Moss Adams Wealth Advisors LLC New Holdings in Q1 2025

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.27M
New
$39.18 - $43.52 $49.6M - $55.1M
1.27M $52.9B
SOXX
Ishares Semiconductor ETF

ETFs
13.8K
New
$188.68 - $235.81 $2.61M - $3.26M
13.8K $2.6B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
New
$47.4 - $52.99 $499K - $558K
10.5K $535M
VV
Vanguard Large Cap ETF

ETFs
1.77K
New
$253.32 - $282.66 $448K - $499K
1.77K $454M
SJNK
Spdr Bloomberg Short Term High

ETFs
16.2K
New
$25.08 - $25.64 $407K - $416K
16.2K $409M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.14K
New
$42.93 - $44.71 $393K - $409K
9.14K $401M
ELV
Elevance Health, Inc.

Healthcare
848
New
$365.9 - $436.25 $310K - $370K
848 $369M
KLAC
Kla Corp

Technology
401
New
$636.62 - $777.63 $255K - $312K
401 $273M
INTC
Intel Corp

Technology
11.7K
New
$19.1 - $27.39 $224K - $321K
11.7K $266M
CRWD
Crowd Strike Holdings, Inc.

Technology
685
New
$308.86 - $455.36 $212K - $312K
685 $242M
PLD
Prologis, Inc.

Real Estate
2.1K
New
$103.59 - $124.04 $218K - $260K
2.1K $235M
DE
Deere & CO

Industrials
497
New
$408.57 - $509.27 $203K - $253K
497 $234M
O
Realty Income Corp

Real Estate
4.01K
New
$51.67 - $58.49 $207K - $235K
4.01K $233M
MO
Altria Group, Inc.

Consumer Defensive
3.78K
New
$50.81 - $60.02 $192K - $227K
3.78K $231M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$18.36 - $20.51 $212K - $237K
11.5K $228M
CI
Cigna Corp

Healthcare
693
New
$274.49 - $329.0 $190K - $228K
693 $228M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.3K
New
$56.12 - $68.15 $185K - $225K
3.3K $225M
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
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 Vernova Inc
673
New
N/A
673 $205M
SHOP
Shopify Inc.

Technology
2.14K
New
$90.59 - $129.31 $194K - $277K
2.14K $205M
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
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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