Moss Adams Wealth Advisors LLC Portfolio Holdings

Moss Adams Wealth Advisors LLC

  • $622 Billion
  • Q1 2024

Moss Adams Wealth Advisors LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $622 Billion distributed in 250 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 $182B, Ishares Core S&P Sm Cap ETF with a value of $77.7B, Vanguard Intermediate Term Tre with a value of $66.2B, Global X Fds Us Infrastructure with a value of $34B, and Vaneck ETF Tr Semiconductor Et with a value of $31.6B.

Examining the 13F form we can see an increase of $143B in the current position value, from $480B to 622B.

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.

Portfolio value $622 Billion
ETFs: $498 Billion
Technology: $44.5 Billion
Communication Services: $21.8 Billion
Industrials: $14.7 Billion
Healthcare: $11.5 Billion
Consumer Cyclical: $10.7 Billion
Financial Services: $6.92 Billion
Consumer Defensive: $5.55 Billion
Other: $5.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$182 Billion 29.21% of portfolio
699,466
Q1 2024 Added 42.71%
$0
$77.7 Billion 12.48% of portfolio
702,712
Q1 2024 Added 23.35%
$0
$66.2 Billion 10.64% of portfolio
1,130,848
Q1 2024 Added 11.99%
$0
$34 Billion 5.46% of portfolio
854,373
Q1 2024 New
$0
$31.6 Billion 5.08% of portfolio
140,410
Q1 2024 New
$0
$30.3 Billion 4.87% of portfolio
371,227
Q1 2024 Added 12,087.36%
$0
$16.3 Billion 2.62% of portfolio
454,813
Q1 2024 Added 38.44%
$3.33T
$15 Billion 2.41% of portfolio
35,698
Q1 2024 Added 38.47%
$0
$12.5 Billion 2.01% of portfolio
41,651
Q1 2024 Added 21.35%
$3.38T
$11.4 Billion 1.84% of portfolio
66,607
Q1 2024 Added 33.42%
$0
$8.77 Billion 1.41% of portfolio
51,785
Q1 2024 Reduced 13.95%
$20.3B
$6.56 Billion 1.05% of portfolio
171,941
Q1 2024 New
$0
$6.41 Billion 1.03% of portfolio
177,135
Q1 2024 Added 58.47%
$1.09T
$6.17 Billion 0.99% of portfolio
40,909
Q1 2024 Added 17.74%
$1.97T
$5.37 Billion 0.86% of portfolio
29,753
Q1 2024 Added 29.1%
$973M
$4.87 Billion 0.78% of portfolio
407,476
Q1 2024 New
$99.8B
$3.6 Billion 0.58% of portfolio
24,218
Q1 2024 New
$0
$3.38 Billion 0.54% of portfolio
58,478
Q1 2024 Reduced 93.85%
$480B
$3.25 Billion 0.52% of portfolio
28,002
Q1 2024 Added 39.93%
$308B
$3.21 Billion 0.52% of portfolio
3,557
Q1 2024 Added 54.65%
$0
$3.23 Billion 0.52% of portfolio
80,227
Q1 2024 Reduced 3.85%
$1.13T
$3.18 Billion 0.51% of portfolio
6,553
Q1 2024 Added 14.86%
$0
$3.02 Billion 0.49% of portfolio
70,582
Q1 2024 Added 1.62%
$376B
$2.67 Billion 0.43% of portfolio
3,639
Q1 2024 Added 177.57%
$0
$2.43 Billion 0.39% of portfolio
22,595
Q1 2024 Reduced 84.05%
$0
$2.36 Billion 0.38% of portfolio
6,989
Q1 2024 Added 6.22%
$0
$2.38 Billion 0.38% of portfolio
24,349
Q1 2024 Reduced 30.48%
$352B
$2.19 Billion 0.35% of portfolio
5,705
Q1 2024 Added 534.59%
$0
$1.98 Billion 0.32% of portfolio
3,776
Q1 2024 Reduced 7.31%
$0
$1.9 Billion 0.31% of portfolio
4,281
Q1 2024 Reduced 0.26%
$0
$1.92 Billion 0.31% of portfolio
9,202
Q1 2024 Added 4.6%
$650B
$1.86 Billion 0.3% of portfolio
1,407
Q1 2024 Added 7.73%
$476B
$1.75 Billion 0.28% of portfolio
3,530
Q1 2024 Added 7.56%
$0
$1.69 Billion 0.27% of portfolio
21,733
Q1 2024 Reduced 39.69%
$12.5B
$1.59 Billion 0.26% of portfolio
3,613
Q1 2024 New
$406B
$1.55 Billion 0.25% of portfolio
1,599
Q4 2023 Reduced 0.44%
-
$1.58 Billion 0.25% of portfolio
-
Q1 2024 Reduced 94.81%
$185B
$1.47 Billion 0.24% of portfolio
2,255
Q1 2024 Added 8.41%
$860B
$1.31 Billion 0.21% of portfolio
1,679
Q1 2024 Added 33.36%
$155B
$1.27 Billion 0.2% of portfolio
6,668
Q1 2024 Added 15.76%
$593B
$1.21 Billion 0.19% of portfolio
6,017
Q1 2024 Added 31.09%
$0
$1.07 Billion 0.17% of portfolio
10,550
Q1 2024 Reduced 46.78%
$381B
$977 Million 0.16% of portfolio
7,775
Q1 2024 Added 102.11%
$421B
$980 Million 0.16% of portfolio
2,034
Q1 2024 Added 209.12%
$867M
$949 Million 0.15% of portfolio
40,000
Q4 2022 New
$53.4B
$964 Million 0.15% of portfolio
3,703
Q1 2024 Added 5.65%
$187B
$899 Million 0.14% of portfolio
3,190
Q1 2024 Added 124.96%
$182B
$892 Million 0.14% of portfolio
3,566
Q1 2024 Added 8.99%
$184B
$856 Million 0.14% of portfolio
14,172
Q1 2024 Added 949.78%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $622 Billion
  • Prior Value $480 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 42 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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