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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
INTUIntuit
Recent Activity
Increased 1.87%
0.17%
$1.544M
2,456 shares@ $628.5 avg price
MSMorgan Stanley
Recent Activity
Increased 165.21%
0.16%
$1.512M
12,027 shares@ $125.73 avg price
JNJJohnson & Johnson
Recent Activity
Increased 47.09%
0.16%
$1.489M
10,293 shares@ $144.63 avg price
ADSKAutodesk Inc
Recent Activity
Increased 1.37%
0.13%
$1.143M
3,868 shares@ $295.58 avg price
MRKMerck & Co Inc
Recent Activity
Increased 49.05%
0.12%
$1.126M
11,217 shares@ $100.36 avg price
BACBank America Corp
Recent Activity
Increased 3.37%
0.12%
$1.048M
23,854 shares@ $43.96 avg price
NFLXNetflix Inc
Recent Activity
Increased 6.94%
0.12%
$1.045M
1,172 shares@ $891.33 avg price
ABTAbbott Labs
Recent Activity
Increased 42.76%
0.11%
$1.011M
8,938 shares@ $113.12 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Increased 212.68%
0.11%
$966,633
1,357 shares@ $712.34 avg price
ADBEAdobe Inc
Recent Activity
Increased 80.39%
0.11%
$960,954
2,161 shares@ $444.69 avg price