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
CSCO
Cisco Systems, Inc.

Technology
300
+ 1.75%
$67.46 - $78.0 $20.2K - $23.4K
17.4K $1.34B
AZO
Autozone Inc

Consumer Cyclical
62
+ 126.53%
$3576.14 - $4253.71 $222K - $264K
111 $376M
AMGN
Amgen Inc

Healthcare
34
+ 1.02%
$290.13 - $341.71 $9.86K - $11.6K
3.36K $1.1B
GS
Goldman Sachs Group Inc

Financial Services
98
+ 10.89%
$744.6 - $838.97 $73K - $82.2K
998 $877M
IBM
International Business Machines Corp

Technology
130
+ 1.81%
$275.97 - $314.98 $35.9K - $40.9K
7.32K $2.17B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
220
+ 35.03%
$402.9 - $437.15 $88.6K - $96.2K
848 $385M
Lam Research Corp
110
+ 3.45%
N/A
3.3K $566M
RWO
Spdr Dow Jones Global Real Est

ETFs
3.78K
+ 6.39%
$44.14 - $46.54 $167K - $176K
63K $2.84B
WFC
Wells Fargo & Company

Financial Services
117
+ 0.98%
$77.62 - $87.3 $9.08K - $10.2K
12K $1.12B
CRM
Salesforce, Inc.

Technology
111
+ 3.33%
$235.69 - $263.41 $26.2K - $29.2K
3.44K $913M
RTX
Raytheon Technologies Corp

Industrials
129
+ 2.29%
$157.0 - $179.44 $20.3K - $23.1K
5.77K $1.06B
WDC
Western Digital Corp

Technology
51
+ 2.64%
$113.13 - $174.22 $5.77K - $8.89K
1.98K $341M
AXP
American Express CO

Financial Services
79
+ 3.73%
$316.26 - $372.77 $25K - $29.4K
2.2K $813M
TJX
Tjx Companies Inc

Consumer Cyclical
435
+ 9.41%
$138.56 - $147.63 $60.3K - $64.2K
5.06K $777M
AMCR
Amcor PLC

Consumer Cyclical
11.3K
New
$7.82 - $8.58 $88.1K - $96.7K
11.3K $94M
FDX
Fedex Corp

Industrials
18
+ 1.12%
$224.63 - $268.67 $4.04K - $4.84K
1.63K $473M
PLD
Prologis, Inc.

Real Estate
492
+ 27.09%
$111.23 - $127.18 $54.7K - $62.6K
2.31K $295M
PH
Parker Hannifin Corp

Industrials
44
+ 11.34%
$716.66 - $857.93 $31.5K - $37.7K
432 $380M
PCAR
Paccar Inc

Industrials
422
+ 13.47%
$93.0 - $101.08 $39.2K - $42.7K
3.55K $391M
KO
Coca Cola CO

Consumer Defensive
473
+ 2.97%
$66.1 - $71.61 $31.3K - $33.9K
16.4K $1.15B
NEM
Newmont Corp

Basic Materials
263
+ 7.6%
$78.63 - $98.27 $20.7K - $25.8K
3.72K $372M
BLD
Top Build Corp

Industrials
2
+ 0.07%
$392.8 - $453.57 $786 - $907
2.96K $1.23B
PEP
Pepsico Inc

Consumer Defensive
428
+ 12.74%
$138.84 - $153.71 $59.4K - $65.8K
3.79K $549M
OPEN
Opendoor Technologies Inc.

Real Estate
12.5K
New
$6.56 - $9.37 $82.1K - $117K
12.5K $73M
BMY
Bristol Myers Squibb CO

Healthcare
492
+ 9.68%
$42.6 - $49.08 $21K - $24.1K
5.58K $301M
QCOM
Qualcomm Inc

Technology
297
+ 6.76%
$153.59 - $187.68 $45.6K - $55.7K
4.69K $803M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.21%
$589.5 - $635.77 $5.9K - $6.36K
4.78K $2.93B
CB
Chubb LTD

Financial Services
97
+ 7.69%
$268.2 - $296.22 $26K - $28.7K
1.36K $425M
Ge Vernova Inc
39
+ 4.17%
N/A
975 $637M
GILD
Gilead Sciences, Inc.

Healthcare
76
+ 1.74%
$110.56 - $125.2 $8.4K - $9.52K
4.45K $546M
CMI
Cummins Inc

Industrials
25
+ 4.67%
$407.98 - $484.34 $10.2K - $12.1K
560 $286M
GE
General Electric CO

Industrials
116
+ 3.76%
$291.49 - $314.28 $33.8K - $36.5K
3.2K $987M
NEE
Nextera Energy Inc

Utilities
229
+ 2.78%
$78.18 - $86.03 $17.9K - $19.7K
8.45K $679M
SPGI
S&P Global Inc.

Financial Services
44
+ 4.61%
$472.05 - $502.96 $20.8K - $22.1K
999 $522M
COF
Capital One Financial Corp

Financial Services
10
+ 0.55%
$201.01 - $225.01 $2.01K - $2.25K
1.83K $444M
MCD
Mcdonalds Corp

Consumer Cyclical
163
+ 4.37%
$293.81 - $310.11 $47.9K - $50.5K
3.89K $1.19B
AOR
Ishares Tr Core Growth Allocat

ETFs
639
+ 2.88%
$63.43 - $65.6 $40.5K - $41.9K
22.8K $1.48B
CMCSA
Comcast Corp

Communication Services
2.23K
+ 29.36%
$26.98 - $31.09 $60.1K - $69.3K
9.82K $294M
WELL
Welltower Inc.

Real Estate
229
+ 13.8%
$165.94 - $193.82 $38K - $44.4K
1.89K $350M
INTC
Intel Corp

Technology
229
+ 1.75%
$34.71 - $41.53 $7.95K - $9.51K
13.3K $491M
DE
Deere & CO

Industrials
97
+ 16.44%
$439.11 - $480.78 $42.6K - $46.6K
687 $321M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
36
+ 2.78%
$256.75 - $275.06 $9.24K - $9.9K
1.33K $382M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$656.2 - $690.71 $656 - $691
2.86K $1.96B
CEG
Constellation Energy Corp

Utilities
67
+ 8.47%
$335.74 - $401.43 $22.5K - $26.9K
858 $303M
CME
Cme Group Inc.

Financial Services
145
+ 16.46%
$261.53 - $285.04 $37.9K - $41.3K
1.03K $280M
FICO
Fair Isaac Corp

Technology
6
+ 3.82%
$1512.71 - $1879.55 $9.08K - $11.3K
163 $276M
HCA
Hca Healthcare, Inc.

Healthcare
32
+ 5.14%
$410.68 - $476.61 $13.1K - $15.3K
654 $305M
MMM
3 M CO

Industrials
181
+ 9.5%
$148.75 - $171.6 $26.9K - $31.1K
2.09K $334M
SCHW
Schwab Charles Corp

Financial Services
145
+ 3.03%
$91.91 - $97.71 $13.3K - $14.2K
4.93K $493M
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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