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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
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$209,341
1,285 shares@ $162.92 avg price
PLDPrologis Inc.
Recent Activity
Exited
0%
$204,954
1,623 shares@ $126.29 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$203,435
391 shares@ $520.3 avg price
DCGODocgo Inc
Recent Activity
Exited
0%
$66,400
20,000 shares@ $3.32 avg price
NNBRNn Inc
Recent Activity
Exited
0%
$42,900
11,000 shares@ $3.9 avg price
ATXIAvenue Therapeutics Inc
Recent Activity
Exited
0%
$27,390
11,000 shares@ $2.49 avg price
MEGLMagic Empire Global Ltd
Recent Activity
Exited
0%
$12,400
20,000 shares@ $0.62 avg price
WNWMeiwu Technology Company Ltd
Recent Activity
Exited
0%
$8,599
10,000 shares@ $0.86 avg price
ME23andme Holding Co
Recent Activity
Exited
0%
$5,213
15,000 shares@ $0.35 avg price