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
MCK
Mckesson Corp

Healthcare
7
+ 1.76%
$659.01 - $772.54 $4.61K - $5.41K
405 $313M
GILD
Gilead Sciences, Inc.

Healthcare
172
+ 4.1%
$108.22 - $120.47 $18.6K - $20.7K
4.37K $485M
DUK
Duke Energy Corp

Utilities
17
+ 0.56%
$116.31 - $125.93 $1.98K - $2.14K
3.03K $375M
CEG
Constellation Energy Corp

Utilities
41
+ 5.47%
$298.82 - $354.89 $12.3K - $14.6K
791 $260M
PCAR
Paccar Inc

Industrials
84
+ 2.76%
$92.91 - $102.86 $7.8K - $8.64K
3.13K $308M
F
Ford Motor CO

Consumer Cyclical
210
+ 1.49%
$10.82 - $12.09 $2.27K - $2.54K
14.3K $171M
AOM
Ishares Tr Core Moderate Alloc

ETFs
71
+ 0.77%
$45.4 - $47.61 $3.22K - $3.38K
9.25K $440M
SNPS
Synopsys Inc

Technology
63
+ 8.32%
$387.78 - $645.35 $24.4K - $40.7K
820 $405M
SNOW
Snowflake Inc.

Technology
57
+ 5.19%
$191.73 - $241.0 $10.9K - $13.7K
1.16K $261M
CME
Cme Group Inc.

Financial Services
56
+ 6.79%
$258.83 - $287.1 $14.5K - $16.1K
881 $238M
AOK
Ishares Tr Core Conservative A

ETFs
41
+ 0.66%
$38.64 - $40.17 $1.58K - $1.65K
6.23K $250M
EQIX
Equinix Inc

Real Estate
14
+ 4.11%
$756.7 - $811.13 $10.6K - $11.4K
355 $278M
NKE
Nike, Inc.

Consumer Cyclical
165
+ 3.06%
$69.24 - $79.24 $11.4K - $13.1K
5.56K $390M
Nanoviricides Inc
2K
+ 13.33%
N/A
17K $24.3M
T
At&T Inc.

Communication Services
666
+ 2.7%
$26.94 - $29.62 $17.9K - $19.7K
25.4K $716M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
6
+ 0.03%
$21.47 - $21.83 $129 - $131
17.8K $388M
KKR
Kkr & Co. Inc.

Financial Services
51
+ 2.78%
$129.95 - $152.16 $6.63K - $7.76K
1.89K $245M
EMR
Emerson Electric CO

Industrials
38
+ 2.01%
$128.6 - $149.63 $4.89K - $5.69K
1.93K $253M
SPOT
Spotify Technology S.A.

Communication Services
30
+ 8.96%
$620.01 - $738.53 $18.6K - $22.2K
365 $255M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 3.14%
$412.46 - $514.1 $9.07K - $11.3K
723 $355M
COIN
Coinbase Global, Inc.

Technology
20
+ 2.47%
$297.99 - $419.78 $5.96K - $8.4K
831 $280M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
21
+ 2.04%
$185.65 - $214.38 $3.9K - $4.5K
1.05K $210M
TT
Trane Technologies PLC

Industrials
8
+ 1.1%
$398.96 - $472.54 $3.19K - $3.78K
734 $310M
KR
Kroger CO

Consumer Defensive
128
+ 3.25%
$64.52 - $74.35 $8.26K - $9.52K
4.07K $274M
AKAM
Akamai Technologies Inc

Technology
3
+ 0.11%
N/A
2.67K $202M
Prairie Oper CO
3K
+ 17.65%
N/A
20K $39.7M
NTRA
Natera, Inc.

Healthcare
28
+ 1.02%
$133.66 - $181.11 $3.74K - $5.07K
2.77K $445M
META
Meta Platforms, Inc.

Communication Services
28
+ 0.28%
$695.21 - $791.73 $19.5K - $22.2K
10.1K $7.42B
APO
Apollo Global Management, Inc.

Financial Services
35
+ 1.14%
$131.55 - $156.05 $4.6K - $5.46K
3.1K $413M
SPGI
S&P Global Inc.

Financial Services
18
+ 1.92%
$484.94 - $564.15 $8.73K - $10.2K
955 $465M
DIS
Walt Disney CO

Communication Services
62
+ 1.38%
$112.25 - $124.0 $6.96K - $7.69K
4.54K $520M
FICO
Fair Isaac Corp

Technology
4
+ 2.61%
$1311.26 - $1869.83 $5.25K - $7.48K
157 $235M
BSX
Boston Scientific Corp

Healthcare
45
+ 0.74%
$97.03 - $108.14 $4.37K - $4.87K
6.14K $599M
SBUX
Starbucks Corp

Consumer Cyclical
34
+ 0.4%
$81.9 - $96.86 $2.78K - $3.29K
8.47K $716M
V
Visa Inc.

Financial Services
13
+ 0.23%
$332.09 - $358.86 $4.32K - $4.67K
5.7K $1.94B
PM
Philip Morris International Inc.

Consumer Defensive
166
+ 3.29%
$157.77 - $183.27 $26.2K - $30.4K
5.22K $846M
ICE
Intercontinental Exchange, Inc.

Financial Services
38
+ 0.51%
$167.28 - $188.45 $6.36K - $7.16K
7.45K $1.25B
NFLX
Netflix Inc

Communication Services
45
+ 2.89%
$1147.87 - $1297.18 $51.7K - $58.4K
1.6K $1.92B
INTU
Intuit Inc

Technology
14
+ 0.52%
$646.03 - $807.39 $9.04K - $11.3K
2.71K $1.85B
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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