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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
CCitigroup Inc
Recent Activity
Decreased -3.76%
0.08%
$744,939
10,583 shares@ $70.4 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -6.7%
0.08%
$715,969
7,846 shares@ $91.26 avg price
QUALIshares Tr
Recent Activity
Decreased -1.78%
0.07%
$656,581
3,687 shares@ $178.09 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -23.18%
0.07%
$614,360
10,185 shares@ $60.33 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.28%
0.07%
$597,663
10,318 shares@ $57.93 avg price
PFEPfizer Inc
Recent Activity
Decreased -2.64%
0.07%
$571,086
21,526 shares@ $26.54 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.84%
0.06%
$557,002
3,626 shares@ $153.62 avg price
IEFAIshares Tr
Recent Activity
Decreased -11.92%
0.06%
$519,159
7,387 shares@ $70.29 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -15.39%
0.05%
$469,005
901 shares@ $520.54 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -1.52%
0.05%
$407,133
711 shares@ $572.63 avg price