Moss Adams Wealth Advisors LLC Reduced Holdings in Q3 2025

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-14K
- 26.35%
$79.85 - $81.32 $1.12M - $1.14M
39.2K $3.18B
COST
Costco Wholesale Corp

Consumer Defensive
-469
- 10.15%
$915.95 - $994.57 $430K - $466K
4.15K $3.84B
CMF
Ishares California Muni Bond E

ETFs
-11.4K
- 51.09%
$55.16 - $57.13 $627K - $649K
10.9K $621M
UPS
United Parcel Service Inc

Industrials
-1.88K
- 7.22%
$82.58 - $105.54 $155K - $198K
24.1K $2.02B
LLY
Eli Lilly & CO

Healthcare
-490
- 16.62%
$625.65 - $812.69 $307K - $398K
2.46K $1.88B
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.7K
- 45.51%
$58.97 - $60.36 $395K - $404K
8.02K $482M
ADBE
Adobe Inc.

Technology
-458
- 17.62%
$333.65 - $392.1 $153K - $180K
2.14K $755M
IBM
International Business Machines Corp

Technology
-369
- 4.88%
$234.77 - $292.47 $86.6K - $108K
7.19K $2.03B
CRM
Salesforce, Inc.

Technology
-241
- 6.75%
$231.66 - $273.65 $55.8K - $65.9K
3.33K $791M
PG
Procter & Gamble CO

Consumer Defensive
-675
- 8.78%
$150.47 - $161.22 $102K - $109K
7.01K $1.08B
ISRG
Intuitive Surgical Inc

Healthcare
-66
- 7.21%
$433.66 - $544.47 $28.6K - $35.9K
850 $380M
ROK
Rockwell Automation, Inc

Industrials
-475
- 15.9%
$328.67 - $358.52 $156K - $170K
2.51K $879M
MUB
Ishares National Muni Bond ETF

ETFs
-1.49K
- 6.57%
$103.24 - $106.68 $154K - $159K
21.3K $2.26B
HON
Honeywell International Inc

Industrials
-44
- 0.96%
$207.7 - $240.4 $9.14K - $10.6K
4.56K $959M
CI
Cigna Corp

Healthcare
-224
- 22.31%
$262.23 - $334.39 $58.7K - $74.9K
780 $225M
KO
Coca Cola CO

Consumer Defensive
-363
- 2.23%
$65.67 - $71.67 $23.8K - $26K
15.9K $1.06B
FISV
Fiserv Inc

Technology
-104
- 5.78%
N/A
1.7K $219M
NOW
Service Now, Inc.

Technology
-16
- 2.32%
$850.86 - $1044.69 $13.6K - $16.7K
675 $621M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-123
- 16.38%
$366.54 - $479.53 $45.1K - $59K
628 $246M
TXN
Texas Instruments Inc

Technology
-184
- 10.12%
N/A
1.64K $300M
CSCO
Cisco Systems, Inc.

Technology
-866
- 4.81%
$66.2 - $71.79 $57.3K - $62.2K
17.1K $1.17B
ABT
Abbott Laboratories

Healthcare
-318
- 2.97%
$120.51 - $136.62 $38.3K - $43.4K
10.4K $1.39B
AMT
American Tower Corp

Real Estate
-70
- 3.96%
$192.32 - $232.35 $13.5K - $16.3K
1.7K $329M
CARR
Carrier Global Corp

Industrials
-131
- 3.27%
$58.75 - $80.73 $7.7K - $10.6K
3.87K $231M
PGR
Progressive Corp

Financial Services
-54
- 2.42%
$238.61 - $264.3 $12.9K - $14.3K
2.18K $537M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-499
- 11.65%
$60.9 - $70.75 $30.4K - $35.3K
3.78K $238M
MMM
3 M CO

Industrials
-324
- 14.53%
$144.41 - $160.2 $46.8K - $51.9K
1.91K $296M
LMT
Lockheed Martin Corp

Industrials
-127
- 19.63%
$410.74 - $499.21 $52.2K - $63.4K
520 $260M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-861
- 13.53%
$62.09 - $66.51 $53.5K - $57.3K
5.5K $359M
DE
Deere & CO

Industrials
-9
- 1.5%
$457.26 - $524.37 $4.12K - $4.72K
590 $271M
SYK
Stryker Corp

Healthcare
-16
- 1.51%
$368.57 - $403.53 $5.9K - $6.46K
1.04K $386M
VV
Vanguard Large Cap ETF

ETFs
-230
- 13.05%
$285.05 - $309.14 $65.6K - $71.1K
1.53K $473M
CCI
Crown Castle International Corp

Real Estate
-163
- 7.09%
$92.96 - $113.91 $15.2K - $18.6K
2.14K $206M
CB
Chubb LTD

Financial Services
-65
- 4.9%
$265.99 - $289.59 $17.3K - $18.8K
1.26K $357M
BMY
Bristol Myers Squibb CO

Healthcare
-453
- 8.18%
$43.31 - $48.98 $19.6K - $22.2K
5.09K $229M
DHR
Danaher Corp

Healthcare
-147
- 3.44%
$181.46 - $212.2 $26.7K - $31.2K
4.13K $819M
COF
Capital One Financial Corp

Financial Services
-100
- 5.21%
$207.29 - $229.74 $20.7K - $23K
1.82K $387M
WM
Waste Management Inc

Industrials
-20
- 1.26%
$213.88 - $237.1 $4.28K - $4.74K
1.57K $347M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-1.14K
- 6.89%
$9.91 - $10.26 $11.3K - $11.7K
15.4K $154M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-18
- 1.37%
$259.44 - $278.65 $4.67K - $5.02K
1.29K $336M
IWP
Ishares Russell Mid Cap Growth

ETFs
-130
- 3.71%
$137.51 - $145.26 $17.9K - $18.9K
3.37K $480M
PANW
Palo Alto Networks Inc

Technology
-14
- 0.85%
$167.06 - $208.19 $2.34K - $2.91K
1.63K $331M
Linde PLC
-31
- 1.76%
N/A
1.73K $821M
VUG
Vanguard Growth ETF

ETFs
-79
- 9.71%
$433.97 - $484.08 $34.3K - $38.2K
735 $353M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-271
- 1.25%
$97.75 - $100.75 $26.5K - $27.3K
21.5K $2.15B
COP
Conocophillips

Energy
-163
- 5.85%
$91.0 - $98.99 $14.8K - $16.1K
2.62K $248M
AMGN
Amgen Inc

Healthcare
-26
- 0.78%
$271.18 - $309.22 $7.05K - $8.04K
3.32K $938M
SO
Southern CO

Utilities
-3
- 0.06%
$90.83 - $96.0 $272 - $288
5.4K $512M
ETN
Eaton Corp PLC

Industrials
-20
- 1.18%
$342.99 - $392.76 $6.86K - $7.86K
1.68K $629M
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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