Moss Adams Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MA Moss Adams Wealth Advisors LLC | Institutional Filer | ▼ 0.88% | $1.37B | 270 |
Current Portfolio Holdings
Showing all 270 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 1.3M | $404.2M | 29.56% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 2.6M | $123.6M | 9.04% |
| 3 | PAVE | GLOBAL X FDS | — | 1.8M | $92.3M | 6.75% |
| 4 | XLU | Utilities Select Sector SPDR Fund | — | 1.8M | $82.5M | 6.03% |
| 5 | SMH | VANECK ETF TRUST | — | 173K | $66.5M | 4.86% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | — | 1.9M | $66.2M | 4.84% |
| 7 | XLRE | Real Estate Select Sector SPDR Fund | — | 1.6M | $64.9M | 4.75% |
| 8 | XLC | Communication Services Select Sector SPDR Fund | — | 485K | $53.7M | 3.93% |
| 9 | BUG | GLOBAL X FDS | — | 1.4M | $36.3M | 2.66% |
| 10 | AAPL | Apple Inc. | Technology | 107K | $27.2M | 1.99% |
| 11 | MSFT | Microsoft Corporation | Technology | 45K | $16.7M | 1.22% |
| 12 | SPDW | SPDR INDEX SHS FDS | — | 350K | $16.0M | 1.17% |
| 13 | IWV | ISHARES TR | — | 42K | $15.5M | 1.14% |
| 14 | NVDA | NVIDIA Corporation | Technology | 83K | $14.4M | 1.06% |
| 15 | VIOO | VANGUARD ADMIRAL FDS INC | — | 118K | $13.5M | 0.99% |
Showing 1 to 15 of 270 holdings