Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Moss Adams Wealth Advisors LLC has $949.63 million in total holdings as of March 31, 2025.
Moss Adams Wealth Advisors LLC owns shares of 217 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 12.77% of the portfolio was purchased this quarter.
About 8.86% of the portfolio was sold this quarter.
This quarter, Moss Adams Wealth Advisors LLC has purchased 208 new stocks and bought additional shares in 136 stocks.
Moss Adams Wealth Advisors LLC sold shares of 34 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $226,627,570
JPMorgan Core Plus Bond ETF: $94,860,713
iShares Core S&P Small-Cap ETF: $87,196,248
Utilities Select Sector SPDR Fund: $57,003,311
Real Estate Select Sector SPDR Fund: $52,946,874

Largest New Holdings this Quarter

81369Y860 - Real Estate Select Sector SPDR Fund: $52,946,874 Holding
464287523 - iShares Semiconductor ETF: $2,600,566 Holding
084670108 - Berkshire Hathaway: $798,442 Holding
921943858 - Vanguard FTSE Developed Markets ETF: $535,444 Holding
922908637 - Vanguard Large-Cap ETF: $454,173 Holding

Largest Purchases this Quarter

Real Estate Select Sector SPDR Fund: 1,265,158 shares (about $52.95M)
Vanguard Total Stock Market ETF: 42,122 shares (about $11.58M)
JPMorgan Core Plus Bond ETF: 146,798 shares (about $6.91M)
SPDR Portfolio Emerging Markets ETF: 158,460 shares (about $6.24M)
iShares Core S&P Small-Cap ETF: 48,580 shares (about $5.08M)

