Moss Adams Wealth Advisors LLC Reduced Holdings in Q1 2025

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.15M
- 99.04%
$57.44 - $59.3 $66.1M - $68.3M
11.2K $664M
MUB
Ishares National Muni Bond ETF

ETFs
-52.4K
- 62.63%
$104.71 - $107.69 $5.49M - $5.65M
31.3K $3.3B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.39K
- 0.85%
$212.17 - $267.17 $294K - $370K
161K $34.1B
AVGO
Broadcom Inc.

Technology
-592
- 3.75%
$167.43 - $244.7 $99.1K - $145K
15.2K $2.54B
XLK
Technology Sector Spdr

ETFs
-1K
- 10.72%
$206.38 - $242.18 $207K - $243K
8.35K $1.72B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.74K
- 3.48%
$169.43 - $182.84 $294K - $317K
48.2K $8.34B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-15
- 0.2%
$360.07 - $417.26 $5.4K - $6.26K
7.39K $2.67B
DHR
Danaher Corp

Healthcare
-737
- 18.33%
$201.62 - $250.59 $149K - $185K
3.28K $674M
PH
Parker Hannifin Corp

Industrials
-219
- 36.62%
$591.65 - $707.05 $130K - $155K
379 $230M
ADSK
Autodesk, Inc.

Technology
-3
- 0.08%
N/A
3.87K $1.01B
AMD
Advanced Micro Devices Inc

Technology
-450
- 13.98%
$96.63 - $129.55 $43.5K - $58.3K
2.77K $284M
CMCSA
Comcast Corp

Communication Services
-2.49K
- 30.23%
$33.19 - $38.23 $82.6K - $95.2K
5.74K $212M
BLD
Top Build Corp

Industrials
-220
- 6.33%
$295.17 - $354.82 $64.9K - $78.1K
3.26K $993M
HON
Honeywell International Inc

Industrials
-122
- 2.99%
$202.75 - $226.52 $24.7K - $27.6K
3.96K $837M
AXP
American Express CO

Financial Services
-86
- 4.33%
$255.39 - $325.87 $22K - $28K
1.9K $512M
FISV
Fiserv Inc

Technology
-455
- 17.87%
N/A
2.09K $462M
ACN
Accenture PLC

Technology
-35
- 2.78%
$300.91 - $398.25 $10.5K - $13.9K
1.22K $382M
LOW
Lowes Companies Inc

Consumer Cyclical
-153
- 8.54%
$222.66 - $268.42 $34.1K - $41.1K
1.64K $382M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-908
- 8.8%
$56.17 - $59.71 $51K - $54.2K
9.41K $538M
ETN
Eaton Corp PLC

Industrials
-29
- 3.41%
$271.83 - $371.23 $7.88K - $10.8K
822 $223M
APP
App Lovin Corp

Technology
-11
- 1.29%
$238.08 - $510.13 $2.62K - $5.61K
843 $223M
LMT
Lockheed Martin Corp

Industrials
-60
- 11.3%
$423.19 - $506.29 $25.4K - $30.4K
471 $210M
CAT
Caterpillar Inc

Industrials
-11
- 0.91%
$326.75 - $407.63 $3.59K - $4.48K
1.2K $395M
IWR
Ishares Russell Mid Cap ETF

ETFs
-200
- 2.84%
$82.81 - $92.93 $16.6K - $18.6K
6.84K $582M
CDNS
Cadence Design Systems Inc

Technology
-4
- 0.47%
$233.96 - $324.52 $936 - $1.3K
840 $214M
WFC
Wells Fargo & Company

Financial Services
-674
- 5.44%
$66.78 - $81.42 $45K - $54.9K
11.7K $842M
AMAT
Applied Materials Inc

Technology
-16
- 1.14%
$145.06 - $195.51 $2.32K - $3.13K
1.39K $201M
SPGI
S&P Global Inc.

Financial Services
-62
- 6.93%
$478.26 - $543.77 $29.7K - $33.7K
833 $423M
OXY
Occidental Petroleum Corp

Energy
-235
- 2.64%
$45.45 - $52.7 $10.7K - $12.4K
8.68K $430M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-103
- 8.93%
$208.48 - $244.03 $21.5K - $25.1K
1.05K $256M
HTH
Hilltop Holdings Inc.

Financial Services
-8
- 0.09%
$27.15 - $32.77 $217 - $262
8.5K $259M
UBER
Uber Technologies, Inc

Technology
-430
- 4.22%
$63.17 - $81.49 $27.2K - $35K
9.76K $711M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.68K
- 0.7%
$33.84 - $37.77 $90.7K - $101K
379K $13.8B
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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