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CIK: 0001661245
Total reported value
$1.5B
$1.5B
152 檔
25.5%
During the Q1 2024 filing period, Moss Adams Wealth Advisors LLC (CIK: 0001661245) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 152 reported positions.
During Q1 2024, Moss Adams Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.21% | +0.08% | +42.71% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.48% | -0.15% | +23.35% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.64% | — | +11.99% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 5.46% | -0.91% | — | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.08% | -0.50% | — | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.87% | +0.13% | +12087.36% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.62% | +0.03% | +38.44% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | +0.01% | +38.47% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.01% | +0.11% | +21.35% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.15% | +33.42% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.41% | — | -13.95% | |
| 12 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.05% | -0.03% | — | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.03% | +0.04% | +58.47% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.09% | +17.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.04% | +29.10% | |
| 16 | HTLD | Heartland Express Inc | Stock-Other | 0.78% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.09% | +9.48% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.17% | EXIT | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | — | -93.85% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.33% | EXIT | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.52% | — | -3.85% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.01% | +54.65% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.03% | +14.86% | |
| 24 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.49% | -0.01% | +1.62% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.02% | +177.57% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.01% | -84.05% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.01% | -30.48% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.01% | +6.22% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.05% | +534.59% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | -7.31% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.05% | +4.60% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | — | -0.26% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.08% | +7.73% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | -0.03% | +7.56% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.27% | +0.07% | -39.69% | |
| 36 | BLD | Topbuild CORP | Stock-Industrials | 0.26% | — | — | |
| 37 | NXTE | Axs Green Alpha ETF | ETF-Other | 0.25% | — | -94.81% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | -0.01% | — | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.24% | — | +8.41% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.04% | +33.36% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | -0.03% | +15.76% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.02% | +31.09% | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.17% | -0.60% | -46.78% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | — | +209.12% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.02% | +102.11% | |
| 46 | ADSK | Autodesk Inc | Stock-Tech | 0.15% | — | +5.65% | |
| 47 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.15% | — | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.03% | +124.96% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.14% | +0.01% | +8.99% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.14% | +0.02% | +57.24% |
According to official SEC Form 13F filings, Moss Adams Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 152 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IJR, VGIT) accounted for 25.5% of total reported equity market value during Q1 2024.
During Q1 2024, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (29.2%)、IJR (12.5%)、VGIT (10.6%). The largest single position, VTI, represented 29.2% of total portfolio value.
In Q1 2024, Moss Adams Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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