Moss Adams Wealth Advisors LLC Incresed Positions in Q1 2025

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
147K
+ 7.85%
$45.56 - $47.23 $6.69M - $6.93M
2.02M $94.9B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
158K
+ 98.41%
$37.07 - $40.63 $5.87M - $6.44M
319K $12.6B
VPU
Vanguard Utilities ETF

ETFs
18.7K
+ 1155.43%
$161.24 - $173.33 $3.02M - $3.25M
20.4K $3.48B
XLU
Utilities Sector Spdr

ETFs
1.39K
+ 0.19%
$74.7 - $80.27 $104K - $112K
723K $57B
BUG
Global X Fds Cybersecurity ETF

ETFs
41.6K
+ 3.06%
$31.56 - $36.78 $1.31M - $1.53M
1.4M $45.3B
RWO
Spdr Dow Jones Global Real Est

ETFs
28.2K
+ 60.39%
$41.41 - $45.24 $1.17M - $1.28M
74.9K $3.27B
XLC
Select Sector Spdr Tr Communic

ETFs
11.5K
+ 2.73%
$94.84 - $105.31 $1.09M - $1.21M
434K $41.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.14K
+ 35.93%
$507.05 - $563.67 $1.08M - $1.2M
8.08K $4.15B
XOM
Exxon Mobil Corp

Energy
3.17K
+ 9.61%
$105.44 - $118.93 $334K - $377K
36.1K $4.29B
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 17.3%
$576.74 - $736.67 $815K - $1.04M
9.58K $5.52B
COST
Costco Wholesale Corp

Consumer Defensive
388
+ 9.6%
$890.62 - $1076.86 $346K - $418K
4.43K $4.19B
V
Visa Inc.

Financial Services
1K
+ 27.55%
$306.92 - $362.71 $307K - $363K
4.64K $1.62B
ABBV
Abb Vie Inc.

Healthcare
1.53K
+ 32.53%
$169.2 - $216.66 $259K - $332K
6.24K $1.31B
JPM
Jpmorgan Chase & CO

Financial Services
1.63K
+ 19.39%
$225.19 - $279.95 $367K - $456K
10K $2.46B
LLY
Eli Lilly & CO

Healthcare
276
+ 10.89%
$725.72 - $929.72 $200K - $257K
2.81K $2.32B
JNJ
Johnson & Johnson

Healthcare
830
+ 8.06%
$142.06 - $167.7 $118K - $139K
11.1K $1.84B
BBIO
Bridge Bio Pharma, Inc.

Healthcare
8.63K
+ 113.83%
$28.12 - $37.59 $243K - $324K
16.2K $560M
IBM
International Business Machines Corp

Technology
592
+ 8.7%
$217.4 - $264.74 $129K - $157K
7.4K $1.84B
IVV
Ishares Core S&P 500 ETF

ETFs
705
+ 28.88%
$554.06 - $615.85 $391K - $434K
3.15K $1.77B
MA
Mastercard Inc

Financial Services
385
+ 8.3%
$504.67 - $576.31 $194K - $222K
5.02K $2.75B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.05K
+ 157.29%
$302.31 - $337.54 $316K - $353K
1.71K $525M
NFLX
Netflix Inc

Communication Services
274
+ 23.38%
$828.4 - $1058.6 $227K - $290K
1.45K $1.35B
CSCO
Cisco Systems, Inc.

Technology
4.09K
+ 36.39%
$58.74 - $64.87 $240K - $265K
15.3K $946M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.66K
+ 41.78%
$56.63 - $59.39 $264K - $277K
15.8K $911M
AMGN
Amgen Inc

Healthcare
390
+ 13.45%
$258.59 - $327.36 $101K - $128K
3.29K $1.02B
UNH
Unitedhealth Group Inc

Healthcare
363
+ 8.81%
$461.52 - $548.18 $168K - $199K
4.49K $2.35B
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 16.1%
$60.81 - $72.32 $119K - $142K
14.2K $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
741
+ 20.62%
$117.15 - $158.79 $86.8K - $118K
4.34K $694M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 33.83%
$182.82 - $196.21 $229K - $246K
4.96K $933M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 15.44%
$347.25 - $424.87 $377K - $461K
8.11K $2.97B
CVX
Chevron Corp

Energy
571
+ 9.49%
$146.71 - $167.97 $83.8K - $95.9K
6.59K $1.1B
AOA
Ishares Tr Core Aggressive All

ETFs
2.94K
+ 53.78%
$75.7 - $80.01 $223K - $235K
8.41K $643M
ICE
Intercontinental Exchange, Inc.

Financial Services
310
+ 4.5%
$142.8 - $176.36 $44.3K - $54.7K
7.2K $1.24B
GE
General Electric CO

Industrials
675
+ 29.62%
$168.59 - $212.13 $114K - $143K
2.95K $592M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
332
+ 62.52%
$402.49 - $513.76 $134K - $171K
863 $419M
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
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
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