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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 Q4 2024 · Filed January 15, 2025 · Accession 0001661245-25-000001

Total Value
$946.2M
Positions
348
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (348)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769782,458$226.8M23.97%
2ISHARES TR464287804785,275$90.5M9.56%
3J P MORGAN EXCHANGE TRADED F46641Q6701,869,799$86.4M9.13%
4VANGUARD SCOTTSDALE FDS92206C7061,162,512$67.4M7.13%
5SELECT SECTOR SPDR TR81369Y886721,541$54.6M5.77%
6GLOBAL X FDS37954Y3841,357,693$43.6M4.61%
7SELECT SECTOR SPDR TR81369Y852422,002$40.9M4.32%
8GLOBAL X FDS37954Y673975,698$39.5M4.18%
9VANECK ETF TRUST92189F676162,593$39.4M4.16%
10APPLE INCAAPL53,432$13.4M1.41%
11SPDR INDEX SHS FDS78463X889381,865$13.0M1.38%
12ISHARES TR46428768938,327$12.8M1.35%
13MICROSOFT CORPMSFT29,315$12.4M1.31%
14ISHARES TR46428841483,735$8.9M0.94%
15INVESCO EXCHANGE TRADED FD TIVZ49,901$8.7M0.92%
16APPLE INCAAPL27,630$6.9M0.73%
17SPDR INDEX SHS FDS78463X509161,023$6.2M0.65%
18NVIDIA CORPORATIONNVDA45,689$6.1M0.65%
19MICROSOFT CORPMSFT14,147$6.0M0.63%
20ALPHABET INCGOOG24,923$4.7M0.50%
21AMAZON COM INCAMZN21,226$4.7M0.49%
22AMAZON COM INCAMZN17,893$3.9M0.41%
23ISHARES TR46435U66384,282$3.5M0.37%
24VANGUARD INDEX FDS9229083635,947$3.2M0.34%
25UNITED PARCEL SERVICE INCUPS23,592$3.0M0.31%
26ISHARES TR4642876147,403$3.0M0.31%
27COSTCO WHSL CORP NEW22160K1053,170$2.9M0.31%
28EXXON MOBIL CORPXOM25,655$2.8M0.29%
29ALPHABET INCGOOG14,382$2.7M0.29%
30META PLATFORMS INCMETA4,430$2.6M0.27%
31ALPHABET INCGOOG12,047$2.3M0.24%
32SPDR S&P 500 ETF TRSPY3,865$2.3M0.24%
33INVESCO QQQ TRIVZ4,374$2.2M0.24%
34META PLATFORMS INCMETA3,737$2.2M0.23%
35SELECT SECTOR SPDR TR81369Y8039,355$2.2M0.23%
36ISHARES TR46428722621,811$2.1M0.22%
37BROADCOM INCAVGO8,890$2.1M0.22%
38HOME DEPOT INCHD5,266$2.0M0.22%
39TESLA INCTSLA5,026$2.0M0.21%
40SPDR INDEX SHS FDS78463X74946,723$2.0M0.21%
41NVIDIA CORPORATIONNVDA13,327$1.8M0.19%
42ALPHABET INCGOOG8,988$1.7M0.18%
43MASTERCARD INCORPORATEDMA3,113$1.6M0.17%
44BROADCOM INCAVGO6,884$1.6M0.17%
45VANGUARD WHITEHALL FDS92194640611,334$1.4M0.15%
46ISHARES TR4642872002,441$1.4M0.15%
47JPMORGAN CHASE & CO.VYLD5,920$1.4M0.15%
48UNITEDHEALTH GROUP INCUNH2,718$1.4M0.15%
49SPDR GOLD TRGLD5,472$1.3M0.14%
50ISHARES TR46428835622,250$1.3M0.13%
51MORGAN STANLEYMS-PQ9,850$1.2M0.13%
52ORACLE CORPORCL-PD7,414$1.2M0.13%
53HEARTLAND EXPRESS INCHTLD104,317$1.2M0.12%
