Moss Adams Wealth Advisors LLC Portfolio Holdings
Moss Adams Wealth Advisors LLC
- $913 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 344
- Current Value $913 Billion
- Prior Value $725 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 47 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 24 stocks