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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
ORCLOracle Corp
Recent Activity
Increased 2.06%
0.18%
$1.692M
10,152 shares@ $166.65 avg price
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
IBMInternational Business Machs
Recent Activity
Decreased -5.99%
0.16%
$1.496M
6,806 shares@ $219.84 avg price
JNJJohnson & Johnson
Recent Activity
Increased 47.09%
0.16%
$1.489M
10,293 shares@ $144.63 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
0.16%
$1.446M
11,334 shares@ $127.6 avg price
IVVIshares Tr
Recent Activity
Decreased -22.43%
0.16%
$1.437M
2,441 shares@ $588.66 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.15%
$1.325M
5,472 shares@ $242.14 avg price
CMFIshares Tr
Recent Activity
New Position
0.14%
$1.274M
22,250 shares@ $57.28 avg price
HTLDHeartland Express Inc
Recent Activity
0.13%
$1.173M
104,317 shares@ $11.25 avg price