Largest Sales this Quarter

Vanguard Intermediate-Term Treasury Index ETF: 1,151,326 shares (about $68.39M)
iShares National Muni Bond ETF: 52,441 shares (about $5.53M)
Invesco S&P 500 Equal Weight ETF: 1,736 shares (about $300.73K)
VanEck Semiconductor ETF: 1,385 shares (about $292.89K)
Technology Select Sector SPDR Fund: 1,003 shares (about $207.09K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$226,627,570	$11,576,811 ▲	5.4%	824,580	23.9%	ETF
JCPB JPMorgan Core Plus Bond ETF	$94,860,713	$6,905,377 ▲	7.9%	2,016,597	10.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$87,196,248	$5,080,012 ▲	6.2%	833,855	9.2%	ETF
XLU Utilities Select Sector SPDR Fund	$57,003,311	$109,838 ▲	0.2%	722,934	6.0%	ETF
XLRE Real Estate Select Sector SPDR Fund	$52,946,874	$52,946,874 ▲	New Holding	1,265,158	5.6%	ETF
BUG Global X Cybersecurity ETF	$45,252,488	$1,344,697 ▲	3.1%	1,399,273	4.8%	Manufacturing
XLC Communication Services Select Sector SPDR Fund	$41,812,715	$1,110,622 ▲	2.7%	433,517	4.4%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$38,708,311	$1,895,216 ▲	5.1%	1,025,929	4.1%	ETF
SMH VanEck Semiconductor ETF	$34,090,617	$292,886 ▼	-0.9%	161,208	3.6%	Manufacturing
AAPL Apple	$19,401,632	$1,395,414 ▲	7.7%	87,344	2.0%	Computer and Technology
MSFT Microsoft	$16,920,176	$605,123 ▲	3.7%	45,074	1.8%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$13,806,141	$97,579 ▼	-0.7%	379,185	1.5%	ETF
IWV iShares Russell 3000 ETF	$12,844,879	$670,546 ▲	5.5%	40,438	1.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$12,578,049	$6,238,572 ▲	98.4%	319,483	1.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$8,343,623	$300,727 ▼	-3.5%	48,165	0.9%	ETF
AMZN Amazon.com	$8,244,834	$802,128 ▲	10.8%	43,335	0.9%	Retail/Wholesale
NVDA NVIDIA	$7,336,732	$939,962 ▲	14.7%	67,688	0.8%	Computer and Technology
GOOGL Alphabet	$5,846,013	$128,970 ▲	2.3%	37,804	0.6%	Computer and Technology
META Meta Platforms	$5,521,746	$814,429 ▲	17.3%	9,580	0.6%	Computer and Technology
XOM Exxon Mobil	$4,294,541	$376,649 ▲	9.6%	36,110	0.5%	Energy
COST Costco Wholesale	$4,189,367	$366,924 ▲	9.6%	4,430	0.4%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$4,154,449	$1,098,226 ▲	35.9%	8,084	0.4%	ETF
GOOG Alphabet	$3,804,132	$153,103 ▲	4.2%	24,350	0.4%	Computer and Technology
VPU Vanguard Utilities ETF	$3,478,205	$3,201,151 ▲	1,155.4%	20,363	0.4%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$3,354,718	$117,457 ▲	3.6%	87,340	0.4%	ETF
MUB iShares National Muni Bond ETF	$3,299,590	$5,529,296 ▼	-62.6%	31,294	0.3%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$3,270,338	$1,231,346 ▲	60.4%	74,939	0.3%	ETF
HD Home Depot	$2,972,968	$397,642 ▲	15.4%	8,112	0.3%	Retail/Wholesale
MA Mastercard	$2,752,112	$211,026 ▲	8.3%	5,021	0.3%	Business Services
UPS United Parcel Service	$2,703,570	$110 ▲	0.0%	24,580	0.3%	Transportation
IWF iShares Russell 1000 Growth ETF	$2,667,733	$5,416 ▼	-0.2%	7,388	0.3%	ETF
SOXX iShares Semiconductor ETF	$2,600,566	$2,600,566 ▲	New Holding	13,820	0.3%	ETF
AVGO Broadcom	$2,541,923	$99,119 ▼	-3.8%	15,182	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,462,322	$399,839 ▲	19.4%	10,038	0.3%	Finance
UNH UnitedHealth Group	$2,349,152	$190,132 ▲	8.8%	4,485	0.2%	Medical
LLY Eli Lilly and Company	$2,320,809	$227,951 ▲	10.9%	2,810	0.2%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$2,195,548	$37,986 ▲	1.8%	22,195	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$2,178,695	$10,100 ▲	0.5%	3,883	0.2%	Finance
QQQ Invesco QQQ	$2,077,199	$23,012 ▲	1.1%	4,423	0.2%	Finance
TSLA Tesla	$1,848,589	$120,509 ▲	7.0%	7,133	0.2%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$1,844,639	$137,647 ▲	8.1%	11,123	0.2%	Medical
WMT Walmart	$1,839,729	$177,635 ▲	10.7%	20,900	0.2%	Retail/Wholesale
IBM International Business Machines	$1,839,587	$147,207 ▲	8.7%	7,398	0.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,767,505	$396,087 ▲	28.9%	3,146	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$1,724,452	$207,091 ▼	-10.7%	8,352	0.2%	ETF
