Moss Adams Wealth Advisors LLC
CIK Number: 0001661245
Main Sectors:
Top Industries:
Filing Date: Apr 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 318.08 | +0.45% | 824.58K | +5.38% | 226.63M | 248.83 | 23.86% | Share |
| 2 | JCPB | JPMorgan Core P... | 47.15 | +0.15% | 2.02M | +7.85% | 94.86M | 47.88 | 9.99% | Share |
| 3 | IJR | iShares Core S&... | 117.79 | +0.35% | 833.86K | +6.19% | 87.2M | 99.67 | 9.18% | Share |
| 4 | XLU | Utilities Selec... | 85.25 | +0.22% | 722.93K | +0.19% | 57M | 80.58 | 6.00% | Share |
| 5 | XLRE | The Real Estate... | 41.99 | -0.33% | 1.27M | +100.00% | 52.95M | 41.85 | 5.58% | Share |
| 6 | BUG | Global X Cybers... | 33.34 | -0.52% | 1.4M | +3.06% | 45.25M | 29.67 | 4.77% | Share |
| 7 | XLC | Communication S... | 111.02 | -0.42% | 433.52K | +2.73% | 41.81M | 82.98 | 4.40% | Share |
| 8 | PAVE | Global X U.S. I... | 46.85 | +0.70% | 1.03M | +5.15% | 38.71M | 39.24 | 4.08% | Share |
| 9 | SMH | VanEck Semicond... | 296.75 | +0.96% | 161.21K | -0.85% | 34.09M | 231.58 | 3.59% | Share |
| 10 | AAPL | Apple Inc. | 229.31 | +0.95% | 87.34K | +7.75% | 19.4M | 168.78 | 2.04% | Share |
| 11 | MSFT | Microsoft Corpo... | 502.04 | -0.44% | 45.07K | +3.71% | 16.92M | 325.35 | 1.78% | Share |
| 12 | SPDW | SPDR Portfolio ... | 41.82 | 0.00% | 379.19K | -0.7% | 13.81M | 32.48 | 1.45% | Share |
| 13 | IWV | iShares Russell... | 366.93 | +0.34% | 40.44K | +5.51% | 12.84M | 240.35 | 1.35% | Share |
| 14 | SPEM | SPDR Portfolio ... | 44.76 | -0.17% | 319.48K | +98.41% | 12.58M | 37.03 | 1.32% | Share |
| 15 | RSP | Invesco S&P 500... | 188.19 | +0.08% | 48.16K | -3.48% | 8.34M | 141.25 | 0.88% | Share |
| 16 | AMZN | Amazon.com, Inc... | 228.71 | +0.34% | 43.34K | +10.78% | 8.24M | 140.93 | 0.87% | Share |
| 17 | NVDA | NVIDIA Corporat... | 181.70 | +1.05% | 67.69K | +14.69% | 7.34M | 88.61 | 0.77% | Share |
| 18 | GOOGL | Alphabet Inc. | 207.14 | -0.65% | 37.8K | +2.26% | 5.85M | 108.58 | 0.62% | Share |
| 19 | META | Meta Platforms,... | 754.10 | +0.11% | 9.58K | +17.30% | 5.52M | 292.84 | 0.58% | Share |
| 20 | XOM | Exxon Mobil Cor... | 111.53 | -0.19% | 36.11K | +9.61% | 4.29M | 112.56 | 0.45% | Share |
| 21 | COST | Costco Wholesal... | 941.50 | -0.01% | 4.43K | +9.60% | 4.19M | 693.58 | 0.44% | Share |
| 22 | VOO | Vanguard S&P 50... | 593.04 | +0.40% | 8.08K | +35.93% | 4.15M | 510.21 | 0.44% | Share |
| 23 | GOOG | Alphabet Inc. | 207.95 | -0.58% | 24.35K | +4.19% | 3.8M | 109.14 | 0.40% | Share |
| 24 | VPU | Vanguard Utilit... | 184.60 | +0.27% | 20.36K | +1.16K% | 3.48M | 170.22 | 0.37% | Share |
