Moss-Adams-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "KTOS", "AKAM", "MU", "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "ASML", "T", "BLK", "CAT", "AVGO", "APP", "LOW", "BRO", "BSX", null, "COF", null, "DUK", "FCT", "GD", "GILD", "APCX", "HON", "HD", "HPQ", "MCD", "INTU", null, "UNP", "QCOM", "ISRG", "ITW", null, "AMAT", "EMR", "BKNG", "ICE", "MUB", "META", "IVW", "IJH", null, "LRCX", "LIN", null, "MMC", "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "FICO", "GE", null, "OXY", "ORLY", "PCAR", "BX", "IJR", "KLAC", "IWD", "KR", "ORCL", "DASH", "VGIT", null, null, "EEM", "IWF", "PANW", "PEP", "PGR", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", null, "LMT", "PG", "MRK", "VZ", "AMGN", "REGN", "ROK", "SPGI", "NOW", "SHOP", "ROP", "O", "RTX", "SPDW", "GLD", null, null, "AMT", "IBM", null, "SYK", "SBUX", "CI", "TXN", "TMO", "TJX", "UBER", "UPS", "NNVC", "RNA", "VV", "SCHW", "IWV", null, null, null, "RMD", null, null, "VRTX", "ADSK", "BLD", "AMD", "FI", "NTRA", "F", "WM", "IWP", "IWR", "HTH", "IDXX", null, "AMZN", "IVE", null, "USB", "VUG", "VEA", null, "VB", "VOO", null, "V", "WMT", "WFC", "WELL", null, null, "LNT", "ORGN", "DVY", null, "SCHF", "LH", "SO", "PSX", "CRM", "RBLX", null, "GEV", "MCK", "FDX", "ADP", "BAC", "BRK-A", "BA", "BMY", "BBIO", "CDNS", "CARR", "CVX", "CB", "CSCO", "C", "KO", "CMCSA", "COP", "COST", "CRWD", "DHR", "DE", "RSP", "EFA", "ADI", "IWB", "NEE", "NKE", "QQQ", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "APO", "MO", "XLK", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified340 identified27 unidentified
Holdings
367 positions
Manager:
Search and click to pin securities to the top
Page 2 of 11
92204A876
Shares:20.4K
Value:$3.5M
46435U663
Shares:87.3K
Value:$3.4M
78463X749
Shares:74.9K
Value:$3.3M
464287523
Shares:13.8K
Value:$2.6M
464287226
Shares:22.2K
Value:$2.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.4K | All Managers (Combined) | $4.2M | |||
8.1K | All Managers (Combined) | $4.2M | |||
Alphabet Inc.(GOOGcusip02079K107) | 24.4K | All Managers (Combined) | $3.8M | ||
(cusip92204A876)✕ | 20.4K | YoY NEW(+20.4K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
(cusip46435U663)✕ | 87.3K | All Managers (Combined) | $3.4M | ||
31.3K | All Managers (Combined) | $3.3M | |||
(cusip78463X749)✕ | 74.9K | All Managers (Combined) | $3.3M | ||
HOME DEPOT, INC.(HDcusip437076102) | 8.1K | All Managers (Combined) | $3.0M | ||
Mastercard Inc(MAcusip57636Q104) | 5.0K | All Managers (Combined) | $2.8M | ||
24.6K | QoQ 0.00% (-1)YoY +1.49% (-362) | All Managers (Combined) | $2.7M | ||
7.4K | QoQ -0.20% (-15)YoY +5.70% (+399) | All Managers (Combined) | $2.7M | ||
(cusip464287523)✕ | 13.8K | QoQ NEW(+13.8K) YoY NEW(+13.8K) | All Managers (Combined) | $2.6M | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
Broadcom Inc.(AVGOcusip11135F101) | 15.2K | All Managers (Combined) | $2.5M | ||
10.0K | All Managers (Combined) | $2.5M | |||
4.5K | All Managers (Combined) | $2.3M | |||
ELI LILLY & Co(LLYcusip532457108) | 2.8K | All Managers (Combined) | $2.3M | ||
(cusip464287226)✕ | 22.2K | All Managers (Combined) | $2.2M | ||
3.9K | QoQ +0.46% (-18)YoY +2.83% (+107) | All Managers (Combined) | $2.2M | ||
4.4K | QoQ +1.12% (-49)YoY +3.31% (+142) | All Managers (Combined) | $2.1M | ||
Tesla, Inc.(TSLAcusip88160R101) | 7.1K | All Managers (Combined) | $1.8M |