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
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
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
INTU
Intuit Inc

Technology
186
+ 7.57%
$555.63 - $630.23 $103K - $117K
2.64K $1.62B
TJX
Tjx Companies Inc

Consumer Cyclical
620
+ 22.1%
$112.81 - $126.16 $69.9K - $78.2K
3.43K $417M
ADP
Automatic Data Processing Inc

Industrials
214
+ 24.65%
$286.85 - $318.64 $61.4K - $68.2K
1.08K $332M
CB
Chubb LTD

Financial Services
160
+ 16.99%
$257.71 - $301.99 $41.2K - $48.3K
1.1K $334M
PSX
Phillips 66

Energy
419
+ 21.53%
$113.93 - $131.55 $47.7K - $55.1K
2.37K $292M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
122
+ 0.61%
$24.39 - $35.22 $2.98K - $4.3K
20.1K $597M
GS
Goldman Sachs Group Inc

Financial Services
162
+ 22.78%
$524.81 - $672.19 $85K - $109K
873 $477M
DASH
Door Dash, Inc.

Communication Services
245
+ 18.82%
$168.37 - $213.38 $41.3K - $52.3K
1.55K $283M
ISRG
Intuitive Surgical Inc

Healthcare
167
+ 23.29%
$476.63 - $610.45 $79.6K - $102K
884 $438M
PEP
Pepsico Inc

Consumer Defensive
435
+ 19.57%
$142.64 - $156.42 $62K - $68K
2.66K $399M
MRK
Merck & Co., Inc.

Healthcare
1.79K
+ 15.95%
$83.01 - $101.02 $149K - $181K
13K $1.18B
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 24.24%
$4295.4 - $5141.88 $68.7K - $82.3K
82 $378M
Blackrock Inc
79
+ 23.17%
N/A
420 $398M
MU
Micron Technology Inc

Technology
413
+ 12.92%
$86.89 - $109.38 $35.9K - $45.2K
3.61K $314M
TXN
Texas Instruments Inc

Technology
310
+ 18.19%
N/A
2.01K $362M
IWV
Ishares Russell 3000 ETF

ETFs
2.11K
+ 5.51%
$313.1 - $349.83 $661K - $738K
40.4K $12.8B
PANW
Palo Alto Networks Inc

Technology
281
+ 21.67%
$167.82 - $208.28 $47.2K - $58.5K
1.58K $269M
LNT
Alliant Energy Corp

Utilities
201
+ 5.86%
$56.66 - $66.04 $11.4K - $13.3K
3.63K $234M
QCOM
Qualcomm Inc

Technology
170
+ 4.69%
$151.94 - $175.86 $25.8K - $29.9K
3.8K $583M
IDXX
Idexx Laboratories Inc

Healthcare
52
+ 9.85%
$406.29 - $469.04 $21.1K - $24.4K
580 $244M
RBLX
Roblox Corp

Communication Services
327
+ 2.46%
$53.77 - $75.47 $17.6K - $24.7K
13.6K $794M
EMR
Emerson Electric CO

Industrials
410
+ 25.29%
$108.64 - $131.17 $44.5K - $53.8K
2.03K $223M
COP
Conocophillips

Energy
24
+ 1.03%
$88.6 - $105.85 $2.13K - $2.54K
2.36K $248M
Labcorp Holdings Inc
41
+ 3.22%
N/A
1.31K $306M
BAC
Bank Of America Corp

Financial Services
1.59K
+ 6.67%
$39.61 - $47.74 $63K - $76K
25.4K $1.06B
F
Ford Motor CO

Consumer Cyclical
975
+ 6.42%
$9.12 - $10.43 $8.89K - $10.2K
16.2K $162M
DIS
Walt Disney CO

Communication Services
665
+ 15.39%
$96.87 - $114.0 $64.4K - $75.8K
4.99K $492M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
358
+ 2.1%
$21.05 - $21.54 $7.54K - $7.71K
17.4K $368M
AOK
Ishares Tr Core Conservative A

ETFs
63
+ 1.03%
$36.86 - $38.15 $2.32K - $2.4K
6.16K $232M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$185.78 - $198.58 $186 - $199
4.53K $863M
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