Moss Adams Wealth Advisors LLC Portfolio Holdings
Moss Adams Wealth Advisors LLC
- $946 Billion
- Q4 2024
Moss Adams Wealth Advisors LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $946 Billion distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $227B, Ishares Core S&P Sm Cap ETF with a value of $90.5B, J P Morgan Exchange Traded Fd with a value of $86.4B, Vanguard Intermediate Term Tre with a value of $67.4B, and Utilities Sector Spdr with a value of $54.6B.
Examining the 13F form we can see an increase of $32.7B in the current position value, from $913B to 946B.
Moss Adams Wealth Advisors LLC is based out at Seattle, WA
Below you can find more details about Moss Adams Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 348
- Current Value $946 Billion
- Prior Value $913 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks