Moss Adams Wealth Advisors LLC Purchases in Q3 2025

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
887
New
$211.13 - $246.22 $187K - $218K
887 $218M
TTWO
Take Two Interactive Software Inc

Communication Services
841
New
$217.37 - $259.96 $183K - $219K
841 $217M
CVS
Cvs Health Corp

Healthcare
2.88K
New
$58.75 - $76.5 $169K - $220K
2.88K $217M
XOM
Exxon Mobil Corp

Energy
310
+ 0.86%
$105.83 - $117.22 $32.8K - $36.3K
36.2K $4.08B
NOC
Northrop Grumman Corp

Industrials
347
New
$498.9 - $609.32 $173K - $211K
347 $211M
VST
Vistra Corp.

Utilities
1.08K
New
$182.0 - $217.92 $196K - $235K
1.08K $211M
AZO
Autozone Inc

Consumer Cyclical
49
New
$3649.42 - $4354.54 $179K - $213K
49 $210M
HWM
Howmet Aerospace Inc.

Industrials
1.07K
New
$171.0 - $196.23 $182K - $209K
1.07K $209M
PLD
Prologis, Inc.

Real Estate
1.82K
New
$104.08 - $115.35 $189K - $209K
1.82K $208M
C
Citigroup Inc

Financial Services
163
+ 1.42%
$85.57 - $103.49 $13.9K - $16.9K
11.6K $1.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
648
New
$284.17 - $319.49 $184K - $207K
648 $201M
IVV
Ishares Core S&P 500 ETF

ETFs
73
+ 2.62%
$620.67 - $670.08 $45.3K - $48.9K
2.85K $1.91B
WMT
Walmart Inc.

Consumer Defensive
558
+ 2.58%
$94.4 - $104.27 $52.7K - $58.2K
22.2K $2.29B
MU
Micron Technology Inc

Technology
184
+ 5.82%
$104.88 - $168.89 $19.3K - $31.1K
3.35K $560M
INTC
Intel Corp

Technology
599
+ 4.8%
$19.31 - $35.5 $11.6K - $21.3K
13.1K $439M
GE
General Electric CO

Industrials
84
+ 2.8%
$244.75 - $305.63 $20.6K - $25.7K
3.08K $929M
RTX
Raytheon Technologies Corp

Industrials
180
+ 3.3%
$144.19 - $167.33 $26K - $30.1K
5.64K $943M
CAT
Caterpillar Inc

Industrials
117
+ 12.83%
$390.92 - $477.15 $45.7K - $55.8K
1.03K $491M
AMD
Advanced Micro Devices Inc

Technology
216
+ 4.3%
$134.8 - $184.42 $29.1K - $39.8K
5.24K $847M
MRK
Merck & Co., Inc.

Healthcare
816
+ 6.2%
$77.6 - $87.37 $63.3K - $71.3K
14K $1.18B
Arista Networks Inc
170
+ 6.99%
N/A
2.6K $379M
Lam Research Corp
100
+ 3.24%
N/A
3.19K $428M
URI
United Rentals, Inc.

Industrials
7
+ 1.19%
$774.14 - $975.23 $5.42K - $6.83K
593 $566M
PEP
Pepsico Inc

Consumer Defensive
721
+ 27.32%
$133.81 - $152.16 $96.5K - $110K
3.36K $472M
APH
Amphenol Corp

Technology
128
+ 3.2%
$97.39 - $125.4 $12.5K - $16.1K
4.13K $512M
TJX
Tjx Companies Inc

Consumer Cyclical
114
+ 2.53%
$121.35 - $144.54 $13.8K - $16.5K
4.62K $668M
TMO
Thermo Fisher Scientific Inc.

Healthcare
53
+ 5.45%
$404.94 - $499.99 $21.5K - $26.5K
1.03K $498M
KLAC
Kla Corp

Technology
7
+ 1.41%
$843.9 - $1078.6 $5.91K - $7.55K
503 $543M
Ge Vernova Inc
34
+ 3.77%
N/A
936 $576M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
82
+ 5.91%
$534.91 - $598.71 $43.9K - $49.1K
1.47K $827M
VO
Vanguard Mid Cap ETF

ETFs
161
+ 4.44%
$279.83 - $293.74 $45.1K - $47.3K
3.79K $1.12B
GS
Goldman Sachs Group Inc

Financial Services
25
+ 2.86%
$696.56 - $806.32 $17.4K - $20.2K
900 $717M
BX
Blackstone Inc.

Financial Services
99
+ 2.62%
$152.77 - $188.68 $15.1K - $18.7K
3.88K $663M
IEMG
Ishares Inc

ETFs
89
+ 0.65%
N/A
13.8K $911M
IEFA
Ishares Tr

ETFs
541
+ 5.79%
$81.7 - $87.53 $44.2K - $47.4K
9.89K $864M
DHI
Horton D R Inc

Consumer Cyclical
37
+ 2.09%
$129.82 - $184.04 $4.8K - $6.81K
1.8K $306M
CDNS
Cadence Design Systems Inc

Technology
59
+ 4.85%
$309.46 - $373.37 $18.3K - $22K
1.28K $448M
WFC
Wells Fargo & Company

Financial Services
342
+ 2.95%
$77.05 - $85.16 $26.4K - $29.1K
11.9K $1B
Blackrock Inc
13
+ 2.75%
N/A
486 $567M
UBER
Uber Technologies, Inc

Technology
160
+ 1.5%
$86.91 - $99.57 $13.9K - $15.9K
10.8K $1.06B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
78
+ 12.98%
$567.09 - $607.37 $44.2K - $47.4K
679 $406M
UNP
Union Pacific Corp

Industrials
223
+ 12.33%
$214.91 - $237.16 $47.9K - $52.9K
2.03K $480M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
138
+ 5.01%
$89.32 - $107.82 $12.3K - $14.9K
2.9K $312M
IDXX
Idexx Laboratories Inc

Healthcare
17
+ 3.33%
$514.61 - $682.78 $8.75K - $11.6K
528 $337M
PFE
Pfizer Inc

Healthcare
1.17K
+ 4.33%
$23.29 - $25.88 $27.2K - $30.2K
28.1K $716M
BA
Boeing CO

Industrials
166
+ 4.01%
$209.79 - $237.38 $34.8K - $39.4K
4.31K $929M
EME
Emcor Group, Inc.

Industrials
2
+ 0.39%
$530.88 - $655.83 $1.06K - $1.31K
512 $333M
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 1.97%
$215.01 - $273.02 $7.31K - $9.28K
1.76K $443M
GD
General Dynamics Corp

Industrials
21
+ 2.01%
$293.92 - $341.0 $6.17K - $7.16K
1.07K $364M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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