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
AKAM
Akamai Technologies Inc

Technology
17
+ 0.64%
N/A
2.69K $234M
GLW
Corning Inc

Technology
156
+ 4.85%
$82.06 - $90.29 $12.8K - $14.1K
3.37K $295M
IDXX
Idexx Laboratories Inc

Healthcare
13
+ 2.46%
$616.15 - $722.94 $8.01K - $9.4K
541 $366M
HWM
Howmet Aerospace Inc.

Industrials
91
+ 8.54%
$184.09 - $209.74 $16.8K - $19.1K
1.16K $237M
ALIT
Alight, Inc.

Technology
13.2K
New
$2.27 - $3.27 $29.9K - $43.1K
13.2K $25.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 5.38%
$4804.01 - $5424.55 $24K - $27.1K
98 $525M
CVS
Cvs Health Corp

Healthcare
135
+ 4.69%
$76.69 - $83.04 $10.4K - $11.2K
3.02K $239M
ABBV
Abb Vie Inc.

Healthcare
175
+ 2.8%
$211.96 - $244.38 $37.1K - $42.8K
6.44K $1.47B
BK
Bank Of New York Mellon Corp

Financial Services
44
+ 2.15%
$104.54 - $112.64 $4.6K - $4.96K
2.09K $243M
TTWO
Take Two Interactive Software Inc

Communication Services
77
+ 9.16%
$232.0 - $262.29 $17.9K - $20.2K
918 $235M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
+ 0.95%
$191.03 - $210.0 $1.91K - $2.1K
1.06K $226M
TXN
Texas Instruments Inc

Technology
185
+ 11.31%
N/A
1.82K $316M
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 8.99%
$482.23 - $557.53 $31.3K - $36.2K
788 $369M
GD
General Dynamics Corp

Industrials
52
+ 4.87%
$330.59 - $353.77 $17.2K - $18.4K
1.12K $377M
AMT
American Tower Corp

Real Estate
228
+ 13.44%
$176.64 - $193.32 $40.3K - $44.1K
1.92K $341M
COP
Conocophillips

Energy
146
+ 5.56%
$85.66 - $95.46 $12.5K - $13.9K
2.77K $259M
SNOW
Snowflake Inc.

Technology
69
+ 5.97%
$230.55 - $277.14 $15.9K - $19.1K
1.23K $269M
EMR
Emerson Electric CO

Industrials
29
+ 1.5%
$126.01 - $140.03 $3.65K - $4.06K
1.96K $260M
HTH
Hilltop Holdings Inc.

Financial Services
26
+ 0.31%
$31.04 - $33.89 $807 - $881
8.53K $289M
LMT
Lockheed Martin Corp

Industrials
25
+ 4.81%
$452.1 - $514.24 $11.3K - $12.9K
545 $264M
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.54%
$47.0 - $48.26 $2.35K - $2.41K
9.3K $444M
Prairie Oper CO
5K
+ 25.0%
N/A
25K $42.3M
NSC
Norfolk Southern Corp

Industrials
35
+ 4.63%
$279.53 - $300.15 $9.78K - $10.5K
791 $228M
DUK
Duke Energy Corp

Utilities
179
+ 5.91%
$121.57 - $129.03 $21.8K - $23.1K
3.21K $376M
KKR
Kkr & Co. Inc.

Financial Services
36
+ 1.91%
$117.52 - $127.65 $4.23K - $4.6K
1.92K $245M
PLTR
Palantir Technologies Inc.

Technology
207
+ 2.61%
$172.14 - $207.18 $35.6K - $42.9K
8.13K $1.45B
XLY
Select Sector Spdr Consumer Di

ETFs
1.23K
+ 100.0%
$228.75 - $242.18 $281K - $298K
2.46K $294M
Nanoviricides Inc
3K
+ 17.65%
N/A
20K $22.6M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
8
+ 0.04%
$21.43 - $21.82 $171 - $175
17.8K $385M
KR
Kroger CO

Consumer Defensive
271
+ 6.67%
$63.15 - $69.15 $17.1K - $18.7K
4.34K $271M
EME
Emcor Group, Inc.

Industrials
24
+ 4.69%
$618.96 - $777.0 $14.9K - $18.6K
536 $328M
PSX
Phillips 66

Energy
49
+ 3.01%
$126.76 - $142.32 $6.21K - $6.97K
1.68K $217M
UNP
Union Pacific Corp

Industrials
22
+ 1.08%
$216.37 - $237.41 $4.76K - $5.22K
2.05K $475M
NOC
Northrop Grumman Corp

Industrials
4
+ 1.15%
$558.0 - $637.95 $2.23K - $2.55K
351 $200M
Blackrock Inc
31
+ 6.38%
N/A
517 $553M
PANW
Palo Alto Networks Inc

Technology
91
+ 5.6%
$204.77 - $221.38 $18.6K - $20.1K
1.72K $316M
Arista Networks Inc
139
+ 5.34%
N/A
2.74K $359M
UNH
Unitedhealth Group Inc

Healthcare
148
+ 3.25%
$320.52 - $369.92 $47.4K - $54.7K
4.7K $1.55B
O
Realty Income Corp

Real Estate
15
+ 0.29%
$56.12 - $60.64 $842 - $910
5.13K $290M
TT
Trane Technologies PLC

Industrials
8
+ 1.09%
$408.5 - $448.65 $3.27K - $3.59K
742 $289M
INTU
Intuit Inc

Technology
47
+ 1.73%
$641.79 - $683.39 $30.2K - $32.1K
2.76K $1.83B
FAST
Fastenal CO

Industrials
287
+ 6.03%
$40.45 - $48.17 $11.6K - $13.8K
5.05K $203M
ICE
Intercontinental Exchange, Inc.

Financial Services
86
+ 1.16%
$145.59 - $162.64 $12.5K - $14K
7.53K $1.22B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 3.77%
$91.7 - $105.68 $10K - $11.5K
3K $274M
MO
Altria Group, Inc.

Consumer Defensive
40
+ 0.8%
$56.38 - $66.65 $2.26K - $2.67K
5.05K $297M
BX
Blackstone Inc.

Financial Services
152
+ 3.92%
$138.42 - $168.45 $21K - $25.6K
4.03K $622M
DHI
Horton D R Inc

Consumer Cyclical
6
+ 0.33%
$142.43 - $174.95 $855 - $1.05K
1.81K $261M
Labcorp Holdings Inc
4
+ 0.3%
N/A
1.32K $330M
HOOD
Robinhood Markets, Inc.

Technology
48
+ 2.57%
$121.53 - $152.46 $5.83K - $7.32K
1.92K $217M
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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