The Analysis of Moss Adams Wealth Advisors LLC's Holdings

Currently, Moss Adams Wealth Advisors LLC holds 254 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VTI (+181.3K shares, valued at $59.6M), JCPB (+364.6K shares, valued at $17.3M), IJR (+91.6K shares, valued at $10.9M); decreased their positions in HYG (-14.0K shares, valued at $1.1M), MSFT (-1.7K shares, valued at $903.8K), IWV (-1.8K shares, valued at $665.0K); initiated new positions in BNDW (+9.8K shares, valued at $685.8K), VGT (+904 shares, valued at $675.3K), VYM (+2.1K shares, valued at $297.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.1M shares20.86%2025-09-302025-10-21

JCPB J P MORGAN EXCHANGE TRADED F2.4M shares17.93%2025-09-302025-10-21

IJR ISHARES TR852.2K shares12.04%2025-09-302025-10-21

XLU SELECT SECTOR SPDR TR790.5K shares8.60%2025-09-302025-10-21

XLRE SELECT SECTOR SPDR TR1.5M shares12.19%2025-09-302025-10-21

SMH VANECK ETF TRUST179.2K shares6.68%2025-09-302025-10-21

XLC SELECT SECTOR SPDR TR473.4K shares7.59%2025-09-302025-10-21

BUG GLOBAL X FDS1.5M shares7.26%2025-09-302025-10-21

Sponsored

PAVE GLOBAL X FDS1.1M shares8.15%2025-09-302025-10-21

AAPL APPLE INC105.2K shares0.01%2025-09-302025-10-21

MSFT MICROSOFT CORP45.3K shares-3.71%2025-09-302025-10-21

IWV ISHARES TR49.5K shares-3.43%2025-09-302025-10-21

SPDW SPDR INDEX SHS FDS384.2K shares0.08%2025-09-302025-10-21

NVDA NVIDIA CORPORATION77.2K shares2.78%2025-09-302025-10-21

VIOO VANGUARD ADMIRAL FDS INC125.1K shares-0.60%2025-09-302025-10-21

AMZN AMAZON COM INC48.7K shares2.51%2025-09-302025-10-21

Sponsored

GOOGL ALPHABET INC41.2K shares1.21%2025-09-302025-10-21

SPEM SPDR INDEX SHS FDS210.1K shares3.06%2025-09-302025-10-21

RSP INVESCO EXCHANGE TRADED FD T47.9K shares-0.25%2025-09-302025-10-21

META META PLATFORMS INC10.1K shares0.28%2025-09-302025-10-21

GOOG ALPHABET INC26.3K shares1.82%2025-09-302025-10-21

AVGO BROADCOM INC18.1K shares2.26%2025-09-302025-10-21

VOO VANGUARD INDEX FDS8.7K shares6.34%2025-09-302025-10-21

VPU VANGUARD WORLD FD25.6K shares0.00%2025-09-302025-10-21

Sponsored

SPY SPDR S&P 500 ETF TR6.4K shares59.99%2025-09-302025-10-21

ESML ISHARES TR92.0K shares3.17%2025-09-302025-10-21

XOM EXXON MOBIL CORP36.2K shares0.86%2025-09-302025-10-21

TSLA TESLA INC9.0K shares4.84%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW4.2K shares-10.15%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.11.1K shares1.43%2025-09-302025-10-21

SOXX ISHARES TR12.8K shares-0.87%2025-09-302025-10-21

ORCL ORACLE CORP11.9K shares3.92%2025-09-302025-10-21

Sponsored

HD HOME DEPOT INC8.1K shares-1.33%2025-09-302025-10-21

HYG ISHARES TR39.2K shares-26.35%2025-09-302025-10-21

MA MASTERCARD INCORPORATED5.6K shares0.05%2025-09-302025-10-21

XLK SELECT SECTOR SPDR TR11.2K shares7.31%2025-09-302025-10-21

IWF ISHARES TR6.3K shares-0.52%2025-09-302025-10-21

QQQ INVESCO QQQ TR4.8K shares4.43%2025-09-302025-10-21

RWO SPDR INDEX SHS FDS59.3K shares-0.54%2025-09-302025-10-21

WMT WALMART INC22.2K shares2.58%2025-09-302025-10-21

Sponsored

MUB ISHARES TR21.3K shares-6.57%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON12.1K shares0.82%2025-09-302025-10-21

