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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
VTIVanguard Index Fds
Recent Activity
Increased 1.75%
23.97%
$226.764M
782,458 shares@ $289.81 avg price
IJRIshares Tr
Recent Activity
Increased 1.13%
9.57%
$90.479M
785,275 shares@ $115.22 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 15.72%
9.13%
$86.377M
1.87M shares@ $46.2 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 1.96%
7.13%
$67.426M
1.163M shares@ $58.01 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 3.92%
5.78%
$54.613M
721,541 shares@ $75.69 avg price
BUGGlobal X Fds
Recent Activity
Increased 0.57%
4.61%
$43.601M
1.358M shares@ $32.12 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 0.49%
4.32%
$40.854M
422,002 shares@ $96.82 avg price
PAVEGlobal X Fds
Recent Activity
Increased 1.05%
4.18%
$39.536M
975,698 shares@ $40.53 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 1.64%
4.17%
$39.375M
162,593 shares@ $242.17 avg price
AAPLApple Inc
Recent Activity
Increased 11.99%
2.15%
$20.299M
81,062 shares@ $250.42 avg price