Moss Adams Wealth Advisors LLC Sells in Q4 2024

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.48K
- 0.39%
$34.13 - $37.35 $50.4K - $55.2K
382K $13B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.65K
- 3.19%
$174.22 - $187.62 $287K - $309K
49.9K $8.74B
UNH
Unitedhealth Group Inc

Healthcare
-198
- 4.58%
$485.52 - $625.25 $96.1K - $124K
4.12K $2.09B
UBER
Uber Technologies, Inc

Technology
-3.07K
- 23.18%
$59.93 - $86.34 $184K - $265K
10.2K $614M
IVV
Ishares Core S&P 500 ETF

ETFs
-706
- 22.43%
$570.51 - $610.59 $403K - $431K
2.44K $1.44B
BLD
Top Build Corp

Industrials
-35
- 1.0%
$308.96 - $414.77 $10.8K - $14.5K
3.48K $1.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.71K
- 7.28%
$96.64 - $101.23 $165K - $173K
21.8K $2.11B
PEP
Pepsico Inc

Consumer Defensive
-1.13K
- 33.68%
$151.29 - $176.1 $171K - $199K
2.22K $342M
AMGN
Amgen Inc

Healthcare
-144
- 4.73%
$258.78 - $328.31 $37.3K - $47.3K
2.9K $756M
DHR
Danaher Corp

Healthcare
-29
- 0.72%
$226.16 - $274.52 $6.56K - $7.96K
4.02K $924M
XLK
Technology Sector Spdr

ETFs
-1.08K
- 10.34%
$220.26 - $241.44 $238K - $261K
9.36K $2.18B
AMAT
Applied Materials Inc

Technology
-546
- 28.0%
$161.44 - $213.89 $88.1K - $117K
1.4K $228M
IEFA
Ishares Tr

ETFs
-1K
- 11.92%
$70.06 - $77.43 $70.1K - $77.4K
7.39K $519M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-397
- 37.38%
$311.11 - $335.64 $124K - $133K
665 $214M
IBM
International Business Machines Corp

Technology
-434
- 5.99%
$204.9 - $238.04 $88.9K - $103K
6.81K $1.5B
SBUX
Starbucks Corp

Consumer Cyclical
-564
- 6.71%
$87.44 - $102.5 $49.3K - $57.8K
7.85K $716M
PG
Procter & Gamble CO

Consumer Defensive
-331
- 5.0%
$161.05 - $179.7 $53.3K - $59.5K
6.29K $1.05B
ICE
Intercontinental Exchange, Inc.

Financial Services
-9
- 0.13%
$148.29 - $166.93 $1.33K - $1.5K
6.89K $1.03B
CVX
Chevron Corp

Energy
-420
- 6.53%
$141.15 - $162.53 $59.3K - $68.3K
6.02K $871M
PSX
Phillips 66

Energy
-297
- 13.24%
$110.35 - $138.93 $32.8K - $41.3K
1.95K $222M
PFE
Pfizer Inc

Healthcare
-585
- 2.65%
$24.8 - $30.19 $14.5K - $17.7K
21.5K $571M
FCX
Freeport Mcmoran Inc

Basic Materials
-92
- 1.68%
$38.08 - $50.82 $3.5K - $4.68K
5.38K $205M
VZ
Verizon Communications Inc

Communication Services
-582
- 6.58%
$39.6 - $45.21 $23K - $26.3K
8.26K $330M
QCOM
Qualcomm Inc

Technology
-31
- 0.85%
$150.4 - $178.04 $4.66K - $5.52K
3.63K $557M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-32
- 5.68%
$396.64 - $516.74 $12.7K - $16.5K
531 $214M
Ge Healthcare Technologies I
-1
- 0.03%
N/A
2.92K $228M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-1.66K
- 8.87%
$21.02 - $21.57 $34.8K - $35.7K
17K $360M
SO
Southern CO

Utilities
-86
- 2.0%
$81.5 - $94.15 $7.01K - $8.1K
4.21K $346M
CMCSA
Comcast Corp

Communication Services
-134
- 1.6%
$37.39 - $45.14 $5.01K - $6.05K
8.23K $309M
MDT
Medtronic PLC

Healthcare
-36
- 1.05%
$79.61 - $92.24 $2.87K - $3.32K
3.38K $272M
ADI
Analog Devices Inc

Technology
-74
- 6.22%
$206.35 - $236.48 $15.3K - $17.5K
1.12K $237M
COP
Conocophillips

Energy
-174
- 6.92%
$95.12 - $114.72 $16.6K - $20K
2.34K $232M
PCAR
Paccar Inc

Industrials
-437
- 13.22%
$97.92 - $118.41 $42.8K - $51.7K
2.87K $302M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-29
- 0.28%
$57.53 - $60.83 $1.67K - $1.76K
10.3K $598M
RIG
Transocean Ltd.

Energy
-587
- 1.89%
$3.47 - $4.67 $2.04K - $2.74K
30.4K $114M
AKAM
Akamai Technologies Inc

Technology
-43
- 1.74%
N/A
2.42K $232M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-67
- 1.78%
$176.42 - $186.91 $11.8K - $12.5K
3.69K $657M
IWV
Ishares Russell 3000 ETF

ETFs
-916
- 2.33%
$323.08 - $349.08 $296K - $320K
38.3K $12.8B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-721
- 0.85%
$41.09 - $45.94 $29.6K - $33.1K
84.3K $3.54B
Labcorp Holdings Inc
-40
- 3.05%
N/A
1.27K $292M
XLY
Select Sector Spdr Consumer Di

ETFs
-68
- 5.24%
$194.8 - $239.43 $13.2K - $16.3K
1.23K $276M
COST
Costco Wholesale Corp

Consumer Defensive
-87
- 2.11%
$873.59 - $994.69 $76K - $86.5K
4.04K $3.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.18%
$567.81 - $607.81 $3.97K - $4.25K
3.87K $2.27B
GS
Goldman Sachs Group Inc

Financial Services
-11
- 1.52%
$486.1 - $608.57 $5.35K - $6.69K
711 $407M
C
Citigroup Inc

Financial Services
-414
- 3.76%
$61.31 - $72.5 $25.4K - $30K
10.6K $745M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.09%
$481.22 - $538.17 $1.92K - $2.15K
4.37K $2.24B
V
Visa Inc.

Financial Services
-109
- 2.91%
$273.87 - $320.91 $29.9K - $35K
3.63K $1.15B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 0.28%
$370.24 - $418.94 $7.78K - $8.8K
7.4K $2.97B
Activity Summary
Buys All Purchases 136 New Holdings 21 Increased Positions 115 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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