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CIK: 0001661245
Total reported value
$1.5B
$1.5B
208 檔
34.3%
As reported in its official Q4 2024 Form 13F filing, Moss Adams Wealth Advisors LLC's tracked investment portfolio stood at $1.5B with 208 total positions.
During Q4 2024, Moss Adams Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IJR, JCPB) accounted for 34.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.97% | +0.08% | +1.75% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.56% | -0.15% | +1.13% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.13% | +0.33% | +15.71% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.13% | — | +1.96% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.77% | -0.72% | +3.91% | |
| 6 | BUG | Global X Cybersecurity ETF | ETF-Other | 4.61% | +0.64% | +0.56% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.32% | +0.13% | +0.48% | |
| 8 | PAVE | Global X US Infrastructure | ETF-Other | 4.18% | -0.91% | +1.04% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.16% | -0.50% | +1.63% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.15% | +11.99% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.01% | +4.60% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.38% | +0.03% | -0.39% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.35% | +0.11% | -2.33% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | -0.01% | +1.49% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | — | -3.19% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.04% | +16.91% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.01% | +2.44% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.09% | +4.04% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.65% | +0.04% | +4.53% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.03% | +5.26% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.09% | +1.84% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.02% | -2.11% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | -0.08% | +3.64% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.37% | — | -0.85% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.33% | EXIT | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.03% | +246.56% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.33% | -0.17% | EXIT | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.01% | -0.28% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.05% | +1.88% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.07% | +4.06% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | — | +81.16% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | -0.18% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | -0.09% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.05% | -10.34% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.22% | -0.01% | -7.28% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | -0.03% | -4.58% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.02% | +8.20% | |
| 38 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.21% | -0.01% | +3.33% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.04% | +1.00% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.05% | +5.86% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.02% | +2.05% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.16% | — | +1.87% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.16% | -0.03% | +165.20% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | -5.99% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | — | +47.08% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -22.43% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | +0.01% | — | |
| 49 | CMF | Ishares California Muni Bond | ETF-Other | 0.13% | — | — | |
| 50 | HTLD | Heartland Express Inc | Stock-Other | 0.12% | — | — |
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 208 disclosed positions in Q4 2024.
During Q4 2024, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (24.0%)、IJR (9.6%)、JCPB (9.1%). The largest single position, VTI, represented 24.0% of total portfolio value.
In Q4 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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