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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
XTNSpdr Ser Tr
Recent Activity
Exited
0%
$3.842M
46,600 shares@ $82.44 avg price
EDVVanguard World Fd
Recent Activity
Exited
0%
$1.267M
15,902 shares@ $79.69 avg price
CCBCoastal Finl Corp Wa
Recent Activity
Exited
0%
$1.02M
18,888 shares@ $54.0 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$294,349
310 shares@ $949.52 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$255,198
312 shares@ $817.95 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$235,629
1,206 shares@ $195.39 avg price
IFFInternational Flavors&fragra
Recent Activity
Exited
0%
$235,097
2,232 shares@ $105.34 avg price
HSYHershey Co
Recent Activity
Exited
0%
$218,247
1,138 shares@ $191.79 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$217,722
3,433 shares@ $63.43 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$214,930
1,082 shares@ $198.65 avg price