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CIK: 0001661245
Total reported value
$1.5B
$1.5B
217 檔
33.8%
According to the latest 13F quarterly dataset, Moss Adams Wealth Advisors LLC managed an equity portfolio of $1.5B at the end of Q1 2025, spanning 217 distinct U.S. exchange-listed positions.
During Q1 2025, Moss Adams Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.86% | +0.08% | +5.38% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.99% | +0.33% | +7.85% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.18% | -0.15% | +6.19% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 6.00% | -0.72% | +0.19% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-Other | 5.58% | -0.35% | — | |
| 6 | BUG | Global X Cybersecurity ETF | ETF-Other | 4.77% | +0.64% | +3.06% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.40% | +0.13% | +2.73% | |
| 8 | PAVE | Global X US Infrastructure | ETF-Other | 4.08% | -0.91% | +5.15% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.59% | -0.50% | -0.85% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.15% | +7.75% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.01% | +3.71% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.45% | +0.03% | -0.70% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.35% | +0.11% | +5.51% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.32% | +0.04% | +98.41% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | — | -3.48% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.04% | +10.78% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.01% | +14.69% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.09% | +2.26% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.03% | +17.30% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.33% | EXIT | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.02% | +9.60% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.03% | +35.93% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.09% | +4.19% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-Other | 0.37% | -0.01% | +1155.43% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.35% | — | +3.63% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.01% | -62.63% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.34% | -0.01% | +60.39% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.05% | +15.44% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | — | +8.30% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.28% | -0.17% | EXIT | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | +0.01% | -0.20% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.27% | -0.04% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | -0.08% | -3.75% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.02% | +19.39% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | -0.03% | +8.81% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | -0.04% | +10.89% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.01% | +1.76% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.01% | +0.47% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | +1.12% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | -0.07% | +6.97% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | +8.06% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.05% | +10.69% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.03% | +8.70% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | +28.88% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | +0.05% | -10.72% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.01% | +27.55% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.17% | — | +7.57% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | +0.01% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.02% | +5.63% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.16% | -0.03% | +5.09% |
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 217 disclosed positions in Q1 2025.
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, JCPB, IJR) accounted for 33.8% of total reported equity market value during Q1 2025.
During Q1 2025, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (23.9%)、JCPB (10.0%)、IJR (9.2%). The largest single position, VTI, represented 23.9% of total portfolio value.
In Q1 2025, 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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