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 9 of 11
464288489
Shares:12.7K
Value:$249.7K
81369Y407
Shares:1.2K
Value:$242.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ +3.22% (+41)YoY NEW(+1.3K) | All Managers (Combined) | $305.8K | YoY NEW(+$305.8K) | |
1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $305.5K | YoY NEW(+$305.5K) | |
814 | QoQ +5.03% (-39)YoY +2.13% (+17) | All Managers (Combined) | $301.8K | ||
FAIR ISAAC CORP(FICOcusip303250104) | 163 | QoQ +3.16% (-5)YoY NEW(+163) | All Managers (Combined) | $300.6K | YoY NEW(+$300.6K) |
PACCAR INC(PCARcusip693718108) | 3.1K | QoQ +6.62% (-190)YoY +1.49% (-45) | All Managers (Combined) | $297.8K | |
Phillips 66(PSXcusip718546104) | 2.4K | All Managers (Combined) | $292.0K | ||
2.8K | All Managers (Combined) | $284.3K | |||
DoorDash, Inc.(DASHcusip25809K105) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $282.7K | YoY NEW(+$282.7K) |
401 | QoQ NEW(+401) YoY NEW(+401) | All Managers (Combined) | $272.6K | QoQ NEW(+$272.6K) YoY NEW(+$272.6K) | |
4.3K | QoQ +2.70% (-113)YoY NEW(+4.3K) | All Managers (Combined) | $271.5K | YoY NEW(+$271.5K) | |
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $269.3K | YoY NEW(+$269.3K) | |
INTEL CORP(INTCcusip458140100) | 11.7K | QoQ NEW(+11.7K) | All Managers (Combined) | $266.0K | QoQ NEW(+$266.0K) |
3.9K | QoQ NEW(+3.9K) YoY NEW(+3.9K) | All Managers (Combined) | $260.9K | QoQ NEW(+$260.9K) YoY NEW(+$260.9K) | |
8.5K | QoQ -0.09% (-8)YoY 0.00% (-0) | All Managers (Combined) | $258.8K | ||
1.1K | QoQ -8.93% (-103)YoY NEW(+1.1K) | All Managers (Combined) | $256.2K | YoY NEW(+$256.2K) | |
(cusip464288489)✕ | 12.7K | All Managers (Combined) | $249.7K | ||
CONOCOPHILLIPS(COPcusip20825C104) | 2.4K | QoQ +1.02% (+24)YoY NEW(+2.4K) | All Managers (Combined) | $248.2K | YoY NEW(+$248.2K) |
580 | QoQ +9.84% (+52) | All Managers (Combined) | $243.6K | ||
(cusip81369Y407)✕ | 1.2K | QoQ 0.00% (-0)YoY -5.23% (-68) | All Managers (Combined) | $242.9K | |
685 | QoQ NEW(+685) YoY NEW(+685) | All Managers (Combined) | $241.5K | QoQ NEW(+$241.5K) YoY NEW(+$241.5K) |