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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
AXPAmerican Express Co
Recent Activity
Increased 3.44%
0.07%
$589,947
1,988 shares@ $296.76 avg price
PFEPfizer Inc
Recent Activity
Decreased -2.64%
0.07%
$571,086
21,526 shares@ $26.54 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.84%
0.06%
$557,002
3,626 shares@ $153.62 avg price
BABoeing Co
Recent Activity
Increased 9.38%
0.06%
$528,941
2,988 shares@ $177.03 avg price
IEMGIshares Inc
Recent Activity
0.06%
$528,832
10,127 shares@ $52.23 avg price
KTOSKratos Defense & Sec Solutio
Recent Activity
0.06%
$527,600
20,000 shares@ $26.38 avg price
FIFiserv Inc
Recent Activity
Increased 1.52%
0.06%
$523,000
2,546 shares@ $205.43 avg price
IEFAIshares Tr
Recent Activity
Decreased -11.92%
0.06%
$519,159
7,387 shares@ $70.29 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