Moss Adams Wealth Advisors LLC Sells in Q2 2025

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-73.2K
- 8.78%
$90.56 - $109.49 $6.63M - $8.02M
761K $83.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-116K
- 36.2%
$34.72 - $42.74 $4.02M - $4.94M
204K $8.71B
UNH
Unitedhealth Group Inc

Healthcare
-1.44K
- 32.2%
$274.35 - $599.47 $396K - $866K
3.04K $949M
MUB
Ishares National Muni Bond ETF

ETFs
-8.55K
- 27.31%
$102.31 - $105.8 $874K - $904K
22.7K $2.38B
RWO
Spdr Dow Jones Global Real Est

ETFs
-15.4K
- 20.49%
$38.85 - $45.0 $597K - $691K
59.6K $2.63B
XOM
Exxon Mobil Corp

Energy
-212
- 0.59%
$99.93 - $119.04 $21.2K - $25.2K
35.9K $3.87B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-354
- 26.68%
$390.26 - $489.06 $138K - $173K
973 $395M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.39K
- 28.1%
$166.82 - $194.23 $233K - $271K
3.57K $693M
FISV
Fiserv Inc

Technology
-291
- 13.92%
N/A
1.8K $310M
BMY
Bristol Myers Squibb CO

Healthcare
-954
- 14.7%
$44.12 - $59.6 $42.1K - $56.9K
5.54K $256M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-112
- 12.98%
$421.16 - $509.5 $47.2K - $57.1K
751 $334M
FDX
Fedex Corp

Industrials
-208
- 11.86%
$198.07 - $245.17 $41.2K - $51K
1.55K $354M
OXY
Occidental Petroleum Corp

Energy
-229
- 2.64%
$36.11 - $49.33 $8.27K - $11.3K
8.45K $357M
USB
Us Bancorp \De\

Financial Services
-2.15K
- 23.19%
$36.4 - $45.76 $78.3K - $98.4K
7.12K $326M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.01K
- 10.71%
$51.14 - $57.0 $51.5K - $57.5K
8.4K $478M
MDT
Medtronic PLC

Healthcare
-498
- 10.41%
$80.68 - $88.86 $40.2K - $44.3K
4.28K $376M
VEA
Vanguard Ftse Developed Market

ETFs
-2.05K
- 19.45%
$45.65 - $57.01 $93.5K - $117K
8.49K $484M
PFE
Pfizer Inc

Healthcare
-809
- 2.91%
$21.59 - $24.84 $17.5K - $20.1K
27K $653M
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.71%
$128.02 - $151.37 $2.43K - $2.88K
2.64K $348M
UNP
Union Pacific Corp

Industrials
-140
- 7.18%
$208.27 - $238.46 $29.2K - $33.4K
1.81K $416M
CAT
Caterpillar Inc

Industrials
-285
- 23.81%
$273.94 - $388.21 $78.1K - $111K
912 $354M
IVV
Ishares Core S&P 500 ETF

ETFs
-365
- 11.6%
$498.8 - $620.9 $182K - $227K
2.78K $1.73B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-471
- 2.12%
$96.84 - $99.46 $45.6K - $46.8K
21.7K $2.16B
HPQ
Hp Inc

Technology
-218
- 2.57%
$21.88 - $29.32 $4.77K - $6.39K
8.27K $205M
FICO
Fair Isaac Corp

Technology
-10
- 6.13%
$1503.62 - $2206.01 $15K - $22.1K
153 $280M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-442
- 15.28%
$72.96 - $90.39 $32.2K - $40K
2.45K $219M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.79K
- 15.51%
$17.76 - $22.1 $31.8K - $39.6K
9.76K $216M
MMM
3 M CO

Industrials
-162
- 6.77%
$126.09 - $154.15 $20.4K - $25K
2.23K $339M
F
Ford Motor CO

Consumer Cyclical
-2.09K
- 12.93%
$8.69 - $10.85 $18.2K - $22.7K
14.1K $153M
BAC
Bank Of America Corp

Financial Services
-3.2K
- 12.58%
$34.39 - $47.46 $110K - $152K
22.2K $1.05B
PCAR
Paccar Inc

Industrials
-10
- 0.33%
$86.4 - $99.09 $864 - $991
3.05K $290M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.09K
- 14.81%
$320.42 - $424.58 $351K - $464K
6.29K $2.67B
EEM
Ishares Msci Emerging Markets

ETFs
-570
- 6.7%
$38.52 - $48.28 $22K - $27.5K
7.94K $383M
TXN
Texas Instruments Inc

Technology
-195
- 9.68%
N/A
1.82K $378M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-58
- 0.9%
$51.16 - $62.02 $2.97K - $3.6K
6.37K $395M
VB
Vanguard Small Cap ETF

ETFs
-140
- 4.19%
$193.73 - $237.37 $27.1K - $33.2K
3.21K $762M
CARR
Carrier Global Corp

Industrials
-278
- 6.49%
$55.55 - $75.83 $15.4K - $21.1K
4.01K $293M
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.02%
$168.34 - $195.42 $168 - $195
4.53K $884M
NKE
Nike, Inc.

Consumer Cyclical
-262
- 4.63%
$53.27 - $72.04 $14K - $18.9K
5.39K $385M
EMR
Emerson Electric CO

Industrials
-142
- 6.99%
$94.15 - $133.33 $13.4K - $18.9K
1.89K $252M
ADI
Analog Devices Inc

Technology
-122
- 7.59%
$164.6 - $238.02 $20.1K - $29K
1.49K $353M
IDXX
Idexx Laboratories Inc

Healthcare
-69
- 11.9%
$361.04 - $536.34 $24.9K - $37K
511 $274M
Labcorp Holdings Inc
-13
- 0.99%
N/A
1.3K $342M
IWR
Ishares Russell Mid Cap ETF

ETFs
-52
- 0.76%
$74.88 - $91.97 $3.89K - $4.78K
6.79K $624M
VV
Vanguard Large Cap ETF

ETFs
-4
- 0.23%
$228.25 - $285.3 $913 - $1.14K
1.76K $504M
BLD
Top Build Corp

Industrials
-7
- 0.21%
$275.93 - $326.59 $1.93K - $2.29K
3.25K $1.05B
DIS
Walt Disney CO

Communication Services
-507
- 10.17%
$81.72 - $124.01 $41.4K - $62.9K
4.48K $555M
IWP
Ishares Russell Mid Cap Growth

ETFs
-74
- 2.07%
$104.34 - $138.68 $7.72K - $10.3K
3.5K $485M
MU
Micron Technology Inc

Technology
-447
- 12.39%
$64.72 - $127.91 $28.9K - $57.2K
3.16K $390M
Activity Summary
Buys All Purchases 184 New Holdings 45 Increased Positions 139 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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