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
WELL
Welltower Inc.

Real Estate
261
+ 19.71%
$136.49 - $155.22 $35.6K - $40.5K
1.59K $244M
ROP
Roper Technologies Inc

Industrials
85
+ 24.57%
$519.19 - $590.78 $44.1K - $50.2K
431 $244M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
10K
New
$2.02 - $4.27 $20.2K - $42.8K
10K $38.2M
PH
Parker Hannifin Corp

Industrials
3
+ 0.79%
$517.23 - $700.54 $1.55K - $2.1K
382 $267M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.61K
+ 1750.34%
$87.84 - $1441.89 $229K - $3.76M
2.76K $248M
SYK
Stryker Corp

Healthcare
21
+ 2.03%
$337.37 - $395.63 $7.08K - $8.31K
1.06K $419M
KR
Kroger CO

Consumer Defensive
82
+ 2.13%
$64.62 - $74.0 $5.3K - $6.07K
3.94K $282M
AOM
Ishares Tr Core Moderate Alloc

ETFs
35
+ 0.38%
$41.55 - $46.04 $1.45K - $1.61K
9.18K $423M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
457
+ 2.63%
$20.31 - $21.71 $9.28K - $9.92K
17.8K $387M
MCD
Mcdonalds Corp

Consumer Cyclical
299
+ 8.75%
$285.55 - $321.23 $85.4K - $96K
3.72K $1.09B
WM
Waste Management Inc

Industrials
80
+ 5.3%
$216.47 - $242.1 $17.3K - $19.4K
1.59K $364M
INTC
Intel Corp

Technology
762
+ 6.51%
$18.13 - $22.69 $13.8K - $17.3K
12.5K $279M
AOK
Ishares Tr Core Conservative A

ETFs
30
+ 0.49%
$36.09 - $39.07 $1.08K - $1.17K
6.19K $242M
AKAM
Akamai Technologies Inc

Technology
113
+ 4.42%
N/A
2.67K $213M
DUK
Duke Energy Corp

Utilities
152
+ 5.32%
$112.46 - $124.05 $17.1K - $18.9K
3.01K $355M
SO
Southern CO

Utilities
77
+ 1.45%
$84.91 - $92.56 $6.54K - $7.13K
5.4K $496M
COP
Conocophillips

Energy
424
+ 17.94%
$82.66 - $106.1 $35K - $45K
2.79K $250M
LOW
Lowes Companies Inc

Consumer Cyclical
91
+ 5.55%
$210.83 - $235.28 $19.2K - $21.4K
1.73K $384M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
100
+ 0.61%
$9.08 - $10.16 $908 - $1.02K
16.6K $168M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
108
+ 10.29%
$212.1 - $244.27 $22.9K - $26.4K
1.16K $253M
LNT
Alliant Energy Corp

Utilities
176
+ 4.85%
$58.79 - $64.85 $10.3K - $11.4K
3.81K $230M
JNJ
Johnson & Johnson

Healthcare
885
+ 7.96%
$146.36 - $159.82 $130K - $141K
12K $1.83B
VZ
Verizon Communications Inc

Communication Services
185
+ 1.78%
$41.67 - $45.62 $7.71K - $8.44K
10.6K $458M
LLY
Eli Lilly & CO

Healthcare
139
+ 4.95%
$713.71 - $898.95 $99.2K - $125K
2.95K $2.3B
PG
Procter & Gamble CO

Consumer Defensive
324
+ 4.4%
$157.66 - $172.39 $51.1K - $55.9K
7.68K $1.22B
SBUX
Starbucks Corp

Consumer Cyclical
19
+ 0.23%
$79.69 - $99.41 $1.51K - $1.89K
8.44K $773M
TMUS
T Mobile Us, Inc.

Communication Services
227
+ 5.19%
$220.99 - $268.54 $50.2K - $61K
4.6K $1.1B
UPS
United Parcel Service Inc

Industrials
1.44K
+ 5.87%
$91.92 - $110.2 $133K - $159K
26K $2.63B
ABBV
Abb Vie Inc.

Healthcare
373
+ 5.98%
$170.16 - $206.27 $63.5K - $76.9K
6.61K $1.23B
AMGN
Amgen Inc

Healthcare
59
+ 1.79%
$262.28 - $309.85 $15.5K - $18.3K
3.35K $935M
MRK
Merck & Co., Inc.

Healthcare
152
+ 1.17%
$73.47 - $87.12 $11.2K - $13.2K
13.2K $1.05B
CVX
Chevron Corp

Energy
173
+ 2.63%
$133.73 - $168.51 $23.1K - $29.2K
6.76K $968M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 0.29%
$483.07 - $625.6 $1.93K - $2.5K
1.39K $729M
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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