54INTUITINTU1,856$1.2M0.12%
55ISHARES TR46428730911,468$1.2M0.12%
56ELI LILLY & COLLY1,502$1.2M0.12%
57ASML HOLDING N VASMLF1,600$1.1M0.12%
58INTERNATIONAL BUSINESS MACHSINTR4,948$1.1M0.11%
59TOPBUILD CORPBLD3,476$1.1M0.11%
60JOHNSON & JOHNSONJNJ7,136$1.0M0.11%
61AUTODESK INCADSK3,388$1.0M0.11%
62VISA INCV3,078$972,7720.10%
63INTERCONTINENTAL EXCHANGE IN45866F1045,993$893,0170.09%
64WALMART INCWMT9,629$871,9750.09%
65ISHARES TR4642874084,525$863,7320.09%
66ISHARES TR46428851310,931$859,7250.09%
67WALMART INCWMT9,253$837,9130.09%
68REGENERON PHARMACEUTICALSREGN1,164$829,1530.09%
69MASTERCARD INCORPORATEDMA1,523$801,9670.08%
70COSTCO WHSL CORP NEW22160K105872$798,9880.08%
71ELI LILLY & COLLY1,032$796,7040.08%
72EXXON MOBIL CORPXOM7,288$783,9710.08%
73VANGUARD INDEX FDS9229087513,203$769,6170.08%
74MERCK & CO INCMRK7,328$734,9290.08%
75PROCTER AND GAMBLE CO7427181094,377$733,8050.08%
76ROBLOX CORPRBLX12,614$729,8470.08%
77NETFLIX INCNFLX805$717,5130.08%
78UNITEDHEALTH GROUP INCUNH1,404$710,2280.08%
79ROCKWELL AUTOMATION INCROK2,444$698,3400.07%
80ISHARES TR4642875983,707$686,2770.07%
81HOME DEPOT INCHD1,761$685,0120.07%
82VANGUARD ADMIRAL FDS INC9219328286,298$667,8400.07%
83TESLA INCTSLA1,642$663,1060.07%
84ISHARES TR46432F3393,687$656,5810.07%
85AVIDITY BIOSCIENCES INC05370A10822,496$654,1840.07%
86SALESFORCE INCCRM1,926$644,6900.07%
87ISHARES TR46428986711,156$639,4450.07%
88ISHARES TR4642874997,038$622,1600.07%
89DANAHER CORPORATION2358511022,680$615,9480.07%
90BANK AMERICA CORP06050510413,920$611,7840.06%
91ABBVIE INCABBV3,365$597,9610.06%
92J P MORGAN EXCHANGE TRADED F46641Q33210,318$597,6630.06%
93ADOBE INCADBE1,344$597,6500.06%
94JPMORGAN CHASE & CO.VYLD2,488$596,3990.06%
95MCDONALDS CORPMCD2,038$590,7960.06%
96CITIGROUP INCC-PR7,834$551,4360.06%
97COCA COLA COKO8,807$548,3240.06%
98MARVELL TECHNOLOGY INCMRVL4,914$542,7520.06%
99RESMED INCRSMDF2,356$538,7940.06%
100AMGEN INCAMGN2,061$537,1800.06%
101HONEYWELL INTL INC4385161062,365$534,2300.06%
102ISHARES INC46434G10310,127$528,8320.06%
103KRATOS DEFENSE & SEC SOLUTIO50077B20720,000$527,6000.06%
104STARBUCKS CORPSBUX5,775$526,9900.06%
105ISHARES TR46432F8427,387$519,1590.05%
106ABBOTT LABSABLZF4,474$506,0550.05%
107ABBOTT LABSABLZF4,464$504,9240.05%
108UBER TECHNOLOGIES INCUBER8,233$496,6150.05%
109WELLS FARGO CO NEW9497461016,845$480,7930.05%
110CAMECO CORPCCJ9,237$474,6900.05%
111SERVICENOW INCNOW433$459,0320.05%
112JOHNSON & JOHNSONJNJ3,157$456,5660.05%
113ORACLE CORPORCL-PD2,738$456,2610.05%
