Moss Adams Wealth Advisors LLC Incresed Positions in Q3 2024

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
517
+ 9.0%
$100.07 - $118.13 $51.7K - $61.1K
6.26K $714M
NFLX
Netflix Inc

Communication Services
117
+ 11.95%
$598.55 - $722.26 $70K - $84.5K
1.1K $777M
Linde PLC
169
+ 18.19%
N/A
1.1K $524M
CARR
Carrier Global Corp

Industrials
659
+ 19.21%
$61.9 - $80.88 $40.8K - $53.3K
4.09K $329M
KO
Coca Cola CO

Consumer Defensive
242
+ 2.15%
$62.69 - $73.01 $15.2K - $17.7K
11.5K $832M
VZ
Verizon Communications Inc

Communication Services
1.89K
+ 27.1%
$38.89 - $45.0 $73.3K - $84.8K
8.84K $397M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 0.96%
$520.18 - $576.82 $15.6K - $17.3K
3.15K $1.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 7.79%
$475.2 - $527.7 $58.9K - $65.4K
1.72K $908M
TMO
Thermo Fisher Scientific Inc.

Healthcare
69
+ 6.93%
$531.86 - $624.21 $36.7K - $43.1K
1.07K $659M
URI
United Rentals, Inc.

Industrials
2
+ 0.31%
$627.41 - $814.1 $1.25K - $1.63K
652 $528M
PM
Philip Morris International Inc.

Consumer Defensive
353
+ 12.3%
$101.25 - $127.45 $35.7K - $45K
3.22K $396M
CAT
Caterpillar Inc

Industrials
110
+ 11.09%
$316.8 - $391.12 $34.8K - $43K
1.1K $431M
PGR
Progressive Corp

Financial Services
123
+ 8.94%
$209.46 - $259.24 $25.8K - $31.9K
1.5K $380M
HON
Honeywell International Inc

Industrials
522
+ 23.17%
$196.73 - $220.21 $103K - $115K
2.78K $574M
NEE
Nextera Energy Inc

Utilities
343
+ 7.63%
$69.9 - $84.97 $24K - $29.1K
4.84K $409M
BX
Blackstone Inc.

Financial Services
118
+ 5.46%
$120.77 - $159.66 $14.3K - $18.8K
2.28K $349M
AOA
Ishares Tr Core Aggressive All

ETFs
779
+ 17.06%
$72.11 - $79.05 $56.2K - $61.6K
5.35K $422M
FICO
Fair Isaac Corp

Technology
6
+ 4.03%
$1496.51 - $1947.38 $8.98K - $11.7K
155 $301M
CSCO
Cisco Systems, Inc.

Technology
462
+ 4.81%
$44.74 - $53.22 $20.7K - $24.6K
10.1K $536M
BLK
Black Rock Inc.

Financial Services
35
+ 12.73%
$782.27 - $949.51 $27.4K - $33.2K
310 $294M
USB
Us Bancorp \De\

Financial Services
649
+ 8.25%
$39.04 - $47.23 $25.3K - $30.7K
8.52K $394M
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 20.11%
$416.14 - $494.01 $43.7K - $51.9K
627 $308M
T
At&T Inc.

Communication Services
1.68K
+ 12.48%
$18.21 - $22.28 $30.6K - $37.4K
15.1K $333M
TXN
Texas Instruments Inc

Technology
252
+ 18.6%
$194.6 - $194.6 $49K - $49K
1.61K $332M
GE
General Electric CO

Industrials
14
+ 0.65%
$156.66 - $189.66 $2.19K - $2.66K
2.16K $408M
NTRA
Natera, Inc.

Healthcare
135
+ 5.38%
$97.75 - $129.67 $13.2K - $17.5K
2.65K $336M
AMD
Advanced Micro Devices Inc

Technology
350
+ 13.13%
$128.67 - $183.96 $45K - $64.4K
3.02K $495M
SO
Southern CO

Utilities
92
+ 2.19%
$77.0 - $90.52 $7.08K - $8.33K
4.3K $387M
HYG
Ishares Tr

ETFs
381
+ 4.22%
$76.72 - $80.36 $29.2K - $30.6K
9.41K $755M
APO
Apollo Global Management, Inc.

Financial Services
357
+ 17.84%
$99.16 - $125.81 $35.4K - $44.9K
2.36K $295M
CMCSA
Comcast Corp

Communication Services
840
+ 11.16%
$37.33 - $41.78 $31.4K - $35.1K
8.37K $350M
PFE
Pfizer Inc

Healthcare
1.14K
+ 5.44%
$27.7 - $31.39 $31.6K - $35.8K
22.1K $640M
UNP
Union Pacific Corp

Industrials
112
+ 9.41%
$221.78 - $256.09 $24.8K - $28.7K
1.3K $321M
AOR
Ishares Tr Core Growth Allocat

ETFs
277
+ 2.58%
$55.15 - $59.31 $15.3K - $16.4K
11K $652M
MS
Morgan Stanley

Financial Services
161
+ 3.68%
$92.07 - $106.96 $14.8K - $17.2K
4.54K $473M
MDT
Medtronic PLC

Healthcare
93
+ 2.8%
$76.84 - $91.03 $7.15K - $8.47K
3.42K $310M
AMGN
Amgen Inc

Healthcare
51
+ 1.7%
$309.38 - $337.38 $15.8K - $17.2K
3.04K $980M
TJX
Tjx Companies Inc

Consumer Cyclical
220
+ 8.7%
$107.93 - $120.23 $23.7K - $26.5K
2.75K $323M
C
Citigroup Inc

Financial Services
852
+ 8.4%
$56.11 - $67.61 $47.8K - $57.6K
11K $688M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.09%
$434.77 - $502.96 $1.74K - $2.01K
4.38K $2.14B
ETN
Eaton Corp PLC

Industrials
82
+ 11.82%
$272.52 - $333.02 $22.3K - $27.3K
776 $257M
SYK
Stryker Corp

Healthcare
58
+ 8.37%
$315.94 - $371.96 $18.3K - $21.6K
751 $272M
ADI
Analog Devices Inc

Technology
140
+ 13.35%
$200.56 - $243.33 $28.1K - $34.1K
1.19K $274M
WM
Waste Management Inc

Industrials
173
+ 17.01%
$196.96 - $223.45 $34.1K - $38.7K
1.19K $247M
DIS
Walt Disney CO

Communication Services
391
+ 10.17%
$85.6 - $98.61 $33.5K - $38.6K
4.24K $408M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$103.87 - $117.59 $104 - $118
3.57K $419M
IFF
International Flavors & Fragrances Inc

Basic Materials
9
+ 0.4%
$93.14 - $105.12 $838 - $946
2.23K $235M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
40
+ 7.65%
$460.0 - $505.78 $18.4K - $20.2K
563 $262M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
15
+ 3.58%
$1024.09 - $1201.76 $15.4K - $18K
434 $456M
Activity Summary
Buys All Purchases 165 New Holdings 47 Increased Positions 118 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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