Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2025) About Moss Adams Wealth Advisors LLCInvestment ActivityMoss 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 $226,627,570JPMorgan Core Plus Bond ETF $94,860,713iShares Core S&P Small-Cap ETF $87,196,248Utilities Select Sector SPDR Fund $57,003,311Real Estate Select Sector SPDR Fund $52,946,874 Largest New Holdings this Quarter 81369Y860 - Real Estate Select Sector SPDR Fund $52,946,874 Holding464287523 - iShares Semiconductor ETF $2,600,566 Holding084670108 - Berkshire Hathaway $798,442 Holding921943858 - Vanguard FTSE Developed Markets ETF $535,444 Holding922908637 - 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 TimeMap of 500 Largest Holdings ofMoss Adams Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$226,627,570$11,576,811 ▲5.4%824,58023.9%ETFJCPBJPMorgan Core Plus Bond ETF$94,860,713$6,905,377 ▲7.9%2,016,59710.0%ETFIJRiShares Core S&P Small-Cap ETF$87,196,248$5,080,012 ▲6.2%833,8559.2%ETFXLUUtilities Select Sector SPDR Fund$57,003,311$109,838 ▲0.2%722,9346.0%ETFXLREReal Estate Select Sector SPDR Fund$52,946,874$52,946,874 ▲New Holding1,265,1585.6%ETFBUGGlobal X Cybersecurity ETF$45,252,488$1,344,697 ▲3.1%1,399,2734.8%ManufacturingXLCCommunication Services Select Sector SPDR Fund$41,812,715$1,110,622 ▲2.7%433,5174.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$38,708,311$1,895,216 ▲5.1%1,025,9294.1%ETFSMHVanEck Semiconductor ETF$34,090,617$292,886 ▼-0.9%161,2083.6%ManufacturingAAPLApple$19,401,632$1,395,414 ▲7.7%87,3442.0%Computer and TechnologyMSFTMicrosoft$16,920,176$605,123 ▲3.7%45,0741.8%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$13,806,141$97,579 ▼-0.7%379,1851.5%ETFIWViShares Russell 3000 ETF$12,844,879$670,546 ▲5.5%40,4381.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$12,578,049$6,238,572 ▲98.4%319,4831.3%ETFRSPInvesco S&P 500 Equal Weight ETF$8,343,623$300,727 ▼-3.5%48,1650.9%ETFAMZNAmazon.com$8,244,834$802,128 ▲10.8%43,3350.9%Retail/WholesaleNVDANVIDIA$7,336,732$939,962 ▲14.7%67,6880.8%Computer and TechnologyGOOGLAlphabet$5,846,013$128,970 ▲2.3%37,8040.6%Computer and TechnologyMETAMeta Platforms$5,521,746$814,429 ▲17.3%9,5800.6%Computer and TechnologyXOMExxon Mobil$4,294,541$376,649 ▲9.6%36,1100.5%EnergyCOSTCostco Wholesale$4,189,367$366,924 ▲9.6%4,4300.4%Retail/WholesaleVOOVanguard S&P 500 ETF$4,154,449$1,098,226 ▲35.9%8,0840.4%ETFGOOGAlphabet$3,804,132$153,103 ▲4.2%24,3500.4%Computer and TechnologyVPUVanguard Utilities ETF$3,478,205$3,201,151 ▲1,155.4%20,3630.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,354,718$117,457 ▲3.6%87,3400.4%ETFMUBiShares National Muni Bond ETF$3,299,590$5,529,296 ▼-62.6%31,2940.3%ETFRWOSPDR Dow Jones Global Real Estate ETF$3,270,338$1,231,346 ▲60.4%74,9390.3%ETFHDHome Depot$2,972,968$397,642 ▲15.4%8,1120.3%Retail/WholesaleMAMastercard$2,752,112$211,026 ▲8.3%5,0210.3%Business ServicesUPSUnited Parcel Service$2,703,570$110 ▲0.0%24,5800.3%TransportationIWFiShares Russell 1000 Growth ETF$2,667,733$5,416 ▼-0.2%7,3880.3%ETFSOXXiShares Semiconductor ETF$2,600,566$2,600,566 ▲New Holding13,8200.3%ETFAVGOBroadcom$2,541,923$99,119 ▼-3.8%15,1820.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,462,322$399,839 ▲19.4%10,0380.3%FinanceUNHUnitedHealth Group$2,349,152$190,132 ▲8.8%4,4850.2%MedicalLLYEli Lilly and Company$2,320,809$227,951 ▲10.9%2,8100.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,195,548$37,986 ▲1.8%22,1950.2%FinanceSPYSPDR S&P 500 ETF Trust$2,178,695$10,100 ▲0.5%3,8830.2%FinanceQQQInvesco QQQ$2,077,199$23,012 ▲1.1%4,4230.2%FinanceTSLATesla$1,848,589$120,509 ▲7.0%7,1330.2%Auto/Tires/TrucksJNJJohnson & Johnson$1,844,639$137,647 ▲8.1%11,1230.2%MedicalWMTWalmart$1,839,729$177,635 ▲10.7%20,9000.2%Retail/WholesaleIBMInternational Business Machines$1,839,587$147,207 ▲8.7%7,3980.