Forvis Wealth Advisors, LLC Sells in Q4 2024

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-302
- 6.68%
$704.44 - $880.32 $213K - $266K
4.22K $2.97M
CVS
Cvs Health Corp

Healthcare
-4.56K
- 17.22%
$43.78 - $67.46 $200K - $308K
21.9K $984K
POCT
Innovator U.S. Equity Power Bu

ETFs
-21.5K
- 7.49%
$38.63 - $40.03 $832K - $862K
266K $10.5M
IAPR
Innovator Etfs Tr Internationa

ETFs
-20.4K
- 34.42%
$26.66 - $28.18 $544K - $575K
38.9K $1.04M
STZ
Constellation Brands, Inc.

Consumer Defensive
-826
- 7.15%
$219.66 - $257.62 $181K - $213K
10.7K $2.37M
DHR
Danaher Corp

Healthcare
-269
- 2.54%
$226.16 - $274.52 $60.8K - $73.8K
10.3K $2.37M
F
Ford Motor CO

Consumer Cyclical
-50.1K
- 42.28%
$9.69 - $11.4 $485K - $571K
68.4K $677K
IEMG
Ishares Inc

ETFs
-10.7K
- 6.86%
N/A
145K $7.77M
HPQ
Hp Inc

Technology
-915
- 0.55%
$32.46 - $39.3 $29.7K - $36K
164K $5.36M
DFAU
Dimensional ETF Tr

ETFs
-29K
- 3.74%
$39.27 - $42.38 $1.14M - $1.23M
746K $30.2M
IJUL
Innovator Etfs Tr

ETFs
-16.8K
- 40.24%
$27.59 - $29.25 $463K - $491K
24.9K $690K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-19.9K
- 7.16%
$35.71 - $37.1 $709K - $737K
257K $9.45M
INTC
Intel Corp

Technology
-16.6K
- 31.05%
$19.07 - $26.23 $317K - $436K
36.9K $739K
PFE
Pfizer Inc

Healthcare
-13.2K
- 20.71%
$24.8 - $30.19 $327K - $398K
50.5K $1.34M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-8.04K
- 1.44%
$40.15 - $42.9 $323K - $345K
550K $22.2M
AMD
Advanced Micro Devices Inc

Technology
-1.48K
- 21.54%
$118.88 - $172.8 $176K - $256K
5.39K $651K
VLO
Valero Energy Corp

Energy
-277
- 0.88%
$118.59 - $144.02 $32.8K - $39.9K
31.2K $3.83M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.85K
- 14.71%
$100.22 - $100.73 $386K - $388K
22.3K $2.24M
CVX
Chevron Corp

Energy
-1.91K
- 3.9%
$141.15 - $162.53 $269K - $310K
47K $6.81M
COP
Conocophillips

Energy
-645
- 1.35%
$95.12 - $114.72 $61.4K - $74K
47K $4.66M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.62K
- 1.85%
$63.58 - $71.15 $421K - $471K
350K $22.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-12.3K
- 5.27%
$40.12 - $41.68 $494K - $513K
222K $9.12M
OTIS
Otis Worldwide Corp

Industrials
-1.94K
- 13.22%
$92.57 - $106.01 $179K - $205K
12.7K $1.18M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.43K
- 43.36%
$114.08 - $125.68 $278K - $306K
3.18K $363K
KAPR
Innovator U.S. Small Cap Power

ETFs
-10.6K
- 26.71%
$32.06 - $34.27 $340K - $363K
29.1K $950K
PG
Procter & Gamble CO

Consumer Defensive
-493
- 1.13%
$161.05 - $179.7 $79.4K - $88.6K
43.3K $7.26M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-10.4K
- 9.94%
$39.04 - $40.41 $407K - $421K
94.5K $3.8M
LKQ
Lkq Corp

Consumer Cyclical
-440
- 0.46%
$36.0 - $39.99 $15.8K - $17.6K
94.3K $3.46M
VEA
Vanguard Ftse Developed Market

ETFs
-3.93K
- 15.83%
$47.57 - $52.44 $187K - $206K
20.9K $998K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-9.97K
- 10.01%
$36.63 - $37.8 $365K - $377K
89.7K $3.36M
PEG
Public Service Enterprise Group Inc

Utilities
-1.03K
- 2.28%
$81.87 - $94.51 $84K - $97K
43.9K $3.71M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.92K
- 7.94%
$90.42 - $94.5 $174K - $182K
22.3K $2.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-229
- 0.96%
$442.29 - $483.08 $101K - $111K
23.7K $10.7M
CI
Cigna Corp

Healthcare
-216
- 8.39%
$265.59 - $358.58 $57.4K - $77.5K
2.36K $650K
KJUL
Innovator U.S. Small Cap Power

Technology
-8.39K
- 23.56%
$28.78 - $30.34 $241K - $255K
27.2K $801K
XLB
Select Sector Spdr Fd Material

ETFs
-145
- 0.81%
$83.8 - $97.58 $12.2K - $14.1K
17.8K $1.49M
CSX
Csx Corp

Industrials
-786
- 0.86%
$31.58 - $36.88 $24.8K - $29K
90.2K $2.91M
SHEL
Shell PLC

Energy
-3.08K
- 29.07%
$60.63 - $70.23 $187K - $217K
7.53K $471K
DUK
Duke Energy Corp

Utilities
-549
- 2.48%
$105.76 - $120.76 $58.1K - $66.3K
21.6K $2.33M
IBM
International Business Machines Corp

Technology
-820
- 2.43%
$204.9 - $238.04 $168K - $195K
32.9K $7.23M
RTX
Raytheon Technologies Corp

Industrials
-336
- 1.02%
$114.45 - $127.21 $38.5K - $42.7K
32.5K $3.76M
EAPR
Innovator Etfs Tr Emerging Mkt
-7.47K
- 43.12%
$25.87 - $27.33 $193K - $204K
9.85K $254K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.76K
- 1.98%
$51.58 - $52.91 $90.9K - $93.2K
87.4K $4.52M
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 0.91%
$385.02 - $431.37 $32.7K - $36.7K
9.26K $3.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.17K
- 12.91%
$79.93 - $88.06 $93.8K - $103K
7.91K $633K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-5.65K
- 10.88%
$35.07 - $36.08 $198K - $204K
46.3K $1.66M
AMGN
Amgen Inc

Healthcare
-49
- 2.05%
$258.78 - $328.31 $12.7K - $16.1K
2.34K $609K
DTE
Dte Energy CO

Utilities
-226
- 1.34%
$117.04 - $129.77 $26.5K - $29.3K
16.7K $2.02M
CMCSA
Comcast Corp

Communication Services
-1.66K
- 7.54%
$37.39 - $45.14 $62.2K - $75.1K
20.4K $765K
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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