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
LOW
Lowes Companies Inc

Consumer Cyclical
178
+ 11.03%
$244.52 - $284.07 $43.5K - $50.6K
1.79K $442M
RTX
Raytheon Technologies Corp

Industrials
229
+ 5.8%
$114.45 - $127.21 $26.2K - $29.1K
4.18K $483M
AOA
Ishares Tr Core Aggressive All

ETFs
122
+ 2.28%
$76.61 - $79.88 $9.35K - $9.75K
5.47K $419M
ORCL
Oracle Corp

Technology
204
+ 2.05%
$165.41 - $192.43 $33.7K - $39.3K
10.2K $1.69B
LNT
Alliant Energy Corp

Utilities
11
+ 0.32%
$56.24 - $63.63 $619 - $700
3.43K $203M
AOK
Ishares Tr Core Conservative A

ETFs
28
+ 0.46%
$37.3 - $38.64 $1.04K - $1.08K
6.1K $227M
NKE
Nike, Inc.

Consumer Cyclical
645
+ 14.22%
$73.36 - $89.13 $47.3K - $57.5K
5.18K $394M
AOR
Ishares Tr Core Growth Allocat

ETFs
158
+ 1.44%
$57.32 - $59.66 $9.06K - $9.43K
11.2K $639M
TXN
Texas Instruments Inc

Technology
97
+ 6.04%
N/A
1.7K $320M
TSCO
Tractor Supply CO

Consumer Cyclical
3.06K
+ 407.45%
$52.59 - $303.74 $161K - $931K
3.82K $202M
HPQ
Hp Inc

Technology
64
+ 0.79%
$32.46 - $39.3 $2.08K - $2.52K
8.2K $270M
AMT
American Tower Corp

Real Estate
127
+ 11.89%
$179.4 - $232.01 $22.8K - $29.5K
1.2K $221M
GE
General Electric CO

Industrials
116
+ 5.36%
$159.95 - $194.23 $18.6K - $22.5K
2.28K $381M
HTH
Hilltop Holdings Inc.

Financial Services
8
+ 0.09%
$28.47 - $34.44 $228 - $276
8.51K $244M
IDXX
Idexx Laboratories Inc

Healthcare
22
+ 4.35%
$406.92 - $495.42 $8.95K - $10.9K
528 $218M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.77%
$288.47 - $316.54 $7.21K - $7.91K
3.27K $949M
MUB
Ishares National Muni Bond ETF

ETFs
1.23K
+ 1.49%
$105.78 - $108.7 $130K - $134K
83.7K $8.92B
CARR
Carrier Global Corp

Industrials
81
+ 1.98%
$66.69 - $82.65 $5.4K - $6.69K
4.17K $286M
RMD
Resmed Inc

Healthcare
13
+ 0.43%
$228.69 - $256.07 $2.97K - $3.33K
3.06K $699M
URI
United Rentals, Inc.

Industrials
26
+ 3.99%
$704.44 - $880.32 $18.3K - $22.9K
678 $478M
NEE
Nextera Energy Inc

Utilities
128
+ 2.64%
$69.77 - $85.43 $8.93K - $10.9K
4.97K $356M
ABBV
Abb Vie Inc.

Healthcare
203
+ 4.51%
$164.99 - $203.87 $33.5K - $41.4K
4.71K $836M
Linde PLC
20
+ 1.82%
N/A
1.12K $468M
HD
Home Depot, Inc.

Consumer Cyclical
130
+ 1.88%
$385.02 - $431.37 $50.1K - $56.1K
7.03K $2.73B
XOM
Exxon Mobil Corp

Energy
2.14K
+ 6.96%
$105.51 - $125.37 $226K - $269K
32.9K $3.54B
KO
Coca Cola CO

Consumer Defensive
691
+ 6.01%
$61.74 - $71.71 $42.7K - $49.6K
12.2K $759M
AMD
Advanced Micro Devices Inc

Technology
202
+ 6.7%
$118.88 - $172.8 $24K - $34.9K
3.22K $389M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.51K
+ 3.33%
$42.41 - $47.31 $63.9K - $71.2K
46.7K $2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.98K
+ 4.53%
$38.37 - $42.82 $268K - $299K
161K $6.18B
UPS
United Parcel Service Inc

Industrials
401
+ 1.66%
$122.65 - $138.35 $49.2K - $55.5K
24.6K $3.1B
PAVE
Global X Fds Us Infrastructure

ETFs
10.1K
+ 1.04%
$40.41 - $45.95 $406K - $462K
976K $39.5B
LLY
Eli Lilly & CO

Healthcare
25
+ 1.0%
$727.2 - $932.06 $18.2K - $23.3K
2.53K $1.96B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.74K
+ 1.13%
$113.92 - $127.38 $996K - $1.11M
785K $90.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.3K
+ 1.96%
$57.78 - $60.4 $1.29M - $1.35M
1.16M $67.4B
XLU
Utilities Sector Spdr

ETFs
27.2K
+ 3.91%
$74.89 - $82.93 $2.04M - $2.25M
722K $54.6B
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
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email