Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025) About Moss Adams Wealth Advisors LLCInvestment ActivityMoss Adams Wealth Advisors LLC has $946.18 million in total holdings as of December 31, 2024.Moss Adams Wealth Advisors LLC owns shares of 208 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 22.57% of the portfolio was purchased this quarter.About 3.84% of the portfolio was sold this quarter.This quarter, Moss Adams Wealth Advisors LLC has purchased 174 new stocks and bought additional shares in 115 stocks.Moss Adams Wealth Advisors LLC sold shares of 30 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $226,764,080iShares Core S&P Small-Cap ETF $90,479,361JPMorgan Core Plus Bond ETF $86,376,787Vanguard Intermediate-Term Treasury Index ETF $67,425,725Utilities Select Sector SPDR Fund $54,613,411 Largest New Holdings this Quarter JPMorgan Core Plus Bond ETF $86,376,787 HoldingUtilities Select Sector SPDR Fund $54,613,411 HoldingVanguard High Dividend Yield ETF $1,446,106 HoldingiShares California Muni Bond ETF $1,274,480 HoldingiShares S&P 500 Growth ETF $1,164,347 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 1,869,799 shares (about $86.38M)Utilities Select Sector SPDR Fund 721,541 shares (about $54.61M)Vanguard Total Stock Market ETF 45,690 shares (about $13.24M)iShares Core S&P Small-Cap ETF 37,356 shares (about $4.30M)Apple 13,586 shares (about $3.40M) Largest Sales this Quarter Roblox 330,552 shares (about $19.13M)Heartland Express 303,159 shares (about $3.41M)SPDR Portfolio Developed World ex-US ETF 64,776 shares (about $2.21M)Alphabet 6,862 shares (about $1.31M)Alphabet 6,304 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoss Adams Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$226,764,080$13,241,415 ▲6.2%782,45824.0%ETFIJRiShares Core S&P Small-Cap ETF$90,479,361$4,304,157 ▲5.0%785,2759.6%ETFJCPBJPMorgan Core Plus Bond ETF$86,376,787$86,376,787 ▲New Holding1,869,7999.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$67,425,725$648,846 ▼-1.0%1,162,5127.1%ETFXLUUtilities Select Sector SPDR Fund$54,613,411$54,613,411 ▲New Holding721,5415.8%ETFBUGGlobal X Cybersecurity ETF$43,600,641$1,481,408 ▲3.5%1,357,6934.6%ManufacturingXLCCommunication Services Select Sector SPDR Fund$40,854,041$1,382,157 ▲3.5%422,0024.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$39,536,240$1,645,314 ▲4.3%975,6984.2%ETFSMHVanEck Semiconductor ETF$39,375,102$2,064,739 ▲5.5%162,5934.2%ManufacturingAAPLApple$20,299,476$3,402,194 ▲20.1%81,0622.1%Computer and TechnologyMSFTMicrosoft$18,319,149$1,936,362 ▲11.8%43,4621.9%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$13,033,062$2,210,806 ▼-14.5%381,8651.4%ETFIWViShares Russell 3000 ETF$12,810,957$834,967 ▼-6.1%38,3271.4%ETFMUBiShares National Muni Bond ETF$8,921,932$269,357 ▲3.1%83,7350.9%ETFRSPInvesco S&P 500 Equal Weight ETF$8,744,153$311,033 ▼-3.4%49,9010.9%ETFAMZNAmazon.com$8,582,221$1,264,769 ▲17.3%39,1190.9%Retail/WholesaleNVDANVIDIA$7,925,313$1,803,258 ▲29.5%59,0160.8%Computer and TechnologyGOOGLAlphabet$6,998,424$1,193,348 ▼-14.6%36,9700.7%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$6,178,437$33,420 ▲0.5%161,0230.7%ETFMETAMeta Platforms$4,782,054$488,921 ▲11.4%8,1670.5%Computer and TechnologyGOOGAlphabet$4,450,499$1,306,775 ▼-22.7%23,3700.5%Computer and TechnologyCOSTCostco Wholesale$3,703,118$185,980 ▲5.3%4,0420.4%Retail/WholesaleAVGOBroadcom$3,657,045$3,387,415 ▲1,256.3%15,7740.4%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,544,047$146,165 ▲4.3%84,2820.4%ETFXOMExxon Mobil$3,543,681$216,754 ▲6.5%32,9430.4%Oils/EnergyVOOVanguard S&P 500 ETF$3,204,489$2,346,654 ▲273.6%5,9470.3%ETFUPSUnited Parcel Service$3,099,429$26,986 ▲0.9%24,5790.3%TransportationIWFiShares Russell 1000 Growth ETF$2,972,897$166,254 ▲5.9%7,4030.3%ETFHDHome Depot$2,733,434$413,108 ▲17.8%7,0270.3%Retail/WholesaleTSLATesla$2,692,806$500,762 ▲22.8%6,6680.3%Auto/Tires/TrucksMAMastercard$2,441,180$1,213,218 ▲98.8%4,6360.3%Business ServicesSPYSPDR S&P 500 ETF Trust$2,272,7960.0%3,8650.2%FinanceQQQInvesco QQQ$2,236,1210.0%4,3740.2%FinanceXLKTechnology Select Sector SPDR Fund$2,175,258$206,713 ▲10.5%9,3550.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,113,512$140,410 ▼-6.2%21,8110.2%FinanceUNHUnitedHealth Group$2,085,283$99,155 ▲5.0%4,1220.2%MedicalJPMJPMorgan Chase & Co.$2,015,483$269,434 ▲15.4%8,4080.2%FinanceRWOSPDR Dow Jones Global Real Estate ETF$2,003,951$177,136 ▲9.7%46,7230.2%ETFLLYEli Lilly and Company$1,956,248$282,552 ▲16.9%2,5340.2%MedicalWMTWalmart$1,709,888$260,622 ▲18.0%18,8820.2%Retail/WholesaleORCLOracle$1,691,730$264,958 ▲18.6%10,1520.2%Computer and TechnologyINTUIntuit$1,543,596$79,191 ▲5.4%2,4560.2%Computer and TechnologyMSMorgan Stanley$1,512,035$962,136 ▲175.0%12,0270.2%FinanceIBMInternational Business Machines$1,496,164$2,418 ▲0.2%6,8060.2%Computer and TechnologyJNJJohnson & Johnson$1,488,575$841,255 ▲130.0%10,2930.2%MedicalVYMVanguard High Dividend Yield ETF$1,446,106$1,446,106 ▲New Holding11,3340.2%ETFIVViShares Core S&P 500 ETF$1,436,908$397,931 ▼-21.7%2,4410.2%ETFGLDSPDR Gold Shares$1,324,936$998,787 ▲306.2%5,4720.1%FinanceCMFiShares California Muni Bond ETF$1,274,480$1,274,480 ▲New Holding22,2500.1%ETFHTLDHeartland Express$1,172,524$3,407,510 ▼-74.4%104,3170.1%TransportationIVWiShares S&P 500 Growth ETF$1,164,347$1,164,347 ▲New Holding11,4680.1%ETFVVisa$1,148,491$63,524 ▲5.9%3,6340.1%Business ServicesADSKAutodesk$1,143,266$65,025 ▲6.0%3,8680.1%Computer and TechnologyMRKMerck & Co., Inc.