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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
URIUnited Rentals Inc
Recent Activity
Increased 3.99%
0.06%
$477,611
678 shares@ $704.45 avg price
LINLinde Plc
Recent Activity
Increased 1.83%
0.05%
$468,074
1,118 shares@ $418.68 avg price
SPGIS&p Global Inc
Recent Activity
Increased 9.42%
0.05%
$445,738
895 shares@ $498.04 avg price
FDXFedex Corp
Recent Activity
Increased 3.23%
0.05%
$442,985
1,567 shares@ $282.7 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 23.82%
0.05%
$442,553
1,258 shares@ $351.8 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 9.5%
0.05%
$442,286
8,913 shares@ $49.63 avg price
LOWLowes Cos Inc
Recent Activity
Increased 11.03%
0.05%
$442,267
1,792 shares@ $246.81 avg price
CATCaterpillar Inc
Recent Activity
Increased 9.62%
0.05%
$438,215
1,208 shares@ $362.77 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 11.48%
0.05%
$437,540
3,594 shares@ $121.75 avg price
NTRANatera Inc
Recent Activity
Increased 0.5%
0.05%
$420,921
2,659 shares@ $158.31 avg price