| 25 | ESML | iShares ESG Awa... | 44.16 | +0.41% | 87.34K | +3.63% | 3.35M | 34.09 | 0.35% | Share |
| 26 | MUB | iShares Nationa... | 104.33 | +0.08% | 31.29K | -62.63% | 3.3M | 106.73 | 0.35% | Share |
| 27 | RWO | SPDR Dow Jones ... | 45.09 | -0.15% | 74.94K | +60.39% | 3.27M | 43.35 | 0.34% | Share |
| 28 | HD | The Home Depot,... | 407.61 | -0.32% | 8.11K | +15.44% | 2.97M | 365.98 | 0.31% | Share |
| 29 | MA | Mastercard Inco... | 591.61 | -0.27% | 5.02K | +8.30% | 2.75M | 491.94 | 0.29% | Share |
| 30 | UPS | United Parcel S... | 87.44 | -0.34% | 24.58K | +0.00% | 2.7M | 147.2 | 0.28% | Share |
| 31 | IWF | iShares Russell... | 447.13 | +0.58% | 7.39K | -0.2% | 2.67M | 231.82 | 0.28% | Share |
| 32 | SOXX | iShares Semicon... | 250.85 | +0.94% | 13.82K | +100.00% | 2.6M | 188.17 | 0.27% | Share |
| 33 | AVGO | Broadcom Inc. | 298.01 | +1.28% | 15.18K | -3.75% | 2.54M | 107.61 | 0.27% | Share |
| 34 | JPM | JPMorgan Chase ... | 298.50 | +1.22% | 10.04K | +19.39% | 2.46M | 181.39 | 0.26% | Share |
| 35 | UNH | UnitedHealth Gr... | 300.42 | -1.46% | 4.49K | +8.81% | 2.35M | 527.36 | 0.25% | Share |
| 36 | LLY | Eli Lilly and C... | 736.10 | +5.86% | 2.81K | +10.89% | 2.32M | 706.61 | 0.24% | Share |
| 37 | AGG | iShares Core U.... | 99.37 | +0.12% | 22.2K | +1.76% | 2.2M | 99.22 | 0.23% | Share |
| 38 | SPY | SPDR S&P 500 ET... | 645.09 | +0.41% | 3.88K | +0.47% | 2.18M | 388.7 | 0.23% | Share |
| 39 | QQQ | Invesco QQQ Tru... | 572.61 | +0.40% | 4.42K | +1.12% | 2.08M | 275.44 | 0.22% | Share |
| 40 | TSLA | Tesla, Inc. | 351.67 | +1.46% | 7.13K | +6.97% | 1.85M | 236.06 | 0.19% | Share |
| 41 | JNJ | Johnson & Johns... | 176.50 | -1.07% | 11.12K | +8.06% | 1.84M | 156.02 | 0.19% | Share |
| 42 | WMT | Walmart Inc. | 96.03 | -0.04% | 20.9K | +10.69% | 1.84M | 64.62 | 0.19% | Share |
| 43 | IBM | International B... | 242.57 | +1.31% | 7.4K | +8.70% | 1.84M | 157.32 | 0.19% | Share |
| 44 | IVV | iShares Core S&... | 648.29 | +0.41% | 3.15K | +28.88% | 1.77M | 526.28 | 0.19% | Share |
| 45 | XLK | Technology Sele... | 262.97 | +0.44% | 8.35K | -10.72% | 1.72M | 148.5 | 0.18% | Share |
| 46 | V | Visa Inc. | 351.06 | +0.64% | 4.63K | +27.55% | 1.62M | 264.97 | 0.17% | Share |
| 47 | INTU | Intuit Inc. | 659.24 | +0.35% | 2.64K | +7.57% | 1.62M | 443.22 | 0.17% | Share |
| 48 | GLD | SPDR Gold Share... | 312.07 | +0.72% | 5.47K | 0.00% | 1.58M | 242.13 | 0.17% | Share |
| 49 | ORCL | Oracle Corporat... | 234.20 | -0.51% | 10.72K | +5.63% | 1.5M | 119.89 | 0.16% | Share |
| 50 | MS | Morgan Stanley | 148.97 | +0.89% | 12.64K | +5.09% | 1.47M | 114.06 | 0.16% | Share |
| 51 | NFLX | Netflix, Inc. | 1226.09 | +0.66% | 1.45K | +23.38% | 1.35M | 659.2 | 0.14% | Share |
| 52 | ABBV | AbbVie Inc. | 208.32 | +0.37% | 6.24K | +32.53% | 1.31M | 177.66 | 0.14% | Share |
| 53 | PG | The Procter & G... | 155.96 | -0.12% | 7.36K | +17.07% | 1.25M | 156.02 | 0.13% | Share |
| 54 | CMF | iShares Califor... | 55.84 | +0.03% | 22.25K | 0.00% | 1.25M | 57.28 | 0.13% | Share |
| 55 | ICE | Intercontinenta... | 178.73 | -0.23% | 7.2K | +4.50% | 1.24M | 120.45 | 0.13% | Share |
| 56 | ABT | Abbott Laborato... | 131.59 | -0.21% | 9.12K | +1.99% | 1.21M | 107.88 | 0.13% | Share |
| 57 | MRK | Merck & Co., In... | 85.00 | -0.36% | 13.01K | +15.95% | 1.18M | 108.93 | 0.12% | Share |
| 58 | TMUS | T-Mobile US, In... | 251.20 | -0.21% | 4.38K | +99.18% | 1.17M | 236.83 | 0.12% | Share |
| 59 | CVX | Chevron Corpora... | 157.34 | -0.54% | 6.59K | +9.49% | 1.1M | 168.53 | 0.12% | Share |
| 60 | MCD | McDonald's Corp... | 312.99 | -0.14% | 3.42K | +4.46% | 1.07M | 277.74 | 0.11% | Share |
| 61 | IVW | iShares S&P 500... | 115.42 | +0.58% | 11.47K | 0.00% | 1.06M | 95.75 | 0.11% | Share |
| 62 | BAC | Bank of America... | 50.23 | +1.52% | 25.45K | +6.67% | 1.06M | 36.83 | 0.11% | Share |
| 63 | ASML | ASML Holding N.... | 763.20 | +1.16% | 1.6K | +0.06% | 1.06M | 546.78 | 0.11% | Share |
| 64 | AMGN | Amgen Inc. | 289.58 | +0.38% | 3.29K | +13.45% | 1.02M | 292.58 | 0.11% | Share |
| 65 | KO | The Coca-Cola C... | 68.73 | -0.28% | 14.15K | +16.10% | 1.02M | 61.13 | 0.11% | Share |
| 66 | ADSK | Autodesk, Inc. | 282.45 | -1.01% | 3.87K | -0.08% | 1.01M | 196.25 | 0.11% | Share |
| 67 | HYG | iShares iBoxx $... | 80.88 | +0.24% | 12.66K | +15.83% | 998.82K | 77.75 | 0.11% | Share |
| 68 | BLD | TopBuild Corp. | 425.57 | -0.93% | 3.26K | -6.33% | 992.92K | 438.35 | 0.10% | Share |
| 69 | CSCO | Cisco Systems, ... | 68.39 | +1.86% | 15.33K | +36.39% | 945.89K | 53.2 | 0.10% | Share |
| 70 | IWD | iShares Russell... | 200.85 | +0.22% | 4.96K | +33.83% | 933.46K | 173.15 | 0.10% | Share |
| 71 | AOR | iShares Core Gr... | 62.84 | +0.19% | 15.82K | +41.78% | 910.57K | 54.35 | 0.10% | Share |
| 72 | REGN | Regeneron Pharm... | 587.65 | +2.67% | 1.38K | +1.99% | 877.77K | 795.89 | 0.09% | Share |
| 73 | IVE | iShares S&P 500... | 202.94 | +0.23% | 4.53K | +0.02% | 862.57K | 197.17 | 0.09% | Share |
| 74 | ADBE | Adobe Inc. | 354.91 | -2.29% | 2.25K | +4.07% | 862.56K | 476.81 | 0.09% | Share |
| 75 | C | Citigroup Inc. | 95.71 | +0.75% | 12.11K | +14.46% | 859.9K | 64.35 | 0.09% | Share |
