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
AOK
Ishares Tr Core Conservative A

ETFs
70
+ 1.17%
$36.8 - $38.71 $2.58K - $2.71K
6.07K $235M
PSX
Phillips 66

Energy
247
+ 12.37%
$125.0 - $147.17 $30.9K - $36.4K
2.24K $295M
ROK
Rockwell Automation, Inc

Industrials
101
+ 4.75%
$248.27 - $294.37 $25.1K - $29.7K
2.23K $598M
HPQ
Hp Inc

Technology
140
+ 1.75%
$32.02 - $38.11 $4.48K - $5.34K
8.14K $294M
HSY
Hershey CO

Consumer Defensive
7
+ 0.62%
$182.45 - $203.25 $1.28K - $1.42K
1.14K $218M
MPC
Marathon Petroleum Corp

Energy
108
+ 9.18%
$158.61 - $180.75 $17.1K - $19.5K
1.29K $209M
AMAT
Applied Materials Inc

Technology
278
+ 16.63%
$174.88 - $254.97 $48.6K - $70.9K
1.95K $394M
PCAR
Paccar Inc

Industrials
87
+ 2.7%
$91.64 - $109.98 $7.97K - $9.57K
3.31K $326M
OXY
Occidental Petroleum Corp

Energy
1.36K
+ 20.13%
$49.91 - $63.73 $68.1K - $86.9K
8.14K $421M
CVX
Chevron Corp

Energy
245
+ 3.96%
$137.88 - $161.97 $33.8K - $39.7K
6.44K $948M
INTU
Intuit Inc

Technology
81
+ 3.48%
$602.97 - $670.49 $48.8K - $54.3K
2.41K $1.5B
MRK
Merck & Co., Inc.

Healthcare
334
+ 4.64%
$111.15 - $128.97 $37.1K - $43.1K
7.53K $861M
ADBE
Adobe Inc.

Technology
13
+ 1.1%
$508.13 - $586.55 $6.61K - $7.63K
1.2K $620M
QCOM
Qualcomm Inc

Technology
226
+ 6.59%
$156.12 - $209.64 $35.3K - $47.4K
3.66K $622M
BA
Boeing CO

Industrials
35
+ 1.3%
$152.04 - $190.6 $5.32K - $6.67K
2.73K $415M
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 0.32%
$161.02 - $200.0 $17.1K - $21.2K
33.5K $6.23B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.92K
+ 3.84%
$211.47 - $281.27 $1.25M - $1.66M
160K $39.3B
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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