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
PCAR
Paccar Inc

Industrials
190
+ 6.62%
$96.91 - $112.51 $18.4K - $21.4K
3.06K $298M
RMD
Resmed Inc

Healthcare
23
+ 0.75%
$219.7 - $257.65 $5.05K - $5.93K
3.08K $689M
FDX
Fedex Corp

Industrials
187
+ 11.93%
$230.33 - $281.53 $43.1K - $52.6K
1.75K $430M
FICO
Fair Isaac Corp

Technology
5
+ 3.16%
$1695.35 - $2030.47 $8.48K - $10.2K
163 $301M
CARR
Carrier Global Corp

Industrials
113
+ 2.71%
$62.07 - $70.55 $7.01K - $7.97K
4.28K $272M
VUG
Vanguard Growth ETF

ETFs
39
+ 5.03%
$369.1 - $427.61 $14.4K - $16.7K
814 $302M
USB
Us Bancorp \De\

Financial Services
628
+ 7.27%
$40.92 - $50.9 $25.7K - $32K
9.27K $396M
AKAM
Akamai Technologies Inc

Technology
131
+ 5.41%
N/A
2.55K $206M
VB
Vanguard Small Cap ETF

ETFs
142
+ 4.43%
$217.89 - $252.64 $30.9K - $35.9K
3.35K $742M
HPQ
Hp Inc

Technology
284
+ 3.46%
$27.69 - $34.72 $7.86K - $9.86K
8.48K $237M
MS
Morgan Stanley

Financial Services
612
+ 5.09%
$111.68 - $141.08 $68.3K - $86.3K
12.6K $1.47B
NTRA
Natera, Inc.

Healthcare
15
+ 0.56%
$132.63 - $177.0 $1.99K - $2.66K
2.67K $378M
ROK
Rockwell Automation, Inc

Industrials
98
+ 3.75%
$255.29 - $303.75 $25K - $29.8K
2.71K $700M
ASML
Asml Holding Nv

Technology
1
+ 0.06%
$662.63 - $776.99 $663 - $777
1.6K $1.06B
BX
Blackstone Inc.

Financial Services
216
+ 8.91%
$136.53 - $186.74 $29.5K - $40.3K
2.64K $369M
APO
Apollo Global Management, Inc.

Financial Services
78
+ 3.24%
$126.01 - $172.06 $9.83K - $13.4K
2.48K $340M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
27
+ 1.99%
$634.14 - $744.83 $17.1K - $20.1K
1.38K $878M
NOW
Service Now, Inc.

Technology
43
+ 9.07%
$783.83 - $1170.39 $33.7K - $50.3K
517 $411M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.47%
$551.42 - $612.93 $9.93K - $11K
3.88K $2.18B
ADBE
Adobe Inc.

Technology
88
+ 4.07%
$377.84 - $464.11 $33.2K - $40.8K
2.25K $863M
VTI
Vanguard Total Stock Market Et

ETFs
42.1K
+ 5.38%
$271.18 - $303.12 $11.4M - $12.8M
825K $227B
CRM
Salesforce, Inc.

Technology
80
+ 3.04%
$268.36 - $359.95 $21.5K - $28.8K
2.71K $728M
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 1.12%
$468.34 - $539.52 $22.9K - $26.4K
4.42K $2.08B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.06K
+ 3.63%
$37.84 - $44.02 $116K - $135K
87.3K $3.35B
ORCL
Oracle Corp

Technology
572
+ 5.63%
$139.81 - $186.47 $80K - $107K
10.7K $1.5B
AMZN
Amazon Com Inc

Consumer Cyclical
4.22K
+ 10.78%
$190.26 - $242.06 $802K - $1.02M
43.3K $8.24B
UPS
United Parcel Service Inc

Industrials
1
+ 0.0%
$109.66 - $136.26 $110 - $136
24.6K $2.7B
NVDA
Nvidia Corp

Technology
8.67K
+ 14.69%
$106.98 - $149.43 $928K - $1.3M
67.7K $7.34B
GOOG
Alphabet Inc.

Communication Services
980
+ 4.19%
$156.06 - $207.71 $153K - $204K
24.4K $3.8B
PAVE
Global X Fds Us Infrastructure

ETFs
50.2K
+ 5.15%
$37.31 - $43.82 $1.87M - $2.2M
1.03M $38.7B
TSLA
Tesla, Inc.

Consumer Cyclical
465
+ 6.97%
$222.15 - $428.22 $103K - $199K
7.13K $1.85B
AAPL
Apple Inc.

Technology
6.28K
+ 7.75%
$209.68 - $247.1 $1.32M - $1.55M
87.3K $19.4B
GOOGL
Alphabet Inc.

Communication Services
834
+ 2.26%
$154.33 - $206.19 $129K - $172K
37.8K $5.85B
MSFT
Microsoft Corp

Technology
1.61K
+ 3.71%
$375.39 - $447.2 $605K - $721K
45.1K $16.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48.6K
+ 6.19%
$102.49 - $119.96 $4.98M - $5.83M
834K $87.2B
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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