Moss Adams Wealth Advisors LLC Incresed Positions in Q2 2025

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
44.4K
+ 5.39%
$243.75 - $303.93 $10.8M - $13.5M
869K $265B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.74K
+ 4.18%
$179.95 - $278.88 $1.21M - $1.88M
168K $46.8B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
118K
+ 1476.1%
$83.8 - $101.39 $9.88M - $12M
126K $12.7B
BUG
Global X Fds Cybersecurity ETF

ETFs
22K
+ 1.57%
$29.9 - $37.1 $656K - $814K
1.42M $52.7B
PAVE
Global X Fds Us Infrastructure

ETFs
15.3K
+ 1.49%
$33.78 - $43.68 $516K - $667K
1.04M $45.5B
MSFT
Microsoft Corp

Technology
1.99K
+ 4.42%
$354.56 - $497.45 $707K - $992K
47.1K $23.4B
XLC
Select Sector Spdr Tr Communic

ETFs
6.5K
+ 1.5%
$86.13 - $108.53 $560K - $705K
440K $47.8B
IWV
Ishares Russell 3000 ETF

ETFs
10.8K
+ 26.68%
$281.67 - $351.0 $3.04M - $3.79M
51.2K $18B
NVDA
Nvidia Corp

Technology
7.4K
+ 10.94%
$94.31 - $157.99 $698K - $1.17M
75.1K $11.9B
HYG
Ishares Tr

ETFs
40.6K
+ 320.42%
$75.75 - $80.65 $3.07M - $3.27M
53.2K $4.29B
AVGO
Broadcom Inc.

Technology
2.54K
+ 16.76%
$146.29 - $275.65 $372K - $701K
17.7K $4.89B
AAPL
Apple Inc.

Technology
17.9K
+ 20.44%
$172.42 - $223.89 $3.08M - $4M
105K $21.6B
AMZN
Amazon Com Inc

Consumer Cyclical
4.17K
+ 9.62%
$167.32 - $223.3 $698K - $931K
47.5K $10.4B
META
Meta Platforms, Inc.

Communication Services
495
+ 5.17%
$484.66 - $738.09 $240K - $365K
10.1K $7.44B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.66K
+ 1.23%
$32.66 - $40.75 $152K - $190K
384K $15.5B
XLRE
Select Sector Spdr Tr Real Est

ETFs
48K
+ 3.79%
$37.08 - $42.26 $1.78M - $2.03M
1.31M $54.4B
GOOGL
Alphabet Inc.

Communication Services
2.87K
+ 7.6%
$144.7 - $178.6 $416K - $513K
40.7K $7.17B
VPU
Vanguard Utilities ETF

ETFs
5.28K
+ 25.94%
$158.36 - $178.82 $836K - $945K
25.6K $4.53B
ORCL
Oracle Corp

Technology
700
+ 6.53%
$122.82 - $218.63 $86K - $153K
11.4K $2.5B
XLK
Technology Sector Spdr

ETFs
2.05K
+ 24.49%
$179.73 - $253.23 $368K - $518K
10.4K $2.63B
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 20.23%
$221.86 - $362.89 $320K - $524K
8.58K $2.72B
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.1K
+ 0.8%
$45.9 - $47.2 $738K - $759K
2.03M $95.7B
GOOG
Alphabet Inc.

Communication Services
1.5K
+ 6.16%
$146.58 - $180.01 $220K - $270K
25.9K $4.59B
NFLX
Netflix Inc

Communication Services
113
+ 7.81%
$855.86 - $1339.13 $96.7K - $151K
1.56K $2.09B
JPM
Jpmorgan Chase & CO

Financial Services
935
+ 9.31%
$210.28 - $289.91 $197K - $271K
11K $3.18B
RBLX
Roblox Corp

Communication Services
47
+ 0.35%
$51.22 - $105.59 $2.41K - $4.96K
13.7K $1.44B
INTU
Intuit Inc

Technology
53
+ 2.01%
$544.07 - $787.63 $28.8K - $41.7K
2.7K $2.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 1.03%
$456.74 - $568.03 $37.9K - $47.1K
8.17K $4.65B
BBIO
Bridge Bio Pharma, Inc.

Healthcare
7.97K
+ 49.19%
$30.14 - $45.12 $240K - $360K
24.2K $1.04B
PLTR
Palantir Technologies Inc.

Technology
1.07K
+ 16.5%
$74.01 - $144.25 $79.3K - $154K
7.56K $1.03B
AMAT
Applied Materials Inc

Technology
2.21K
+ 159.51%
$126.95 - $183.52 $281K - $406K
3.6K $659M
QQQ
Invesco Qqq Trust, Series 1

ETFs
141
+ 3.19%
$416.06 - $551.64 $58.7K - $77.8K
4.56K $2.52B
AMD
Advanced Micro Devices Inc

Technology
2.25K
+ 81.36%
$78.21 - $143.81 $176K - $324K
5.02K $712M
V
Visa Inc.

Financial Services
1.05K
+ 22.61%
$308.27 - $373.31 $323K - $391K
5.68K $2.02B
IBM
International Business Machines Corp

Technology
162
+ 2.19%
$221.03 - $294.78 $35.8K - $47.8K
7.56K $2.23B
COST
Costco Wholesale Corp

Consumer Defensive
191
+ 4.31%
$908.13 - $1056.85 $173K - $202K
4.62K $4.57B
ETN
Eaton Corp PLC

Industrials
879
+ 106.93%
$246.52 - $356.99 $217K - $314K
1.7K $607M
MS
Morgan Stanley

Financial Services
518
+ 4.1%
$99.83 - $140.86 $51.7K - $73K
13.2K $1.85B
MA
Mastercard Inc

Financial Services
533
+ 10.62%
$479.92 - $590.74 $256K - $315K
5.55K $3.12B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.83K
+ 2.09%
$33.46 - $41.33 $61.1K - $75.4K
89.2K $3.69B
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
WMT
Walmart Inc.

Consumer Defensive
723
+ 3.46%
$81.79 - $99.98 $59.1K - $72.3K
21.6K $2.11B
Ge Vernova Inc
229
+ 34.03%
N/A
902 $477M
BA
Boeing CO

Industrials
523
+ 14.46%
$136.59 - $217.51 $71.4K - $114K
4.14K $867M
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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