Moss Adams Wealth Advisors LLC

CIK Number: 0001661245

946.18M
Market Value
205
# of Holdings
5 months
Avg. Holding Period
34.53%
Win Rate
54.99%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VTI Vanguard Total ...
275.14
+0.63% 782.46K +1.75% 226.76M 247.43 23.97%
2 IJR iShares Core S&...
104.64
+0.61% 785.27K +1.13% 90.48M 99.36 9.56%
3 JCPB JPMorgan Core P...
47.02
+0.19% 1.87M +15.71% 86.38M 47.95 9.13%
4 VGIT Vanguard Interm...
59.38
+0.13% 1.16M +1.96% 67.43M 59.61 7.13%
5 XLU Utilities Selec...
78.91
+1.19% 721.54K +3.91% 54.61M 80.59 5.77%

Trade Smarter, Not Harder

Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.

Unlimited access to all data and tools
Unlimited access to all data and tools, giving you the edge over everyone else in the market.
Realtime Options & Dark Pool Data
Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
Top Wallstreet Analyst Ratings
Follow ratings from the best analysts on Wall Street to stay ahead.
Up to 30 years financial history
We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.