Moss Adams Wealth Advisors LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $913 Billion distributed in 344 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 $218B, Ishares Core S&P Sm Cap ETF with a value of $90.8B, J P Morgan Exchange Traded Fd with a value of $78B, Vanguard Intermediate Term Tre with a value of $68.9B, and Utilities Sector Spdr with a value of $56.1B.
Examining the 13F form we can see an increase of $189B in the current position value, from $725B to 913B.
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
$913 Billion
ETFs: $760 Billion
Technology: $59.8 Billion
Communication Services: $17.4 Billion
Healthcare: $16.9 Billion
Consumer Cyclical: $14.3 Billion
Industrials: $13.1 Billion
Financial Services: $12.7 Billion
Consumer Defensive: $8.26 Billion
Other: $9.01 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
