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| Name: |
Moss Adams Wealth Advisors LLC |
| City: |
SEATTLE |
| State: |
WA |
| Zip: |
98104 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ASML |
ASML Holding N.V. (ADR) |
38 |
- |
$0.00 |
$1,552,000 |
1,599 |
0.25% |
342,000 |
0 |
0 |
Semiconductor Equipme... |
|
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PUBM |
Pubmatic, Inc. |
47 |
- |
$0.00 |
$949,000 |
40,000 |
0.15% |
297,000 |
0 |
0.094 |
N/A |
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EEM |
iShares MSCI Emrg Mkt Income |
95 |
- |
$43.60 |
$371,000 |
9,026 |
0.06% |
8,000 |
0 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
106 |
- |
$183.63 |
$314,000 |
1,717 |
0.05% |
21,000 |
0 |
0 |
Closed - End Fund - Debt |
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IWB |
ishares trust Russell 1000 |
108 |
- |
$290.40 |
$306,000 |
1,062 |
0.05% |
27,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IFGL |
iShares FTSE EPRA/NAREIT De... |
118 |
- |
$21.44 |
$269,000 |
12,657 |
0.04% |
-6,000 |
0 |
0.13 |
Closed - End Fund - Debt |
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HTH |
Hilltop Holdings Inc |
120 |
- |
$32.20 |
$266,000 |
8,500 |
0.04% |
-33,000 |
0 |
0 |
REIT - Housing/Apartm... |
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DCGO |
DocGo Inc |
150 |
- |
$3.20 |
$81,000 |
20,000 |
0.01% |
-31,000 |
0 |
0.016 |
N/A |
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