Forvis Wealth Advisors, LLC Incresed Positions in Q3 2025

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
KMB
Kimberly Clark Corp

Consumer Defensive
288
+ 8.55%
$121.72 - $136.77 $35.1K - $39.4K
3.66K $454K
OGE
Oge Energy Corp.

Utilities
15
+ 0.14%
$43.46 - $46.27 $652 - $694
10.5K $483K
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
Ge Vernova Inc
32
+ 0.92%
N/A
3.53K $0
Vanguard Malvern Fds
483K
+ 58.32%
N/A
1.31M $0
Aptiv PLC
3.7K
+ 9.37%
N/A
43.2K $0
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
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
PRU
Prudential Financial Inc

Financial Services
44
+ 0.72%
$100.68 - $109.89 $4.43K - $4.84K
6.13K $636K
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
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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email