Moss Adams Wealth Advisors LLC Incresed Positions in Q3 2025

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
128
+ 3.2%
$97.39 - $125.4 $12.5K - $16.1K
4.13K $512M
TJX
Tjx Companies Inc

Consumer Cyclical
114
+ 2.53%
$121.35 - $144.54 $13.8K - $16.5K
4.62K $668M
TMO
Thermo Fisher Scientific Inc.

Healthcare
53
+ 5.45%
$404.94 - $499.99 $21.5K - $26.5K
1.03K $498M
KLAC
Kla Corp

Technology
7
+ 1.41%
$843.9 - $1078.6 $5.91K - $7.55K
503 $543M
Ge Vernova Inc
34
+ 3.77%
N/A
936 $576M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
82
+ 5.91%
$534.91 - $598.71 $43.9K - $49.1K
1.47K $827M
VO
Vanguard Mid Cap ETF

ETFs
161
+ 4.44%
$279.83 - $293.74 $45.1K - $47.3K
3.79K $1.12B
GS
Goldman Sachs Group Inc

Financial Services
25
+ 2.86%
$696.56 - $806.32 $17.4K - $20.2K
900 $717M
BX
Blackstone Inc.

Financial Services
99
+ 2.62%
$152.77 - $188.68 $15.1K - $18.7K
3.88K $663M
IEMG
Ishares Inc

ETFs
89
+ 0.65%
N/A
13.8K $911M
DHI
Horton D R Inc

Consumer Cyclical
37
+ 2.09%
$129.82 - $184.04 $4.8K - $6.81K
1.8K $306M
CDNS
Cadence Design Systems Inc

Technology
59
+ 4.85%
$309.46 - $373.37 $18.3K - $22K
1.28K $448M
WFC
Wells Fargo & Company

Financial Services
342
+ 2.95%
$77.05 - $85.16 $26.4K - $29.1K
11.9K $1B
Blackrock Inc
13
+ 2.75%
N/A
486 $567M
UBER
Uber Technologies, Inc

Technology
160
+ 1.5%
$86.91 - $99.57 $13.9K - $15.9K
10.8K $1.06B
UNP
Union Pacific Corp

Industrials
223
+ 12.33%
$214.91 - $237.16 $47.9K - $52.9K
2.03K $480M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
78
+ 12.98%
$567.09 - $607.37 $44.2K - $47.4K
679 $406M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
138
+ 5.01%
$89.32 - $107.82 $12.3K - $14.9K
2.9K $312M
IDXX
Idexx Laboratories Inc

Healthcare
17
+ 3.33%
$514.61 - $682.78 $8.75K - $11.6K
528 $337M
PFE
Pfizer Inc

Healthcare
1.17K
+ 4.33%
$23.29 - $25.88 $27.2K - $30.2K
28.1K $716M
BA
Boeing CO

Industrials
166
+ 4.01%
$209.79 - $237.38 $34.8K - $39.4K
4.31K $929M
EME
Emcor Group, Inc.

Industrials
2
+ 0.39%
$530.88 - $655.83 $1.06K - $1.31K
512 $333M
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 1.97%
$215.01 - $273.02 $7.31K - $9.28K
1.76K $443M
GD
General Dynamics Corp

Industrials
21
+ 2.01%
$293.92 - $341.0 $6.17K - $7.16K
1.07K $364M
NEE
Nextera Energy Inc

Utilities
119
+ 1.47%
$69.77 - $77.54 $8.3K - $9.23K
8.22K $621M
RMD
Resmed Inc

Healthcare
33
+ 1.06%
$252.01 - $293.73 $8.32K - $9.69K
3.14K $860M
WELL
Welltower Inc.

Real Estate
74
+ 4.67%
$150.71 - $178.14 $11.2K - $13.2K
1.66K $296M
MDT
Medtronic PLC

Healthcare
147
+ 3.43%
$87.67 - $95.74 $12.9K - $14.1K
4.43K $425M
MO
Altria Group, Inc.

Consumer Defensive
184
+ 3.81%
$57.75 - $67.68 $10.6K - $12.5K
5.01K $336M
OXY
Occidental Petroleum Corp

Energy
54
+ 0.64%
$42.54 - $48.1 $2.3K - $2.6K
8.5K $404M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.27%
$291.67 - $316.99 $2.92K - $3.17K
3.73K $1.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.33%
$182.33 - $194.5 $2.19K - $2.33K
3.7K $719M
DASH
Door Dash, Inc.

Communication Services
19
+ 1.21%
$234.5 - $272.5 $4.46K - $5.18K
1.59K $432M
AXP
American Express CO

Financial Services
52
+ 2.52%
$294.27 - $342.31 $15.3K - $17.8K
2.12K $704M
BDX
Becton Dickinson & CO

Healthcare
125
+ 9.33%
$172.41 - $199.66 $21.6K - $25K
1.47K $274M
ADSK
Autodesk, Inc.

Technology
26
+ 0.62%
N/A
4.23K $1.34B
HSY
Hershey CO

Consumer Defensive
52
+ 3.39%
$161.95 - $193.45 $8.42K - $10.1K
1.59K $297M
MA
Mastercard Inc

Financial Services
3
+ 0.05%
$550.18 - $598.96 $1.65K - $1.8K
5.56K $3.16B
Labcorp Holdings Inc
12
+ 0.92%
N/A
1.31K $377M
SCHW
Schwab Charles Corp

Financial Services
162
+ 3.5%
$91.03 - $98.69 $14.7K - $16K
4.79K $457M
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 2.47%
$334.32 - $426.2 $5.01K - $6.39K
622 $265M
VEA
Vanguard Ftse Developed Market

ETFs
69
+ 0.81%
$56.02 - $60.3 $3.87K - $4.16K
8.55K $513M
FDX
Fedex Corp

Industrials
66
+ 4.27%
$217.1 - $243.2 $14.3K - $16.1K
1.61K $382M
PH
Parker Hannifin Corp

Industrials
6
+ 1.57%
$697.13 - $769.67 $4.18K - $4.62K
388 $294M
ADI
Analog Devices Inc

Technology
57
+ 3.84%
$220.68 - $255.63 $12.6K - $14.6K
1.54K $379M
O
Realty Income Corp

Real Estate
149
+ 3.0%
$56.13 - $60.79 $8.36K - $9.06K
5.11K $311M
HPQ
Hp Inc

Technology
26
+ 0.31%
$24.45 - $29.35 $636 - $763
8.29K $228M
TMUS
T Mobile Us, Inc.

Communication Services
72
+ 1.56%
$226.02 - $259.01 $16.3K - $18.6K
4.68K $1.12B
VZ
Verizon Communications Inc

Communication Services
334
+ 3.16%
$40.84 - $45.06 $13.6K - $15.1K
10.9K $480M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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