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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
AOAIshares Tr
Recent Activity
Increased 2.29%
0.05%
$418,841
5,467 shares@ $76.62 avg price
BXBlackstone Inc
Recent Activity
Increased 6.41%
0.05%
$418,119
2,425 shares@ $172.43 avg price
USBUs Bancorp Del
Recent Activity
Increased 1.46%
0.05%
$417,765
8,644 shares@ $48.34 avg price
PGRProgressive Corp
Recent Activity
Increased 11.88%
0.05%
$401,827
1,677 shares@ $239.62 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 2.04%
0.05%
$397,376
2,406 shares@ $165.17 avg price
DVYIshares Tr
Recent Activity
Increased 33.74%
0.05%
$395,577
3,013 shares@ $131.3 avg price
NKENike Inc
Recent Activity
Increased 14.23%
0.05%
$393,948
5,180 shares@ $76.06 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 6.7%
0.05%
$388,647
3,218 shares@ $120.78 avg price
TAt&t Inc
Recent Activity
Increased 12.33%
0.05%
$386,880
16,991 shares@ $22.77 avg price
GEGe Aerospace
Recent Activity
Increased 5.37%
0.05%
$380,745
2,279 shares@ $167.07 avg price