114ISHARES TR4642874813,574$452,9750.05%
115CHEVRON CORP NEWCVX3,114$451,0320.05%
116CISCO SYS INCCSCO7,378$436,7780.05%
117BANK AMERICA CORP0605051049,934$436,6010.05%
118CHEVRON CORP NEWCVX2,901$420,1810.04%
119ISHARES TR4642898595,467$418,8410.04%
120LINDE PLCLIN999$418,2520.04%
121PHILIP MORRIS INTL INC7181721093,377$411,1310.04%
122INTERNATIONAL BUSINESS MACHSINTR1,858$408,4450.04%
123ACCENTURE PLC IRELANDACN1,152$405,2630.04%
124PFIZER INCPFE15,193$403,0710.04%
125NATERA INCNTRA2,511$397,4920.04%
126ISHARES TR4642871683,013$395,5770.04%
127DISNEY WALT CO2546871063,528$394,5800.04%
128OCCIDENTAL PETE CORP6745991057,938$393,9270.04%
129MERCK & CO INCMRK3,889$390,7640.04%
130WELLS FARGO CO NEW9497461015,555$390,1840.04%
131RTX CORPORATIONRTX3,362$389,0510.04%
132HONEYWELL INTL INC4385161061,712$386,7240.04%
133BOEING COBA-PA2,170$384,1550.04%
134INTUITINTU600$377,1000.04%
135ADVANCED MICRO DEVICES INCAMD3,009$363,4580.04%
136ADOBE INCADBE817$363,3040.04%
137AMERICAN EXPRESS COAXP1,218$361,4910.04%
138NUSHARES ETF TRNU17,016$359,5540.04%
139MCDONALDS CORPMCD1,234$357,7250.04%
140ISHARES TR4642872348,512$355,9720.04%
141GE AEROSPACE3696043012,087$348,6720.04%
142GOLDMAN SACHS GROUP INCGSCE608$348,1530.04%
143AT&T INCT-PC15,220$346,5600.04%
144CATERPILLAR INCCAT934$338,8180.04%
145INTUITIVE SURGICAL INCISRG649$338,7530.04%
146PROGRESSIVE CORP7433151031,397$334,7360.04%
147FEDEX CORPFDX1,168$330,1910.03%
148BLACKROCK INCBLK320$328,0360.03%
149NETFLIX INCNFLX367$327,1150.03%
150SPDR DOW JONES INDL AVERAGE78467X109766$326,8700.03%
151PROCTER AND GAMBLE CO7427181091,910$320,1670.03%
152NEXTERA ENERGY INCNEE-PW4,445$318,6630.03%
153VANGUARD INDEX FDS922908736775$318,0910.03%
154LOWES COS INC5486611071,258$310,4750.03%
155FAIR ISAAC CORPFICO155$308,5950.03%
156DANAHER CORPORATION2358511021,340$307,9620.03%
157S&P GLOBAL INCSPGI613$305,2930.03%
158TJX COS INC NEW8725401092,481$299,7300.03%
159VERIZON COMMUNICATIONS INCVZ7,455$298,1260.03%
160THERMO FISHER SCIENTIFIC INCTMO572$297,7290.03%
161QUALCOMM INCQCOM1,912$293,6970.03%
162TEXAS INSTRS INC8825081041,553$291,2040.03%
163COMCAST CORP NEWCCZ7,725$289,9200.03%
164SOUTHERN COSOMN3,483$286,7210.03%
165ISHARES TR4642875074,595$286,3150.03%
166UNITED RENTALS INCURI403$283,8900.03%
167NIKE INCNKE3,696$281,2420.03%
168ISHARES GOLD TRIAU5,677$281,0690.03%
169FISERV INCFISV1,352$277,7280.03%
170BOSTON SCIENTIFIC CORPBSX3,097$276,6250.03%
171SELECT SECTOR SPDR TR81369Y4071,230$275,9510.03%