V Visa	$1,624,383	$350,811 ▲	27.5%	4,635	0.2%	Business Services
INTU Intuit	$1,622,163	$114,202 ▲	7.6%	2,642	0.2%	Computer and Technology
GLD SPDR Gold Shares	$1,576,703		0.0%	5,472	0.2%	Finance
ORCL Oracle	$1,499,323	$79,971 ▲	5.6%	10,724	0.2%	Computer and Technology
MS Morgan Stanley	$1,474,593	$71,402 ▲	5.1%	12,639	0.2%	Finance
NFLX Netflix	$1,348,440	$255,514 ▲	23.4%	1,446	0.1%	Consumer Discretionary
ABBV AbbVie	$1,306,777	$320,775 ▲	32.5%	6,237	0.1%	Medical
PG Procter & Gamble	$1,254,246	$182,854 ▲	17.1%	7,360	0.1%	Consumer Staples
CMF iShares California Muni Bond ETF	$1,252,230		0.0%	22,250	0.1%	ETF
ICE Intercontinental Exchange	$1,241,656	$53,475 ▲	4.5%	7,198	0.1%	Finance
ABT Abbott Laboratories	$1,209,239	$23,612 ▲	2.0%	9,116	0.1%	Medical
MRK Merck & Co., Inc.	$1,177,305	$161,941 ▲	15.9%	13,006	0.1%	Medical
TMUS T-Mobile US	$1,167,221	$581,210 ▲	99.2%	4,376	0.1%	Computer and Technology
CVX Chevron	$1,101,773	$95,523 ▲	9.5%	6,586	0.1%	Energy
MCD McDonald's	$1,067,682	$45,606 ▲	4.5%	3,418	0.1%	Retail/Wholesale
IVW iShares S&P 500 Growth ETF	$1,064,575		0.0%	11,468	0.1%	ETF
BAC Bank of America	$1,061,822	$66,393 ▲	6.7%	25,445	0.1%	Finance
ASML ASML	$1,060,871	$663 ▲	0.1%	1,601	0.1%	Computer and Technology
AMGN Amgen	$1,024,689	$121,505 ▲	13.5%	3,289	0.1%	Medical
KO Coca-Cola	$1,020,552	$141,559 ▲	16.1%	14,152	0.1%	Consumer Staples
ADSK Autodesk	$1,011,857	$785 ▼	-0.1%	3,865	0.1%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$998,815	$136,478 ▲	15.8%	12,661	0.1%	ETF
BLD TopBuild	$992,918	$67,089 ▼	-6.3%	3,256	0.1%	Construction
CSCO Cisco Systems	$945,893	$252,394 ▲	36.4%	15,328	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$933,462	$235,953 ▲	33.8%	4,961	0.1%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$910,568	$268,329 ▲	41.8%	15,817	0.1%	ETF
REGN Regeneron Pharmaceuticals	$877,775	$17,124 ▲	2.0%	1,384	0.1%	Medical
IVE iShares S&P 500 Value ETF	$862,566	$191 ▲	0.0%	4,526	0.1%	ETF
ADBE Adobe	$862,560	$33,751 ▲	4.1%	2,249	0.1%	Computer and Technology
C Citigroup	$859,903	$108,615 ▲	14.5%	12,113	0.1%	Finance
WFC Wells Fargo & Company	$841,811	$48,387 ▼	-5.4%	11,726	0.1%	Finance
HON Honeywell International	$837,472	$25,834 ▼	-3.0%	3,955	0.1%	Multi-Sector Conglomerates
SBUX Starbucks	$825,482	$55,908 ▲	7.3%	8,416	0.1%	Retail/Wholesale
BRK.A Berkshire Hathaway	$798,442	$798,442 ▲	New Holding	1	0.1%	Finance
RBLX Roblox	$793,561	$19,061 ▲	2.5%	13,614	0.1%	Consumer Discretionary
VIOO Vanguard S&P Small-Cap 600 ETF	$770,729	$162,909 ▲	26.8%	7,986	0.1%	ETF
VB Vanguard Small-Cap ETF	$741,754	$31,489 ▲	4.4%	3,345	0.1%	ETF
CRM Salesforce	$727,525	$21,469 ▲	3.0%	2,711	0.1%	Computer and Technology
UBER Uber Technologies	$710,750	$31,330 ▼	-4.2%	9,755	0.1%	Computer and Technology
PFE Pfizer	$703,439	$157,970 ▲	29.0%	27,760	0.1%	Medical
ROK Rockwell Automation	$699,698	$25,321 ▲	3.8%	2,708	0.1%	Computer and Technology
PM Philip Morris International	$693,891	$118,610 ▲	20.6%	4,335	0.1%	Consumer Staples
RMD ResMed	$689,235	$5,149 ▲	0.8%	3,079	0.1%	Medical
DHR Danaher	$674,078	$151,324 ▼	-18.3%	3,283	0.1%	Medical
VGIT Vanguard Intermediate-Term Treasury Index ETF	$664,460	$68,389,958 ▼	-99.0%	11,186	0.1%	ETF
RNA Avidity Biosciences	$664,082		0.0%	22,496	0.1%	Medical
TMO Thermo Fisher Scientific	$660,821	$212,140 ▲	47.3%	1,327	0.1%	Medical
LINDE PLC	$660,279	$139,692 ▲	26.8%	1,418	0.1%	SHS
AOA iShares Core 80/20 Aggressive Allocation ETF	$643,150	$224,915 ▲	53.8%	8,407	0.1%	ETF
RTX RTX	$634,080	$80,800 ▲	14.6%	4,787	0.1%	Aerospace
QUAL iShares MSCI USA Quality Factor ETF	$630,072		0.0%	3,687	0.1%	ETF
BA Boeing	$616,772	$107,116 ▲	21.0%	3,616	0.1%	Aerospace
KTOS Kratos Defense & Security Solutions	$597,423	$3,622 ▲	0.6%	20,122	0.1%	Aerospace
GE GE Aerospace	$592,225	$135,326 ▲	29.6%	2,954	0.1%	Industrials
T AT&T	$588,606	$108,089 ▲	22.5%	20,813	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoss Adams Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools