
| 83 | VIOOVANGUARD ADMIRAL FDS INC | 6,298 | $667.8M | 0.07% | |
| 84 | CSCOCISCO SYS INC | 11,238 | $665.3M | 0.07% | |
| 85 | QUALISHARES TR | 3,687 | $656.6M | 0.07% | |
| 86 | RNAAVIDITY BIOSCIENCES INC | 22,496 | $654.2M | 0.07% | |
| 87 | AORISHARES TR | 11,156 | $639.4M | 0.07% | |
| 88 | IWRISHARES TR | 7,038 | $622.2M | 0.07% | |
| 89 | UBERUBER TECHNOLOGIES INC | 10,185 | $614.4M | 0.06% | |
| 90 | JEPIJ P MORGAN EXCHANGE TRADED F | 10,318 | $597.7M | 0.06% | |
| 91 | AXPAMERICAN EXPRESS CO | 1,988 | $589.9M | 0.06% | |
| 92 | PFEPFIZER INC | 21,526 | $571.1M | 0.06% | |
| 93 | QCOMQUALCOMM INC | 3,626 | $557.0M | 0.06% | |
| 94 | BABOEING CO | 2,988 | $528.9M | 0.06% | |
| 95 | IEMGISHARES INC | 10,127 | $528.8M | 0.06% | |
| 96 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 20,000 | $527.6M | 0.06% | |
| 97 | FISVFISERV INC | 2,546 | $523.0M | 0.06% | |
| 98 | AQLTISHARES TR | 7,387 | $519.2M | 0.05% | |
| 99 | NOWSERVICENOW INC | 474 | $502.2M | 0.05% | |
| 100 | TMUST-MOBILE US INC | 2,197 | $484.9M | 0.05% |
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