172PALANTIR TECHNOLOGIES INCPLTR3,632$274,6890.03%
173MORGAN STANLEYMS-PQ2,177$273,6930.03%
174APPLOVIN CORPAPP822$266,1890.03%
175VANGUARD WORLD FD92204A8761,622$265,0680.03%
176QUALCOMM INCQCOM1,714$263,3050.03%
177UNION PAC CORPUNP1,129$257,4580.03%
178GILEAD SCIENCES INCGILD2,778$256,6040.03%
179INVESTMENT MANAGERS SER TR I46144X5868,067$256,4440.03%
180EATON CORP PLCETN770$255,5400.03%
181T-MOBILE US INCTMUSZ1,156$255,1640.03%
182LABCORP HOLDINGS INCLH1,089$249,7300.03%
183PARKER-HANNIFIN CORPPH392$249,3240.03%
184BOOKING HOLDINGS INCBKNG50$248,4210.03%
185FISERV INCFISV1,194$245,2720.03%
186WASTE MGMT INC DEL94106L1091,214$244,9740.03%
187CHUBB LIMITEDCB882$244,4980.03%
188ISHARES TR46428848912,657$244,2810.03%
189HILLTOP HOLDINGS INCHTH8,508$243,5850.03%
190LOCKHEED MARTIN CORPLMT501$243,4560.03%
191US BANCORP DELUSB-PS5,012$242,2300.03%
192CADENCE DESIGN SYSTEM INCCDNS796$239,1670.03%
193ABBVIE INCABBV1,341$238,2960.03%
194PACCAR INCPCAR2,258$236,2370.02%
195SALESFORCE INCCRM705$235,9840.02%
196APOLLO GLOBAL MGMT INC03769M1061,421$234,6930.02%
197STRYKER CORPORATIONSYK648$233,8570.02%
198AUTOMATIC DATA PROCESSING INADP793$233,3470.02%
199SCHWAB CHARLES CORPSCHW-PJ3,141$232,4660.02%
200AMPHENOL CORP NEW0320951013,332$231,4320.02%
201MARSH & MCLENNAN COS INC5717481021,084$230,2530.02%
202T-MOBILE US INCTMUSZ1,041$229,7800.02%
203SYNOPSYS INCSNPS471$228,6050.02%
204CISCO SYS INCCSCO3,860$228,4860.02%
205AMERICAN EXPRESS COAXP770$228,4560.02%
206ISHARES TR4642898836,096$227,3810.02%
207ANALOG DEVICES INCADI1,041$221,1710.02%
208HP INCHPQ6,682$219,9870.02%
209DUKE ENERGY CORP NEWDUKB2,033$219,0360.02%
210ISHARES TR4642874652,892$218,6650.02%
211AMGEN INCAMGN838$218,4170.02%
212ISHARES TR464287622665$214,2370.02%
213MICRON TECHNOLOGY INCMU2,532$213,3900.02%
214AKAMAI TECHNOLOGIES INCAKAM2,226$212,9170.02%
215DOORDASH INCDASH1,265$212,2040.02%
216AMERICAN TOWER CORP NEW03027X1001,147$212,0810.02%
217BLACKSTONE INCBX1,230$212,0770.02%
218COCA COLA COKO3,382$210,5380.02%
219APPLIED MATLS INC0382221051,294$210,4440.02%
220BRIDGEBIO PHARMA INCBBIO7,577$207,9130.02%
221BLACKSTONE INCBX1,195$206,0420.02%
222PALO ALTO NETWORKS INCPANW1,130$205,6150.02%
223MARVELL TECHNOLOGY INCMRVL1,861$205,5480.02%
224BRISTOL-MYERS SQUIBB COCELG-RI3,594$203,2770.02%
225MEDTRONIC PLCMDT2,468$198,7940.02%
226VERTEX PHARMACEUTICALS INCVRTX492$198,1290.02%
227CARRIER GLOBAL CORPORATIONCARR2,885$197,5480.02%
228EMCOR GROUP INCEME434$196,9930.02%
