test

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
SNPSSynopsys Inc
Recent Activity
New Position
0.03%
$245,593
506 shares@ $485.37 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.03%
$232,494
2,724 shares@ $85.36 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.03%
$220,270
576 shares@ $382.42 avg price
DASHDoordash Inc
Recent Activity
New Position
0.03%
$218,411
1,302 shares@ $167.76 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.03%
$211,699
2,922 shares@ $72.46 avg price
BBIOBridgebio Pharma Inc
Recent Activity
New Position
0.03%
$207,913
7,577 shares@ $27.45 avg price
PCGPg&e Corp
Recent Activity
New Position
0.03%
$207,497
10,274 shares@ $20.2 avg price
EMEEmcor Group Inc
Recent Activity
New Position
0.03%
$202,894
447 shares@ $453.91 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.03%
$200,891
1,621 shares@ $123.94 avg price
FCTFirst Tr Sr Fltg Rate Income
Recent Activity
New Position
0.02%
$170,537
16,477 shares@ $10.36 avg price