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,767,505$396,087 ▲28.9%3,1460.2%ETFXLKTechnology Select Sector SPDR Fund$1,724,452$207,091 ▼-10.7%8,3520.2%ETFVVisa$1,624,383$350,811 ▲27.5%4,6350.2%Business ServicesINTUIntuit$1,622,163$114,202 ▲7.6%2,6420.2%Computer and TechnologyGLDSPDR Gold Shares$1,576,7030.0%5,4720.2%FinanceORCLOracle$1,499,323$79,971 ▲5.6%10,7240.2%Computer and TechnologyMSMorgan Stanley$1,474,593$71,402 ▲5.1%12,6390.2%FinanceNFLXNetflix$1,348,440$255,514 ▲23.4%1,4460.1%Consumer DiscretionaryABBVAbbVie$1,306,777$320,775 ▲32.5%6,2370.1%MedicalPGProcter & Gamble$1,254,246$182,854 ▲17.1%7,3600.1%Consumer StaplesCMFiShares California Muni Bond ETF$1,252,2300.0%22,2500.1%ETFICEIntercontinental Exchange$1,241,656$53,475 ▲4.5%7,1980.1%FinanceABTAbbott Laboratories$1,209,239$23,612 ▲2.0%9,1160.1%MedicalMRKMerck & Co., Inc.$1,177,305$161,941 ▲15.9%13,0060.1%MedicalTMUST-Mobile US$1,167,221$581,210 ▲99.2%4,3760.1%Computer and TechnologyCVXChevron$1,101,773$95,523 ▲9.5%6,5860.1%EnergyMCDMcDonald's$1,067,682$45,606 ▲4.5%3,4180.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,064,5750.0%11,4680.1%ETFBACBank of America$1,061,822$66,393 ▲6.7%25,4450.1%FinanceASMLASML$1,060,871$663 ▲0.1%1,6010.1%Computer and TechnologyAMGNAmgen$1,024,689$121,505 ▲13.5%3,2890.1%MedicalKOCoca-Cola$1,020,552$141,559 ▲16.1%14,1520.1%Consumer StaplesADSKAutodesk$1,011,857$785 ▼-0.1%3,8650.1%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$998,815$136,478 ▲15.8%12,6610.1%ETFBLDTopBuild$992,918$67,089 ▼-6.3%3,2560.1%ConstructionCSCOCisco Systems$945,893$252,394 ▲36.4%15,3280.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$933,462$235,953 ▲33.8%4,9610.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$910,568$268,329 ▲41.8%15,8170.1%ETFREGNRegeneron Pharmaceuticals$877,775$17,124 ▲2.0%1,3840.1%MedicalIVEiShares S&P 500 Value ETF$862,566$191 ▲0.0%4,5260.1%ETFADBEAdobe$862,560$33,751 ▲4.1%2,2490.1%Computer and TechnologyCCitigroup$859,903$108,615 ▲14.5%12,1130.1%FinanceWFCWells Fargo & Company$841,811$48,387 ▼-5.4%11,7260.1%FinanceHONHoneywell International$837,472$25,834 ▼-3.0%3,9550.1%Multi-Sector ConglomeratesSBUXStarbucks$825,482$55,908 ▲7.3%8,4160.1%Retail/WholesaleBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.1%FinanceRBLXRoblox$793,561$19,061 ▲2.5%13,6140.1%Consumer DiscretionaryVIOOVanguard S&P Small-Cap 600 ETF$770,729$162,909 ▲26.8%7,9860.1%ETFVBVanguard Small-Cap ETF$741,754$31,489 ▲4.4%3,3450.1%ETFCRMSalesforce$727,525$21,469 ▲3.0%2,7110.1%Computer and TechnologyUBERUber Technologies$710,750$31,330 ▼-4.2%9,7550.1%Computer and TechnologyPFEPfizer$703,439$157,970 ▲29.0%27,7600.1%MedicalROKRockwell Automation$699,698$25,321 ▲3.8%2,7080.1%Computer and TechnologyPMPhilip Morris International$693,891$118,610 ▲20.6%4,3350.1%Consumer StaplesRMDResMed$689,235$5,149 ▲0.8%3,0790.1%MedicalDHRDanaher$674,078$151,324 ▼-18.3%3,2830.1%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$664,460$68,389,958 ▼-99.0%11,1860.1%ETFRNAAvidity Biosciences$664,0820.0%22,4960.1%MedicalTMOThermo Fisher Scientific$660,821$212,140 ▲47.3%1,3270.1%MedicalLINDE PLC$660,279$139,692 ▲26.8%1,4180.1%SHSAOAiShares Core 80/20 Aggressive Allocation ETF$643,150$224,915 ▲53.8%8,4070.1%ETFRTXRTX$634,080$80,800 ▲14.6%4,7870.1%AerospaceQUALiShares MSCI USA Quality Factor ETF$630,0720.0%3,6870.1%ETFBABoeing$616,772$107,116 ▲21.0%3,6160.1%AerospaceKTOSKratos Defense & Security Solutions$597,423$3,622 ▲0.6%20,1220.1%AerospaceGEGE Aerospace$592,225$135,326 ▲29.6%2,9540.1%IndustrialsTAT&T$588,606$108,089 ▲22.5%20,8130.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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