229UNITED RENTALS INCURI275$193,7210.02%
230CITIGROUP INCC-PR2,749$193,5030.02%
231LAM RESEARCH CORPLRCX2,645$191,6340.02%
232STARBUCKS CORPSBUX2,071$188,9790.02%
233HESS CORPHESM1,403$186,6140.02%
234GE HEALTHCARE TECHNOLOGIES IGEHC2,347$183,4890.02%
235PEPSICO INCPEP1,155$178,6190.02%
236PAYPAL HLDGS INCPYPL2,067$176,4190.02%
237VISA INCV556$175,7190.02%
238US BANCORP DELUSB-PS3,632$175,5350.02%
239IDEXX LABS INC45168D104418$172,8180.02%
240THERMO FISHER SCIENTIFIC INCTMO329$171,2760.02%
241FIRST TR SR FLTG RATE INCOME33733U10816,477$170,5370.02%
242CONOCOPHILLIPSCOP1,717$170,2750.02%
243PFIZER INCPFE6,333$168,0150.02%
244ALLIANT ENERGY CORPLNT2,808$166,0660.02%
245PEPSICO INCPEP1,068$163,2160.02%
246APOLLO GLOBAL MGMT INC03769M106985$162,6830.02%
247RESMED INCRSMDF700$160,0830.02%
248PHILLIPS 66PSX1,383$157,5660.02%
249FREEPORT-MCMORAN INCFCX3,875$147,5600.02%
2503M COMMM1,133$146,2590.02%
251BOEING COBA-PA818$144,7860.02%
252ALLSTATE CORPALL-PJ747$144,0460.02%
253LULULEMON ATHLETICA INCLULU371$141,8750.01%
254AUTODESK INCADSK480$141,8740.01%
255S&P GLOBAL INCSPGI282$140,4450.01%
256REGENERON PHARMACEUTICALSREGN193$137,4800.01%
257PALANTIR TECHNOLOGIES INCPLTR1,810$136,8910.01%
258INTERCONTINENTAL EXCHANGE IN45866F104895$133,3640.01%
259LOWES COS INC548661107534$131,7920.01%
260PARKER-HANNIFIN CORPPH206$131,0230.01%
261AMPHENOL CORP NEW0320951011,872$130,3180.01%
262PG&E CORPPCG-PX6,367$128,6460.01%
263UNITED PARCEL SERVICE INCUPS987$124,4610.01%
264EMERSON ELEC COEMR986$122,1950.01%
265TRACTOR SUPPLY COTSCO2,281$121,0300.01%
266UBER TECHNOLOGIES INCUBER1,952$117,7450.01%
267FORD MTR CO34537086011,480$113,6520.01%
268FEDEX CORPFDX399$112,7940.01%
269NIKE INCNKE1,484$112,7060.01%
270TRANSOCEAN LTDRIG29,873$112,0240.01%
271CATERPILLAR INCCAT274$99,3970.01%
272BRISTOL-MYERS SQUIBB COCELG-RI1,701$96,2090.01%
273RTX CORPORATIONRTX815$94,3420.01%
2743M COMMM717$92,5580.01%
275DISNEY WALT CO254687106793$88,6890.01%
276CARRIER GLOBAL CORPORATIONCARR1,285$88,0060.01%
277TRACTOR SUPPLY COTSCO1,535$81,4480.01%
278BOOKING HOLDINGS INCBKNG16$79,4950.01%
279ALLSTATE CORPALL-PJ410$79,4190.01%
280PG&E CORPPCG-PX3,907$78,8510.01%
281EMERSON ELEC COEMR635$78,6960.01%
282LULULEMON ATHLETICA INCLULU205$78,3950.01%
283UNION PAC CORPUNP339$77,3060.01%
284MEDTRONIC PLCMDT914$73,4760.01%
285PROGRESSIVE CORP743315103280$67,0910.01%
286PACCAR INCPCAR610$65,2800.01%
287PHILLIPS 66PSX563$64,1430.01%
288ORIGIN MATERIALS INCORGNW50,000$64,0000.01%
