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
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
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
ADSK
Autodesk, Inc.

Technology
41
+ 0.97%
N/A
4.27K $1.26B
RMD
Resmed Inc

Healthcare
20
+ 0.64%
$244.46 - $283.36 $4.89K - $5.67K
3.16K $761M
NOW
Service Now, Inc.

Technology
2.68K
+ 397.19%
$835.79 - $946.29 $2.24M - $2.54M
3.36K $514M
META
Meta Platforms, Inc.

Communication Services
710
+ 7.03%
$609.01 - $751.67 $432K - $534K
10.8K $7.14B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4
+ 0.02%
$71.69 - $105.67 $287 - $423
20.2K $1.53B
NFLX
Netflix Inc

Communication Services
13.8K
+ 861.41%
$110.29 - $1241.35 $1.52M - $17.2M
15.4K $1.45B
XLRE
Select Sector Spdr Tr Real Est

ETFs
46.4K
+ 3.15%
$40.65 - $42.74 $1.88M - $1.98M
1.52M $61.3B
MSFT
Microsoft Corp

Technology
266
+ 0.59%
$496.82 - $542.07 $132K - $144K
45.6K $22B
BUG
Global X Fds Cybersecurity ETF

ETFs
62.2K
+ 4.08%
$32.53 - $35.95 $2.02M - $2.24M
1.59M $48.3B
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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