Moss Adams Wealth Advisors LLC Incresed Positions 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
LLY
Eli Lilly & CO

Healthcare
158
+ 6.43%
$799.57 - $1025.28 $126K - $162K
2.62K $2.81B
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
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
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
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
272
+ 26.51%
$524.58 - $588.02 $143K - $160K
1.3K $753M
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
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
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
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
ROK
Rockwell Automation, Inc

Industrials
46
+ 1.83%
$333.75 - $394.54 $15.4K - $18.1K
2.56K $996M
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
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
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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