Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Moss Adams Wealth Advisors LLC has $1.10 billion in total holdings as of June 30, 2025.
Moss Adams Wealth Advisors LLC owns shares of 255 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 7.63% of the portfolio was purchased this quarter.
About 1.78% of the portfolio was sold this quarter.
This quarter, Moss Adams Wealth Advisors LLC has purchased 217 new stocks and bought additional shares in 139 stocks.
Moss Adams Wealth Advisors LLC sold shares of 54 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $264,745,482
JPMorgan Core Plus Bond ETF: $95,657,402
iShares Core S&P Small-Cap ETF: $83,126,783
Utilities Select Sector SPDR Fund: $59,439,319
Real Estate Select Sector SPDR Fund: $54,389,088

Largest New Holdings this Quarter

46428Q109 - iShares Silver Trust: $5,068,555 Holding
37954Y848 - Global X Silver Miners ETF: $3,092,466 Holding
85208P873 - SPROTT FDS TR: $2,051,560 Holding
922908629 - Vanguard Mid-Cap ETF: $1,019,111 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $823,852 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 44,444 shares (about $13.54M)
Vanguard S&P Small-Cap 600 ETF: 117,881 shares (about $11.93M)
iShares Silver Trust: 154,482 shares (about $5.07M)
iShares Russell 3000 ETF: 10,787 shares (about $3.79M)
Apple: 17,857 shares (about $3.66M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 73,248 shares (about $8.01M)
SPDR Portfolio Emerging Markets ETF: 115,660 shares (about $4.94M)
iShares National Muni Bond ETF: 8,545 shares (about $892.79K)
SPDR Dow Jones Global Real Estate ETF: 15,356 shares (about $677.81K)
iShares Russell 1000 Growth ETF: 1,094 shares (about $464.49K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$264,745,482	$13,539,728 ▲	5.4%	869,024	24.0%	ETF
JCPB JPMorgan Core Plus Bond ETF	$95,657,402	$756,348 ▲	0.8%	2,032,669	8.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$83,126,783	$8,005,278 ▼	-8.8%	760,607	7.5%	ETF
XLU Utilities Select Sector SPDR Fund	$59,439,319	$404,544 ▲	0.7%	727,888	5.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$54,389,088	$1,986,254 ▲	3.8%	1,313,112	4.9%	ETF
BUG Global X Cybersecurity ETF	$52,727,446	$814,419 ▲	1.6%	1,421,225	4.8%	Manufacturing
XLC Communication Services Select Sector SPDR Fund	$47,755,065	$705,445 ▲	1.5%	440,017	4.3%	ETF
SMH VanEck Semiconductor ETF	$46,837,540	$1,879,927 ▲	4.2%	167,949	4.3%	Manufacturing
PAVE Global X U.S. Infrastructure Development ETF	$45,468,649	$666,747 ▲	1.5%	1,041,197	4.1%	ETF
MSFT Microsoft	$23,412,107	$991,836 ▲	4.4%	47,068	2.1%	Computer and Technology
AAPL Apple	$21,584,057	$3,663,715 ▲	20.4%	105,201	2.0%	Computer and Technology
IWV iShares Russell 3000 ETF	$17,979,808	$3,786,202 ▲	26.7%	51,225	1.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$15,541,963	$188,764 ▲	1.2%	383,847	1.4%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$12,741,517	$11,933,094 ▲	1,476.1%	125,867	1.2%	ETF
NVDA NVIDIA	$11,864,578	$1,169,836 ▲	10.9%	75,092	1.1%	Computer and Technology
AMZN Amazon.com	$10,422,026	$914,848 ▲	9.6%	47,505	0.9%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$8,723,520	$29,987 ▼	-0.3%	48,000	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$8,711,416	$4,943,320 ▼	-36.2%	203,823	0.8%	ETF
META Meta Platforms	$7,436,564	$365,370 ▲	5.2%	10,075	0.7%	Computer and Technology
GOOGL Alphabet	$7,168,333	$506,133 ▲	7.6%	40,676	0.7%	Computer and Technology
SLV iShares Silver Trust	$5,068,555	$5,068,555 ▲	New Holding	154,482	0.5%	ETF
AVGO Broadcom	$4,886,173	$701,254 ▲	16.8%	17,726	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$4,653,366	$47,291 ▲	1.0%	8,167	0.4%	ETF
GOOG Alphabet	$4,585,631	$266,258 ▲	6.2%	25,851	0.4%	Computer and Technology
COST Costco Wholesale	$4,574,077	$189,061 ▲	4.3%	4,621	0.4%	Retail/Wholesale
VPU Vanguard Utilities ETF	$4,526,599	$932,326 ▲	25.9%	25,645	0.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,292,916	$3,271,807 ▲	320.4%	53,229	0.4%	ETF
XOM Exxon Mobil	$3,869,756	$22,853 ▼	-0.6%	35,898	0.4%	Energy
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$3,685,191	$75,427 ▲	2.1%	89,165	0.3%	ETF
JPM JPMorgan Chase & Co.	$3,181,184	$271,066 ▲	9.3%	10,973	0.3%	Finance
MA Mastercard	$3,121,016	$299,514 ▲	10.6%	5,554	0.3%	Business Services
SIL Global X Silver Miners ETF	$3,092,466	$3,092,466 ▲	New Holding	64,239	0.3%	ETF
SOXX iShares Semiconductor ETF	$3,084,776	$214,118 ▼	-6.5%	12,923	0.3%	ETF
HD Home Depot	$3,026,614	$52,430 ▲	1.8%	8,255	0.3%	Retail/Wholesale
TSLA Tesla	$2,724,254	$458,384 ▲	20.2%	8,576	0.2%	Auto/Tires/Trucks
IWF iShares Russell 1000 Growth ETF	$2,672,307	$464,491 ▼	-14.8%	6,294	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$2,632,854	$517,860 ▲	24.5%	10,397	0.2%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$2,629,994	$677,814 ▼	-20.5%	59,583	0.2%	ETF
UPS United Parcel Service	$2,626,877	$145,758 ▲	5.9%	26,024	0.2%	Transportation
QQQ Invesco QQQ	$2,520,383	$77,865 ▲	3.2%	4,564	0.2%	Finance
ORCL Oracle	$2,497,630	$153,041 ▲	6.5%	11,424	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,461,096	$55,145 ▲	2.3%	3,972	0.2%	Finance
MUB iShares National Muni Bond ETF	$2,376,851	$892,795 ▼	-27.3%	22,749	0.2%	ETF
LLY Eli Lilly and Company	$2,298,835	$108,355 ▲	4.9%	2,949	0.2%	Medical
IBM International Business Machines	$2,228,538	$47,754 ▲	2.2%	7,560	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,155,057	$46,724 ▼	-2.1%	21,724	0.2%	Finance
INTU Intuit	$2,122,664	$41,744 ▲	2.0%	2,695	0.2%	Computer and Technology
WMT Walmart	$2,114,298	$70,695 ▲	3.5%	21,623	0.2%	Retail/Wholesale
NFLX Netflix	$2,087,705	$151,322 ▲	7.8%	1,559	0.2%	Consumer Discretionary
SPROTT FDS TR	$2,051,560	$2,051,560 ▲	New Holding	68,752	0.2%	SILVER MINERS
V Visa	$2,017,751	$372,093 ▲	22.6%	5,683	0.2%	Business Services
MS Morgan Stanley	$1,853,296	$72,966 ▲	4.1%	13,157	0.2%	Finance
JNJ Johnson & Johnson	$1,834,223	$135,184 ▲	8.0%	12,008	0.2%	Medical
IVV iShares Core S&P 500 ETF	$1,726,923	$226,655 ▼	-11.6%	2,781	0.2%	ETF
GLD SPDR Gold Shares	$1,707,048	$39,018 ▲	2.3%	5,600	0.2%	Finance
ABT Abbott Laboratories	$1,458,028	$218,160 ▲	17.6%	10,720	0.1%	Medical
RBLX Roblox	$1,437,138	$4,944 ▲	0.3%	13,661	0.1%	Consumer Discretionary
ICE Intercontinental Exchange	$1,358,963	$38,345 ▲	2.9%	7,407	0.1%	Finance
