Moss Adams Wealth Advisors LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Gidget Furness - Chief Compliance Officer
Location
Seattle, WA
Holdings as of
March 31, 2025
Value $
$950M
Num holdings
217
Date filed
4/14/2025, 03:09 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included VTI, JCPB, IJR, XLU, and XLRE.
Previous filing
Q4 2024 - Jan 15, 2025
SEC
View on sec.gov
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gidget Furness Chief Compliance Officer Seattle, Washington 4/14/2025

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

Other Included Managers (1):

Num Name Location File Number
1 Parametric Portfolio Associates Llc Seattle, WA 028-04558