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:
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Page 8 of 11
67092P854
Shares:17.4K
Value:$368.0K
464285204
Shares:5.7K
Value:$334.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Natera, Inc.(NTRAcusip632307104) | 2.7K | QoQ +0.56% (-15)YoY +6.83% (+171) | All Managers (Combined) | $378.1K | |
82 | QoQ +24.24% (+16)YoY NEW(+82) | All Managers (Combined) | $377.8K | YoY NEW(+$377.8K) | |
6.4K | YoY NEW(+6.4K) | All Managers (Combined) | $374.8K | YoY NEW(+$374.8K) | |
8.5K | QoQ 0.00% (+0)YoY -5.69% (-514) | All Managers (Combined) | $372.0K | ||
Blackstone Inc.(BXcusip09260D107) | 2.6K | All Managers (Combined) | $369.2K | ||
848 | QoQ NEW(+848) YoY NEW(+848) | All Managers (Combined) | $368.9K | QoQ NEW(+$368.9K) YoY NEW(+$368.9K) | |
(cusip67092P854)✕ | 17.4K | All Managers (Combined) | $368.0K | ||
578 | YoY -6.92% (-43) | All Managers (Combined) | $362.2K | ||
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $361.9K | YoY NEW(+$361.9K) | |
NIKE, Inc.(NKEcusip654106103) | 5.7K | All Managers (Combined) | $361.1K | ||
4.6K | YoY NEW(+4.6K) | All Managers (Combined) | $356.7K | YoY NEW(+$356.7K) | |
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $351.3K | YoY NEW(+$351.3K) | |
1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $349.6K | YoY NEW(+$349.6K) | |
Duke Energy CORP(DUKcusip26441C204) | 2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $348.7K | YoY NEW(+$348.7K) |
2.5K | QoQ +3.24% (-78)YoY NEW(+2.5K) | All Managers (Combined) | $340.2K | YoY NEW(+$340.2K) | |
(cusip464285204)✕ | 5.7K | QoQ 0.00% (+0)YoY NEW(+5.7K) | All Managers (Combined) | $334.7K | YoY NEW(+$334.7K) |
1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $333.8K | YoY NEW(+$333.8K) | |
1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $332.2K | YoY NEW(+$332.2K) | |
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $324.1K | YoY NEW(+$324.1K) | |
3.6K | All Managers (Combined) | $314.0K |