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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
MSFTMicrosoft Corp
Recent Activity
Increased 4.6%
1.94%
$18.319M
43,462 shares@ $421.5 avg price
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
MUBIshares Tr
Recent Activity
Increased 1.5%
0.95%
$8.922M
83,735 shares@ $106.55 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.19%
0.93%
$8.744M
49,901 shares@ $175.24 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 16.92%
0.91%
$8.582M
39,119 shares@ $219.39 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.44%
0.84%
$7.925M
59,016 shares@ $134.3 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.05%
0.74%
$6.998M
36,970 shares@ $189.31 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 4.54%
0.66%
$6.178M
161,023 shares@ $38.37 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.26%
0.51%
$4.782M
8,167 shares@ $585.54 avg price