Moss Adams Wealth Advisors LLC Incresed Positions in Q3 2024

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.2K
+ 5.19%
$38.03 - $42.06 $160K - $177K
85K $3.55B
XLK
Technology Sector Spdr

ETFs
1.97K
+ 23.25%
$197.34 - $237.68 $388K - $468K
10.4K $2.36B
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
WMT
Walmart Inc.

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

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

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

Healthcare
341
+ 15.73%
$772.14 - $960.02 $263K - $327K
2.51K $2.22B
AXP
American Express CO

Financial Services
711
+ 58.71%
$225.92 - $271.17 $161K - $193K
1.92K $521M
IWF
Ishares Russell 1000 Gr ETF

ETFs
435
+ 6.22%
$332.02 - $382.76 $144K - $167K
7.42K $2.79B
MA
Mastercard Inc

Financial Services
227
+ 9.73%
$429.6 - $500.99 $97.5K - $114K
2.56K $1.26B
BAC
Bank Of America Corp

Financial Services
5.91K
+ 34.45%
$36.65 - $44.13 $217K - $261K
23.1K $916M
MCD
Mcdonalds Corp

Consumer Cyclical
280
+ 9.44%
$245.82 - $304.51 $68.8K - $85.3K
3.25K $989M
ABBV
Abb Vie Inc.

Healthcare
588
+ 15.02%
$163.84 - $199.33 $96.3K - $117K
4.5K $889M
CRM
Salesforce, Inc.

Technology
683
+ 39.85%
$238.42 - $276.53 $163K - $189K
2.4K $657M
IWD
Ishares Russell 1000 Val ETF

ETFs
888
+ 31.5%
$173.36 - $189.8 $154K - $169K
3.71K $704M
ICE
Intercontinental Exchange, Inc.

Financial Services
223
+ 3.34%
$136.93 - $162.81 $30.5K - $36.3K
6.9K $1.11B
SPGI
S&P Global Inc.

Financial Services
304
+ 59.14%
$446.32 - $527.38 $136K - $160K
818 $423M
RMD
Resmed Inc

Healthcare
60
+ 2.01%
$186.94 - $252.92 $11.2K - $15.2K
3.04K $743M
WFC
Wells Fargo & Company

Financial Services
3.34K
+ 45.41%
$51.58 - $60.97 $172K - $204K
10.7K $605M
LOW
Lowes Companies Inc

Consumer Cyclical
391
+ 31.97%
$213.3 - $270.78 $83.4K - $106K
1.61K $437M
JPM
Jpmorgan Chase & CO

Financial Services
487
+ 6.69%
$194.9 - $224.8 $94.9K - $109K
7.77K $1.64B
DHR
Danaher Corp

Healthcare
181
+ 4.68%
$239.25 - $280.76 $43.3K - $50.8K
4.05K $1.13B
NOW
Service Now, Inc.

Technology
138
+ 45.39%
$730.87 - $937.36 $101K - $129K
442 $395M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.22K
+ 21.03%
$79.92 - $88.19 $97.7K - $108K
7.04K $620M
ADSK
Autodesk, Inc.

Technology
168
+ 4.61%
$245.83 - $245.83 $41.3K - $41.3K
3.82K $1.05B
IEMG
Ishares Inc

ETFs
1.93K
+ 23.58%
$53.64 - $53.64 $104K - $104K
10.1K $581M
V
Visa Inc.

Financial Services
310
+ 9.03%
$253.74 - $291.56 $78.7K - $90.4K
3.74K $1.03B
RTX
Raytheon Technologies Corp

Industrials
445
+ 12.7%
$99.55 - $123.34 $44.3K - $54.9K
3.95K $478M
GS
Goldman Sachs Group Inc

Financial Services
208
+ 40.47%
$459.02 - $510.25 $95.5K - $106K
722 $357M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
263
+ 1.13%
$96.25 - $101.98 $25.3K - $26.8K
23.5K $2.38B
PG
Procter & Gamble CO

Consumer Defensive
393
+ 6.31%
$160.76 - $177.82 $63.2K - $69.9K
6.62K $1.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.18%
$517.38 - $573.86 $3.62K - $4.02K
3.87K $2.23B
UBER
Uber Technologies, Inc

Technology
1.17K
+ 9.63%
$58.48 - $77.47 $68.1K - $90.3K
13.3K $997M
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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