Moss Adams Wealth Advisors LLC Portfolio Holdings

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

Moss Adams Wealth Advisors LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $913 Billion distributed in 344 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 $218B, Ishares Core S&P Sm Cap ETF with a value of $90.8B, J P Morgan Exchange Traded Fd with a value of $78B, Vanguard Intermediate Term Tre with a value of $68.9B, and Utilities Sector Spdr with a value of $56.1B.

Examining the 13F form we can see an increase of $189B in the current position value, from $725B to 913B.

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 $913 Billion
ETFs: $760 Billion
Technology: $59.8 Billion
Communication Services: $17.4 Billion
Healthcare: $16.9 Billion
Consumer Cyclical: $14.3 Billion
Industrials: $13.1 Billion
Financial Services: $12.7 Billion
Consumer Defensive: $8.26 Billion
Other: $9.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$218 Billion 23.89% of portfolio
769,007
Q3 2024 Added 4.38%
$0
$90.8 Billion 9.94% of portfolio
776,534
Q3 2024 Added 3.83%
$0
$78 Billion 8.53% of portfolio
1,615,897
Q3 2024 New
$0
$68.9 Billion 7.54% of portfolio
1,140,196
Q3 2024 Reduced 2.85%
$0
$56.1 Billion 6.14% of portfolio
694,364
Q3 2024 New
$0
$41.8 Billion 4.57% of portfolio
1,350,101
Q3 2024 Added 2.94%
$0
$39.7 Billion 4.35% of portfolio
965,642
Q3 2024 Added 3.27%
$0
$39.3 Billion 4.3% of portfolio
159,982
Q3 2024 Added 3.84%
$0
$38 Billion 4.16% of portfolio
419,969
Q3 2024 Added 3.0%
$3.25T
$17.9 Billion 1.96% of portfolio
41,552
Q3 2024 Added 6.91%
$4.09T
$16.9 Billion 1.85% of portfolio
72,384
Q3 2024 Added 7.27%
$0
$14.4 Billion 1.58% of portfolio
383,343
Q3 2024 Reduced 14.17%
$0
$12.8 Billion 1.4% of portfolio
39,243
Q3 2024 Reduced 3.88%
$0
$9.24 Billion 1.01% of portfolio
51,547
Q3 2024 Reduced 0.25%
$0
$8.96 Billion 0.98% of portfolio
82,504
Q3 2024 Added 1.6%
$336B
$7 Billion 0.77% of portfolio
57,613
Q3 2024 Added 26.38%
$2.29T
$6.23 Billion 0.68% of portfolio
33,460
Q3 2024 Added 0.32%
$1.13T
$5.89 Billion 0.65% of portfolio
35,534
Q3 2024 Reduced 17.89%
$1.36T
$4.44 Billion 0.49% of portfolio
7,759
Q3 2024 Added 5.82%
$0
$3.84 Billion 0.42% of portfolio
46,600
Q3 2024 New
$1.17T
$3.84 Billion 0.42% of portfolio
22,948
Q3 2024 Reduced 24.09%
$422B
$3.66 Billion 0.4% of portfolio
4,129
Q3 2024 Added 7.55%
$441B
$3.61 Billion 0.4% of portfolio
30,799
Q3 2024 Reduced 0.42%
$0
$3.55 Billion 0.39% of portfolio
85,003
Q3 2024 Added 5.19%
$91.7B
$3.3 Billion 0.36% of portfolio
24,178
Q3 2024 Reduced 0.77%
$0
$2.79 Billion 0.31% of portfolio
7,424
Q3 2024 Added 6.22%
$402B
$2.79 Billion 0.31% of portfolio
6,897
Q3 2024 Added 15.62%
$89.4B
$2.63 Billion 0.29% of portfolio
15,220
Q3 2024 Added 1,208.68%
$468B
$2.53 Billion 0.28% of portfolio
4,320
Q3 2024 Added 10.04%
$0
$2.38 Billion 0.26% of portfolio
23,523
Q3 2024 Added 1.13%
$0
$2.36 Billion 0.26% of portfolio
10,434
Q3 2024 Added 23.25%
$0
$2.15 Billion 0.24% of portfolio
45,217
Q3 2024 Added 6.16%
$0
$2.23 Billion 0.24% of portfolio
3,872
Q3 2024 Added 0.18%
$730B
$2.22 Billion 0.24% of portfolio
2,509
Q3 2024 Added 15.73%
$0
$2.14 Billion 0.23% of portfolio
4,378
Q3 2024 Added 0.09%
$0
$1.82 Billion 0.2% of portfolio
3,147
Q3 2024 Added 0.96%
$457B
$1.7 Billion 0.19% of portfolio
9,948
Q3 2024 Added 16.19%
$200B
$1.6 Billion 0.18% of portfolio
7,240
Q3 2024 Added 6.55%
$697B
$1.64 Billion 0.18% of portfolio
7,771
Q3 2024 Added 6.69%
$1.33T
$1.68 Billion 0.18% of portfolio
6,408
Q3 2024 Added 18.05%
$181B
$1.5 Billion 0.16% of portfolio
2,411
Q3 2024 Added 3.48%
$250B
$1.44 Billion 0.16% of portfolio
17,836
Q3 2024 Added 11.45%
$10B
$1.43 Billion 0.16% of portfolio
3,511
Q3 2024 Reduced 0.31%
$280B
$1.33 Billion 0.15% of portfolio
1,600
Q2 2024 Added 0.06%
$889M
$1.28 Billion 0.14% of portfolio
104,317
Q3 2024 Reduced 74.4%
$0
$1.27 Billion 0.14% of portfolio
15,902
Q3 2024 New
$504B
$1.26 Billion 0.14% of portfolio
2,559
Q3 2024 Added 9.73%
$398B
$1.15 Billion 0.13% of portfolio
6,618
Q3 2024 Added 6.31%
$166B
$1.13 Billion 0.12% of portfolio
4,049
Q3 2024 Added 4.68%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $913 Billion
  • Prior Value $725 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 47 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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