Forvis Wealth Advisors, LLC Sells in Q3 2025

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
-15.6K
- 11.53%
$32.78 - $35.79 $511K - $558K
120K $4.27M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.25K
- 24.83%
$185.88 - $207.44 $232K - $259K
3.78K $759K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-9.08K
- 6.36%
$46.97 - $48.89 $427K - $444K
134K $6.53M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-7.39K
- 9.2%
$24.14 - $24.34 $178K - $180K
73K $1.78M
IAPR
Innovator Etfs Tr Internationa

ETFs
-6.18K
- 31.54%
$28.99 - $30.05 $179K - $186K
13.4K $402K
PAVE
Global X Fds Us Infrastructure

ETFs
-4.58K
- 33.39%
$44.02 - $47.63 $201K - $218K
9.13K $434K
UNM
Unum Group

Financial Services
-908
- 2.97%
$68.55 - $82.12 $62.2K - $74.6K
29.7K $2.31M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.52K
- 8.02%
$100.16 - $100.7 $153K - $153K
17.5K $1.76M
WM
Waste Management Inc

Industrials
-349
- 4.17%
$213.88 - $237.1 $74.6K - $82.7K
8.02K $1.77M
VIG
Vanguard Dividend Appreciation

ETFs
-789
- 1.57%
N/A
49.5K $9.02M
SPGI
S&P Global Inc.

Financial Services
-140
- 9.45%
$484.94 - $564.15 $67.9K - $79K
1.34K $652K
UL
Unilever PLC

Consumer Defensive
-1.91K
- 33.02%
$58.43 - $65.01 $112K - $124K
3.87K $229K
KJUL
Innovator U.S. Small Cap Power

Technology
-4.6K
- 28.96%
$29.2 - $31.07 $134K - $143K
11.3K $349K
KAPR
Innovator U.S. Small Cap Power

ETFs
-4.31K
- 24.44%
$32.42 - $34.27 $140K - $148K
13.3K $455K
SBUX
Starbucks Corp

Consumer Cyclical
-339
- 2.94%
$81.9 - $96.86 $27.8K - $32.8K
11.2K $947K
CRM
Salesforce, Inc.

Technology
-216
- 13.58%
$231.66 - $273.65 $50K - $59.1K
1.37K $325K
PEG
Public Service Enterprise Group Inc

Utilities
-886
- 1.93%
$79.99 - $90.14 $70.9K - $79.9K
45K $3.76M
HON
Honeywell International Inc

Industrials
-31
- 0.77%
$207.7 - $240.4 $6.44K - $7.45K
4.01K $844K
ALL
Allstate Corp

Financial Services
-874
- 12.7%
$192.0 - $214.65 $168K - $188K
6.01K $1.29M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.82K
- 3.15%
$137.51 - $145.26 $525K - $555K
117K $16.7M
NEE
Nextera Energy Inc

Utilities
-3.23K
- 12.39%
$69.77 - $77.54 $225K - $250K
22.8K $1.72M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.98K
- 16.12%
$44.22 - $45.74 $87.7K - $90.7K
10.3K $470K
EMR
Emerson Electric CO

Industrials
-389
- 3.04%
$128.6 - $149.63 $50K - $58.2K
12.4K $1.63M
ZTS
Zoetis Inc.

Healthcare
-304
- 8.69%
$141.13 - $159.19 $42.9K - $48.4K
3.2K $467K
NOW
Service Now, Inc.

Technology
-48
- 15.43%
$850.86 - $1044.69 $40.8K - $50.1K
263 $242K
ADI
Analog Devices Inc

Technology
-354
- 18.53%
$220.68 - $255.63 $78.1K - $90.5K
1.56K $382K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.71K
- 7.7%
$37.73 - $38.9 $102K - $105K
32.5K $1.26M
MA
Mastercard Inc

Financial Services
-237
- 2.25%
$550.18 - $598.96 $130K - $142K
10.3K $5.86M
UGI
Ugi Corp

Utilities
-791
- 7.2%
$32.64 - $37.14 $25.8K - $29.4K
10.2K $339K
BP
Bp PLC

Energy
-3.31K
- 26.68%
$30.25 - $35.69 $100K - $118K
9.09K $313K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.87K
- 3.58%
$136.48 - $142.97 $392K - $410K
77.3K $10.8M
MDT
Medtronic PLC

Healthcare
-861
- 26.15%
$87.67 - $95.74 $75.5K - $82.4K
2.43K $231K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.11%
$288.69 - $310.94 $1.15K - $1.24K
3.71K $1.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-373
- 5.9%
$60.9 - $70.75 $22.7K - $26.4K
5.95K $371K
IJUL
Innovator Etfs Tr

ETFs
-1.84K
- 15.39%
$31.5 - $32.72 $57.9K - $60.1K
10.1K $330K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.47K
- 5.8%
$22.64 - $23.22 $56K - $57.4K
40.2K $928K
ABT
Abbott Laboratories

Healthcare
-44
- 0.2%
$120.51 - $136.62 $5.3K - $6.01K
21.9K $2.93M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.02K
- 3.28%
$25.09 - $25.19 $50.7K - $50.9K
59.7K $1.5M
NVS
Novartis Ag

Healthcare
-527
- 20.05%
$113.5 - $129.73 $59.8K - $68.4K
2.1K $269K
BMY
Bristol Myers Squibb CO

Healthcare
-404
- 1.55%
$43.31 - $48.98 $17.5K - $19.8K
25.6K $1.15M
IEMG
Ishares Inc

ETFs
-903
- 0.76%
N/A
119K $6.36M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.9K
- 5.1%
$39.79 - $41.15 $115K - $119K
53.9K $2.22M
IYW
Ishares Dj Us Tech ETF

ETFs
-437
- 20.49%
$171.38 - $197.01 $74.9K - $86.1K
1.7K $332K
ETN
Eaton Corp PLC

Industrials
-191
- 9.07%
$342.99 - $392.76 $65.5K - $75K
1.92K $716K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2.99K
- 20.63%
$11.64 - $15.79 $34.8K - $47.1K
11.5K $168K
TXN
Texas Instruments Inc

Technology
-151
- 1.53%
N/A
9.75K $1.9M
XLB
Select Sector Spdr Fd Material

ETFs
-626
- 3.71%
$86.72 - $92.61 $54.3K - $58K
16.3K $1.46M
HBAN
Huntington Bancshares Inc

Financial Services
-1.86K
- 13.1%
$15.87 - $17.88 $29.4K - $33.2K
12.3K $212K
CF
Cf Industries Holdings, Inc.

Basic Materials
-19
- 0.19%
$80.91 - $98.75 $1.54K - $1.88K
10K $900K
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