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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
IWDIshares Tr
Recent Activity
0.08%
$686,277
3,707 shares@ $185.14 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
0.08%
$667,840
6,298 shares@ $106.05 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 11.68%
0.08%
$665,264
11,238 shares@ $59.2 avg price
QUALIshares Tr
Recent Activity
Decreased -1.78%
0.07%
$656,581
3,687 shares@ $178.09 avg price
RNAAvidity Biosciences Inc
Recent Activity
0.07%
$654,184
22,496 shares@ $29.09 avg price
AORIshares Tr
Recent Activity
Increased 1.44%
0.07%
$639,445
11,156 shares@ $57.32 avg price
IWRIshares Tr
Recent Activity
0.07%
$622,160
7,038 shares@ $88.41 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -23.18%
0.07%
$614,360
10,185 shares@ $60.33 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.28%
0.07%
$597,663
10,318 shares@ $57.93 avg price