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.