AGG ISHARES TR21.5K shares-1.25%2025-09-302025-10-21

GLD SPDR GOLD TR6.0K shares6.63%2025-09-302025-10-21

MS MORGAN STANLEY13.2K shares0.49%2025-09-302025-10-21

IBM INTERNATIONAL BUSINESS MACHS7.2K shares-4.88%2025-09-302025-10-21

UPS UNITED PARCEL SERVICE INC24.1K shares-7.22%2025-09-302025-10-21

V VISA INC5.7K shares0.23%2025-09-302025-10-21

Sponsored

NFLX NETFLIX INC1.6K shares2.89%2025-09-302025-10-21

IVV ISHARES TR2.9K shares2.62%2025-09-302025-10-21

LLY ELI LILLY & CO2.5K shares-16.62%2025-09-302025-10-21

INTU INTUIT2.7K shares0.52%2025-09-302025-10-21

KTOS KRATOS DEFENSE & SEC SOLUTIO20.2K shares0.14%2025-09-302025-10-21

AOA ISHARES TR19.0K shares86.87%2025-09-302025-10-21

UNH UNITEDHEALTH GROUP INC4.6K shares49.82%2025-09-302025-10-21

ASML ASML HOLDING N V1.6K shares0.00%2025-09-302025-10-21

Sponsored

ABBV ABBVIE INC6.3K shares-5.30%2025-09-302025-10-21

PLTR PALANTIR TECHNOLOGIES INC7.9K shares4.77%2025-09-302025-10-21

AOR ISHARES TR22.2K shares34.75%2025-09-302025-10-21

ABT ABBOTT LABS10.4K shares-2.97%2025-09-302025-10-21

IVW ISHARES TR11.5K shares0.00%2025-09-302025-10-21

ADSK AUTODESK INC4.2K shares0.62%2025-09-302025-10-21

CVX CHEVRON CORP NEW8.1K shares19.94%2025-09-302025-10-21

ICE INTERCONTINENTAL EXCHANGE IN7.4K shares0.51%2025-09-302025-10-21

Sponsored

MRK MERCK & CO INC14.0K shares6.20%2025-09-302025-10-21

C CITIGROUP INC11.6K shares1.42%2025-09-302025-10-21

CSCO CISCO SYS INC17.1K shares-4.81%2025-09-302025-10-21

BLD TOPBUILD CORP3.0K shares-8.96%2025-09-302025-10-21

MCD MCDONALDS CORP3.7K shares0.27%2025-09-302025-10-21

TMUS T-MOBILE US INC4.7K shares1.56%2025-09-302025-10-21

VO VANGUARD INDEX FDS3.8K shares4.44%2025-09-302025-10-21

BAC BANK AMERICA CORP21.0K shares-5.41%2025-09-302025-10-21

Sponsored

PG PROCTER AND GAMBLE CO7.0K shares-8.78%2025-09-302025-10-21

KO COCA COLA CO15.9K shares-2.23%2025-09-302025-10-21

UBER UBER TECHNOLOGIES INC10.8K shares1.50%2025-09-302025-10-21

WFC WELLS FARGO CO NEW11.9K shares2.95%2025-09-302025-10-21

RNA AVIDITY BIOSCIENCES INC22.5K shares0.00%2025-09-302025-10-21

HON HONEYWELL INTL INC4.6K shares-0.96%2025-09-302025-10-21

RTX RTX CORPORATION5.6K shares3.30%2025-09-302025-10-21

AMGN AMGEN INC3.3K shares-0.78%2025-09-302025-10-21

Sponsored

IVE ISHARES TR4.5K shares0.00%2025-09-302025-10-21

BA BOEING CO4.3K shares4.01%2025-09-302025-10-21

GE GE AEROSPACE3.1K shares2.80%2025-09-302025-10-21

IEMG ISHARES INC13.8K shares0.65%2025-09-302025-10-21

ROK ROCKWELL AUTOMATION INC2.5K shares-15.90%2025-09-302025-10-21

IEFA ISHARES TR9.9K shares5.79%2025-09-302025-10-21