| 76 | WFC | Wells Fargo & C... | 81.51 | +1.65% | 11.73K | -5.44% | 841.81K | 59.47 | 0.09% | Share |
| 77 | HON | Honeywell Inter... | 222.56 | +0.88% | 3.96K | -2.99% | 837.47K | 210.9 | 0.09% | Share |
| 78 | SBUX | Starbucks Corpo... | 86.63 | +0.96% | 8.42K | +7.26% | 825.48K | 98.06 | 0.09% | Share |
| 79 | BRK-A | Berkshire Hatha... | 738715.00 | +1.24% | 1 | +100.00% | 798.44K | 798441 | 0.08% | Share |
| 80 | RBLX | Roblox Corporat... | 124.79 | -0.01% | 13.61K | +2.46% | 793.56K | 38.4 | 0.08% | Share |
| 81 | VIOO | Vanguard S&P Sm... | 109.15 | +0.34% | 7.99K | +26.80% | 770.73K | 92.58 | 0.08% | Share |
| 82 | VB | Vanguard Small ... | 251.45 | +0.38% | 3.35K | +4.43% | 741.75K | 239.49 | 0.08% | Share |
| 83 | CRM | Salesforce, Inc... | 243.68 | -1.69% | 2.71K | +3.04% | 727.52K | 285.87 | 0.08% | Share |
| 84 | UBER | Uber Technologi... | 96.56 | +1.47% | 9.76K | -4.22% | 710.75K | 36.12 | 0.07% | Share |
| 85 | PFE | Pfizer Inc. | 24.92 | -0.88% | 27.76K | +28.96% | 703.44K | 36.06 | 0.07% | Share |
| 86 | ROK | Rockwell Automa... | 355.68 | +1.63% | 2.71K | +3.75% | 699.7K | 287.15 | 0.07% | Share |
| 87 | PM | Philip Morris I... | 166.68 | -0.41% | 4.33K | +20.62% | 693.89K | 109.37 | 0.07% | Share |
| 88 | RMD | ResMed Inc. | 285.24 | -0.2% | 3.08K | +0.75% | 689.24K | 204.01 | 0.07% | Share |
| 89 | DHR | Danaher Corpora... | 206.26 | -0.71% | 3.28K | -18.33% | 674.08K | 236.23 | 0.07% | Share |
| 90 | VGIT | Vanguard Interm... | 59.90 | +0.23% | 11.19K | -99.04% | 664.46K | 59.61 | 0.07% | Share |
| 91 | RNA | Avidity Bioscie... | 47.05 | +3.93% | 22.5K | 0.00% | 664.08K | 41.28 | 0.07% | Share |
| 92 | TMO | Thermo Fisher S... | 488.54 | -0.45% | 1.33K | +47.28% | 660.82K | 523.71 | 0.07% | Share |
| 93 | LIN | Linde plc | 481.92 | +0.85% | 1.42K | +26.83% | 660.28K | 441.54 | 0.07% | Share |
| 94 | AOA | iShares Core Ag... | 85.71 | +0.23% | 8.41K | +53.78% | 643.15K | 70.85 | 0.07% | Share |
| 95 | RTX | RTX Corporation | 159.58 | +2.12% | 4.79K | +14.60% | 634.08K | 105.45 | 0.07% | Share |
| 96 | QUAL | iShares MSCI US... | 189.05 | +0.34% | 3.69K | 0.00% | 630.07K | 179.3 | 0.07% | Share |
| 97 | BA | The Boeing Comp... | 234.78 | +3.49% | 3.62K | +21.02% | 616.77K | 188.73 | 0.06% | Share |
| 98 | KTOS | Kratos Defense ... | 68.05 | +1.72% | 20.12K | +0.61% | 597.42K | 18.43 | 0.06% | Share |
| 99 | GE | GE Aerospace | 274.01 | +2.78% | 2.95K | +29.62% | 592.23K | 158.4 | 0.06% | Share |
| 100 | T | AT&T Inc. | 28.56 | -0.63% | 20.81K | +22.49% | 588.61K | 20.54 | 0.06% | Share |
