Forvis Wealth Advisors, LLC Reduced Holdings in Q4 2024

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.56K
- 5.5%
$35.94 - $36.85 $236K - $242K
113K $4.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.77K
- 37.27%
$74.5 - $78.37 $132K - $139K
2.98K $222K
ACN
Accenture PLC

Technology
-360
- 2.97%
$343.9 - $376.86 $124K - $136K
11.8K $4.14M
MCD
Mcdonalds Corp

Consumer Cyclical
-83
- 1.02%
$288.47 - $316.54 $23.9K - $26.3K
8.02K $2.32M
TSN
Tyson Foods, Inc.

Consumer Defensive
-990
- 2.48%
$57.14 - $64.54 $56.6K - $63.9K
38.9K $2.24M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-912
- 4.23%
$88.59 - $94.57 $80.8K - $86.2K
20.6K $1.83M
SYK
Stryker Corp

Healthcare
-326
- 2.15%
$345.14 - $392.15 $113K - $128K
14.8K $5.33M
ADI
Analog Devices Inc

Technology
-429
- 17.85%
$206.35 - $236.48 $88.5K - $101K
1.97K $419K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-4.17K
- 8.2%
$37.61 - $38.92 $157K - $162K
46.6K $1.79M
FISV
Fiserv Inc

Technology
-1.01K
- 4.33%
N/A
22.4K $2.8M
LMT
Lockheed Martin Corp

Industrials
-25
- 2.34%
$479.66 - $614.62 $12K - $15.4K
1.05K $507K
EEM
Ishares Msci Emerging Markets

ETFs
-582
- 2.52%
$41.82 - $47.36 $24.3K - $27.6K
22.5K $940K
D
Dominion Energy, Inc

Utilities
-1.46K
- 15.18%
$52.63 - $60.92 $76.8K - $88.9K
8.16K $439K
IYM
Ishares Tr

ETFs
-174
- 3.85%
$129.15 - $153.25 $22.5K - $26.7K
4.35K $564K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.82K
- 9.11%
$45.38 - $46.88 $82.5K - $85.2K
18.1K $826K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.28K
- 5.76%
$87.25 - $95.52 $112K - $122K
21K $1.85M
ZTS
Zoetis Inc.

Healthcare
-4
- 0.13%
$162.24 - $194.42 $649 - $778
3.02K $492K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.57K
- 12.19%
$38.37 - $42.82 $60.1K - $67.1K
11.3K $432K
PLD
Prologis, Inc.

Real Estate
-338
- 11.58%
$101.4 - $126.96 $34.3K - $42.9K
2.58K $272K
GD
General Dynamics Corp

Industrials
-23
- 0.98%
$260.28 - $314.03 $5.99K - $7.22K
2.32K $611K
UPS
United Parcel Service Inc

Industrials
-167
- 2.36%
$122.65 - $138.35 $20.5K - $23.1K
6.92K $872K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-34
- 0.53%
$59.25 - $72.99 $2.01K - $2.48K
6.39K $381K
PAA
Plains All American Pipeline LP

Energy
-2.2K
- 1.2%
$16.27 - $18.67 $35.8K - $41.1K
182K $3.1M
IDU
Ishares Tr U S Utils ETF

ETFs
-340
- 3.82%
$94.65 - $105.73 $32.2K - $35.9K
8.55K $822K
KE
Kimball Electronics, Inc.

Industrials
-6.19K
- 3.57%
$17.14 - $21.18 $106K - $131K
167K $3.13M
SBUX
Starbucks Corp

Consumer Cyclical
-14
- 0.12%
$87.44 - $102.5 $1.22K - $1.44K
11.9K $1.08M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-822
- 20.88%
$84.34 - $95.14 $69.3K - $78.2K
3.12K $271K
OHI
Omega Healthcare Investors Inc

Real Estate
-870
- 6.92%
$37.51 - $42.56 $32.6K - $37K
11.7K $443K
LEG
Leggett & Platt Inc

Consumer Cyclical
-600
- 4.04%
$9.5 - $13.67 $5.7K - $8.2K
14.3K $136K
PSX
Phillips 66

Energy
-11
- 0.31%
$110.35 - $138.93 $1.21K - $1.53K
3.57K $406K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-107
- 0.13%
$126.68 - $134.74 $13.6K - $14.4K
81.3K $10.4M
O
Realty Income Corp

Real Estate
-89
- 1.57%
$51.76 - $64.71 $4.61K - $5.76K
5.57K $297K
VIG
Vanguard Dividend Appreciation

ETFs
-323
- 0.63%
N/A
50.8K $9.26M
ETN
Eaton Corp PLC

Industrials
-177
- 8.12%
$326.96 - $377.52 $57.9K - $66.8K
2K $664K
NVS
Novartis Ag

Healthcare
-42
- 1.51%
$96.78 - $117.18 $4.06K - $4.92K
2.74K $266K
TXN
Texas Instruments Inc

Technology
-247
- 2.45%
N/A
9.82K $1.91M
CF
Cf Industries Holdings, Inc.

Basic Materials
-488
- 4.63%
$81.39 - $94.14 $39.7K - $45.9K
10.1K $857K
UL
Unilever PLC

Consumer Defensive
-185
- 4.27%
$56.7 - $64.64 $10.5K - $12K
4.15K $235K
AFL
Aflac Inc

Financial Services
-22
- 0.5%
$100.37 - $115.27 $2.21K - $2.54K
4.36K $450K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-294
- 6.22%
$56.61 - $61.63 $16.6K - $18.1K
4.43K $251K
PRU
Prudential Financial Inc

Financial Services
-174
- 2.96%
$114.59 - $129.52 $19.9K - $22.5K
5.71K $676K
ICE
Intercontinental Exchange, Inc.

Financial Services
-8
- 0.27%
$148.29 - $166.93 $1.19K - $1.34K
2.91K $433K
AWR
American States Water CO

Utilities
-100
- 2.39%
$77.72 - $87.27 $7.77K - $8.73K
4.08K $316K
PM
Philip Morris International Inc.

Consumer Defensive
-175
- 2.05%
$118.38 - $133.06 $20.7K - $23.3K
8.36K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-263
- 3.02%
$26.63 - $30.23 $7K - $7.95K
8.44K $224K
ABT
Abbott Laboratories

Healthcare
-153
- 1.15%
$111.93 - $119.39 $17.1K - $18.3K
13.2K $1.49M
CB
Chubb LTD

Financial Services
-41
- 2.56%
$271.57 - $301.89 $11.1K - $12.4K
1.56K $431K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-587
- 5.9%
$100.18 - $109.1 $58.8K - $64K
9.37K $982K
SLB
Schlumberger Limited

Energy
-46
- 0.65%
$36.83 - $45.59 $1.69K - $2.1K
7.05K $270K
Activity Summary
Buys All Purchases 122 New Holdings 12 Increased Positions 110 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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