RMD RESMED INC3.1K shares1.06%2025-09-302025-10-21

AMD ADVANCED MICRO DEVICES INC5.2K shares4.30%2025-09-302025-10-21

Sponsored

PM PHILIP MORRIS INTL INC5.2K shares3.29%2025-09-302025-10-21

REGN REGENERON PHARMACEUTICALS1.5K shares5.91%2025-09-302025-10-21

LIN LINDE PLC1.7K shares-1.76%2025-09-302025-10-21

DHR DANAHER CORPORATION4.1K shares-3.44%2025-09-302025-10-21

VB VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-10-21

CRM SALESFORCE INC3.3K shares-6.75%2025-09-302025-10-21

ADBE ADOBE INC2.1K shares-17.62%2025-09-302025-10-21

APP APPLOVIN CORP1.0K shares5.38%2025-09-302025-10-21

Sponsored

QCOM QUALCOMM INC4.4K shares-0.36%2025-09-302025-10-21

IWD ISHARES TR3.6K shares0.00%2025-09-302025-10-21

QUAL ISHARES TR3.7K shares0.33%2025-09-302025-10-21

GS GOLDMAN SACHS GROUP INC900 shares2.86%2025-09-302025-10-21

SBUX STARBUCKS CORP8.5K shares0.40%2025-09-302025-10-21

PFE PFIZER INC28.1K shares4.33%2025-09-302025-10-21

T AT&T INC25.4K shares2.70%2025-09-302025-10-21

AMAT APPLIED MATLS INC3.5K shares-3.19%2025-09-302025-10-21

Sponsored

AXP AMERICAN EXPRESS CO2.1K shares2.52%2025-09-302025-10-21

IFRA ISHARES TR13.3K shares0.00%2025-09-302025-10-21

BNDW VANGUARD SCOTTSDALE FDS9.8K sharesnew addition2025-09-302025-10-21

VGT VANGUARD WORLD FD904 sharesnew addition2025-09-302025-10-21

TJX TJX COS INC NEW4.6K shares2.53%2025-09-302025-10-21

BX BLACKSTONE INC3.9K shares2.62%2025-09-302025-10-21

IWR ISHARES TR6.8K shares0.00%2025-09-302025-10-21

ETN EATON CORP PLC1.7K shares-1.18%2025-09-302025-10-21

Sponsored

IWB ISHARES TR1.7K shares0.00%2025-09-302025-10-21

NOW SERVICENOW INC675 shares-2.32%2025-09-302025-10-21

NEE NEXTERA ENERGY INC8.2K shares1.47%2025-09-302025-10-21

CMF ISHARES TR10.9K shares-51.09%2025-09-302025-10-21

BSX BOSTON SCIENTIFIC CORP6.1K shares0.74%2025-09-302025-10-21

GEV GE VERNOVA INC936 shares3.77%2025-09-302025-10-21

BLK BLACKROCK INC486 shares2.75%2025-09-302025-10-21

URI UNITED RENTALS INC593 shares1.19%2025-09-302025-10-21

Sponsored

MU MICRON TECHNOLOGY INC3.3K shares5.82%2025-09-302025-10-21

KLAC KLA CORP503 shares1.41%2025-09-302025-10-21

PGR PROGRESSIVE CORP2.2K shares-2.42%2025-09-302025-10-21

DIS DISNEY WALT CO4.5K shares1.38%2025-09-302025-10-21

VEA VANGUARD TAX-MANAGED FDS8.6K shares0.81%2025-09-302025-10-21

APH AMPHENOL CORP NEW4.1K shares3.20%2025-09-302025-10-21

SO SOUTHERN CO5.4K shares-0.06%2025-09-302025-10-21

BKNG BOOKING HOLDINGS INC93 shares0.00%2025-09-302025-10-21

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.0K shares5.45%2025-09-302025-10-21

CAT CATERPILLAR INC1.0K shares12.83%2025-09-302025-10-21

GILD GILEAD SCIENCES INC4.4K shares4.10%2025-09-302025-10-21

VGIT VANGUARD SCOTTSDALE FDS8.0K shares-45.51%2025-09-302025-10-21

DFIC DIMENSIONAL ETF TRUST14.7K shares0.00%2025-09-302025-10-21

UNP UNION PAC CORP2.0K shares12.33%2025-09-302025-10-21

IWP ISHARES TR3.4K shares-3.71%2025-09-302025-10-21

VZ VERIZON COMMUNICATIONS INC10.9K shares3.16%2025-09-302025-10-21

Sponsored

VV VANGUARD INDEX FDS1.5K shares-13.05%2025-09-302025-10-21

PEP PEPSICO INC3.4K shares27.32%2025-09-302025-10-21

SPGI S&P GLOBAL INC955 shares1.92%2025-09-302025-10-21

SCHW SCHWAB CHARLES CORP4.8K shares3.50%2025-09-302025-10-21

CDNS CADENCE DESIGN SYSTEM INC1.3K shares4.85%2025-09-302025-10-21

NTRA NATERA INC2.8K shares1.02%2025-09-302025-10-21

LOW LOWES COS INC1.8K shares1.97%2025-09-302025-10-21

AOM ISHARES TR9.3K shares0.77%2025-09-302025-10-21

Sponsored

INTC INTEL CORP13.1K shares4.80%2025-09-302025-10-21

DASH DOORDASH INC1.6K shares1.21%2025-09-302025-10-21

DVY ISHARES TR3.0K shares0.00%2025-09-302025-10-21

LRCX LAM RESEARCH CORP3.2K shares3.24%2025-09-302025-10-21

SJNK SPDR SERIES TRUST16.6K shares0.00%2025-09-302025-10-21

MDT MEDTRONIC PLC4.4K shares3.43%2025-09-302025-10-21

EEM ISHARES TR7.9K shares0.00%2025-09-302025-10-21

APO APOLLO GLOBAL MGMT INC3.1K shares1.14%2025-09-302025-10-21

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-09-302025-10-21

MDY SPDR S&P MIDCAP 400 ETF TR679 shares12.98%2025-09-302025-10-21

SNPS SYNOPSYS INC820 shares8.32%2025-09-302025-10-21

OXY OCCIDENTAL PETE CORP8.5K shares0.64%2025-09-302025-10-21

NKE NIKE INC5.6K shares3.06%2025-09-302025-10-21

NUHY NUSHARES ETF TR17.8K shares0.03%2025-09-302025-10-21

COF CAPITAL ONE FINL CORP1.8K shares-5.21%2025-09-302025-10-21

SYK STRYKER CORPORATION1.0K shares-1.51%2025-09-302025-10-21

Sponsored

FDX FEDEX CORP1.6K shares4.27%2025-09-302025-10-21

ISRG INTUITIVE SURGICAL INC850 shares-7.21%2025-09-302025-10-21

ANET ARISTA NETWORKS INC2.6K shares6.99%2025-09-302025-10-21

ADI ANALOG DEVICES INC1.5K shares3.84%2025-09-302025-10-21

LH LABCORP HOLDINGS INC1.3K shares0.92%2025-09-302025-10-21

DUK DUKE ENERGY CORP NEW3.0K shares0.56%2025-09-302025-10-21

GD GENERAL DYNAMICS CORP1.1K shares2.01%2025-09-302025-10-21

IJH ISHARES TR5.5K shares-13.53%2025-09-302025-10-21

Sponsored

CB CHUBB LIMITED1.3K shares-4.90%2025-09-302025-10-21

CRWD CROWDSTRIKE HLDGS INC723 shares3.14%2025-09-302025-10-21

VUG VANGUARD INDEX FDS735 shares-9.71%2025-09-302025-10-21

EZU ISHARES INC5.6K shares0.00%2025-09-302025-10-21

WM WASTE MGMT INC DEL1.6K shares-1.26%2025-09-302025-10-21

IDXX IDEXX LABS INC528 shares3.33%2025-09-302025-10-21

MO ALTRIA GROUP INC5.0K shares3.81%2025-09-302025-10-21

HLT HILTON WORLDWIDE HLDGS INC1.3K shares-1.37%2025-09-302025-10-21

Sponsored

EME EMCOR GROUP INC512 shares0.39%2025-09-302025-10-21

PANW PALO ALTO NETWORKS INC1.6K shares-0.85%2025-09-302025-10-21

AMT AMERICAN TOWER CORP NEW1.7K shares-3.96%2025-09-302025-10-21

SHOP SHOPIFY INC2.1K shares0.00%2025-09-302025-10-21

MCK MCKESSON CORP405 shares1.76%2025-09-302025-10-21

ORLY OREILLY AUTOMOTIVE INC2.9K shares5.01%2025-09-302025-10-21

O REALTY INCOME CORP5.1K shares3.00%2025-09-302025-10-21

TT TRANE TECHNOLOGIES PLC734 shares1.10%2025-09-302025-10-21

Sponsored

PCAR PACCAR INC3.1K shares2.76%2025-09-302025-10-21

DHI D R HORTON INC1.8K shares2.09%2025-09-302025-10-21

TXN TEXAS INSTRS INC1.6K shares-10.12%2025-09-302025-10-21

VYM VANGUARD WHITEHALL FDS2.1K sharesnew addition2025-09-302025-10-21

HSY HERSHEY CO1.6K shares3.39%2025-09-302025-10-21

MMM 3M CO1.9K shares-14.53%2025-09-302025-10-21

WELL WELLTOWER INC1.7K shares4.67%2025-09-302025-10-21

XLY SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-21

Sponsored

PH PARKER-HANNIFIN CORP388 shares1.57%2025-09-302025-10-21

NEM NEWMONT CORP3.5K sharesnew addition2025-09-302025-10-21

IFGL ISHARES TR12.7K shares0.00%2025-09-302025-10-21

WMB WILLIAMS COS INC4.5K shares2.90%2025-09-302025-10-21

HTH HILLTOP HOLDINGS INC8.5K shares0.00%2025-09-302025-10-21

COIN COINBASE GLOBAL INC831 shares2.47%2025-09-302025-10-21

EQIX EQUINIX INC355 shares4.11%2025-09-302025-10-21

BDX BECTON DICKINSON & CO1.5K shares9.33%2025-09-302025-10-21

Sponsored

KR KROGER CO4.1K shares3.25%2025-09-302025-10-21

DE DEERE & CO590 shares-1.50%2025-09-302025-10-21

HOOD ROBINHOOD MKTS INC1.9K sharesnew addition2025-09-302025-10-21

HCA HCA HEALTHCARE INC622 shares2.47%2025-09-302025-10-21

GLW CORNING INC3.2K sharesnew addition2025-09-302025-10-21

SNOW SNOWFLAKE INC1.2K shares5.19%2025-09-302025-10-21

CEG CONSTELLATION ENERGY CORP791 shares5.47%2025-09-302025-10-21

LMT LOCKHEED MARTIN CORP520 shares-19.63%2025-09-302025-10-21

Sponsored

SPOT SPOTIFY TECHNOLOGY S A365 shares8.96%2025-09-302025-10-21

EMR EMERSON ELEC CO1.9K shares2.01%2025-09-302025-10-21

AOK ISHARES TR6.2K shares0.66%2025-09-302025-10-21

COP CONOCOPHILLIPS2.6K shares-5.85%2025-09-302025-10-21

VRTX VERTEX PHARMACEUTICALS INC628 shares-16.38%2025-09-302025-10-21

KKR KKR & CO INC1.9K shares2.78%2025-09-302025-10-21

