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Home > Institutional Investor > Moss Adams Wealth Advisors Llc > Profile

Instuitional Investor - Moss Adams Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Moss Adams Wealth Advisors Llc
Portfolio Value $949,629,742
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 824,580 $226,627,570 23.86%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 2,016,597 $94,860,713 9.99%
3.
Ishares Trust
 IEF 833,855 $87,196,248 9.18%
4.
Sector Spdr Trust
 XLB 722,934 $57,003,311 6%
5.
Sector Spdr Trust
 XLB 1,265,158 $52,946,874 5.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)