ADSK Autodesk	$1,300,195	$103,706 ▲	8.7%	4,200	0.1%	Computer and Technology
ASML ASML	$1,283,026		0.0%	1,601	0.1%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,262,627		0.0%	11,468	0.1%	ETF
CSCO Cisco Systems	$1,248,747	$185,310 ▲	17.4%	17,999	0.1%	Computer and Technology
CMF iShares California Muni Bond ETF	$1,240,215		0.0%	22,250	0.1%	ETF
ABBV AbbVie	$1,226,949	$69,236 ▲	6.0%	6,610	0.1%	Medical
PG Procter & Gamble	$1,224,173	$51,618 ▲	4.4%	7,684	0.1%	Consumer Staples
KO CocaCola	$1,160,831	$152,540 ▲	15.1%	16,293	0.1%	Consumer Staples
TMUS T-Mobile US	$1,096,798	$54,089 ▲	5.2%	4,603	0.1%	Computer and Technology
MCD McDonald's	$1,085,996	$87,359 ▲	8.7%	3,717	0.1%	Retail/Wholesale
HON Honeywell International	$1,071,016	$149,975 ▲	16.3%	4,599	0.1%	Multi-Sector Conglomerates
BAC Bank of America	$1,052,541	$151,519 ▼	-12.6%	22,243	0.1%	Finance
MRK Merck & Co., Inc.	$1,052,271	$12,156 ▲	1.2%	13,158	0.1%	Medical
BLD TopBuild	$1,051,832	$2,266 ▼	-0.2%	3,249	0.1%	Construction
BBIO BridgeBio Pharma	$1,043,747	$344,145 ▲	49.2%	24,172	0.1%	Medical
PALANTIR TECHNOLOGIES INC	$1,030,853	$145,999 ▲	16.5%	7,562	0.1%	CL A
VO Vanguard Mid-Cap ETF	$1,019,111	$1,019,111 ▲	New Holding	3,628	0.1%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$1,013,014	$39,159 ▲	4.0%	16,453	0.1%	ETF
ADBE Adobe	$1,005,502	$135,408 ▲	15.6%	2,599	0.1%	Computer and Technology
UBER Uber Technologies	$994,299	$84,157 ▲	9.2%	10,657	0.1%	Computer and Technology
ROK Rockwell Automation	$992,386	$92,995 ▲	10.3%	2,988	0.1%	Computer and Technology
C Citigroup	$975,816	$55,243 ▼	-5.4%	11,464	0.1%	Financial Services
CRM Salesforce	$975,251	$234,869 ▲	31.7%	3,571	0.1%	Computer and Technology
CVX Chevron	$967,822	$24,772 ▲	2.6%	6,759	0.1%	Energy
UNH UnitedHealth Group	$948,781	$450,523 ▼	-32.2%	3,041	0.1%	Medical
AMGN Amgen	$934,796	$16,473 ▲	1.8%	3,348	0.1%	Medical
KTOS Kratos Defense & Security Solutions	$934,668		0.0%	20,122	0.1%	Aerospace
WFC Wells Fargo & Company	$928,512	$10,976 ▼	-1.2%	11,589	0.1%	Finance
PM Philip Morris International	$926,575	$131,188 ▲	16.5%	5,050	0.1%	Consumer Staples
IVE iShares S&P 500 Value ETF	$884,276	$195 ▼	0.0%	4,525	0.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$880,583	$211,548 ▲	31.6%	14,723	0.1%	ETF
BA Boeing	$867,322	$109,594 ▲	14.5%	4,139	0.1%	Aerospace
AOA iShares Core 80/20 Aggressive Allocation ETF	$849,386	$148,209 ▲	21.1%	10,184	0.1%	ETF
DHR Danaher	$845,479	$195,887 ▲	30.2%	4,273	0.1%	Medical
LINDE PLC	$825,758	$160,460 ▲	24.1%	1,760	0.1%	SHS
IEMG iShares Core MSCI Emerging Markets ETF	$823,852	$823,852 ▲	New Holding	13,724	0.1%	ETF
RMD ResMed	$801,606	$7,224 ▲	0.9%	3,107	0.1%	Medical
RTX RTX	$797,080	$98,120 ▲	14.0%	5,459	0.1%	Aerospace
IEFA iShares Core MSCI EAFE ETF	$780,622	$780,622 ▲	New Holding	9,351	0.1%	ETF
SBUX Starbucks	$772,900	$1,741 ▲	0.2%	8,435	0.1%	Retail/Wholesale
GE GE Aerospace	$771,914	$11,583 ▲	1.5%	2,999	0.1%	Aerospace
VB Vanguard Small-Cap ETF	$762,046	$33,288 ▼	-4.2%	3,205	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoss Adams Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools