Moss Adams Wealth Advisors LLC Purchases 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
VTI
Vanguard Total Stock Market Et

ETFs
32.2K
+ 4.38%
$255.18 - $283.2 $8.23M - $9.13M
769K $218B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28.6K
+ 3.83%
$105.53 - $118.34 $3.02M - $3.39M
777K $90.8B
PAVE
Global X Fds Us Infrastructure

ETFs
30.5K
+ 3.27%
$36.39 - $41.16 $1.11M - $1.26M
966K $39.7B
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
46.6K
New
$73.65 - $83.67 $3.43M - $3.9M
46.6K $3.84B
XLC
Select Sector Spdr Tr Communic

ETFs
12.2K
+ 3.0%
$82.16 - $90.4 $1.01M - $1.11M
420K $38B
BUG
Global X Fds Cybersecurity ETF

ETFs
38.5K
+ 2.94%
$27.33 - $31.1 $1.05M - $1.2M
1.35M $41.8B
AAPL
Apple Inc.

Technology
4.91K
+ 7.27%
$207.23 - $234.82 $1.02M - $1.15M
72.4K $16.9B
NVDA
Nvidia Corp

Technology
12K
+ 26.38%
$98.91 - $134.91 $1.19M - $1.62M
57.6K $7B
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
AVGO
Broadcom Inc.

Technology
14.1K
+ 1208.68%
$136.27 - $1745.86 $1.92M - $24.5M
15.2K $2.63B
META
Meta Platforms, Inc.

Communication Services
427
+ 5.82%
$453.41 - $572.44 $194K - $244K
7.76K $4.44B
HD
Home Depot, Inc.

Consumer Cyclical
932
+ 15.62%
$333.64 - $405.2 $311K - $378K
6.9K $2.79B
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
TSLA
Tesla, Inc.

Consumer Cyclical
980
+ 18.05%
$191.76 - $263.26 $188K - $258K
6.41K $1.68B
UNH
Unitedhealth Group Inc

Healthcare
394
+ 10.04%
$488.01 - $604.18 $192K - $238K
4.32K $2.53B
MSFT
Microsoft Corp

Technology
2.68K
+ 6.91%
$395.15 - $467.56 $1.06M - $1.25M
41.6K $17.9B
ORCL
Oracle Corp

Technology
1.39K
+ 16.19%
$125.9 - $170.35 $174K - $236K
9.95K $1.7B
JNJ
Johnson & Johnson

Healthcare
2.52K
+ 56.34%
$145.48 - $167.38 $367K - $422K
7K $1.13B
FISV
Fiserv Inc

Technology
2.51K
New
N/A
2.51K $451M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.2K
+ 5.19%
$38.03 - $42.06 $160K - $177K
85K $3.55B
CCJ
Cameco Corp

Energy
9.24K
New
$36.9 - $53.72 $341K - $496K
9.24K $441M
XLK
Technology Sector Spdr

ETFs
1.97K
+ 23.25%
$197.34 - $237.68 $388K - $468K
10.4K $2.36B
TMUS
T Mobile Us, Inc.

Communication Services
2.07K
New
$175.14 - $206.36 $362K - $427K
2.07K $427M
IBM
International Business Machines Corp

Technology
445
+ 6.55%
$175.1 - $223.38 $77.9K - $99.4K
7.24K $1.6B
COST
Costco Wholesale Corp

Consumer Defensive
290
+ 7.55%
$801.83 - $917.05 $233K - $266K
4.13K $3.66B
RWO
Spdr Dow Jones Global Real Est

ETFs
2.62K
+ 6.16%
$41.23 - $48.48 $108K - $127K
45.2K $2.15B
ACN
Accenture PLC

Technology
1.02K
New
$295.44 - $355.81 $300K - $362K
1.02K $359M
WMT
Walmart Inc.

Consumer Defensive
1.83K
+ 11.45%
$66.91 - $81.4 $123K - $149K
17.8K $1.44B
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
MUB
Ishares National Muni Bond ETF

ETFs
1.3K
+ 1.6%
$106.13 - $108.7 $138K - $141K
82.5K $8.96B
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
SBUX
Starbucks Corp

Consumer Cyclical
1.34K
+ 18.99%
$72.51 - $98.6 $97.3K - $132K
8.41K $820M
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
LLY
Eli Lilly & CO

Healthcare
341
+ 15.73%
$772.14 - $960.02 $263K - $327K
2.51K $2.22B
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
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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