Moss Adams Wealth Advisors LLC Purchases in Q4 2024

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
+ 1.75%
$280.04 - $302.45 $3.77M - $4.07M
782K $227B
JCPB
J P Morgan Exchange Traded Fd

ETFs
254K
+ 15.71%
$46.07 - $48.17 $11.7M - $12.2M
1.87M $86.4B
AAPL
Apple Inc.

Technology
8.68K
+ 11.99%
$221.69 - $259.02 $1.92M - $2.25M
81.1K $20.3B
XLC
Select Sector Spdr Tr Communic

ETFs
2.03K
+ 0.48%
$89.66 - $102.16 $182K - $208K
422K $40.9B
AMZN
Amazon Com Inc

Consumer Cyclical
5.66K
+ 16.91%
$180.88 - $232.93 $1.02M - $1.32M
39.1K $8.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.23K
+ 246.56%
$521.84 - $558.82 $2.21M - $2.36M
5.95K $3.2B
BUG
Global X Fds Cybersecurity ETF

ETFs
7.59K
+ 0.56%
$30.13 - $34.51 $229K - $262K
1.36M $43.6B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.3K
New
$126.68 - $134.74 $1.44M - $1.53M
11.3K $1.45B
GLD
Spdr Gold Trust

ETFs
5.47K
New
$236.59 - $257.5 $1.29M - $1.41M
5.47K $1.32B
CMF
Ishares California Muni Bond E

ETFs
22.3K
New
$56.66 - $58.1 $1.26M - $1.29M
22.3K $1.27B
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 4.04%
$161.86 - $196.66 $232K - $282K
37K $7B
MS
Morgan Stanley

Financial Services
7.49K
+ 165.2%
$104.42 - $134.99 $782K - $1.01M
12K $1.51B
AVGO
Broadcom Inc.

Technology
554
+ 3.64%
$159.67 - $250.0 $88.5K - $139K
15.8K $3.66B
TSLA
Tesla, Inc.

Consumer Cyclical
260
+ 4.06%
$213.65 - $479.86 $55.5K - $125K
6.67K $2.69B
NVDA
Nvidia Corp

Technology
1.4K
+ 2.44%
$117.0 - $148.88 $164K - $209K
59K $7.93B
VB
Vanguard Small Cap ETF

ETFs
3.2K
New
$233.76 - $261.58 $749K - $838K
3.2K $770M
GOOG
Alphabet Inc.

Communication Services
422
+ 1.84%
$163.08 - $198.16 $68.8K - $83.6K
23.4K $4.45B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
923
+ 212.67%
$701.85 - $1046.91 $648K - $966K
1.36K $967M
MRVL
Marvell Technology, Inc.

Technology
3.09K
+ 83.8%
$70.31 - $124.78 $217K - $385K
6.78K $748M
MSFT
Microsoft Corp

Technology
1.91K
+ 4.6%
$406.35 - $454.46 $776K - $868K
43.5K $18.3B
PLTR
Palantir Technologies Inc.

Technology
5.44K
New
$36.46 - $82.38 $198K - $448K
5.44K $412M
JPM
Jpmorgan Chase & CO

Financial Services
637
+ 8.2%
$205.18 - $250.29 $131K - $159K
8.41K $2.02B
JNJ
Johnson & Johnson

Healthcare
3.3K
+ 47.08%
$143.34 - $165.86 $472K - $547K
10.3K $1.49B
Blackrock Inc
341
New
N/A
341 $350M
HON
Honeywell International Inc

Industrials
1.3K
+ 46.92%
$202.84 - $236.0 $264K - $307K
4.08K $921M
ADBE
Adobe Inc.

Technology
963
+ 80.38%
$437.39 - $552.96 $421K - $533K
2.16K $961M
META
Meta Platforms, Inc.

Communication Services
408
+ 5.26%
$554.08 - $632.68 $226K - $258K
8.17K $4.78B
ABT
Abbott Laboratories

Healthcare
2.68K
+ 42.76%
$111.93 - $119.39 $300K - $320K
8.94K $1.01B
APP
App Lovin Corp

Technology
854
New
$130.67 - $401.5 $112K - $343K
854 $277M
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 5.86%
$79.1 - $95.7 $82.7K - $100K
18.9K $1.71B
NFLX
Netflix Inc

Communication Services
76
+ 6.93%
$687.65 - $936.56 $52.3K - $71.2K
1.17K $1.04B
WFC
Wells Fargo & Company

Financial Services
1.69K
+ 15.8%
$54.98 - $77.35 $93K - $131K
12.4K $871M
MRK
Merck & Co., Inc.

Healthcare
3.69K
+ 49.04%
$96.31 - $114.76 $355K - $424K
11.2K $1.13B
VPU
Vanguard Utilities ETF

ETFs
1.62K
New
$160.52 - $179.11 $260K - $291K
1.62K $265M
CDNS
Cadence Design Systems Inc

Technology
844
New
$249.1 - $324.54 $210K - $274K
844 $254M
SCHW
Schwab Charles Corp

Financial Services
3.41K
New
$63.31 - $82.85 $216K - $283K
3.41K $252M
SNPS
Synopsys Inc

Technology
506
New
$485.36 - $588.0 $246K - $298K
506 $246M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.72K
New
$77.25 - $91.3 $210K - $249K
2.72K $232M
CRM
Salesforce, Inc.

Technology
234
+ 9.76%
$270.87 - $367.87 $63.4K - $86.1K
2.63K $881M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
576
New
$260.53 - $404.79 $150K - $233K
576 $220M
DASH
Door Dash, Inc.

Communication Services
1.3K
New
$141.93 - $180.48 $185K - $235K
1.3K $218M
Lam Research Corp
2.92K
New
N/A
2.92K $212M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
7.58K
New
$22.35 - $29.5 $169K - $224K
7.58K $208M
PCG
Pg&E Corp

Utilities
10.3K
New
$19.2 - $21.63 $197K - $222K
10.3K $207M
EME
Emcor Group, Inc.

Industrials
447
New
$427.96 - $526.95 $191K - $236K
447 $203M
EMR
Emerson Electric CO

Industrials
1.62K
New
$108.13 - $134.33 $175K - $218K
1.62K $201M
RBLX
Roblox Corp

Communication Services
46
+ 0.35%
$39.86 - $61.45 $1.83K - $2.83K
13.3K $769M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
16.5K
New
$10.2 - $10.51 $168K - $173K
16.5K $171M
ROK
Rockwell Automation, Inc

Industrials
382
+ 17.15%
$264.65 - $302.92 $101K - $116K
2.61K $746M
Activity Summary
Buys All Purchases 136 New Holdings 21 Increased Positions 115 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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