Moss Adams Wealth Advisors LLC Purchases in Q2 2025

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
533
+ 10.62%
$479.92 - $590.74 $256K - $315K
5.55K $3.12B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.31K
New
$201.28 - $266.34 $264K - $349K
1.31K $349M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
601
New
$468.22 - $566.51 $281K - $340K
601 $342M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.63K
New
$47.63 - $60.01 $268K - $338K
5.63K $334M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.83K
+ 2.09%
$33.46 - $41.33 $61.1K - $75.4K
89.2K $3.69B
TT
Trane Technologies PLC

Industrials
726
New
$315.21 - $437.41 $229K - $318K
726 $318M
CSCO
Cisco Systems, Inc.

Technology
2.67K
+ 17.43%
$53.19 - $69.38 $142K - $185K
18K $1.25B
NOW
Service Now, Inc.

Technology
174
+ 33.66%
$721.65 - $1040.18 $126K - $181K
691 $710M
ROK
Rockwell Automation, Inc

Industrials
280
+ 10.34%
$218.97 - $332.17 $61.3K - $93K
2.99K $992M
ADSK
Autodesk, Inc.

Technology
335
+ 8.67%
N/A
4.2K $1.3B
UBER
Uber Technologies, Inc

Technology
902
+ 9.25%
$64.62 - $93.3 $58.3K - $84.2K
10.7K $994M
SPY
Spdr S&P 500 ETF Trust

ETFs
89
+ 2.29%
$496.48 - $617.85 $44.2K - $55K
3.97K $2.46B
WMB
Williams Companies, Inc.

Energy
4.42K
New
$54.33 - $62.87 $240K - $278K
4.42K $278M
WMT
Walmart Inc.

Consumer Defensive
723
+ 3.46%
$81.79 - $99.98 $59.1K - $72.3K
21.6K $2.11B
EME
Emcor Group, Inc.

Industrials
510
New
$342.02 - $534.89 $174K - $273K
510 $273M
Ge Vernova Inc
229
+ 34.03%
N/A
902 $477M
EQIX
Equinix Inc

Real Estate
341
New
$740.07 - $914.43 $252K - $312K
341 $271M
SPOT
Spotify Technology S.A.

Communication Services
335
New
$503.3 - $775.9 $169K - $260K
335 $257M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$151.29 - $173.13 $232K - $266K
1.54K $255M
BA
Boeing CO

Industrials
523
+ 14.46%
$136.59 - $217.51 $71.4K - $114K
4.14K $867M
Arista Networks Inc
2.43K
New
N/A
2.43K $249M
ABT
Abbott Laboratories

Healthcare
1.6K
+ 17.6%
$123.95 - $138.08 $199K - $221K
10.7K $1.46B
CRM
Salesforce, Inc.

Technology
860
+ 31.72%
$236.26 - $291.15 $203K - $250K
3.57K $975M
SNOW
Snowflake Inc.

Technology
1.1K
New
$130.53 - $223.77 $143K - $246K
1.1K $246M
KKR
Kkr & Co. Inc.

Financial Services
1.84K
New
$92.79 - $134.29 $170K - $247K
1.84K $244M
CEG
Constellation Energy Corp

Utilities
750
New
$170.96 - $322.76 $128K - $242K
750 $242M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.3K
New
$18.94 - $21.67 $214K - $245K
11.3K $239M
CCI
Crown Castle International Corp

Real Estate
2.3K
New
$94.83 - $107.06 $218K - $246K
2.3K $236M
HON
Honeywell International Inc

Industrials
644
+ 16.28%
$182.86 - $232.88 $118K - $150K
4.6K $1.07B
PM
Philip Morris International Inc.

Consumer Defensive
715
+ 16.49%
$149.23 - $184.95 $107K - $132K
5.05K $927M
HCA
Hca Healthcare, Inc.

Healthcare
607
New
$317.61 - $387.52 $193K - $235K
607 $233M
BDX
Becton Dickinson & CO

Healthcare
1.34K
New
$165.15 - $226.42 $221K - $303K
1.34K $231M
MSTR
Microstrategy Inc

Technology
570
New
$237.95 - $421.61 $136K - $240K
570 $230M
DHI
Horton D R Inc

Consumer Cyclical
1.77K
New
$115.1 - $129.63 $203K - $229K
1.77K $228M
CME
Cme Group Inc.

Financial Services
825
New
$252.37 - $290.71 $208K - $240K
825 $227M
FTNT
Fortinet, Inc.

Technology
2.11K
New
$84.71 - $108.69 $178K - $229K
2.11K $223M
CTAS
Cintas Corp

Industrials
972
New
$190.11 - $227.66 $185K - $221K
972 $217M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.54K
+ 31.62%
$58.63 - $59.9 $207K - $212K
14.7K $881M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.03K
New
$160.22 - $209.35 $165K - $215K
1.03K $215M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.89K
New
$57.41 - $74.81 $166K - $216K
2.89K $214M
ARES
Ares Management Corp

Financial Services
1.21K
New
$118.04 - $175.83 $142K - $212K
1.21K $209M
NXTE
Investment Managers Ser Tr Ii
6.11K
New
N/A
6.11K $208M
TDG
Trans Digm Group Inc

Industrials
136
New
$1231.75 - $1520.64 $168K - $207K
136 $207M
AOA
Ishares Tr Core Aggressive All

ETFs
1.78K
+ 21.14%
$69.46 - $83.4 $123K - $148K
10.2K $849M
ZTS
Zoetis Inc.

Healthcare
1.32K
New
$144.41 - $170.3 $191K - $225K
1.32K $206M
AIG
American International Group, Inc.

Financial Services
2.39K
New
$77.56 - $87.72 $185K - $210K
2.39K $205M
COF
Capital One Financial Corp

Financial Services
783
+ 68.87%
$150.57 - $212.76 $118K - $167K
1.92K $409M
GWW
W.W. Grainger, Inc.

Industrials
195
New
$919.93 - $1101.66 $179K - $215K
195 $203M
CL
Colgate Palmolive CO

Consumer Defensive
2.21K
New
$87.57 - $96.0 $193K - $212K
2.21K $201M
Activity Summary
Buys All Purchases 184 New Holdings 45 Increased Positions 139 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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