Moss Adams Wealth Advisors LLC Portfolio Holdings
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
Moss Adams Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $950 Billion distributed in 367 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 $227B, J P Morgan Exchange Traded Fd with a value of $94.9B, Ishares Core S&P Sm Cap ETF with a value of $87.2B, Utilities Sector Spdr with a value of $57B, and Select Sector Spdr Tr Real Est with a value of $52.9B.
Examining the 13F form we can see an increase of $3.45B in the current position value, from $946B to 950B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 367
- Current Value $950 Billion
- Prior Value $946 Billion
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 34 stocks