Moss Adams Wealth Advisors LLC Purchases in Q3 2024

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
711
+ 58.71%
$225.92 - $271.17 $161K - $193K
1.92K $521M
IWF
Ishares Russell 1000 Gr ETF

ETFs
435
+ 6.22%
$332.02 - $382.76 $144K - $167K
7.42K $2.79B
ZTS
Zoetis Inc.

Healthcare
1.21K
New
$172.58 - $196.48 $208K - $237K
1.21K $236M
MA
Mastercard Inc

Financial Services
227
+ 9.73%
$429.6 - $500.99 $97.5K - $114K
2.56K $1.26B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.05K
New
$210.25 - $231.86 $220K - $243K
1.05K $234M
MMM
3 M CO

Industrials
1.71K
New
$99.69 - $139.42 $170K - $238K
1.71K $233M
BAC
Bank Of America Corp

Financial Services
5.91K
+ 34.45%
$36.65 - $44.13 $217K - $261K
23.1K $916M
MCD
Mcdonalds Corp

Consumer Cyclical
280
+ 9.44%
$245.82 - $304.51 $68.8K - $85.3K
3.25K $989M
TSCO
Tractor Supply CO

Consumer Cyclical
752
New
$251.95 - $290.93 $189K - $219K
752 $219M
ABBV
Abb Vie Inc.

Healthcare
588
+ 15.02%
$163.84 - $199.33 $96.3K - $117K
4.5K $889M
ADP
Automatic Data Processing Inc

Industrials
781
New
$233.44 - $279.45 $182K - $218K
781 $217M
HES
Hess Corp

Energy
1.6K
New
$126.3 - $155.44 $202K - $248K
1.6K $217M
CRM
Salesforce, Inc.

Technology
683
+ 39.85%
$238.42 - $276.53 $163K - $189K
2.4K $657M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.08K
New
$178.41 - $210.18 $193K - $227K
1.08K $215M
ALL
Allstate Corp

Financial Services
1.13K
New
$158.43 - $192.86 $179K - $218K
1.13K $215M
GILD
Gilead Sciences, Inc.

Healthcare
2.56K
New
$66.59 - $83.99 $170K - $215K
2.56K $215M
IWD
Ishares Russell 1000 Val ETF

ETFs
888
+ 31.5%
$173.36 - $189.8 $154K - $169K
3.71K $704M
PANW
Palo Alto Networks Inc

Technology
614
New
$294.18 - $368.01 $181K - $226K
614 $210M
BMY
Bristol Myers Squibb CO

Healthcare
4.05K
New
$39.66 - $51.75 $161K - $210K
4.05K $210M
DUK
Duke Energy Corp

Utilities
1.81K
New
$99.35 - $117.71 $179K - $212K
1.81K $208M
LNT
Alliant Energy Corp

Utilities
3.42K
New
$50.74 - $60.74 $173K - $208K
3.42K $207M
PLD
Prologis, Inc.

Real Estate
1.62K
New
$111.95 - $132.43 $182K - $215K
1.62K $205M
ELV
Elevance Health, Inc.

Healthcare
391
New
$500.12 - $562.29 $196K - $220K
391 $203M
ICE
Intercontinental Exchange, Inc.

Financial Services
223
+ 3.34%
$136.93 - $162.81 $30.5K - $36.3K
6.9K $1.11B
SPGI
S&P Global Inc.

Financial Services
304
+ 59.14%
$446.32 - $527.38 $136K - $160K
818 $423M
RMD
Resmed Inc

Healthcare
60
+ 2.01%
$186.94 - $252.92 $11.2K - $15.2K
3.04K $743M
WFC
Wells Fargo & Company

Financial Services
3.34K
+ 45.41%
$51.58 - $60.97 $172K - $204K
10.7K $605M
LOW
Lowes Companies Inc

Consumer Cyclical
391
+ 31.97%
$213.3 - $270.78 $83.4K - $106K
1.61K $437M
JPM
Jpmorgan Chase & CO

Financial Services
487
+ 6.69%
$194.9 - $224.8 $94.9K - $109K
7.77K $1.64B
DHR
Danaher Corp

Healthcare
181
+ 4.68%
$239.25 - $280.76 $43.3K - $50.8K
4.05K $1.13B
NOW
Service Now, Inc.

Technology
138
+ 45.39%
$730.87 - $937.36 $101K - $129K
442 $395M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.22K
+ 21.03%
$79.92 - $88.19 $97.7K - $108K
7.04K $620M
ADSK
Autodesk, Inc.

Technology
168
+ 4.61%
$245.83 - $245.83 $41.3K - $41.3K
3.82K $1.05B
IEMG
Ishares Inc

ETFs
1.93K
+ 23.58%
$53.64 - $53.64 $104K - $104K
10.1K $581M
RIG
Transocean Ltd.

Energy
31K
New
$3.92 - $5.82 $122K - $181K
31K $132M
V
Visa Inc.

Financial Services
310
+ 9.03%
$253.74 - $291.56 $78.7K - $90.4K
3.74K $1.03B
RTX
Raytheon Technologies Corp

Industrials
445
+ 12.7%
$99.55 - $123.34 $44.3K - $54.9K
3.95K $478M
GS
Goldman Sachs Group Inc

Financial Services
208
+ 40.47%
$459.02 - $510.25 $95.5K - $106K
722 $357M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
263
+ 1.13%
$96.25 - $101.98 $25.3K - $26.8K
23.5K $2.38B
PG
Procter & Gamble CO

Consumer Defensive
393
+ 6.31%
$160.76 - $177.82 $63.2K - $69.9K
6.62K $1.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.18%
$517.38 - $573.86 $3.62K - $4.02K
3.87K $2.23B
UBER
Uber Technologies, Inc

Technology
1.17K
+ 9.63%
$58.48 - $77.47 $68.1K - $90.3K
13.3K $997M
ABT
Abbott Laboratories

Healthcare
517
+ 9.0%
$100.07 - $118.13 $51.7K - $61.1K
6.26K $714M
NFLX
Netflix Inc

Communication Services
117
+ 11.95%
$598.55 - $722.26 $70K - $84.5K
1.1K $777M
Linde PLC
169
+ 18.19%
N/A
1.1K $524M
CARR
Carrier Global Corp

Industrials
659
+ 19.21%
$61.9 - $80.88 $40.8K - $53.3K
4.09K $329M
KO
Coca Cola CO

Consumer Defensive
242
+ 2.15%
$62.69 - $73.01 $15.2K - $17.7K
11.5K $832M
VZ
Verizon Communications Inc

Communication Services
1.89K
+ 27.1%
$38.89 - $45.0 $73.3K - $84.8K
8.84K $397M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 0.96%
$520.18 - $576.82 $15.6K - $17.3K
3.15K $1.82B
Activity Summary
Buys All Purchases 165 New Holdings 47 Increased Positions 118 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email