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
ABT
Abbott Laboratories

Healthcare
1.6K
+ 17.6%
$123.95 - $138.08 $199K - $221K
10.7K $1.46B
CRM
Salesforce, Inc.

Technology
860
+ 31.72%
$236.26 - $291.15 $203K - $250K
3.57K $975M
HON
Honeywell International Inc

Industrials
644
+ 16.28%
$182.86 - $232.88 $118K - $150K
4.6K $1.07B
PM
Philip Morris International Inc.

Consumer Defensive
715
+ 16.49%
$149.23 - $184.95 $107K - $132K
5.05K $927M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.54K
+ 31.62%
$58.63 - $59.9 $207K - $212K
14.7K $881M
AOA
Ishares Tr Core Aggressive All

ETFs
1.78K
+ 21.14%
$69.46 - $83.4 $123K - $148K
10.2K $849M
COF
Capital One Financial Corp

Financial Services
783
+ 68.87%
$150.57 - $212.76 $118K - $167K
1.92K $409M
BX
Blackstone Inc.

Financial Services
1.14K
+ 43.24%
$120.07 - $151.11 $137K - $173K
3.78K $566M
BSX
Boston Scientific Corp

Healthcare
1.53K
+ 33.43%
$89.7 - $107.41 $137K - $164K
6.09K $654M
GE
General Electric CO

Industrials
45
+ 1.52%
$166.81 - $257.39 $7.51K - $11.6K
3K $772M
DHR
Danaher Corp

Healthcare
990
+ 30.16%
$174.64 - $205.16 $173K - $203K
4.27K $845M
CMCSA
Comcast Corp

Communication Services
4.92K
+ 85.58%
$32.84 - $36.72 $161K - $181K
10.7K $380M
Linde PLC
342
+ 24.12%
N/A
1.76K $826M
RTX
Raytheon Technologies Corp

Industrials
672
+ 14.04%
$113.75 - $148.48 $76.4K - $99.8K
5.46K $797M
CDNS
Cadence Design Systems Inc

Technology
377
+ 44.88%
$231.64 - $323.08 $87.3K - $122K
1.22K $375M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 13.41%
$4164.15 - $5789.24 $45.8K - $63.7K
93 $538M
AXP
American Express CO

Financial Services
164
+ 8.62%
$231.39 - $318.98 $37.9K - $52.3K
2.07K $659M
ADBE
Adobe Inc.

Technology
350
+ 15.56%
$340.0 - $420.68 $119K - $147K
2.6K $1.01B
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.23%
$462.22 - $707.75 $924 - $1.42K
875 $619M
KO
Coca Cola CO

Consumer Defensive
2.14K
+ 15.13%
$68.37 - $73.9 $146K - $158K
16.3K $1.16B
TJX
Tjx Companies Inc

Consumer Cyclical
1.08K
+ 31.61%
$119.13 - $135.03 $129K - $146K
4.51K $557M
GLD
Spdr Gold Trust

ETFs
128
+ 2.34%
$273.71 - $316.29 $35K - $40.5K
5.6K $1.71B
T
At&T Inc.

Communication Services
3.87K
+ 18.61%
$26.33 - $28.94 $102K - $112K
24.7K $714M
ELV
Elevance Health, Inc.

Healthcare
416
+ 49.06%
$372.27 - $452.69 $155K - $188K
1.26K $492M
QCOM
Qualcomm Inc

Technology
616
+ 16.23%
$124.66 - $159.48 $76.8K - $98.2K
4.41K $703M
ICE
Intercontinental Exchange, Inc.

Financial Services
209
+ 2.9%
$151.62 - $183.47 $31.7K - $38.3K
7.41K $1.36B
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 2.34%
$321.63 - $509.31 $5.15K - $8.15K
701 $357M
APP
App Lovin Corp

Technology
123
+ 14.59%
$219.37 - $417.89 $27K - $51.4K
966 $338M
RMD
Resmed Inc

Healthcare
28
+ 0.91%
$204.54 - $258.0 $5.73K - $7.22K
3.11K $802M
NEE
Nextera Energy Inc

Utilities
1.65K
+ 25.53%
$64.11 - $75.0 $106K - $124K
8.1K $563M
DASH
Door Dash, Inc.

Communication Services
24
+ 1.55%
$163.16 - $246.51 $3.92K - $5.92K
1.57K $387M
CI
Cigna Corp

Healthcare
311
+ 44.88%
$301.89 - $340.04 $93.9K - $106K
1K $332M
AOR
Ishares Tr Core Growth Allocat

ETFs
636
+ 4.02%
$53.36 - $61.57 $33.9K - $39.2K
16.5K $1.01B
ADP
Automatic Data Processing Inc

Industrials
311
+ 28.74%
$276.76 - $326.81 $86.1K - $102K
1.39K $432M
Blackrock Inc
53
+ 12.62%
N/A
473 $496M
APO
Apollo Global Management, Inc.

Financial Services
581
+ 23.39%
$108.68 - $145.07 $63.1K - $84.3K
3.07K $435M
LMT
Lockheed Martin Corp

Industrials
176
+ 37.37%
$430.82 - $486.45 $75.8K - $85.6K
647 $300M
AMT
American Tower Corp

Real Estate
362
+ 25.78%
$203.96 - $228.19 $73.8K - $82.6K
1.77K $393M
NTRA
Natera, Inc.

Healthcare
64
+ 2.39%
$132.23 - $171.87 $8.46K - $11K
2.74K $463M
GD
General Dynamics Corp

Industrials
234
+ 28.78%
$247.68 - $291.66 $58K - $68.2K
1.05K $305M
URI
United Rentals, Inc.

Industrials
8
+ 1.38%
$551.94 - $753.4 $4.42K - $6.03K
586 $441M
DE
Deere & CO

Industrials
102
+ 20.52%
$412.99 - $531.48 $42.1K - $54.2K
599 $306M
SPGI
S&P Global Inc.

Financial Services
104
+ 12.48%
$438.31 - $527.29 $45.6K - $54.8K
937 $494M
MCK
Mckesson Corp

Healthcare
69
+ 20.97%
$652.83 - $732.78 $45K - $50.6K
398 $292M
PANW
Palo Alto Networks Inc

Technology
61
+ 3.87%
$152.44 - $204.64 $9.3K - $12.5K
1.64K $335M
MDLZ
Mondelez International, Inc.

Consumer Defensive
982
+ 29.76%
$63.54 - $68.5 $62.4K - $67.3K
4.28K $291M
SCHW
Schwab Charles Corp

Financial Services
67
+ 1.47%
$69.06 - $91.24 $4.63K - $6.11K
4.62K $422M
PGR
Progressive Corp

Financial Services
344
+ 18.25%
$255.27 - $288.74 $87.8K - $99.3K
2.23K $595M
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 3.62%
$451.58 - $565.94 $14.5K - $18.1K
916 $498M
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
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