Forvis Wealth Advisors, LLC Purchases in Q3 2025

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
1.49K
+ 7.51%
$92.91 - $102.86 $139K - $153K
21.3K $2.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.35K
New
$79.39 - $90.39 $187K - $213K
2.35K $208K
EVRG
Evergy, Inc.

Utilities
2.12K
+ 31.67%
$67.73 - $76.02 $143K - $161K
8.79K $668K
APD
Air Products & Chemicals, Inc.

Basic Materials
764
New
$265.78 - $299.3 $203K - $229K
764 $208K
NJR
New Jersey Resources Corp

Utilities
4.21K
New
$45.05 - $48.15 $190K - $203K
4.21K $202K
JCI
Johnson Controls International PLC

Industrials
1.84K
New
$103.24 - $111.73 $190K - $205K
1.84K $202K
CGGO
Capital Group Global Growth Eq

ETFs
5.9K
New
$31.71 - $34.17 $187K - $202K
5.9K $201K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.13K
New
$103.83 - $179.9 $117K - $203K
1.13K $201K
VZ
Verizon Communications Inc

Communication Services
3.18K
+ 3.83%
$40.84 - $45.06 $130K - $143K
86.3K $3.79M
SNA
Snap On Inc

Industrials
78
+ 1.69%
$313.01 - $346.53 $24.4K - $27K
4.7K $1.63M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.03K
+ 57.82%
$67.01 - $72.84 $136K - $148K
5.54K $401K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
69
+ 2.64%
$224.68 - $282.71 $15.5K - $19.5K
2.69K $750K
WEC
Wec Energy Group, Inc.

Utilities
632
+ 7.69%
$103.66 - $114.59 $65.5K - $72.4K
8.85K $1.01M
FDX
Fedex Corp

Industrials
545
+ 32.71%
$217.1 - $243.2 $118K - $133K
2.21K $521K
VEA
Vanguard Ftse Developed Market

ETFs
1.4K
+ 9.79%
$56.02 - $60.3 $78.4K - $84.4K
15.7K $940K
DUK
Duke Energy Corp

Utilities
100
+ 0.52%
$116.31 - $125.93 $11.6K - $12.6K
19.2K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.34%
$291.67 - $316.99 $7.88K - $8.56K
7.97K $2.42M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
145
+ 1.56%
$109.47 - $119.06 $15.9K - $17.3K
9.44K $1.12M
TJX
Tjx Companies Inc

Consumer Cyclical
105
+ 3.08%
$121.35 - $144.54 $12.7K - $15.2K
3.52K $508K
WMB
Williams Companies, Inc.

Energy
1.3K
+ 26.07%
$56.52 - $64.01 $73.6K - $83.3K
6.3K $398K
AMGN
Amgen Inc

Healthcare
275
+ 13.29%
$271.18 - $309.22 $74.6K - $85K
2.35K $661K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.35K
+ 14.15%
$23.13 - $23.54 $77.4K - $78.7K
27K $633K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.96K
+ 6.19%
$25.24 - $25.56 $74.7K - $75.7K
50.7K $1.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
242
+ 9.07%
$148.97 - $165.88 $36.1K - $40.1K
2.91K $478K
FISV
Fiserv Inc

Technology
593
+ 2.87%
N/A
21.2K $2.66M
NTAP
Net App, Inc.

Technology
335
+ 13.85%
$101.1 - $126.36 $33.9K - $42.3K
2.75K $326K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.76K
+ 2.53%
N/A
112K $2.66M
VGT
Vanguard Information Technolog

ETFs
8
+ 1.26%
$656.44 - $753.15 $5.25K - $6.03K
644 $480K
QUAL
Ishares Msci Usa Quality Facto

ETFs
167
+ 7.28%
$182.33 - $194.5 $30.4K - $32.5K
2.46K $478K
XLV
Select Sector Spdr Fund Health

ETFs
250
+ 6.58%
$129.01 - $139.72 $32.3K - $34.9K
4.05K $563K
XLE
Energy Sector Spdr

ETFs
170
+ 2.37%
$84.25 - $91.99 $14.3K - $15.6K
7.34K $655K
C
Citigroup Inc

Financial Services
36
+ 1.53%
$85.57 - $103.49 $3.08K - $3.73K
2.4K $243K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
41
+ 0.57%
$72.65 - $78.68 $2.98K - $3.23K
7.18K $562K
D
Dominion Energy, Inc

Utilities
65
+ 0.83%
$56.32 - $62.1 $3.66K - $4.04K
7.87K $481K
BOND
Pimco Active Bond Exchange Tra

ETFs
120
+ 0.53%
$90.83 - $93.81 $10.9K - $11.3K
22.6K $2.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
91
+ 0.43%
$92.18 - $95.14 $8.39K - $8.66K
21.2K $2.01M
CEG
Constellation Energy Corp

Utilities
89
+ 11.14%
$298.82 - $354.89 $26.6K - $31.6K
888 $292K
SCHW
Schwab Charles Corp

Financial Services
111
+ 3.92%
$91.03 - $98.69 $10.1K - $11K
2.94K $280K
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 1.21%
$195.41 - $212.37 $3.13K - $3.4K
1.33K $278K
OGE
Oge Energy Corp.

Utilities
15
+ 0.14%
$43.46 - $46.27 $652 - $694
10.5K $483K
KMB
Kimberly Clark Corp

Consumer Defensive
288
+ 8.55%
$121.72 - $136.77 $35.1K - $39.4K
3.66K $454K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
20
+ 0.25%
$29.8 - $32.29 $596 - $646
7.96K $255K
PSA
Public Storage

Real Estate
49
+ 2.82%
$271.94 - $298.09 $13.3K - $14.6K
1.79K $515K
ABC
Amerisourcebergen Corp

Healthcare
22
+ 1.5%
N/A
1.49K $276K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
21
+ 0.16%
$22.9 - $23.58 $481 - $495
12.9K $303K
Aptiv PLC
3.7K
+ 9.37%
N/A
43.2K $0
Southstate Bk Corp
3.5K
New
N/A
3.5K $0
Thomson Reuters Corp
2.09K
New
N/A
2.09K $0
Vanguard Malvern Fds
483K
+ 58.32%
N/A
1.31M $0
Activity Summary
Buys All Purchases 122 New Holdings 19 Increased Positions 103 Sells All Sells 245 Reductions 245 Sold out 0 Options Calls 0 Puts 0
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