$1,125,693$403,933 ▲56.0%11,2170.1%MedicalASMLASML$1,108,9280.0%1,6000.1%Computer and TechnologyBLDTopBuild$1,082,218$14,322 ▼-1.3%3,4760.1%ConstructionPGProcter & Gamble$1,053,972$10,394 ▲1.0%6,2870.1%Consumer StaplesBACBank of America$1,048,385$293,982 ▲39.0%23,8540.1%FinanceNFLXNetflix$1,044,628$172,025 ▲19.7%1,1720.1%Consumer DiscretionaryICEIntercontinental Exchange$1,026,381$31,888 ▲3.2%6,8880.1%FinanceABTAbbott Laboratories$1,010,979$361,274 ▲55.6%8,9380.1%MedicalREGNRegeneron Pharmaceuticals$966,633$668,166 ▲223.9%1,3570.1%MedicalADBEAdobe$960,954$434,008 ▲82.4%2,1610.1%Computer and TechnologyMCDMcDonald's$948,521$88,417 ▲10.3%3,2720.1%Retail/WholesaleDHRDanaher$923,910$34,934 ▲3.9%4,0200.1%Multi-Sector ConglomeratesHONHoneywell International$920,954$412,024 ▲81.0%4,0770.1%Multi-Sector ConglomeratesCRMSalesforce$880,674$306,947 ▲53.5%2,6310.1%Computer and TechnologyCVXChevron$871,213$25,347 ▼-2.8%6,0150.1%Oils/EnergyWFCWells Fargo & Company$870,977$353,729 ▲68.4%12,4000.1%FinanceIVEiShares S&P 500 Value ETF$863,732$863,732 ▲New Holding4,5250.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$859,725$149,829 ▲21.1%10,9310.1%ETFABBVAbbVie$836,257$140,561 ▲20.2%4,7060.1%MedicalVBVanguard Small-Cap ETF$769,617$769,617 ▲New Holding3,2030.1%ETFRBLXRoblox$768,787$19,125,768 ▼-96.1%13,2870.1%Consumer DiscretionaryKOCoca-Cola$758,862$58,087 ▲8.3%12,1890.1%Consumer StaplesAMGNAmgen$755,597$24,240 ▼-3.1%2,8990.1%MedicalMRVLMarvell Technology$748,300$748,300 ▲New Holding6,7750.1%Computer and TechnologyROKRockwell Automation$745,782$138,013 ▲22.7%2,6100.1%Computer and TechnologyCCitigroup$744,939$30,831 ▲4.3%10,5830.1%FinanceSBUXStarbucks$715,969$70,995 ▲11.0%7,8460.1%Retail/WholesaleRMDResMed$698,877$16,694 ▲2.4%3,0560.1%MedicalIWDiShares Russell 1000 Value ETF$686,277$164,395 ▲31.5%3,7070.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$667,8400.0%6,2980.1%ETFCSCOCisco Systems$665,264$96,907 ▲17.1%11,2380.1%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$656,581$656,581 ▲New Holding3,6870.1%ETFRNAAvidity Biosciences$654,184$457,051 ▼-41.1%22,4960.1%MedicalAORiShares Core Growth Allocation ETF$639,445$24,934 ▲4.1%11,1560.1%ETFIWRiShares Russell Mid-Cap ETF$622,160$108,113 ▲21.0%7,0380.1%ETFUBERUber Technologies$614,360$115,151 ▼-15.8%10,1850.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$597,663$197,116 ▼-24.8%10,3180.1%ETFAXPAmerican Express$589,947$230,578 ▲64.2%1,9880.1%FinancePFEPfizer$571,086$14,751 ▲2.7%21,5260.1%MedicalQCOMQUALCOMM$557,002$29,955 ▲5.7%3,6260.1%Computer and TechnologyBABoeing$528,941$51,513 ▲10.8%2,9880.1%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$528,832$100,889 ▲23.6%10,1270.1%ETFKTOSKratos Defense & Security Solutions$527,6000.0%20,0000.1%AerospaceFIFiserv$523,000$523,000 ▲New Holding2,5460.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$519,159$519,159 ▲New Holding7,3870.1%ETFNOWServiceNow$502,242$180,129 ▲55.9%4740.1%Computer and TechnologyTMUST-Mobile US$484,944$484,944 ▲New Holding2,1970.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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