Moss-Adams-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-14
Total Holdings
367
Total Value
949629742
Accession Number
0001661245-25-000003
Form Type
13F-HR
Manager Name
Moss-Adams-Wealth-Advisors
Data Enrichment
93% identified
340 identified27 unidentified

Holdings

367 positions
Manager:
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COSTCO WHOLESALE CORP /NEW
Shares:4.4K
Value:$4.2M
922908363
Shares:8.1K
Value:$4.2M
Alphabet Inc.
Shares:24.4K
Value:$3.8M
92204A876
Shares:20.4K
Value:$3.5M
46435U663
Shares:87.3K
Value:$3.4M
464288414
Shares:31.3K
Value:$3.3M
78463X749
Shares:74.9K
Value:$3.3M
HOME DEPOT, INC.
Shares:8.1K
Value:$3.0M
Mastercard Inc
Shares:5.0K
Value:$2.8M
UNITED PARCEL SERVICE INC
Shares:24.6K
Value:$2.7M
464287614
Shares:7.4K
Value:$2.7M
464287523
Shares:13.8K
Value:$2.6M
Broadcom Inc.
Shares:15.2K
Value:$2.5M
JPMORGAN CHASE & CO
Shares:10.0K
Value:$2.5M
UNITEDHEALTH GROUP INC
Shares:4.5K
Value:$2.3M
ELI LILLY & Co
Shares:2.8K
Value:$2.3M
464287226
Shares:22.2K
Value:$2.2M
SPDR S&P 500 ETF TRUST
Shares:3.9K
Value:$2.2M
INVESCO QQQ TRUST, SERIES 1
Shares:4.4K
Value:$2.1M
Tesla, Inc.
Shares:7.1K
Value:$1.8M