Moss Adams Wealth Advisors LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $725 Billion distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $198B, Ishares Core S&P Sm Cap ETF with a value of $79.8B, Vanguard Intermediate Term Tre with a value of $68.3B, Vaneck ETF Tr Semiconductor Et with a value of $40.2B, and Global X Fds Cybersecurity ETF with a value of $38.8B.
Examining the 13F form we can see an increase of $102B in the current position value, from $622B to 725B.
Moss Adams Wealth Advisors LLC is based out at Seattle, WA
Below you can find more details about Moss Adams Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$725 Billion
ETFs: $574 Billion
Technology: $53.2 Billion
Communication Services: $31.8 Billion
Industrials: $15.1 Billion
Healthcare: $14.4 Billion
Consumer Cyclical: $12.4 Billion
Financial Services: $9.08 Billion
Consumer Defensive: $7.07 Billion
Other: $6.83 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions