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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Moss Adams Wealth Advisors LLC

Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0001661245-24-000005

Total Value
$913.5M
Positions
344
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (344)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769769,007$218.3M23.89%
2ISHARES TR464287804776,534$90.8M9.94%
3J P MORGAN EXCHANGE TRADED F46641Q6701,615,897$78.0M8.53%
4VANGUARD SCOTTSDALE FDS92206C7061,140,196$68.9M7.54%
5SELECT SECTOR SPDR TR81369Y886694,364$56.1M6.14%
6GLOBAL X FDS37954Y3841,350,101$41.8M4.57%
7GLOBAL X FDS37954Y673965,642$39.7M4.35%
8VANECK ETF TRUST92189F676159,982$39.3M4.30%
9SELECT SECTOR SPDR TR81369Y852419,969$38.0M4.16%
10SPDR INDEX SHS FDS78463X889383,343$14.4M1.58%
11ISHARES TR46428768939,243$12.8M1.40%
12MICROSOFT CORPMSFT28,013$12.1M1.32%
13APPLE INCAAPL46,031$10.7M1.17%
14INVESCO EXCHANGE TRADED FD TIVZ51,547$9.2M1.01%
15ISHARES TR46428841482,504$9.0M0.98%
16SPDR INDEX SHS FDS78463X509154,040$6.4M0.70%
17APPLE INCAAPL26,353$6.1M0.67%
18MICROSOFT CORPMSFT13,539$5.8M0.64%
19NVIDIA CORPORATIONNVDA43,384$5.3M0.58%
20ALPHABET INCGOOG24,193$4.0M0.44%
21SPDR SER TR78464A53246,600$3.8M0.42%
22ISHARES TR46435U66385,003$3.6M0.39%
23UNITED PARCEL SERVICE INCUPS23,591$3.2M0.35%
24AMAZON COM INCAMZN16,829$3.1M0.34%
25AMAZON COM INCAMZN16,631$3.1M0.34%
26COSTCO WHSL CORP NEW22160K1053,314$2.9M0.32%
27EXXON MOBIL CORPXOM23,825$2.8M0.31%
28ISHARES TR4642876147,424$2.8M0.31%
29META PLATFORMS INCMETA4,162$2.4M0.26%
30ISHARES TR46428722623,523$2.4M0.26%
31ALPHABET INCGOOG14,247$2.4M0.26%
32SELECT SECTOR SPDR TR81369Y80310,434$2.4M0.26%
33SPDR S&P 500 ETF TRSPY3,872$2.2M0.24%
34SPDR INDEX SHS FDS78463X74945,217$2.1M0.24%
35INVESCO QQQ TRIVZ4,378$2.1M0.23%
36HOME DEPOT INCHD5,202$2.1M0.23%
37META PLATFORMS INCMETA3,597$2.1M0.23%
38ALPHABET INCGOOG11,341$1.9M0.21%
39ISHARES TR4642872003,147$1.8M0.20%
40NVIDIA CORPORATIONNVDA14,229$1.7M0.19%
41UNITEDHEALTH GROUP INCUNH2,670$1.6M0.17%
42BROADCOM INCAVGO8,552$1.5M0.16%
43ALPHABET INCGOOG8,701$1.5M0.16%
44TOPBUILD CORPBLD3,476$1.4M0.15%
45ELI LILLY & COLLY1,531$1.4M0.15%
46ASML HOLDING N VASMLF1,600$1.3M0.15%
47TESLA INCTSLA4,961$1.3M0.14%
48HEARTLAND EXPRESS INCHTLD104,317$1.3M0.14%
49VANGUARD WORLD FD92191070915,902$1.3M0.14%
50ORACLE CORPORCL-PD7,322$1.2M0.14%
51INTERNATIONAL BUSINESS MACHSINTR5,528$1.2M0.13%
52JPMORGAN CHASE & CO.VYLD5,500$1.2M0.13%
53BROADCOM INCAVGO6,668$1.2M0.13%
54INTUITINTU1,841$1.1M0.13%
55ISHARES TR46428730911,468$1.1M0.12%
56AVIDITY BIOSCIENCES INC05370A10822,496$1.0M0.11%
57COASTAL FINL CORP WA19046P20918,888$1.0M0.11%
58UNITEDHEALTH GROUP INCUNH1,650$964,7220.11%
59INTERCONTINENTAL EXCHANGE IN45866F1045,959$957,2540.10%
60AUTODESK INCADSK3,373$929,1950.10%
61VISA INCV3,316$911,7350.10%
62VANGUARD INDEX FDS9229083631,716$908,4610.10%
63ISHARES TR4642874084,525$892,1950.10%
64ELI LILLY & COLLY978$866,4500.09%
65EXXON MOBIL CORPXOM6,974$817,4930.09%
66PROCTER AND GAMBLE CO7427181094,707$815,2530.09%
67UBER TECHNOLOGIES INCUBER10,077$757,3880.08%
68ISHARES TR4642885139,407$755,4170.08%
69DANAHER CORPORATION2358511022,666$741,9580.08%
70MASTERCARD INCORPORATEDMA1,501$741,1940.08%
71COSTCO WHSL CORP NEW22160K105815$722,5140.08%
72WALMART INCWMT8,935$721,5020.08%
73WALMART INCWMT8,901$718,7560.08%
74ISHARES TR4642875983,707$703,5890.08%
75HOME DEPOT INCHD1,695$686,8140.08%
76VANGUARD ADMIRAL FDS INC9219328286,298$681,3180.07%
77ISHARES TR46432F3393,754$673,0930.07%
78AMGEN INCAMGN2,037$656,3420.07%
79ISHARES TR46432F8428,387$654,6060.07%
80ISHARES TR46428986710,998$651,5130.07%
81ABBVIE INCABBV3,241$640,0330.07%
82STARBUCKS CORPSBUX6,431$626,9450.07%
83ISHARES TR4642874997,038$620,3300.07%
84J P MORGAN EXCHANGE TRADED F46641Q33210,347$615,7500.07%
85MCDONALDS CORPMCD2,019$614,8060.07%
86COCA COLA COKO8,404$607,9800.07%
87ISHARES INC46434G10310,127$581,3920.06%
88JOHNSON & JOHNSONJNJ3,585$580,9860.06%
89RESMED INCRSMDF2,343$571,9740.06%
90ROCKWELL AUTOMATION INCROK2,088$560,6590.06%
91MERCK & CO INCMRK4,873$557,1800.06%
92ROBLOX CORPRBLX12,574$556,5260.06%
93JOHNSON & JOHNSONJNJ3,413$553,1110.06%
94CHEVRON CORP NEWCVX3,732$549,6440.06%
95NETFLIX INCNFLX761$539,7550.06%
96MASTERCARD INCORPORATEDMA1,058$522,4410.06%
97BANK AMERICA CORP06050510413,084$519,1740.06%
98CITIGROUP INCC-PR8,047$503,7430.06%
99SALESFORCE INCCRM1,765$483,8050.05%
100JPMORGAN CHASE & CO.VYLD2,271$478,8640.05%
101LINDE PLCLIN1,004$478,7680.05%
102ADVANCED MICRO DEVICES INCAMD2,913$477,9660.05%
103THERMO FISHER SCIENTIFIC INCTMO756$467,9250.05%
104KRATOS DEFENSE & SEC SOLUTIO50077B20720,000$466,0000.05%
105ORACLE CORPORCL-PD2,626$447,4710.05%
106ABBOTT LABSABLZF3,914$446,2360.05%
107CAMECO CORPCCJ9,237$441,1600.05%
108ADOBE INCADBE820$424,5800.05%
109ISHARES TR4642898595,345$421,7700.05%
110ISHARES TR4642874813,574$419,1430.05%
111NUSHARES ETF TRNU18,672$405,1820.04%
112CHEVRON CORP NEWCVX2,703$398,0710.04%
113OCCIDENTAL PETE CORP6745991057,687$397,8360.04%
114BANK AMERICA CORP0605051049,994$396,5640.04%
115ISHARES TR4642872348,512$390,3610.04%
116RTX CORPORATIONRTX3,203$388,0760.04%
117PEPSICO INCPEP2,282$388,0550.04%
118PHILIP MORRIS INTL INC7181721093,152$386,9000.04%
119DANAHER CORPORATION2358511021,383$384,8740.04%
120GE AEROSPACE3696043012,023$382,0630.04%
121APPLIED MATLS INC0382221051,887$381,2690.04%
122TESLA INCTSLA1,447$378,5790.04%
123INTERNATIONAL BUSINESS MACHSINTR1,712$378,4890.04%
124SERVICENOW INCNOW419$374,7500.04%
125MCDONALDS CORPMCD1,228$373,9390.04%
126NEXTERA ENERGY INCNEE-PW4,339$366,7760.04%
127INTUITINTU570$353,9700.04%
128CISCO SYS INCCSCO6,583$350,3480.04%
129DISNEY WALT CO2546871063,633$349,4590.04%
130PFIZER INCPFE11,880$343,8080.04%
131ACCENTURE PLC IRELANDACN968$342,1690.04%
132CATERPILLAR INCCAT856$334,7990.04%
133COMCAST CORP NEWCCZ8,000$334,1600.04%
134ISHARES TR4642876221,062$333,8830.04%
135VERIZON COMMUNICATIONS INCVZ7,423$333,3670.04%
136HONEYWELL INTL INC4385161061,604$331,5630.04%
137PROCTER AND GAMBLE CO7427181091,911$330,9390.04%
138SPDR DOW JONES INDL AVERAGE78467X109766$325,0660.04%
139AMGEN INCAMGN1,006$324,1440.04%
140UNITED RENTALS INCURI400$323,8920.04%
141AMERICAN EXPRESS COAXP1,191$323,0000.04%
142NIKE INCNKE3,625$321,7890.04%
143PROGRESSIVE CORP7433151031,268$321,7680.04%
144NATERA INCNTRA2,500$317,3750.03%
145FEDEX CORPFDX1,151$316,5950.03%
146QUALCOMM INCQCOM1,831$311,3270.03%
147SOUTHERN COSOMN3,444$310,5800.03%
148QUALCOMM INCQCOM1,826$310,5120.03%
149AT&T INCT-PC14,104$310,2880.03%
150TEXAS INSTRS INC8825081041,494$308,6160.03%
151BOEING COBA-PA2,025$307,9370.03%
152LOWES COS INC5486611071,126$304,9780.03%
153WELLS FARGO CO NEW9497461015,398$304,9340.03%
154ISHARES TR4642871682,253$304,3130.03%
155MERCK & CO INCMRK2,653$303,3560.03%
156WELLS FARGO CO NEW9497461015,310$299,9620.03%
157FAIR ISAAC CORPFICO154$299,3030.03%
158VANGUARD INDEX FDS922908736775$297,5460.03%
159TJX COS INC NEW8725401092,520$296,2010.03%
160PFIZER INCPFE10,231$296,0860.03%
161GOLDMAN SACHS GROUP INCGSCE592$293,1060.03%
162INTUITIVE SURGICAL INCISRG589$289,3590.03%
163ISHARES TR46428848912,657$288,8970.03%
164S&P GLOBAL INCSPGI557$287,7580.03%
165ISHARES TR4642875074,595$286,3610.03%
166BLACKROCK INCBLK301$285,8030.03%
167ISHARES GOLD TRIAU5,677$282,1470.03%
168HILLTOP HOLDINGS INCHTH8,500$273,3600.03%
169INVESTMENT MANAGERS SER TR I46144X5868,067$272,7620.03%
170LOCKHEED MARTIN CORPLMT463$270,6520.03%
171PACCAR INCPCAR2,723$268,7060.03%
172ABBOTT LABSABLZF2,347$267,5820.03%
173SELECT SECTOR SPDR TR81369Y4071,298$260,0810.03%
174ANALOG DEVICES INCADI1,125$258,9420.03%
175MORGAN STANLEYMS-PQ2,482$258,7240.03%
176VERTEX PHARMACEUTICALS INCVRTX537$249,7480.03%
177ABBVIE INCABBV1,262$249,2200.03%
178UNION PAC CORPUNP1,002$246,9730.03%
179FISERV INCFISV1,352$242,8870.03%
180WASTE MGMT INC DEL94106L1091,169$242,6850.03%
181HP INCHPQ6,708$242,4650.03%
182AMERICAN TOWER CORP NEW03027X1001,041$242,0950.03%
183HONEYWELL INTL INC4385161061,171$242,0580.03%
184ISHARES TR4642874652,892$241,8580.03%
185BOSTON SCIENTIFIC CORPBSX2,880$241,3440.03%
186LABCORP HOLDINGS INCLH1,077$240,6880.03%
187PARKER-HANNIFIN CORPPH380$240,0920.03%
188UBER TECHNOLOGIES INCUBER3,182$239,1600.03%
189NETFLIX INCNFLX335$237,6060.03%
190CHUBB LIMITEDCB817$236,3400.03%
191EATON CORP PLCETN709$234,9910.03%
192ISHARES TR4642898836,068$234,5890.03%
193MEDTRONIC PLCMDT2,538$230,2710.03%
194LAM RESEARCH CORPLRCX281$229,8780.03%
195REGENERON PHARMACEUTICALSREGN218$229,1710.03%
196T-MOBILE US INCTMUSZ1,104$227,8220.02%
197US BANCORP DELUSB-PS4,924$227,6370.02%
198REGENERON PHARMACEUTICALSREGN216$227,0680.02%
199CARRIER GLOBAL CORPORATIONCARR2,814$226,4820.02%
200STRYKER CORPORATIONSYK625$226,2880.02%
201AKAMAI TECHNOLOGIES INCAKAM2,226$224,7150.02%
202COCA COLA COKO3,094$223,6710.02%
203PHILLIPS 66PSX1,682$221,0990.02%
204MARSH & MCLENNAN COS INC571748102985$219,7440.02%
205GE HEALTHCARE TECHNOLOGIES IGEHC2,307$216,5120.02%
206MORGAN STANLEYMS-PQ2,053$214,0050.02%
207AMPHENOL CORP NEW0320951013,198$208,3860.02%
208MARATHON PETE CORPMARA1,276$207,8740.02%
209FISERV INCFISV1,156$207,6760.02%
210IDEXX LABS INC45168D104411$207,6460.02%
211DUKE ENERGY CORP NEWDUKB1,793$206,7330.02%
212AUTOMATIC DATA PROCESSING INADP735$204,4230.02%
213UNITED RENTALS INCURI252$204,0520.02%
214CONOCOPHILLIPSCOP1,898$199,8220.02%
215T-MOBILE US INCTMUSZ964$198,9320.02%
216AMERICAN EXPRESS COAXP731$198,1480.02%
217GILEAD SCIENCES INCGILD2,343$196,4380.02%
218ADOBE INCADBE378$195,7210.02%
219PROLOGIS INC.PLDGP1,533$193,5880.02%
220STARBUCKS CORPSBUX1,979$192,9330.02%
221ELEVANCE HEALTH INCELV370$192,4000.02%
222THERMO FISHER SCIENTIFIC INCTMO309$191,2550.02%
223PALO ALTO NETWORKS INCPANW559$191,0670.02%
224FREEPORT-MCMORAN INCFCX3,789$189,1470.02%
225HESS CORPHESM1,392$189,0340.02%
226BOOKING HOLDINGS INCBKNG44$185,3340.02%
227CISCO SYS INCCSCO3,480$185,2050.02%
228CITIGROUP INCC-PR2,950$184,6700.02%
229PEPSICO INCPEP1,070$181,9540.02%
230BLACKSTONE INCBX1,172$179,4690.02%
231SALESFORCE INCCRM632$173,2380.02%
232APOLLO GLOBAL MGMT INC03769M1061,382$172,6260.02%
233RESMED INCRSMDF700$170,8840.02%
234ALLIANT ENERGY CORPLNT2,806$170,2970.02%
235BLACKSTONE INCBX1,107$169,5150.02%
236US BANCORP DELUSB-PS3,596$166,2440.02%
237MICRON TECHNOLOGY INCMU1,591$165,0030.02%
238HERSHEY COHSY822$157,6440.02%
239ZOETIS INCZTS788$153,9600.02%
240OLD DOMINION FREIGHT LINE INODFL766$152,1590.02%
241INTERCONTINENTAL EXCHANGE IN45866F104938$150,6810.02%
242MARVELL TECHNOLOGY INCMRVL2,075$149,6490.02%
2433M COMMM1,030$140,8010.02%
244ALLSTATE CORPALL-PJ728$138,0810.02%
245S&P GLOBAL INCSPGI261$134,8380.01%
246BRISTOL-MYERS SQUIBB COCELG-RI2,586$133,8000.01%
247LOWES COS INC548661107488$132,1750.01%
248TRACTOR SUPPLY COTSCO445$129,4640.01%
249TRANSOCEAN LTDRIG29,775$126,5440.01%
250REALTY INCOME CORPO1,932$122,5280.01%
251AUTODESK INCADSK443$122,0380.01%
252APOLLO GLOBAL MGMT INC03769M106976$121,9130.01%
253INTERNATIONAL FLAVORS&FRAGRA4595061011,154$121,5510.01%
254VISA INCV427$117,4040.01%
255MARVELL TECHNOLOGY INCMRVL1,611$116,1860.01%
256INTERNATIONAL FLAVORS&FRAGRA4595061011,078$113,5460.01%
257AMPHENOL CORP NEW0320951011,731$113,0760.01%
258PARKER-HANNIFIN CORPPH172$108,6740.01%
259FORD MTR CO34537086010,272$108,4730.01%
260BOEING COBA-PA707$107,4930.01%
261CARRIER GLOBAL CORPORATIONCARR1,275$102,6250.01%
262FEDEX CORPFDX367$101,0170.01%
263CATERPILLAR INCCAT246$96,2160.01%
264REALTY INCOME CORPO1,501$95,1940.01%
2653M COMMM676$92,4100.01%
266RTX CORPORATIONRTX745$90,3020.01%
267TRACTOR SUPPLY COTSCO307$89,3160.01%
268FREEPORT-MCMORAN INCFCX1,686$84,1660.01%
269ZOETIS INCZTS418$81,6690.01%
270NIKE INCNKE910$80,6780.01%
271UNITED PARCEL SERVICE INCUPS587$80,0320.01%
272MEDTRONIC PLCMDT880$79,6220.01%
273ORIGIN MATERIALS INCORGNW50,000$77,0000.01%
274SOUTHERN COSOMN851$76,7440.01%
275ALLSTATE CORPALL-PJ402$76,6100.01%
276BRISTOL-MYERS SQUIBB COCELG-RI1,467$75,9030.01%
277UNION PAC CORPUNP300$73,9440.01%
278PHILLIPS 66PSX561$73,7440.01%
279DOCGO INCDCGO20,000$66,4000.01%
280CONOCOPHILLIPSCOP615$64,7480.01%
281GOLDMAN SACHS GROUP INCGSCE130$64,3650.01%
282VERIZON COMMUNICATIONS INCVZ1,419$63,7280.01%
283OLD DOMINION FREIGHT LINE INODFL316$62,7710.01%
284HERSHEY COHSY316$60,6030.01%
285MICRON TECHNOLOGY INCMU572$59,3230.01%
286BOOKING HOLDINGS INCBKNG14$58,9700.01%
287PROGRESSIVE CORP743315103231$58,6190.01%
288DISNEY WALT CO254687106604$58,0990.01%
289PACCAR INCPCAR582$57,4320.01%
290GE HEALTHCARE TECHNOLOGIES IGEHC609$57,1550.01%
291LABCORP HOLDINGS INCLH236$52,7420.01%
292HP INCHPQ1,428$51,6410.01%
293IDEXX LABS INC45168D10495$47,9960.01%
294STRYKER CORPORATIONSYK126$45,6200.00%
295LINDE PLCLIN94$44,8250.00%
296NN INCNNBR11,000$42,9000.00%
297NEXTERA ENERGY INCNEE-PW502$42,4350.00%
298ROCKWELL AUTOMATION INCROK140$37,5850.00%
299ALLIANT ENERGY CORPLNT611$37,0820.00%
300FORD MTR CO3453708603,056$32,2720.00%
301ROBLOX CORPRBLX667$29,5220.00%
302TRINITY BIOTECH PLCTRIB25,666$28,2330.00%
303HESS CORPHESM205$27,8390.00%
304AVENUE THERAPEUTICS INCATXI11,000$27,3900.00%
305TJX COS INC NEW872540109229$26,9170.00%
306GE AEROSPACE369604301140$26,4360.00%
307LAM RESEARCH CORPLRCX31$25,3200.00%
308AKAMAI TECHNOLOGIES INCAKAM240$24,2280.00%
309APPTECH PMTS CORP03834B30940,000$23,9200.00%
310OCCIDENTAL PETE CORP674599105453$23,4720.00%
311TEXAS INSTRS INC882508104113$23,3430.00%
312NANOVIRICIDES INCNNVC15,000$22,5000.00%
313AT&T INCT-PC1,023$22,4960.00%
314EATON CORP PLCETN67$22,2070.00%
315SERVICENOW INCNOW23$20,3560.00%
316PALO ALTO NETWORKS INCPANW55$18,8200.00%
317INTUITIVE SURGICAL INCISRG38$18,6690.00%
318NATERA INCNTRA146$18,5350.00%
319GILEAD SCIENCES INCGILD216$18,1100.00%
320ACCENTURE PLC IRELANDACN48$16,9680.00%
321ADVANCED MICRO DEVICES INCAMD103$16,8240.00%
322COMCAST CORP NEWCCZ367$15,3430.00%
323BOSTON SCIENTIFIC CORPBSX178$14,9170.00%
324ANALOG DEVICES INCADI64$14,7310.00%
325TOPBUILD CORPBLD35$14,2390.00%
326MARSH & MCLENNAN COS INC57174810262$13,8320.00%
327AUTOMATIC DATA PROCESSING INADP46$12,7940.00%
328APPLIED MATLS INC03822210563$12,7300.00%
329MAGIC EMPIRE GLOBAL LTDMEGL20,000$12,4000.00%
330VERTEX PHARMACEUTICALS INCVRTX26$12,2330.00%
331PROLOGIS INC.PLDGP90$11,3660.00%
332ELEVANCE HEALTH INCELV21$11,0350.00%
333LOCKHEED MARTIN CORPLMT16$9,3530.00%
334PHILIP MORRIS INTL INC71817210972$8,8380.00%
335MEIWU TECHNOLOGY COMPANY LTDWNW10,000$8,5990.00%
336BLACKROCK INCBLK9$8,5460.00%
337CHUBB LIMITEDCB29$8,3800.00%
338AMERICAN TOWER CORP NEW03027X10027$6,2800.00%
339TRANSOCEAN LTDRIG1,261$5,3600.00%
34023ANDME HOLDING CO90138Q10815,000$5,2130.00%
341WASTE MGMT INC DEL94106L10921$4,3600.00%
342FAIR ISAAC CORPFICO1$1,9440.00%
343MARATHON PETE CORPMARA9$1,4670.00%
344DUKE ENERGY CORP NEWDUKB12$1,3840.00%