Moss Adams Wealth Advisors LLC Reduced Holdings in Q4 2025

Moss Adams Wealth Advisors LLC

  • $1.38 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
-448
- 10.84%
$121.7 - $143.85 $54.5K - $64.4K
3.69K $499M
PM
Philip Morris International Inc.

Consumer Defensive
-26
- 0.5%
$144.33 - $160.86 $3.75K - $4.18K
5.19K $840M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-274
- 1.78%
$9.52 - $9.93 $2.61K - $2.72K
15.2K $153M
BDX
Becton Dickinson & CO

Healthcare
-54
- 3.69%
$176.39 - $193.93 $9.53K - $10.5K
1.41K $274M
APO
Apollo Global Management, Inc.

Financial Services
-248
- 8.0%
$118.22 - $133.75 $29.3K - $33.2K
2.85K $413M
VEA
Vanguard Ftse Developed Market

ETFs
-149
- 1.74%
$59.18 - $62.09 $8.82K - $9.25K
8.41K $525M
IEMG
Ishares Inc

ETFs
-35
- 0.25%
N/A
13.8K $926M
IEFA
Ishares Tr

ETFs
-59
- 0.6%
$86.09 - $89.88 $5.08K - $5.3K
9.83K $880M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-29
- 0.46%
$459.47 - $491.71 $13.3K - $14.3K
6.23K $2.95B
MCK
Mckesson Corp

Healthcare
-2
- 0.49%
$738.06 - $859.37 $1.48K - $1.72K
403 $331M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-301
- 0.24%
$106.25 - $112.78 $32K - $33.9K
125K $13.8B
ADI
Analog Devices Inc

Technology
-18
- 1.17%
$225.32 - $246.37 $4.06K - $4.43K
1.52K $413M
GLD
Spdr Gold Trust

ETFs
-491
- 8.22%
$354.79 - $403.15 $174K - $198K
5.48K $2.17B
KLAC
Kla Corp

Technology
-8
- 1.59%
$982.75 - $1235.28 $7.86K - $9.88K
495 $601M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-61
- 0.13%
$185.12 - $192.11 $11.3K - $11.7K
47.8K $9.16B
NTRA
Natera, Inc.

Healthcare
-172
- 6.22%
$160.21 - $209.5 $27.6K - $36K
2.59K $594M
IWV
Ishares Russell 3000 ETF

ETFs
-484
- 0.98%
$371.33 - $389.89 $180K - $189K
49K $19B
JNJ
Johnson & Johnson

Healthcare
-270
- 2.23%
$185.98 - $199.58 $50.2K - $53.9K
11.8K $2.45B
MS
Morgan Stanley

Financial Services
-50
- 0.38%
$151.86 - $169.92 $7.59K - $8.5K
13.2K $2.34B
SOXX
Ishares Semiconductor ETF

ETFs
-332
- 2.59%
$271.99 - $309.6 $90.3K - $103K
12.5K $3.76B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-11
- 0.75%
$557.73 - $694.99 $6.14K - $7.64K
1.46K $1.13B
AAPL
Apple Inc.

Technology
-1.73K
- 1.64%
$245.27 - $275.25 $424K - $476K
103K $28.1B
GOOGL
Alphabet Inc.

Communication Services
-666
- 1.62%
$236.57 - $291.31 $158K - $194K
40.5K $12.7B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.74K
- 0.97%
$325.34 - $368.61 $567K - $642K
177K $63.9B
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
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email