Moss Adams Wealth Advisors LLC New Holdings in Q2 2025

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
154K
New
$27.08 - $33.74 $4.18M - $5.21M
154K $5.07B
SIL
Global X Silver Miners ETF

ETFs
64.2K
New
$33.97 - $49.02 $2.18M - $3.15M
64.2K $3.09B
Sprott Fds Tr
68.8K
New
N/A
68.8K $2.05B
VO
Vanguard Mid Cap ETF

ETFs
3.63K
New
$228.54 - $279.83 $829K - $1.02M
3.63K $1.02B
IEMG
Ishares Inc

ETFs
13.7K
New
N/A
13.7K $824M
IEFA
Ishares Tr

ETFs
9.35K
New
$67.83 - $84.09 $634K - $786K
9.35K $781M
IFRA
Ishares Tr

ETFs
13.3K
New
$40.97 - $49.19 $543K - $652K
13.3K $652M
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.7K
New
$24.94 - $31.15 $365K - $456K
14.7K $455M
MRVL
Marvell Technology, Inc.

Technology
5.21K
New
$49.38 - $79.97 $257K - $417K
5.21K $403M
APH
Amphenol Corp

Technology
4.01K
New
$59.09 - $98.75 $237K - $395K
4.01K $396M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.31K
New
$201.28 - $266.34 $264K - $349K
1.31K $349M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
601
New
$468.22 - $566.51 $281K - $340K
601 $342M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.63K
New
$47.63 - $60.01 $268K - $338K
5.63K $334M
TT
Trane Technologies PLC

Industrials
726
New
$315.21 - $437.41 $229K - $318K
726 $318M
COIN
Coinbase Global, Inc.

Technology
811
New
$151.47 - $375.07 $123K - $304K
811 $284M
WMB
Williams Companies, Inc.

Energy
4.42K
New
$54.33 - $62.87 $240K - $278K
4.42K $278M
EME
Emcor Group, Inc.

Industrials
510
New
$342.02 - $534.89 $174K - $273K
510 $273M
EQIX
Equinix Inc

Real Estate
341
New
$740.07 - $914.43 $252K - $312K
341 $271M
SPOT
Spotify Technology S.A.

Communication Services
335
New
$503.3 - $775.9 $169K - $260K
335 $257M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$151.29 - $173.13 $232K - $266K
1.54K $255M
Arista Networks Inc
2.43K
New
N/A
2.43K $249M
SNOW
Snowflake Inc.

Technology
1.1K
New
$130.53 - $223.77 $143K - $246K
1.1K $246M
KKR
Kkr & Co. Inc.

Financial Services
1.84K
New
$92.79 - $134.29 $170K - $247K
1.84K $244M
CEG
Constellation Energy Corp

Utilities
750
New
$170.96 - $322.76 $128K - $242K
750 $242M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.3K
New
$18.94 - $21.67 $214K - $245K
11.3K $239M
CCI
Crown Castle International Corp

Real Estate
2.3K
New
$94.83 - $107.06 $218K - $246K
2.3K $236M
HCA
Hca Healthcare, Inc.

Healthcare
607
New
$317.61 - $387.52 $193K - $235K
607 $233M
BDX
Becton Dickinson & CO

Healthcare
1.34K
New
$165.15 - $226.42 $221K - $303K
1.34K $231M
MSTR
Microstrategy Inc

Technology
570
New
$237.95 - $421.61 $136K - $240K
570 $230M
DHI
Horton D R Inc

Consumer Cyclical
1.77K
New
$115.1 - $129.63 $203K - $229K
1.77K $228M
CME
Cme Group Inc.

Financial Services
825
New
$252.37 - $290.71 $208K - $240K
825 $227M
FTNT
Fortinet, Inc.

Technology
2.11K
New
$84.71 - $108.69 $178K - $229K
2.11K $223M
CTAS
Cintas Corp

Industrials
972
New
$190.11 - $227.66 $185K - $221K
972 $217M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.03K
New
$160.22 - $209.35 $165K - $215K
1.03K $215M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.89K
New
$57.41 - $74.81 $166K - $216K
2.89K $214M
ARES
Ares Management Corp

Financial Services
1.21K
New
$118.04 - $175.83 $142K - $212K
1.21K $209M
NXTE
Investment Managers Ser Tr Ii
6.11K
New
N/A
6.11K $208M
TDG
Trans Digm Group Inc

Industrials
136
New
$1231.75 - $1520.64 $168K - $207K
136 $207M
ZTS
Zoetis Inc.

Healthcare
1.32K
New
$144.41 - $170.3 $191K - $225K
1.32K $206M
AIG
American International Group, Inc.

Financial Services
2.39K
New
$77.56 - $87.72 $185K - $210K
2.39K $205M
GWW
W.W. Grainger, Inc.

Industrials
195
New
$919.93 - $1101.66 $179K - $215K
195 $203M
CL
Colgate Palmolive CO

Consumer Defensive
2.21K
New
$87.57 - $96.0 $193K - $212K
2.21K $201M
Prairie Oper CO
17K
New
N/A
17K $50.9M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
10K
New
$2.02 - $4.27 $20.2K - $42.8K
10K $38.2M
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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