Moss Adams Wealth Advisors LLC Purchases in Q4 2025

Moss Adams Wealth Advisors LLC

  • $1.38 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
171K
+ 16.3%
$321.8 - $337.95 $55.1M - $57.8M
1.22M $410B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.78M
+ 12131.02%
$32.24 - $33.72 $57.3M - $59.9M
1.79M $61.7B
PAVE
Global X Fds Us Infrastructure

ETFs
638K
+ 56.67%
$46.42 - $48.56 $29.6M - $31M
1.76M $84.8B
JCPB
J P Morgan Exchange Traded Fd

ETFs
169K
+ 7.04%
$47.34 - $48.01 $7.99M - $8.11M
2.57M $122B
XLU
Utilities Sector Spdr

ETFs
922K
+ 116.66%
$87.89 - $92.9 $81.1M - $85.7M
1.71M $73.1B
GOOG
Alphabet Inc.

Communication Services
267
+ 1.01%
$237.49 - $291.74 $63.4K - $77.9K
26.6K $8.34B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
28.9K
New
$50.33 - $50.81 $1.45M - $1.47M
28.9K $1.46B
LLY
Eli Lilly & CO

Healthcare
158
+ 6.43%
$799.57 - $1025.28 $126K - $162K
2.62K $2.81B
MFC
Manulife Financial Corp

Financial Services
17.1K
New
$31.41 - $34.43 $538K - $590K
17.1K $621M
AMZN
Amazon Com Inc

Consumer Cyclical
87
+ 0.18%
$213.04 - $254.0 $18.5K - $22.1K
48.8K $11.3B
MU
Micron Technology Inc

Technology
373
+ 11.15%
$181.6 - $253.3 $67.7K - $94.5K
3.72K $1.06B
UPS
United Parcel Service Inc

Industrials
1.08K
+ 4.45%
$82.87 - $97.4 $89.1K - $105K
25.2K $2.5B
AMD
Advanced Micro Devices Inc

Technology
883
+ 16.86%
$164.01 - $264.33 $145K - $233K
6.12K $1.31B
XOM
Exxon Mobil Corp

Energy
1.32K
+ 3.64%
$110.64 - $119.78 $146K - $158K
37.5K $4.52B
HYG
Ishares Tr

ETFs
5.52K
+ 14.09%
$79.95 - $81.28 $442K - $449K
44.7K $3.61B
ACN
Accenture PLC

Technology
1.53K
New
$234.02 - $253.35 $357K - $387K
1.53K $410M
AVGO
Broadcom Inc.

Technology
147
+ 0.81%
$324.63 - $385.98 $47.7K - $56.7K
18.3K $6.32B
MRK
Merck & Co., Inc.

Healthcare
206
+ 1.47%
$82.49 - $92.93 $17K - $19.1K
14.2K $1.5B
DHR
Danaher Corp

Healthcare
720
+ 17.45%
$202.46 - $223.01 $146K - $161K
4.85K $1.11B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.39K
New
$77.25 - $114.12 $262K - $386K
3.39K $270M
WMT
Walmart Inc.

Consumer Defensive
706
+ 3.18%
$101.18 - $109.03 $71.4K - $77K
22.9K $2.55B
XLK
Technology Sector Spdr

ETFs
12.5K
+ 112.06%
$278.39 - $304.13 $3.48M - $3.8M
23.7K $3.41B
CAT
Caterpillar Inc

Industrials
279
+ 27.11%
$480.82 - $585.49 $134K - $163K
1.31K $749M
GM
General Motors CO

Consumer Cyclical
3.16K
New
$55.35 - $71.89 $175K - $227K
3.16K $257M
TMO
Thermo Fisher Scientific Inc.

Healthcare
272
+ 26.51%
$524.58 - $588.02 $143K - $160K
1.3K $753M
Sandisk Corp
1.07K
New
N/A
1.07K $254M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.22K
New
$160.66 - $181.39 $195K - $221K
1.22K $253M
CL
Colgate Palmolive CO

Consumer Defensive
3.19K
New
$74.98 - $79.86 $239K - $255K
3.19K $252M
LASR
Nlight, Inc.

Technology
6.28K
New
$28.07 - $36.47 $176K - $229K
6.28K $235M
ELV
Elevance Health, Inc.

Healthcare
649
New
$303.78 - $362.34 $197K - $235K
649 $228M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.07K
New
$178.37 - $198.46 $190K - $211K
1.07K $222M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
174
+ 2.0%
$600.51 - $631.95 $104K - $110K
8.86K $5.56B
XLC
Select Sector Spdr Tr Communic

ETFs
4.47K
+ 0.94%
$111.33 - $117.16 $498K - $524K
478K $56.3B
ABC
Amerisourcebergen Corp

Healthcare
648
New
N/A
648 $219M
EXPE
Expedia Group, Inc.

Consumer Cyclical
768
New
$210.33 - $273.65 $162K - $210K
768 $218M
ACGL
Arch Capital Group Ltd.

Financial Services
2.26K
New
$84.72 - $94.1 $191K - $213K
2.26K $217M
JCI
Johnson Controls International PLC

Industrials
1.8K
New
$105.55 - $122.66 $190K - $221K
1.8K $216M
AMAT
Applied Materials Inc

Technology
110
+ 3.15%
$209.95 - $240.89 $23.1K - $26.5K
3.6K $924M
BAC
Bank Of America Corp

Financial Services
2.5K
+ 11.86%
$48.65 - $54.11 $121K - $135K
23.5K $1.29B
LHX
L3 Harris Technologies, Inc.

Industrials
708
New
$283.87 - $306.76 $201K - $217K
708 $208M
CCL
Carnival Corp

Consumer Cyclical
6.78K
New
$26.02 - $30.0 $176K - $203K
6.78K $207M
DDOG
Datadog, Inc.

Technology
1.52K
New
$151.17 - $199.72 $229K - $303K
1.52K $206M
ITW
Illinois Tool Works Inc

Industrials
822
New
$242.03 - $260.73 $199K - $214K
822 $204M
AIG
American International Group, Inc.

Financial Services
2.35K
New
$76.15 - $84.05 $179K - $197K
2.35K $201M
C
Citigroup Inc

Financial Services
173
+ 1.49%
$93.93 - $102.87 $16.2K - $17.8K
11.8K $1.38B
TSLA
Tesla, Inc.

Consumer Cyclical
315
+ 3.5%
$401.99 - $468.37 $127K - $148K
9.31K $4.19B
JPM
Jpmorgan Chase & CO

Financial Services
336
+ 3.02%
$294.11 - $320.41 $98.8K - $108K
11.5K $3.69B
ISRG
Intuitive Surgical Inc

Healthcare
136
+ 16.0%
$429.59 - $576.2 $58.4K - $78.4K
986 $558M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.67K
+ 1.75%
$45.45 - $48.31 $167K - $177K
214K $10B
Activity Summary
Buys All Purchases 159 New Holdings 24 Increased Positions 135 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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