Moss Adams Wealth Advisors LLC Purchases in Q3 2025

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
119
+ 1.47%
$69.77 - $77.54 $8.3K - $9.23K
8.22K $621M
RMD
Resmed Inc

Healthcare
33
+ 1.06%
$252.01 - $293.73 $8.32K - $9.69K
3.14K $860M
WELL
Welltower Inc.

Real Estate
74
+ 4.67%
$150.71 - $178.14 $11.2K - $13.2K
1.66K $296M
MDT
Medtronic PLC

Healthcare
147
+ 3.43%
$87.67 - $95.74 $12.9K - $14.1K
4.43K $425M
MO
Altria Group, Inc.

Consumer Defensive
184
+ 3.81%
$57.75 - $67.68 $10.6K - $12.5K
5.01K $336M
OXY
Occidental Petroleum Corp

Energy
54
+ 0.64%
$42.54 - $48.1 $2.3K - $2.6K
8.5K $404M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.27%
$291.67 - $316.99 $2.92K - $3.17K
3.73K $1.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.33%
$182.33 - $194.5 $2.19K - $2.33K
3.7K $719M
DASH
Door Dash, Inc.

Communication Services
19
+ 1.21%
$234.5 - $272.5 $4.46K - $5.18K
1.59K $432M
AXP
American Express CO

Financial Services
52
+ 2.52%
$294.27 - $342.31 $15.3K - $17.8K
2.12K $704M
ADSK
Autodesk, Inc.

Technology
26
+ 0.62%
N/A
4.23K $1.34B
HSY
Hershey CO

Consumer Defensive
52
+ 3.39%
$161.95 - $193.45 $8.42K - $10.1K
1.59K $297M
MA
Mastercard Inc

Financial Services
3
+ 0.05%
$550.18 - $598.96 $1.65K - $1.8K
5.56K $3.16B
Labcorp Holdings Inc
12
+ 0.92%
N/A
1.31K $377M
SCHW
Schwab Charles Corp

Financial Services
162
+ 3.5%
$91.03 - $98.69 $14.7K - $16K
4.79K $457M
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 2.47%
$334.32 - $426.2 $5.01K - $6.39K
622 $265M
VEA
Vanguard Ftse Developed Market

ETFs
69
+ 0.81%
$56.02 - $60.3 $3.87K - $4.16K
8.55K $513M
FDX
Fedex Corp

Industrials
66
+ 4.27%
$217.1 - $243.2 $14.3K - $16.1K
1.61K $382M
PH
Parker Hannifin Corp

Industrials
6
+ 1.57%
$697.13 - $769.67 $4.18K - $4.62K
388 $294M
ADI
Analog Devices Inc

Technology
57
+ 3.84%
$220.68 - $255.63 $12.6K - $14.6K
1.54K $379M
O
Realty Income Corp

Real Estate
149
+ 3.0%
$56.13 - $60.79 $8.36K - $9.06K
5.11K $311M
HPQ
Hp Inc

Technology
26
+ 0.31%
$24.45 - $29.35 $636 - $763
8.29K $228M
TMUS
T Mobile Us, Inc.

Communication Services
72
+ 1.56%
$226.02 - $259.01 $16.3K - $18.6K
4.68K $1.12B
VZ
Verizon Communications Inc

Communication Services
334
+ 3.16%
$40.84 - $45.06 $13.6K - $15.1K
10.9K $480M
MCK
Mckesson Corp

Healthcare
7
+ 1.76%
$659.01 - $772.54 $4.61K - $5.41K
405 $313M
GILD
Gilead Sciences, Inc.

Healthcare
172
+ 4.1%
$108.22 - $120.47 $18.6K - $20.7K
4.37K $485M
DUK
Duke Energy Corp

Utilities
17
+ 0.56%
$116.31 - $125.93 $1.98K - $2.14K
3.03K $375M
CEG
Constellation Energy Corp

Utilities
41
+ 5.47%
$298.82 - $354.89 $12.3K - $14.6K
791 $260M
PCAR
Paccar Inc

Industrials
84
+ 2.76%
$92.91 - $102.86 $7.8K - $8.64K
3.13K $308M
F
Ford Motor CO

Consumer Cyclical
210
+ 1.49%
$10.82 - $12.09 $2.27K - $2.54K
14.3K $171M
AOM
Ishares Tr Core Moderate Alloc

ETFs
71
+ 0.77%
$45.4 - $47.61 $3.22K - $3.38K
9.25K $440M
SNPS
Synopsys Inc

Technology
63
+ 8.32%
$387.78 - $645.35 $24.4K - $40.7K
820 $405M
SNOW
Snowflake Inc.

Technology
57
+ 5.19%
$191.73 - $241.0 $10.9K - $13.7K
1.16K $261M
CME
Cme Group Inc.

Financial Services
56
+ 6.79%
$258.83 - $287.1 $14.5K - $16.1K
881 $238M
WMB
Williams Companies, Inc.

Energy
128
+ 2.9%
$56.52 - $64.01 $7.23K - $8.19K
4.55K $288M
AOK
Ishares Tr Core Conservative A

ETFs
41
+ 0.66%
$38.64 - $40.17 $1.58K - $1.65K
6.23K $250M
EQIX
Equinix Inc

Real Estate
14
+ 4.11%
$756.7 - $811.13 $10.6K - $11.4K
355 $278M
NKE
Nike, Inc.

Consumer Cyclical
165
+ 3.06%
$69.24 - $79.24 $11.4K - $13.1K
5.56K $390M
Nanoviricides Inc
2K
+ 13.33%
N/A
17K $24.3M
T
At&T Inc.

Communication Services
666
+ 2.7%
$26.94 - $29.62 $17.9K - $19.7K
25.4K $716M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
6
+ 0.03%
$21.47 - $21.83 $129 - $131
17.8K $388M
KKR
Kkr & Co. Inc.

Financial Services
51
+ 2.78%
$129.95 - $152.16 $6.63K - $7.76K
1.89K $245M
EMR
Emerson Electric CO

Industrials
38
+ 2.01%
$128.6 - $149.63 $4.89K - $5.69K
1.93K $253M
SPOT
Spotify Technology S.A.

Communication Services
30
+ 8.96%
$620.01 - $738.53 $18.6K - $22.2K
365 $255M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 3.14%
$412.46 - $514.1 $9.07K - $11.3K
723 $355M
COIN
Coinbase Global, Inc.

Technology
20
+ 2.47%
$297.99 - $419.78 $5.96K - $8.4K
831 $280M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
21
+ 2.04%
$185.65 - $214.38 $3.9K - $4.5K
1.05K $210M
TT
Trane Technologies PLC

Industrials
8
+ 1.1%
$398.96 - $472.54 $3.19K - $3.78K
734 $310M
KR
Kroger CO

Consumer Defensive
128
+ 3.25%
$64.52 - $74.35 $8.26K - $9.52K
4.07K $274M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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