Moss Adams Wealth Advisors LLC Incresed Positions in Q4 2024

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
+ 1.75%
$280.04 - $302.45 $3.77M - $4.07M
782K $227B
JCPB
J P Morgan Exchange Traded Fd

ETFs
254K
+ 15.71%
$46.07 - $48.17 $11.7M - $12.2M
1.87M $86.4B
AAPL
Apple Inc.

Technology
8.68K
+ 11.99%
$221.69 - $259.02 $1.92M - $2.25M
81.1K $20.3B
XLC
Select Sector Spdr Tr Communic

ETFs
2.03K
+ 0.48%
$89.66 - $102.16 $182K - $208K
422K $40.9B
AMZN
Amazon Com Inc

Consumer Cyclical
5.66K
+ 16.91%
$180.88 - $232.93 $1.02M - $1.32M
39.1K $8.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.23K
+ 246.56%
$521.84 - $558.82 $2.21M - $2.36M
5.95K $3.2B
BUG
Global X Fds Cybersecurity ETF

ETFs
7.59K
+ 0.56%
$30.13 - $34.51 $229K - $262K
1.36M $43.6B
MA
Mastercard Inc

Financial Services
2.08K
+ 81.16%
$491.3 - $536.15 $1.02M - $1.11M
4.64K $2.44B
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 4.04%
$161.86 - $196.66 $232K - $282K
37K $7B
MS
Morgan Stanley

Financial Services
7.49K
+ 165.2%
$104.42 - $134.99 $782K - $1.01M
12K $1.51B
TSLA
Tesla, Inc.

Consumer Cyclical
260
+ 4.06%
$213.65 - $479.86 $55.5K - $125K
6.67K $2.69B
NVDA
Nvidia Corp

Technology
1.4K
+ 2.44%
$117.0 - $148.88 $164K - $209K
59K $7.93B
GOOG
Alphabet Inc.

Communication Services
422
+ 1.84%
$163.08 - $198.16 $68.8K - $83.6K
23.4K $4.45B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
923
+ 212.67%
$701.85 - $1046.91 $648K - $966K
1.36K $967M
MRVL
Marvell Technology, Inc.

Technology
3.09K
+ 83.8%
$70.31 - $124.78 $217K - $385K
6.78K $748M
MSFT
Microsoft Corp

Technology
1.91K
+ 4.6%
$406.35 - $454.46 $776K - $868K
43.5K $18.3B
JPM
Jpmorgan Chase & CO

Financial Services
637
+ 8.2%
$205.18 - $250.29 $131K - $159K
8.41K $2.02B
JNJ
Johnson & Johnson

Healthcare
3.3K
+ 47.08%
$143.34 - $165.86 $472K - $547K
10.3K $1.49B
HON
Honeywell International Inc

Industrials
1.3K
+ 46.92%
$202.84 - $236.0 $264K - $307K
4.08K $921M
ADBE
Adobe Inc.

Technology
963
+ 80.38%
$437.39 - $552.96 $421K - $533K
2.16K $961M
META
Meta Platforms, Inc.

Communication Services
408
+ 5.26%
$554.08 - $632.68 $226K - $258K
8.17K $4.78B
ABT
Abbott Laboratories

Healthcare
2.68K
+ 42.76%
$111.93 - $119.39 $300K - $320K
8.94K $1.01B
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 5.86%
$79.1 - $95.7 $82.7K - $100K
18.9K $1.71B
NFLX
Netflix Inc

Communication Services
76
+ 6.93%
$687.65 - $936.56 $52.3K - $71.2K
1.17K $1.04B
WFC
Wells Fargo & Company

Financial Services
1.69K
+ 15.8%
$54.98 - $77.35 $93K - $131K
12.4K $871M
MRK
Merck & Co., Inc.

Healthcare
3.69K
+ 49.04%
$96.31 - $114.76 $355K - $424K
11.2K $1.13B
CRM
Salesforce, Inc.

Technology
234
+ 9.76%
$270.87 - $367.87 $63.4K - $86.1K
2.63K $881M
RBLX
Roblox Corp

Communication Services
46
+ 0.35%
$39.86 - $61.45 $1.83K - $2.83K
13.3K $769M
ROK
Rockwell Automation, Inc

Industrials
382
+ 17.15%
$264.65 - $302.92 $101K - $116K
2.61K $746M
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
NTRA
Natera, Inc.

Healthcare
13
+ 0.49%
$117.67 - $174.0 $1.53K - $2.26K
2.66K $421M
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
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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