SCHH SCHWAB STRATEGIC TR11.3K shares0.00%2025-09-302025-10-21

CMCSA COMCAST CORP NEW7.6K shares-28.78%2025-09-302025-10-21

Sponsored

MDLZ MONDELEZ INTL INC3.8K shares-11.65%2025-09-302025-10-21

CME CME GROUP INC881 shares6.79%2025-09-302025-10-21

FICO FAIR ISAAC CORP157 shares2.61%2025-09-302025-10-21

FAST FASTENAL CO4.8K sharesnew addition2025-09-302025-10-21

WDC WESTERN DIGITAL CORP1.9K sharesnew addition2025-09-302025-10-21

CARR CARRIER GLOBAL CORPORATION3.9K shares-3.27%2025-09-302025-10-21

BMY BRISTOL-MYERS SQUIBB CO5.1K shares-8.18%2025-09-302025-10-21

EFA ISHARES TR2.5K shares0.00%2025-09-302025-10-21

Sponsored

HPQ HP INC8.3K shares0.31%2025-09-302025-10-21

NSC NORFOLK SOUTHN CORP756 sharesnew addition2025-09-302025-10-21

SCHF SCHWAB STRATEGIC TR9.8K shares0.00%2025-09-302025-10-21

CMI CUMMINS INC535 sharesnew addition2025-09-302025-10-21

CI THE CIGNA GROUP780 shares-22.31%2025-09-302025-10-21

BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-09-302025-10-21

PSX PHILLIPS 661.6K sharesnew addition2025-09-302025-10-21

ACM AECOM1.7K sharesnew addition2025-09-302025-10-21

Sponsored

MPC MARATHON PETE CORP1.1K sharesnew addition2025-09-302025-10-21

BRO BROWN & BROWN INC2.4K sharesnew addition2025-09-302025-10-21

FI FISERV INC1.7K shares-5.78%2025-09-302025-10-21

GRMN GARMIN LTD887 sharesnew addition2025-09-302025-10-21

TTWO TAKE-TWO INTERACTIVE SOFTWAR841 sharesnew addition2025-09-302025-10-21

CVS CVS HEALTH CORP2.9K sharesnew addition2025-09-302025-10-21

NOC NORTHROP GRUMMAN CORP347 sharesnew addition2025-09-302025-10-21

VST VISTRA CORP1.1K sharesnew addition2025-09-302025-10-21

Sponsored

WAB WABTEC1.0K shares2.04%2025-09-302025-10-21

AZO AUTOZONE INC49 sharesnew addition2025-09-302025-10-21

HWM HOWMET AEROSPACE INC1.1K sharesnew addition2025-09-302025-10-21

PLD PROLOGIS INC.1.8K sharesnew addition2025-09-302025-10-21

CCI CROWN CASTLE INC2.1K shares-7.09%2025-09-302025-10-21

BP BP PLC5.9K sharesnew addition2025-09-302025-10-21

AKAM AKAMAI TECHNOLOGIES INC2.7K shares0.11%2025-09-302025-10-21

AJG GALLAGHER ARTHUR J & CO648 sharesnew addition2025-09-302025-10-21

Sponsored

F FORD MTR CO14.3K shares1.49%2025-09-302025-10-21

FCT FIRST TR SR FLTG RATE INCOME15.4K shares-6.89%2025-09-302025-10-21

PROP PRAIRIE OPER CO20.0K shares17.65%2025-09-302025-10-21

TRIB TRINITY BIOTECH PLC25.7K shares0.00%2025-09-302025-10-21

ORGN ORIGIN MATERIALS INC50.0K shares0.00%2025-09-302025-10-21

NNVC NANOVIRICIDES INC17.0K shares13.33%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available