Moss Adams Wealth Advisors LLC Purchases in Q1 2025

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.3K
New
$56.12 - $68.15 $185K - $225K
3.3K $225M
AOA
Ishares Tr Core Aggressive All

ETFs
2.94K
+ 53.78%
$75.7 - $80.01 $223K - $235K
8.41K $643M
MCK
Mckesson Corp

Healthcare
329
New
$566.21 - $672.99 $186K - $221K
329 $222M
GD
General Dynamics Corp

Industrials
813
New
$241.94 - $272.58 $197K - $222K
813 $222M
BRO
Brown & Brown, Inc.

Financial Services
1.75K
New
$100.54 - $124.4 $176K - $218K
1.75K $218M
ICE
Intercontinental Exchange, Inc.

Financial Services
310
+ 4.5%
$142.8 - $176.36 $44.3K - $54.7K
7.2K $1.24B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
149
New
$1187.71 - $1432.58 $177K - $213K
149 $213M
ITW
Illinois Tool Works Inc

Industrials
849
New
$244.9 - $274.48 $208K - $233K
849 $212M
GE
General Electric CO

Industrials
675
+ 29.62%
$168.59 - $212.13 $114K - $143K
2.95K $592M
Ge Vernova Inc
673
New
N/A
673 $205M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
332
+ 62.52%
$402.49 - $513.76 $134K - $171K
863 $419M
ROP
Roper Technologies Inc

Industrials
346
New
$502.71 - $593.81 $174K - $205K
346 $204M
COF
Capital One Financial Corp

Financial Services
1.14K
New
$163.87 - $209.82 $186K - $239K
1.14K $204M
WELL
Welltower Inc.

Real Estate
1.32K
New
$124.05 - $156.86 $164K - $208K
1.32K $203M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.69K
New
$119.38 - $161.42 $202K - $273K
1.69K $202M
T
At&T Inc.

Communication Services
3.82K
+ 22.49%
$21.56 - $28.28 $82.4K - $108K
20.8K $589M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 17.07%
$158.56 - $176.26 $170K - $189K
7.36K $1.25B
ABT
Abbott Laboratories

Healthcare
178
+ 1.99%
$111.1 - $140.22 $19.8K - $25K
9.12K $1.21B
Linde PLC
300
+ 26.83%
N/A
1.42K $660M
TMO
Thermo Fisher Scientific Inc.

Healthcare
426
+ 47.28%
$497.6 - $606.74 $212K - $258K
1.33K $661M
Lam Research Corp
2.45K
+ 83.71%
N/A
5.37K $391M
MDT
Medtronic PLC

Healthcare
1.4K
+ 41.4%
$79.84 - $94.5 $112K - $132K
4.78K $433M
BSX
Boston Scientific Corp

Healthcare
1.17K
+ 34.46%
$89.38 - $106.18 $105K - $124K
4.57K $461M
RTX
Raytheon Technologies Corp

Industrials
610
+ 14.6%
$114.1 - $135.66 $69.6K - $82.8K
4.79K $634M
SO
Southern CO

Utilities
1.12K
+ 26.49%
$80.96 - $92.96 $90.3K - $104K
5.32K $490M
VZ
Verizon Communications Inc

Communication Services
2.13K
+ 25.82%
$37.81 - $46.49 $80.6K - $99.2K
10.4K $471M
HYG
Ishares Tr

ETFs
1.73K
+ 15.83%
$78.51 - $80.11 $136K - $139K
12.7K $999M
PLTR
Palantir Technologies Inc.

Technology
1.05K
+ 19.28%
$64.98 - $124.62 $68.2K - $131K
6.49K $548M
PFE
Pfizer Inc

Healthcare
6.23K
+ 28.96%
$25.01 - $27.13 $156K - $169K
27.8K $703M
PGR
Progressive Corp

Financial Services
208
+ 12.4%
$235.61 - $291.22 $49K - $60.6K
1.89K $533M
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 10.69%
$84.5 - $105.05 $171K - $212K
20.9K $1.84B
GILD
Gilead Sciences, Inc.

Healthcare
586
+ 18.82%
$89.14 - $117.41 $52.2K - $68.8K
3.7K $415M
UNP
Union Pacific Corp

Industrials
481
+ 32.77%
$225.21 - $254.42 $108K - $122K
1.95K $460M
DUK
Duke Energy Corp

Utilities
764
+ 36.47%
$105.87 - $121.97 $80.9K - $93.2K
2.86K $349M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 4.46%
$279.74 - $321.29 $40.8K - $46.9K
3.42K $1.07B
C
Citigroup Inc

Financial Services
1.53K
+ 14.46%
$67.23 - $84.63 $103K - $129K
12.1K $860M
MMM
3 M CO

Industrials
542
+ 29.3%
$129.7 - $155.12 $70.3K - $84.1K
2.39K $351M
SBUX
Starbucks Corp

Consumer Cyclical
570
+ 7.26%
$91.75 - $115.81 $52.3K - $66K
8.42K $825M
SCHW
Schwab Charles Corp

Financial Services
1.15K
+ 33.56%
$71.24 - $83.64 $81.6K - $95.8K
4.56K $357M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.69K
+ 26.8%
$94.32 - $110.46 $159K - $186K
7.99K $771M
NEE
Nextera Energy Inc

Utilities
1.49K
+ 29.93%
$66.96 - $76.16 $99.6K - $113K
6.46K $458M
SYK
Stryker Corp

Healthcare
233
+ 29.02%
$355.18 - $399.9 $82.8K - $93.2K
1.04K $387M
BMY
Bristol Myers Squibb CO

Healthcare
1.2K
+ 22.61%
$53.9 - $63.11 $64.5K - $75.5K
6.49K $396M
WM
Waste Management Inc

Industrials
237
+ 18.62%
$200.54 - $233.78 $47.5K - $55.4K
1.51K $350M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.83K
+ 39.78%
$57.21 - $65.8 $105K - $120K
6.42K $375M
BA
Boeing CO

Industrials
628
+ 21.02%
$148.15 - $186.25 $93K - $117K
3.62K $617M
ADI
Analog Devices Inc

Technology
492
+ 44.13%
$201.56 - $243.82 $99.2K - $120K
1.61K $324M
AMT
American Tower Corp

Real Estate
209
+ 17.49%
$173.46 - $217.6 $36.3K - $45.5K
1.4K $306M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
384
+ 1.76%
$95.85 - $99.25 $36.8K - $38.1K
22.2K $2.2B
Activity Summary
Buys All Purchases 166 New Holdings 30 Increased Positions 136 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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