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
BAC
Bank Of America Corp

Financial Services
776
+ 3.36%
$39.22 - $47.77 $30.4K - $37.1K
23.9K $1.05B
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 11.68%
$52.45 - $60.02 $61.6K - $70.5K
11.2K $665M
BA
Boeing CO

Industrials
256
+ 9.37%
$138.14 - $180.72 $35.4K - $46.3K
2.99K $529M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.61K
+ 1.63%
$238.25 - $261.28 $622K - $682K
163K $39.4B
NOW
Service Now, Inc.

Technology
32
+ 7.24%
$867.18 - $1148.42 $27.7K - $36.7K
474 $502M
HYG
Ishares Tr

ETFs
1.52K
+ 16.2%
$78.09 - $80.04 $119K - $122K
10.9K $860M
APO
Apollo Global Management, Inc.

Financial Services
48
+ 2.04%
$131.36 - $178.61 $6.31K - $8.57K
2.41K $397M
ADSK
Autodesk, Inc.

Technology
52
+ 1.36%
N/A
3.87K $1.14B
DVY
Ishares Tr

ETFs
760
+ 33.73%
$129.55 - $143.41 $98.5K - $109K
3.01K $396M
BMY
Bristol Myers Squibb CO

Healthcare
1.24K
+ 30.64%
$51.92 - $59.94 $64.5K - $74.4K
5.3K $299M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 13.79%
$4100.99 - $5300.34 $32.8K - $42.4K
66 $328M
ACN
Accenture PLC

Technology
242
+ 23.82%
$343.9 - $376.86 $83.2K - $91.2K
1.26K $443M
DIS
Walt Disney CO

Communication Services
84
+ 1.98%
$92.39 - $117.6 $7.76K - $9.88K
4.32K $483M
GILD
Gilead Sciences, Inc.

Healthcare
555
+ 21.69%
$83.95 - $97.9 $46.6K - $54.3K
3.11K $288M
FISV
Fiserv Inc

Technology
38
+ 1.52%
N/A
2.55K $523M
BX
Blackstone Inc.

Financial Services
146
+ 6.41%
$148.45 - $199.05 $21.7K - $29.1K
2.43K $418M
AXP
American Express CO

Financial Services
66
+ 3.43%
$267.35 - $305.57 $17.6K - $20.2K
1.99K $590M
ISRG
Intuitive Surgical Inc

Healthcare
90
+ 14.35%
$471.27 - $550.62 $42.4K - $49.6K
717 $374M
TMUS
T Mobile Us, Inc.

Communication Services
129
+ 6.24%
$206.1 - $246.94 $26.6K - $31.9K
2.2K $485M
T
At&T Inc.

Communication Services
1.86K
+ 12.32%
$21.22 - $23.88 $39.6K - $44.5K
17K $387M
BSX
Boston Scientific Corp

Healthcare
337
+ 11.02%
$83.62 - $91.5 $28.2K - $30.8K
3.4K $303M
INTU
Intuit Inc

Technology
45
+ 1.87%
$602.01 - $706.25 $27.1K - $31.8K
2.46K $1.54B
MU
Micron Technology Inc

Technology
1.03K
+ 47.76%
$84.16 - $113.41 $86.9K - $117K
3.2K $269M
PM
Philip Morris International Inc.

Consumer Defensive
370
+ 11.48%
$118.38 - $133.06 $43.8K - $49.2K
3.59K $438M
APH
Amphenol Corp

Technology
275
+ 5.58%
$62.07 - $75.35 $17.1K - $20.7K
5.2K $362M
ADP
Automatic Data Processing Inc

Industrials
87
+ 11.14%
$280.08 - $307.97 $24.4K - $26.8K
868 $255M
PH
Parker Hannifin Corp

Industrials
46
+ 8.33%
$621.74 - $709.46 $28.6K - $32.6K
598 $380M
PANW
Palo Alto Networks Inc

Technology
683
+ 111.24%
$181.96 - $405.9 $124K - $277K
1.3K $236M
FDX
Fedex Corp

Industrials
49
+ 3.23%
$260.5 - $305.15 $12.8K - $15K
1.57K $443M
ETN
Eaton Corp PLC

Industrials
75
+ 9.66%
$326.96 - $377.52 $24.5K - $28.3K
851 $282M
USB
Us Bancorp \De\

Financial Services
124
+ 1.46%
$43.98 - $53.66 $5.45K - $6.65K
8.64K $418M
SPGI
S&P Global Inc.

Financial Services
77
+ 9.41%
$480.36 - $529.17 $37K - $40.7K
895 $446M
SES
Ses Ai Corp

Consumer Cyclical
10K
New
$0.27 - $2.42 $2.7K - $24.2K
10K $21.9M
PGR
Progressive Corp

Financial Services
178
+ 11.87%
$239.6 - $268.88 $42.6K - $47.9K
1.68K $402M
OXY
Occidental Petroleum Corp

Energy
773
+ 9.5%
$45.36 - $55.91 $35.1K - $43.2K
8.91K $442M
APCX
App Tech Payments Corp.

Technology
45K
+ 112.5%
$0.36 - $0.86 $16.2K - $38.7K
85K $44.2M
SYK
Stryker Corp

Healthcare
52
+ 6.92%
$345.14 - $392.15 $17.9K - $20.4K
803 $290M
DUK
Duke Energy Corp

Utilities
290
+ 16.07%
$105.76 - $120.76 $30.7K - $35K
2.1K $226M
CB
Chubb LTD

Financial Services
96
+ 11.35%
$271.57 - $301.89 $26.1K - $29K
942 $261M
TJX
Tjx Companies Inc

Consumer Cyclical
57
+ 2.07%
$112.15 - $127.2 $6.39K - $7.25K
2.81K $339M
UNP
Union Pacific Corp

Industrials
166
+ 12.75%
$223.15 - $249.32 $37K - $41.4K
1.47K $335M
FICO
Fair Isaac Corp

Technology
3
+ 1.94%
$1911.01 - $2382.4 $5.73K - $7.15K
158 $315M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
106
+ 10.12%
$209.89 - $233.24 $22.2K - $24.7K
1.15K $245M
WM
Waste Management Inc

Industrials
83
+ 6.97%
$201.79 - $228.46 $16.7K - $19K
1.27K $257M
F
Ford Motor CO

Consumer Cyclical
1.86K
+ 13.93%
$9.69 - $11.4 $18K - $21.2K
15.2K $150M
ALL
Allstate Corp

Financial Services
27
+ 2.39%
$181.25 - $208.2 $4.89K - $5.62K
1.16K $223M
CAT
Caterpillar Inc

Industrials
106
+ 9.62%
$360.37 - $416.88 $38.2K - $44.2K
1.21K $438M
HES
Hess Corp

Energy
85
+ 5.32%
$127.66 - $148.65 $10.9K - $12.6K
1.68K $224M
MMM
3 M CO

Industrials
144
+ 8.44%
$124.74 - $137.12 $18K - $19.7K
1.85K $239M
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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