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
Ishares Bitcoin Trust ETF
1.79K
+ 17.56%
N/A
12K $0
J P Morgan Exchange Traded F
230K
+ 10.64%
N/A
2.39M $0
Ge Vernova Inc
32
+ 0.92%
N/A
3.53K $0
Tortoise Capital Series Trus
9.75K
New
N/A
9.75K $0
COIN
Coinbase Global, Inc.

Technology
34
+ 3.38%
$297.99 - $419.78 $10.1K - $14.3K
1.04K $350K
LYB
Lyondell Basell Industries N.V.

Basic Materials
629
+ 15.03%
$48.34 - $67.22 $30.4K - $42.3K
4.81K $236K
PAYX
Paychex Inc

Industrials
649
+ 13.53%
$126.69 - $147.99 $82.2K - $96K
5.45K $690K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 1.61%
$412.46 - $514.1 $4.95K - $6.17K
756 $370K
GIS
General Mills Inc

Consumer Defensive
36
+ 0.43%
$48.44 - $53.83 $1.74K - $1.94K
8.38K $422K
KMI
Kinder Morgan, Inc.

Energy
10
+ 0.07%
$26.23 - $28.5 $262 - $285
14.4K $407K
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.01%
$58.61 - $66.11 $117 - $132
13.8K $824K
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 1.12%
$167.28 - $188.45 $5.52K - $6.22K
2.98K $501K
FTNT
Fortinet, Inc.

Technology
26
+ 0.94%
$74.39 - $107.65 $1.93K - $2.8K
2.78K $233K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 2.49%
$915.95 - $994.57 $35.7K - $38.8K
1.6K $1.48M
HRL
Hormel Foods Corp

Consumer Defensive
81
+ 0.57%
$24.31 - $31.54 $1.97K - $2.55K
14.3K $353K
PM
Philip Morris International Inc.

Consumer Defensive
592
+ 4.64%
$157.77 - $183.27 $93.4K - $108K
13.3K $2.16M
KO
Coca Cola CO

Consumer Defensive
635
+ 1.25%
$65.67 - $71.67 $41.7K - $45.5K
51.6K $3.42M
INTU
Intuit Inc

Technology
15
+ 0.44%
$646.03 - $807.39 $9.69K - $12.1K
3.41K $2.33M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
115
+ 0.23%
$25.5 - $35.2 $2.93K - $4.05K
50K $1.27M
IBM
International Business Machines Corp

Technology
313
+ 0.82%
$234.77 - $292.47 $73.5K - $91.5K
38.6K $10.9M
LKQ
Lkq Corp

Consumer Cyclical
1.86K
+ 2.01%
$29.24 - $39.21 $54.3K - $72.8K
94K $2.87M
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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