| 101 | QCOM | QUALCOMM Incorp... | 159.17 | +1.76% | 3.8K | +4.69% | 583.06K | 136.49 | 0.06% | Share |
| 102 | IWR | iShares Russell... | 95.70 | +0.23% | 6.84K | -2.84% | 581.71K | 84.34 | 0.06% | Share |
| 103 | BBIO | BridgeBio Pharm... | 48.87 | +3.34% | 16.2K | +113.83% | 560.1K | 31.24 | 0.06% | Share |
| 104 | PLTR | Palantir Techno... | 160.81 | +2.32% | 6.49K | +19.28% | 547.84K | 77.05 | 0.06% | Share |
| 105 | JEPI | JPMorgan Equity... | 57.09 | +0.08% | 9.41K | -8.8% | 537.69K | 54.61 | 0.06% | Share |
| 106 | VEA | Vanguard Develo... | 58.84 | +0.03% | 10.53K | +100.00% | 535.44K | 50.83 | 0.06% | Share |
| 107 | PGR | The Progressive... | 246.07 | +0.81% | 1.89K | +12.40% | 533.48K | 223.59 | 0.06% | Share |
| 108 | IWB | iShares Russell... | 354.51 | +0.41% | 1.71K | +157.29% | 524.83K | 269.34 | 0.06% | Share |
| 109 | AXP | American Expres... | 320.75 | +1.57% | 1.9K | -4.33% | 511.7K | 227.16 | 0.05% | Share |
| 110 | DIS | The Walt Disney... | 117.66 | -0.05% | 4.99K | +15.39% | 492.12K | 98.46 | 0.05% | Share |
| 111 | SO | The Southern Co... | 93.09 | -0.04% | 5.32K | +26.49% | 489.54K | 76.45 | 0.05% | Share |
| 112 | GS | The Goldman Sac... | 749.15 | +1.40% | 873 | +22.78% | 476.91K | 486.37 | 0.05% | Share |
| 113 | VZ | Verizon Communi... | 43.95 | -0.63% | 10.39K | +25.82% | 471.43K | 43.26 | 0.05% | Share |
| 114 | FI | Fiserv, Inc. | 137.94 | +0.50% | 2.09K | -17.87% | 461.76K | 180.03 | 0.05% | Share |
| 115 | BSX | Boston Scientif... | 106.39 | +1.22% | 4.57K | +34.46% | 460.52K | 88.58 | 0.05% | Share |
| 116 | UNP | Union Pacific C... | 222.77 | -0.25% | 1.95K | +32.77% | 460.43K | 238.38 | 0.05% | Share |
| 117 | NEE | NextEra Energy,... | 74.84 | -0.64% | 6.46K | +29.93% | 457.67K | 70.94 | 0.05% | Share |
| 118 | VV | Vanguard Large ... | 297.85 | +0.45% | 1.77K | +100.00% | 454.17K | 257.03 | 0.05% | Share |
| 119 | ISRG | Intuitive Surgi... | 474.26 | +1.24% | 884 | +23.29% | 437.82K | 462.65 | 0.05% | Share |
| 120 | MDT | Medtronic plc | 92.17 | +0.14% | 4.78K | +41.40% | 432.88K | 87.3 | 0.05% | Share |
| 121 | OXY | Occidental Petr... | 46.05 | -0.75% | 8.68K | -2.64% | 430.38K | 62.64 | 0.05% | Share |
| 122 | FDX | FedEx Corporati... | 231.09 | -0.82% | 1.75K | +11.93% | 429.8K | 199.81 | 0.05% | Share |
| 123 | SPGI | S&P Global Inc. | 552.14 | +0.08% | 833 | -6.93% | 423.25K | 474.64 | 0.04% | Share |
| 124 | IWP | iShares Russell... | 141.70 | +0.68% | 3.57K | 0.00% | 419.9K | 83.61 | 0.04% | Share |
| 125 | VRTX | Vertex Pharmace... | 387.02 | -0.49% | 863 | +62.52% | 418.55K | 476.2 | 0.04% | Share |
