Moss Adams Wealth Advisors LLC
Top Portfolio Positions
204 positions ·
$243,175,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,100 | $27,180,908 | 11.18% | |
| MSFT |
Microsoft Corp
Technology
|
45,171 | $16,720,948 | 6.88% | |
| NVDA |
Nvidia Corp
Technology
|
82,748 | $14,431,250 | 5.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,392 | $12,190,242 | 5.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,320 | $10,480,146 | 4.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
38,547 | $6,539,883 | 2.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,341 | $6,488,525 | 2.67% | |
| AVGO |
Broadcom Inc.
Technology
|
19,786 | $6,123,964 | 2.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,358 | $4,342,441 | 1.79% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,940 | $3,695,194 | 1.52% |
Portfolio Trend
14 quarters · across all stocks
Holdings in PROP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,750 | 25,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $42,250 | 25,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $39,700 | 20,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,915 | 17,000 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||