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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
RMDResmed Inc
Recent Activity
Increased 0.43%
0.08%
$698,877
3,056 shares@ $228.7 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 11.68%
0.08%
$665,264
11,238 shares@ $59.2 avg price
AORIshares Tr
Recent Activity
Increased 1.44%
0.07%
$639,445
11,156 shares@ $57.32 avg price
AXPAmerican Express Co
Recent Activity
Increased 3.44%
0.07%
$589,947
1,988 shares@ $296.76 avg price
BABoeing Co
Recent Activity
Increased 9.38%
0.06%
$528,941
2,988 shares@ $177.03 avg price
FIFiserv Inc
Recent Activity
Increased 1.52%
0.06%
$523,000
2,546 shares@ $205.43 avg price
NOWServicenow Inc
Recent Activity
Increased 7.24%
0.06%
$502,242
474 shares@ $1059.59 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 6.24%
0.06%
$484,944
2,197 shares@ $220.74 avg price
RTXRtx Corporation
Recent Activity
Increased 5.81%
0.06%
$483,393
4,177 shares@ $115.73 avg price
DISDisney Walt Co
Recent Activity
Increased 1.99%
0.06%
$483,269
4,321 shares@ $111.85 avg price