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
BP
Bp PLC

Energy
-151
- 1.27%
$28.16 - $33.14 $4.25K - $5K
11.7K $345K
GLDM
World Gold Trust

ETFs
-305
- 0.44%
$50.76 - $55.23 $15.5K - $16.8K
68.6K $3.56M
MO
Altria Group, Inc.

Consumer Defensive
-809
- 6.27%
$49.06 - $57.74 $39.7K - $46.7K
12.1K $632K
IWV
Ishares Russell 3000 ETF

ETFs
-1.31K
- 2.38%
$323.08 - $349.08 $423K - $457K
53.6K $17.9M
NSC
Norfolk Southern Corp

Industrials
-44
- 4.42%
$230.6 - $277.0 $10.1K - $12.2K
952 $223K
NTAP
Net App, Inc.

Technology
-45
- 1.96%
$115.31 - $131.11 $5.19K - $5.9K
2.25K $260K
WEC
Wec Energy Group, Inc.

Utilities
-29
- 0.35%
$92.94 - $101.82 $2.7K - $2.95K
8.21K $772K
RF
Regions Financial Corp

Financial Services
-1.04K
- 3.8%
$22.45 - $27.47 $23.3K - $28.5K
26.3K $617K
TRV
Travelers Companies, Inc.

Financial Services
-482
- 3.29%
$225.97 - $266.66 $109K - $129K
14.2K $3.41M
OEF
Ishares S&P 100 ETF

ETFs
-52
- 1.12%
N/A
4.58K $1.22M
TROW
Price T Rowe Group Inc

Financial Services
-595
- 4.03%
$106.48 - $124.69 $63.4K - $74.2K
14.2K $1.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-147
- 0.52%
$40.82 - $45.39 $6K - $6.67K
27.9K $1.16M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-50
- 4.81%
$225.16 - $265.16 $11.3K - $13.3K
990 $245K
ATO
Atmos Energy Corp

Utilities
-17
- 0.59%
$136.41 - $151.43 $2.32K - $2.57K
2.86K $398K
ABC
Amerisourcebergen Corp

Healthcare
-5
- 0.18%
N/A
2.84K $525K
PDEC
Innovator U.S. Equity Power Bu
-10.3K
- 9.41%
N/A
98.8K $0
Innovator Etfs Trust
-7.64K
- 22.25%
N/A
26.7K $0
PSEP
Innovator U.S. Equity Power Bu
-12.6K
- 11.31%
N/A
98.8K $0
PNOV
Innovator U.S. Equity Power Bu
-4.08K
- 8.88%
N/A
41.9K $0
KOCT
Innovator Laddered Fund Of U.S
-13.4K
- 34.63%
N/A
25.2K $0
Linde PLC
-50
- 7.29%
N/A
636 $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-15.8K
- 32.13%
N/A
33.5K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-27.3K
- 43.18%
N/A
35.9K $0
Canadian Pacific Kansas City
-4.06K
- 30.42%
N/A
9.29K $0
HBAN
Huntington Bancshares Inc

Financial Services
-1.64K
- 9.84%
$14.18 - $18.2 $23.3K - $29.9K
15.1K $245K
Innovator Etfs Trust
-6.44K
- 44.33%
N/A
8.09K $0
Labcorp Holdings Inc
-180
- 2.01%
N/A
8.77K $0
EOCT
Innovator Etfs Tr Emerging Mar
-10.1K
- 42.53%
N/A
13.6K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-169
- 1.76%
$69.3 - $74.3 $11.7K - $12.6K
9.45K $674K
ENB
Enbridge Inc

Energy
-305
- 3.33%
$40.4 - $43.92 $12.3K - $13.4K
8.87K $376K
MAR
Marriott International Inc

Consumer Cyclical
-96
- 8.69%
$246.06 - $292.59 $23.6K - $28.1K
1.01K $281K
T
At&T Inc.

Communication Services
-1K
- 2.57%
$21.22 - $23.88 $21.2K - $23.9K
38K $865K
AEE
Ameren Corp

Utilities
-10
- 0.2%
$85.81 - $94.98 $858 - $950
5.05K $450K
TFC
Truist Financial Corp

Financial Services
-136
- 0.59%
$41.51 - $48.1 $5.65K - $6.54K
22.8K $989K
CMA
Comerica Inc

Financial Services
-10
- 0.19%
$57.88 - $72.73 $579 - $727
5.33K $329K
ALL
Allstate Corp

Financial Services
-50
- 0.71%
$181.25 - $208.2 $9.06K - $10.4K
6.99K $1.35M
OZK
Bank Ozk

Financial Services
-43
- 0.51%
$41.39 - $50.55 $1.78K - $2.17K
8.47K $377K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-31
- 1.51%
$198.04 - $221.51 $6.14K - $6.87K
2.02K $424K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-29
- 2.68%
$316.94 - $357.88 $9.19K - $10.4K
1.05K $361K
VXF
Vanguard Extended Market ETF

ETFs
-30
- 1.22%
$179.17 - $207.15 $5.38K - $6.21K
2.42K $460K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-57
- 1.65%
$178.39 - $215.0 $10.2K - $12.3K
3.4K $655K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-74
- 1.09%
$43.37 - $51.46 $3.21K - $3.81K
6.69K $322K
DE
Deere & CO

Industrials
-60
- 0.82%
$389.45 - $466.0 $23.4K - $28K
7.26K $3.08M
ODC
Oil Dri Corp Of America

Basic Materials
-1.17K
- 17.51%
$64.91 - $90.95 $76K - $107K
5.52K $483K
XEL
Xcel Energy Inc

Utilities
-108
- 0.74%
$62.16 - $72.92 $6.71K - $7.88K
14.4K $975K
WMB
Williams Companies, Inc.

Energy
-228
- 4.86%
$46.37 - $59.74 $10.6K - $13.6K
4.46K $241K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.04%
$449.08 - $504.6 $449 - $505
2.26K $1.04M
GLW
Corning Inc

Technology
-200
- 1.24%
$44.11 - $49.76 $8.82K - $9.95K
16K $759K
LYV
Live Nation Entertainment, Inc.

Communication Services
-332
- 9.07%
$109.06 - $140.54 $36.2K - $46.7K
3.33K $431K
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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