Moss Adams Wealth Advisors LLC Portfolio Holdings by Sector

Moss Adams Wealth Advisors LLC

$950 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB IJR XLU XLRE BUG XLC PAVE SMH 54 stocks	$550 Million 58.05% of portfolio	35	9	7	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$227 Million 23.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PLTR PANW CRWD AKAM APCX 8 stocks	$20.6 Million 2.17% of portfolio	7	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$19.4 Million 2.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG DASH 4 stocks	$15.5 Million 1.63% of portfolio	4	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TXN ADI MU AMD INTC 8 stocks	$12 Million 1.27% of portfolio	6	2	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK AMGN PFE GILD BMY 8 stocks	$9.19 Million 0.97% of portfolio	8	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$8.24 Million 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$6.03 Million 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU ADSK CRM UBER NOW FICO APP CDNS 9 stocks	$5.43 Million 0.57% of portfolio	5	4	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$5.4 Million 0.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C WFC 4 stocks	$5.23 Million 0.55% of portfolio	3	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF 4 stocks	$5.09 Million 0.54% of portfolio	3	1	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.36 Million 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX 2 stocks	$3.13 Million 0.33% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV CI 3 stocks	$2.95 Million 0.31% of portfolio	3	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV ACN 3 stocks	$2.68 Million 0.28% of portfolio	1	2	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN RNA BBIO VRTX 4 stocks	$2.52 Million 0.27% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BSX MDT SYK 4 stocks	$2.49 Million 0.26% of portfolio	4	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T VZ CMCSA 4 stocks	$2.44 Million 0.26% of portfolio	3	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE PH ETN EMR ITW ROP 7 stocks	$2.38 Million 0.25% of portfolio	5	2	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS SCHW 3 stocks	$2.31 Million 0.24% of portfolio	3	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA KTOS GD LMT 5 stocks	$2.28 Million 0.24% of portfolio	4	1	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$2.01 Million 0.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO NTRA IDXX 4 stocks	$1.96 Million 0.21% of portfolio	3	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1.89 Million 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.84 Million 0.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE SPGI 2 stocks	$1.66 Million 0.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML KLAC AMAT 3 stocks	$1.53 Million 0.16% of portfolio	2	1	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE DUK LNT 4 stocks	$1.53 Million 0.16% of portfolio	4	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.42 Million 0.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.25 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1.19 Million 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD ISRG 2 stocks	$1.13 Million 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials BLD 1 stocks	$992,918 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$945,893 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR DE 3 stocks	$926,595 0.1% of portfolio	2	1	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$924,580 0.1% of portfolio	2	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX APO FCT 3 stocks	$876,397 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB 2 stocks	$867,255 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$798,442 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$793,561 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY COP 2 stocks	$678,544 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB HTH 2 stocks	$654,891 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$580,013 0.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC BRO 2 stocks	$474,306 0.05% of portfolio	1	1	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$460,433 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$417,287 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$371,975 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$362,234 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$361,090 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$349,581 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$332,200 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$305,512 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$292,031 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$271,533 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$260,946 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ 1 stocks	$237,437 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$234,760 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$232,737 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$225,440 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$221,644 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$213,455 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$202,851 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$33,180 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Moss Adams Wealth Advisors LLC Portfolio Holdings by Sector

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