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Gidget Furness

@Moss Adams Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$946.181MTotal holdings208
Assets growth rate3.58%Assets growth rate (2-Q avg)14.83%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Moss Adams Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 208 positions.

Assets under management

The assets under management (AUM) of Moss Adams Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 946.181M in assets, with a quarterly growth rate of 3.58% and a 2-quarter average growth rate of 14.83%. The portfolio is managed by Gidget Furness, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.38%
1.38%
$13.033M
381,865 shares@ $34.14 avg price
IWVIshares Tr
Recent Activity
Decreased -2.33%
1.36%
$12.811M
38,327 shares@ $334.26 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.19%
0.93%
$8.744M
49,901 shares@ $175.24 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.1%
0.4%
$3.703M
4,042 shares@ $916.16 avg price
ESMLIshares Tr
Recent Activity
Decreased -0.84%
0.38%
$3.544M
84,282 shares@ $42.05 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
0.32%
$2.973M
7,403 shares@ $401.59 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.18%
0.25%
$2.273M
3,865 shares@ $588.05 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.09%
0.24%
$2.236M
4,374 shares@ $511.24 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -10.34%
0.23%
$2.175M
9,355 shares@ $232.53 avg price
AGGIshares Tr
Recent Activity
Decreased -7.27%
0.23%
$2.114M
21,811 shares@ $96.91 avg price