0001661245-25-000001.txt : 20250115 0001661245-25-000001.hdr.sgml : 20250115 20250115164450 ACCESSION NUMBER: 0001661245-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250115 DATE AS OF CHANGE: 20250115 EFFECTIVENESS DATE: 20250115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Moss Adams Wealth Advisors LLC CENTRAL INDEX KEY: 0001661245 ORGANIZATION NAME: IRS NUMBER: 911870849 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23480 FILM NUMBER: 25533425 BUSINESS ADDRESS: STREET 1: 999 THIRD AVE STE 2800 CITY: SEATTLE STATE: WA ZIP: 98104 BUSINESS PHONE: 206-302-6717 MAIL ADDRESS: STREET 1: 999 THIRD AVE STE 2800 CITY: SEATTLE STATE: WA ZIP: 98104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001661245 XXXXXXXX 12-31-2024 12-31-2024 Moss Adams Wealth Advisors LLC

999 THIRD AVE STE 2800 SEATTLE WA 98104

13F COMBINATION REPORT 028-23480 000108917 801-58074 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC N Gidget Furness 2063026719 Gidget Furness Seattle WA 01-15-2025 1 348 946180611 false 1 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC INFORMATION TABLE 2 mawa13f12312024.xml 3M CO COM 88579Y101 146259 1133 SH OTR 1 1133 0 0 3M CO COM 88579Y101 92558 717 SH SOLE 717 0 0 ABBOTT LABS COM 002824100 506055 4474 SH OTR 1 4474 0 0 ABBOTT LABS COM 002824100 504924 4464 SH SOLE 4464 0 0 ABBVIE INC COM 00287Y109 597961 3365 SH OTR 1 3365 0 0 ABBVIE INC COM 00287Y109 238296 1341 SH SOLE 1341 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 405263 1152 SH OTR 1 1152 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 37290 106 SH SOLE 106 0 0 ADOBE INC COM 00724F101 363304 817 SH OTR 1 817 0 0 ADOBE INC COM 00724F101 597650 1344 SH SOLE 1344 0 0 ADVANCED MICRO DEVICES INC COM 007903107 363458 3009 SH OTR 1 3009 0 0 ADVANCED MICRO DEVICES INC 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16988 35 SH SOLE 35 0 0 TESLA INC COM 88160R101 2029700 5026 SH OTR 1 5026 0 0 TESLA INC COM 88160R101 663106 1642 SH SOLE 1642 0 0 TEXAS INSTRS INC COM 882508104 291204 1553 SH OTR 1 1553 0 0 TEXAS INSTRS INC COM 882508104 28315 151 SH SOLE 151 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 297729 572 SH OTR 1 572 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 171276 329 SH SOLE 329 0 0 TJX COS INC NEW COM 872540109 299730 2481 SH OTR 1 2481 0 0 TJX COS INC NEW COM 872540109 39264 325 SH SOLE 325 0 0 T-MOBILE US INC COM 872590104 255164 1156 SH OTR 1 1156 0 0 T-MOBILE US INC COM 872590104 229780 1041 SH SOLE 1041 0 0 TOPBUILD CORP COM 89055F103 1082218 3476 SH SOLE 3476 0 0 TRACTOR SUPPLY CO COM 892356106 81448 1535 SH OTR 1 1535 0 0 TRACTOR SUPPLY CO COM 892356106 121030 2281 SH SOLE 2281 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 2160 576 SH OTR 1 576 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 112024 29873 SH SOLE 29873 0 0 TRINITY BIOTECH PLC SPONS ADR NEW 896438504 22592 25666 SH SOLE 25666 0 0 UBER TECHNOLOGIES INC COM 90353T100 117745 1952 SH OTR 1 1952 0 0 UBER TECHNOLOGIES INC COM 90353T100 496615 8233 SH SOLE 8233 0 0 UNION PAC CORP COM 907818108 257458 1129 SH OTR 1 1129 0 0 UNION PAC CORP COM 907818108 77306 339 SH SOLE 339 0 0 UNITED PARCEL SERVICE INC CL B 911312106 124461 987 SH OTR 1 987 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2974968 23592 SH SOLE 23592 0 0 UNITED RENTALS INC COM 911363109 193721 275 SH OTR 1 275 0 0 UNITED RENTALS INC COM 911363109 283890 403 SH SOLE 403 0 0 UNITEDHEALTH GROUP INC COM 91324P102 710228 1404 SH OTR 1 1404 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1375055 2718 SH SOLE 2718 0 0 US BANCORP DEL COM NEW 902973304 175535 3632 SH OTR 1 3632 0 0 US BANCORP DEL COM NEW 902973304 242230 5012 SH SOLE 5012 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 39375102 162593 SH SOLE 162593 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 667840 6298 SH SOLE 6298 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3204489 5947 SH SOLE 5947 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 318091 775 SH SOLE 775 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 769617 3203 SH SOLE 3203 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 226764080 782458 SH SOLE 782458 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 67425725 1162512 SH SOLE 1162512 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1446106 11334 SH SOLE 11334 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 265068 1622 SH SOLE 1622 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 298126 7455 SH OTR 1 7455 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 32192 805 SH SOLE 805 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 198129 492 SH OTR 1 492 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 15828 39 SH SOLE 39 0 0 VISA INC COM CL A 92826C839 972772 3078 SH OTR 1 3078 0 0 VISA INC COM CL A 92826C839 175719 556 SH SOLE 556 0 0 WALMART INC COM 931142103 871975 9629 SH OTR 1 9629 0 0 WALMART INC COM 931142103 837913 9253 SH SOLE 9253 0 0 WASTE MGMT INC DEL COM 94106L109 244974 1214 SH OTR 1 1214 0 0 WASTE MGMT INC DEL COM 94106L109 11906 59 SH SOLE 59 0 0 WELLS FARGO CO NEW COM 949746101 480793 6845 SH OTR 1 6845 0 0 WELLS FARGO CO NEW COM 949746101 390184 5555 SH SOLE 5555 0 0