| 126 | TJX | The TJX Compani... | 136.67 | +0.86% | 3.43K | +22.10% | 417.29K | 113.23 | 0.04% | Share |
| 127 | GILD | Gilead Sciences... | 114.75 | +0.53% | 3.7K | +18.82% | 414.59K | 89.59 | 0.04% | Share |
| 128 | NOW | ServiceNow, Inc... | 864.84 | -1.72% | 517 | +9.07% | 411.41K | 823.72 | 0.04% | Share |
| 129 | SJNK | SPDR Bloomberg ... | 25.54 | +0.24% | 16.24K | +100.00% | 408.7K | 25.16 | 0.04% | Share |
| 130 | DVY | iShares Select ... | 141.17 | -0.01% | 3.01K | 0.00% | 404.62K | 123.26 | 0.04% | Share |
| 131 | AOM | iShares Core Mo... | 46.61 | +0.24% | 9.14K | +100.00% | 401.24K | 43.88 | 0.04% | Share |
| 132 | PEP | PepsiCo, Inc. | 147.00 | -0.81% | 2.66K | +19.57% | 398.54K | 165.85 | 0.04% | Share |
| 133 | BLK | BlackRock, Inc. | 1139.99 | +0.25% | 420 | +23.17% | 397.52K | 1010.32 | 0.04% | Share |
| 134 | USB | U.S. Bancorp | 48.58 | +0.86% | 9.27K | +7.27% | 396.07K | 43.32 | 0.04% | Share |
| 135 | BMY | Bristol-Myers S... | 47.20 | +0.14% | 6.49K | +22.61% | 395.95K | 54.37 | 0.04% | Share |
| 136 | CAT | Caterpillar Inc... | 431.28 | -0.24% | 1.2K | -0.91% | 394.77K | 304.65 | 0.04% | Share |
| 137 | LRCX | Lam Research Co... | 103.63 | +2.32% | 5.37K | +83.71% | 391.41K | 72.44 | 0.04% | Share |
| 138 | SYK | Stryker Corpora... | 394.38 | +0.90% | 1.04K | +29.02% | 386.53K | 347.11 | 0.04% | Share |
| 139 | LOW | Lowe's Companie... | 258.34 | -0.2% | 1.64K | -8.54% | 382.26K | 248.56 | 0.04% | Share |
| 140 | ACN | Accenture plc | 255.47 | -0.23% | 1.22K | -2.78% | 381.63K | 353.15 | 0.04% | Share |
| 141 | NTRA | Natera, Inc. | 165.71 | +1.99% | 2.67K | +0.56% | 378.13K | 45.89 | 0.04% | Share |
| 142 | BKNG | Booking Holding... | 5705.68 | +0.04% | 82 | +24.24% | 377.77K | 4131.46 | 0.04% | Share |
| 143 | IJH | iShares Core S&... | 65.00 | +0.45% | 6.42K | +39.78% | 374.78K | 61.19 | 0.04% | Share |
| 144 | EEM | iShares MSCI Em... | 50.22 | -0.25% | 8.51K | 0.00% | 371.98K | 37.9 | 0.04% | Share |
| 145 | BX | Blackstone Inc. | 171.47 | +1.16% | 2.64K | +8.91% | 369.16K | 133.73 | 0.04% | Share |
| 146 | ELV | Elevance Health... | 310.11 | -1.24% | 848 | +100.00% | 368.94K | 434.96 | 0.04% | Share |
| 147 | NUHY | Nuveen ESG High... | 21.70 | +0.09% | 17.37K | +2.10% | 367.97K | 21.04 | 0.04% | Share |
| 148 | URI | United Rentals,... | 943.89 | +0.47% | 578 | -14.75% | 362.23K | 441.14 | 0.04% | Share |
| 149 | TXN | Texas Instrumen... | 205.98 | 0.00% | 2.01K | +18.19% | 361.92K | 193.46 | 0.04% | Share |
| 150 | NKE | NIKE, Inc. | 78.67 | -0.64% | 5.66K | +9.19% | 361.09K | 104.49 | 0.04% | Share |