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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
NUHYNushares Etf Tr
Recent Activity
Decreased -8.86%
0.04%
$359,554
17,016 shares@ $21.14 avg price
SOSouthern Co
Recent Activity
Decreased -2%
0.04%
$346,486
4,209 shares@ $82.33 avg price
PEPPepsico Inc
Recent Activity
Decreased -33.68%
0.04%
$341,835
2,223 shares@ $153.78 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.58%
0.04%
$330,318
8,260 shares@ $40.0 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -1.6%
0.04%
$308,997
8,233 shares@ $37.54 avg price
PCARPaccar Inc
Recent Activity
Decreased -13.22%
0.04%
$301,517
2,868 shares@ $105.14 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -3.04%
0.04%
$291,925
1,273 shares@ $229.33 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -5.23%
0.03%
$275,951
1,230 shares@ $224.36 avg price
MDTMedtronic Plc
Recent Activity
Decreased -1.05%
0.03%
$272,270
3,382 shares@ $80.51 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -6.22%
0.03%
$236,894
1,115 shares@ $212.47 avg price