Moss Adams Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$913M
Signature - Title
Gidget Furness - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Moss Adams Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moss Adams Wealth Advisors LLC reported 206 stock holdings with total value $913M as of Q3 2024. Top holdings included VTI, IJR, JCPB, VGIT, and XLU.
Holdings Value

List of Other Managers Reporting for Moss Adams Wealth Advisors LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 206 $913M +$185M -$24.9M +$160M VTI, IJR, JCPB, VGIT, XLU 13F-HR 10/17/2024, 06:07 PM
Q2 2024 174 $718M +$96.6M -$10.8M +$85.7M VTI, IJR, VGIT, SMH, BUG 13F-HR 7/23/2024, 04:41 PM
Q1 2024 152 $622M +$233M -$113M +$120M VTI, IJR, VGIT, PAVE, SMH 13F-HR 5/7/2024, 01:51 PM
Q4 2023 122 $480M +$168M -$8.86M +$159M VTI, IJR, VGIT, JEPI, NXTE 13F-HR 2/6/2024, 04:14 PM
Q3 2023 164 $293M +$13.7M -$13.2M +$435K VGIT, IJR, JEPI, NXTE, IWV 13F-HR 12/20/2023, 12:42 PM
Q2 2023 142 $306M +$14.2M -$11.2M +$2.97M VGIT, IJR, JEPI, NXTE, IWV 13F-HR 12/20/2023, 12:40 PM
Q1 2023 181 $294M +$126M -$46.2M +$79.6M VGIT, IJR, JEPI, NXTE, IWV 13F-HR 12/20/2023, 12:38 PM
Q4 2022 181 $200M $0 $0 IJR, NXTE, IWV, AGG, RSP 13F-HR 12/20/2023, 12:36 PM