289CONOCOPHILLIPSCOP622$61,6840.01%
290SOUTHERN COSOMN726$59,7650.01%
291GOLDMAN SACHS GROUP INCGSCE103$58,9800.01%
292FREEPORT-MCMORAN INCFCX1,508$57,4250.01%
293PAYPAL HLDGS INCPYPL657$56,0750.01%
294MICRON TECHNOLOGY INCMU664$55,9590.01%
295STRYKER CORPORATIONSYK155$55,9380.01%
296HP INCHPQ1,518$50,0040.01%
297LINDE PLCLIN119$49,8220.01%
298OCCIDENTAL PETE CORP674599105975$48,3590.01%
299ROCKWELL AUTOMATION INCROK166$47,4420.01%
300IDEXX LABS INC45168D104110$45,4790.00%
301GE HEALTHCARE TECHNOLOGIES IGEHC568$44,4070.00%
302APPTECH PMTS CORP03834B30985,000$44,2090.00%
303SERVICENOW INCNOW41$43,2100.00%
304LABCORP HOLDINGS INCLH184$42,1950.00%
305AT&T INCT-PC1,771$40,3200.00%
306TJX COS INC NEW872540109325$39,2640.00%
307ROBLOX CORPRBLX673$38,9400.00%
308NEXTERA ENERGY INCNEE-PW524$37,5660.00%
309ACCENTURE PLC IRELANDACN106$37,2900.00%
310HESS CORPHESM279$37,1100.00%
311FORD MTR CO3453708603,705$36,6800.00%
312ALLIANT ENERGY CORPLNT620$36,6670.00%
313INTUITIVE SURGICAL INCISRG68$35,4940.00%
314VERIZON COMMUNICATIONS INCVZ805$32,1920.00%
315GE AEROSPACE369604301192$32,0730.00%
316GILEAD SCIENCES INCGILD336$31,0370.00%
317PALO ALTO NETWORKS INCPANW167$30,4100.00%
318TEXAS INSTRS INC882508104151$28,3150.00%
319EATON CORP PLCETN81$26,8820.00%
320BOSTON SCIENTIFIC CORPBSX298$26,6180.00%
321PHILIP MORRIS INTL INC718172109217$26,4090.00%
322ADVANCED MICRO DEVICES INCAMD209$25,1890.00%
323NATERA INCNTRA148$23,4290.00%
324TRINITY BIOTECH PLCTRIB25,666$22,5920.00%
325AUTOMATIC DATA PROCESSING INADP75$22,0540.00%
326SES AI CORPORATIONSES-WT10,000$21,9000.00%
327BLACKROCK INCBLK21$21,5280.00%
328NANOVIRICIDES INCNNVC15,000$21,4500.00%
329LAM RESEARCH CORPLRCX277$20,0650.00%
330SCHWAB CHARLES CORPSCHW-PJ271$20,0210.00%
331COMCAST CORP NEWCCZ508$19,0770.00%
332AKAMAI TECHNOLOGIES INCAKAM197$18,8440.00%
333APPLIED MATLS INC038222105110$17,8900.00%
334SYNOPSYS INCSNPS35$16,9880.00%
335CHUBB LIMITEDCB60$16,6290.00%
336VERTEX PHARMACEUTICALS INCVRTX39$15,8280.00%
337ANALOG DEVICES INCADI74$15,7230.00%
338MARSH & MCLENNAN COS INC57174810269$14,6570.00%
339LOCKHEED MARTIN CORPLMT30$14,5790.00%
340CADENCE DESIGN SYSTEM INCCDNS48$14,4230.00%
341WASTE MGMT INC DEL94106L10959$11,9060.00%
342APPLOVIN CORPAPP32$10,3630.00%
343AMERICAN TOWER CORP NEW03027X10048$8,8820.00%
344DUKE ENERGY CORP NEWDUKB62$6,6800.00%
345DOORDASH INCDASH37$6,2070.00%
346FAIR ISAAC CORPFICO3$5,9730.00%
347EMCOR GROUP INCEME13$5,9010.00%
348TRANSOCEAN LTDRIG576$2,1600.00%