Moss Adams Wealth Advisors LLC New Holdings in Q3 2024

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.62M
New
$45.87 - $48.53 $74.1M - $78.4M
1.62M $78B
XLU
Utilities Sector Spdr

ETFs
694K
New
$67.67 - $80.78 $47M - $56.1M
694K $56.1B
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
46.6K
New
$73.65 - $83.67 $3.43M - $3.9M
46.6K $3.84B
EDV
Vanguard Extended Duration Tre

ETFs
15.9K
New
$70.73 - $83.52 $1.12M - $1.33M
15.9K $1.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
11.5K
New
$84.77 - $97.13 $972K - $1.11M
11.5K $1.1B
CCB
Coastal Financial Corp

Financial Services
18.9K
New
$43.73 - $53.83 $826K - $1.02M
18.9K $1.02B
IVE
Ishares S&P 500 Value ETF

ETFs
4.53K
New
$181.06 - $197.17 $819K - $892K
4.53K $892M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.75K
New
$162.64 - $179.3 $611K - $673K
3.75K $673M
IEFA
Ishares Tr

ETFs
8.39K
New
$70.09 - $78.74 $588K - $660K
8.39K $655M
FISV
Fiserv Inc

Technology
2.51K
New
N/A
2.51K $451M
TMUS
T Mobile Us, Inc.

Communication Services
2.07K
New
$175.14 - $206.36 $362K - $427K
2.07K $427M
ACN
Accenture PLC

Technology
1.02K
New
$295.44 - $355.81 $300K - $362K
1.02K $359M
PH
Parker Hannifin Corp

Industrials
552
New
$501.01 - $635.92 $277K - $351K
552 $349M
APH
Amphenol Corp

Technology
4.93K
New
$58.39 - $70.41 $288K - $347K
4.93K $321M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.6K
New
$57.32 - $62.65 $263K - $288K
4.6K $286M
IAU
Ishares Gold Trust

ETFs
5.68K
New
$44.06 - $50.5 $250K - $287K
5.68K $282M
LMT
Lockheed Martin Corp

Industrials
479
New
$460.3 - $584.56 $220K - $280K
479 $280M
Ge Healthcare Technologies I
2.92K
New
N/A
2.92K $274M
FCX
Freeport Mcmoran Inc

Basic Materials
5.48K
New
$39.52 - $51.92 $216K - $284K
5.48K $273M
MRVL
Marvell Technology, Inc.

Technology
3.69K
New
$56.15 - $76.24 $207K - $281K
3.69K $266M
COP
Conocophillips

Energy
2.51K
New
$102.3 - $116.61 $257K - $293K
2.51K $265M
BSX
Boston Scientific Corp

Healthcare
3.06K
New
$72.96 - $84.0 $223K - $257K
3.06K $256M
IDXX
Idexx Laboratories Inc

Healthcare
506
New
$455.08 - $517.19 $230K - $262K
506 $256M
AMT
American Tower Corp

Real Estate
1.07K
New
$192.27 - $242.73 $205K - $259K
1.07K $248M
CB
Chubb LTD

Financial Services
846
New
$252.51 - $292.2 $214K - $247K
846 $245M
ZTS
Zoetis Inc.

Healthcare
1.21K
New
$172.58 - $196.48 $208K - $237K
1.21K $236M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.05K
New
$210.25 - $231.86 $220K - $243K
1.05K $234M
MMM
3 M CO

Industrials
1.71K
New
$99.69 - $139.42 $170K - $238K
1.71K $233M
TSCO
Tractor Supply CO

Consumer Cyclical
752
New
$251.95 - $290.93 $189K - $219K
752 $219M
O
Realty Income Corp

Real Estate
3.43K
New
$52.36 - $63.42 $180K - $218K
3.43K $218M
ADP
Automatic Data Processing Inc

Industrials
781
New
$233.44 - $279.45 $182K - $218K
781 $217M
HES
Hess Corp

Energy
1.6K
New
$126.3 - $155.44 $202K - $248K
1.6K $217M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.08K
New
$178.41 - $210.18 $193K - $227K
1.08K $215M
ALL
Allstate Corp

Financial Services
1.13K
New
$158.43 - $192.86 $179K - $218K
1.13K $215M
GILD
Gilead Sciences, Inc.

Healthcare
2.56K
New
$66.59 - $83.99 $170K - $215K
2.56K $215M
PANW
Palo Alto Networks Inc

Technology
614
New
$294.18 - $368.01 $181K - $226K
614 $210M
BMY
Bristol Myers Squibb CO

Healthcare
4.05K
New
$39.66 - $51.75 $161K - $210K
4.05K $210M
DUK
Duke Energy Corp

Utilities
1.81K
New
$99.35 - $117.71 $179K - $212K
1.81K $208M
LNT
Alliant Energy Corp

Utilities
3.42K
New
$50.74 - $60.74 $173K - $208K
3.42K $207M
PLD
Prologis, Inc.

Real Estate
1.62K
New
$111.95 - $132.43 $182K - $215K
1.62K $205M
ELV
Elevance Health, Inc.

Healthcare
391
New
$500.12 - $562.29 $196K - $220K
391 $203M
RIG
Transocean Ltd.

Energy
31K
New
$3.92 - $5.82 $122K - $181K
31K $132M
NNBR
Nn Inc

Industrials
11K
New
$2.99 - $4.08 $32.9K - $44.9K
11K $42.9M
Avenue Therapeutics Inc
11K
New
N/A
11K $27.4M
MEGL
Magic Empire Global LTD

Financial Services
20K
New
$0.42 - $0.62 $8.4K - $12.4K
20K $12.4M
Meiwu Technology Company LTD
10K
New
N/A
10K $8.6M
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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