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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
MCDMcdonalds Corp
Recent Activity
Increased 0.77%
0.11%
$948,521
3,272 shares@ $289.9 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 46.92%
0.1%
$920,954
4,077 shares@ $225.9 avg price
CRMSalesforce Inc
Recent Activity
Increased 9.77%
0.1%
$880,674
2,631 shares@ $334.73 avg price
WFCWells Fargo Co New
Recent Activity
Increased 15.81%
0.1%
$870,977
12,400 shares@ $70.25 avg price
HYGIshares Tr
Recent Activity
Increased 16.21%
0.1%
$859,725
10,931 shares@ $78.66 avg price
ABBVAbbvie Inc
Recent Activity
Increased 4.51%
0.09%
$836,257
4,706 shares@ $177.71 avg price
RBLXRoblox Corp
Recent Activity
Increased 0.35%
0.09%
$768,787
13,287 shares@ $57.87 avg price
KOCoca Cola Co
Recent Activity
Increased 6.01%
0.09%
$758,862
12,189 shares@ $62.26 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 83.81%
0.08%
$748,300
6,775 shares@ $110.46 avg price
ROKRockwell Automation Inc
Recent Activity
Increased 17.15%
0.08%
$745,782
2,610 shares@ $285.75 avg price