Moss Adams Wealth Advisors LLC Portfolio Holdings

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025

Moss Adams Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $950 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $227B, J P Morgan Exchange Traded Fd with a value of $94.9B, Ishares Core S&P Sm Cap ETF with a value of $87.2B, Utilities Sector Spdr with a value of $57B, and Select Sector Spdr Tr Real Est with a value of $52.9B.

Examining the 13F form we can see an increase of $3.45B in the current position value, from $946B to 950B.

Moss Adams Wealth Advisors LLC is based out at Seattle, WA

Below you can find more details about Moss Adams Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $950 Billion
ETFs: $777 Billion
Technology: $62.8 Billion
Communication Services: $20.5 Billion
Healthcare: $20.4 Billion
Financial Services: $18 Billion
Consumer Cyclical: $17.1 Billion
Industrials: $12.7 Billion
Consumer Defensive: $10.1 Billion
Other: $8.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$634 Million 0.07% of portfolio
4,787
Q1 2025 Added 14.6%
$176B
$661 Million 0.07% of portfolio
1,327
Q1 2025 Added 47.28%
$31.2B
$689 Million 0.07% of portfolio
3,079
Q1 2025 Added 0.75%
$145B
$711 Million 0.07% of portfolio
9,755
Q1 2025 Reduced 4.22%
$26.9B
$700 Million 0.07% of portfolio
2,708
Q1 2025 Added 3.75%
$244B
$694 Million 0.07% of portfolio
4,335
Q1 2025 Added 20.62%
$1.4B
$664 Million 0.07% of portfolio
22,496
Q3 2024 Reduced 41.13%
$140B
$674 Million 0.07% of portfolio
3,283
Q1 2025 Reduced 18.33%
$94.9B
$617 Million 0.06% of portfolio
3,616
Q1 2025 Added 21.02%
$5.17B
$560 Million 0.06% of portfolio
16,202
Q1 2025 Added 113.83%
$203B
$592 Million 0.06% of portfolio
2,954
Q1 2025 Added 29.62%
$182B
$548 Million 0.06% of portfolio
6,491
Q1 2025 Added 19.28%
$4.15B
$597 Million 0.06% of portfolio
20,122
Q1 2025 Added 0.61%
$194B
$589 Million 0.06% of portfolio
20,813
Q1 2025 Added 22.49%
$156B
$583 Million 0.06% of portfolio
3,796
Q1 2025 Added 4.69%
$163B
$533 Million 0.06% of portfolio
1,885
Q1 2025 Added 12.4%
$186B
$471 Million 0.05% of portfolio
10,393
Q1 2025 Added 25.82%
$154B
$492 Million 0.05% of portfolio
4,986
Q1 2025 Added 15.39%
$112B
$433 Million 0.05% of portfolio
4,782
Q1 2025 Added 41.4%
$79.5B
$462 Million 0.05% of portfolio
2,091
Q1 2025 Reduced 17.87%
$35.3B
$430 Million 0.05% of portfolio
8,678
Q1 2025 Reduced 2.64%
$54.8B
$430 Million 0.05% of portfolio
1,754
Q1 2025 Added 11.93%
$137B
$460 Million 0.05% of portfolio
1,949
Q1 2025 Added 32.77%
$173B
$438 Million 0.05% of portfolio
884
Q1 2025 Added 23.29%
$135B
$461 Million 0.05% of portfolio
4,565
Q1 2025 Added 34.46%
$191B
$512 Million 0.05% of portfolio
1,902
Q1 2025 Reduced 4.33%
$172B
$477 Million 0.05% of portfolio
873
Q1 2025 Added 22.78%
$99.2B
$490 Million 0.05% of portfolio
5,324
Q1 2025 Added 26.49%
$14.4B
$378 Million 0.04% of portfolio
2,674
Q1 2025 Added 0.56%
$120B
$334 Million 0.04% of portfolio
1,102
Q1 2025 Added 16.99%
$157B
$395 Million 0.04% of portfolio
1,197
Q1 2025 Reduced 0.91%
$162B
$411 Million 0.04% of portfolio
517
Q1 2025 Added 9.07%
$109B
$396 Million 0.04% of portfolio
6,492
Q1 2025 Added 22.61%
$202B
$399 Million 0.04% of portfolio
2,658
Q1 2025 Added 19.57%
$181B
$378 Million 0.04% of portfolio
82
Q1 2025 Added 24.24%
$154B
$423 Million 0.04% of portfolio
833
Q1 2025 Reduced 6.93%
$92.5B
$369 Million 0.04% of portfolio
2,641
Q1 2025 Added 8.91%
$92.9B
$349 Million 0.04% of portfolio
2,859
Q1 2025 Added 36.47%
$140B
$357 Million 0.04% of portfolio
4,557
Q1 2025 Added 33.56%
$133B
$415 Million 0.04% of portfolio
3,700
Q1 2025 Added 18.82%
$69.8B
$361 Million 0.04% of portfolio
5,656
Q1 2025 Added 9.19%
$127B
$419 Million 0.04% of portfolio
863
Q1 2025 Added 62.52%
$183B
$382 Million 0.04% of portfolio
1,223
Q1 2025 Reduced 2.78%
$75.3B
$340 Million 0.04% of portfolio
2,484
Q1 2025 Added 3.24%
$56.8B
$396 Million 0.04% of portfolio
9,272
Q1 2025 Added 7.27%
$105B
$369 Million 0.04% of portfolio
848
Q1 2025 New
$177B
$362 Million 0.04% of portfolio
2,014
Q1 2025 Added 18.19%
$75.2B
$351 Million 0.04% of portfolio
2,392
Q1 2025 Added 29.3%
$152B
$417 Million 0.04% of portfolio
3,426
Q1 2025 Added 22.1%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $950 Billion
  • Prior Value $946 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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