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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
MAMastercard Incorporated
Recent Activity
Increased 81.17%
0.26%
$2.441M
4,636 shares@ $526.58 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.18%
0.25%
$2.273M
3,865 shares@ $588.05 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.09%
0.24%
$2.236M
4,374 shares@ $511.24 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -10.34%
0.23%
$2.175M
9,355 shares@ $232.53 avg price
AGGIshares Tr
Recent Activity
Decreased -7.27%
0.23%
$2.114M
21,811 shares@ $96.91 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.58%
0.23%
$2.085M
4,122 shares@ $505.9 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.2%
0.22%
$2.015M
8,408 shares@ $239.72 avg price
RWOSpdr Index Shs Fds
Recent Activity
Increased 3.34%
0.22%
$2.004M
46,723 shares@ $42.9 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1%
0.21%
$1.956M
2,534 shares@ $772.0 avg price
WMTWalmart Inc
Recent Activity
Increased 5.87%
0.19%
$1.71M
18,882 shares@ $90.56 avg price