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
ENB
Enbridge Inc

Energy
-1.5K
- 14.51%
$43.79 - $50.46 $65.8K - $75.8K
8.85K $446K
MAR
Marriott International Inc

Consumer Cyclical
-24
- 2.36%
$255.35 - $282.87 $6.13K - $6.79K
994 $258K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-247
- 7.6%
$534.91 - $598.71 $132K - $148K
3.01K $1.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-273
- 5.31%
$72.57 - $74.72 $19.8K - $20.4K
4.87K $362K
CB
Chubb LTD

Financial Services
-19
- 1.32%
$265.99 - $289.59 $5.05K - $5.5K
1.42K $400K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-73
- 1.1%
$42.56 - $49.08 $3.11K - $3.58K
6.58K $282K
TROW
Price T Rowe Group Inc

Financial Services
-925
- 7.03%
$98.67 - $111.52 $91.3K - $103K
12.2K $1.26M
QCOM
Qualcomm Inc

Technology
-219
- 6.61%
$145.84 - $173.55 $31.9K - $38K
3.09K $514K
TFC
Truist Financial Corp

Financial Services
-991
- 8.24%
$42.83 - $47.07 $42.4K - $46.6K
11K $504K
SHW
Sherwin Williams CO

Basic Materials
-68
- 1.45%
$330.88 - $375.23 $22.5K - $25.5K
4.63K $1.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-132
- 4.26%
$78.96 - $80.04 $10.4K - $10.6K
2.96K $236K
XLF
Financial Sector Spdr

ETFs
-555
- 3.91%
$51.37 - $54.25 $28.5K - $30.1K
13.7K $735K
DHR
Danaher Corp

Healthcare
-84
- 0.72%
$181.46 - $212.2 $15.2K - $17.8K
11.5K $2.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.46K
- 8.29%
$24.46 - $26.5 $60.1K - $65.2K
27.2K $716K
HAS
Hasbro, Inc.

Consumer Cyclical
-201
- 5.73%
$73.92 - $81.85 $14.9K - $16.5K
3.31K $250K
NUE
Nucor Corp

Basic Materials
-142
- 6.92%
$133.3 - $150.33 $18.9K - $21.3K
1.91K $258K
SHEL
Shell PLC

Energy
-193
- 2.76%
$69.82 - $73.93 $13.5K - $14.3K
6.81K $487K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-46
- 0.39%
$9.36 - $9.87 $431 - $454
11.8K $111K
VNQ
Vanguard Specialized Funds Van

ETFs
-103
- 3.34%
$88.47 - $93.24 $9.11K - $9.6K
2.98K $272K
USRT
Ishares Core U.S. Reit ETF

ETFs
-273
- 3.86%
$55.64 - $59.37 $15.2K - $16.2K
6.79K $398K
OEF
Ishares S&P 100 ETF

ETFs
-3
- 0.07%
N/A
4.55K $1.21M
IOCT
Innovator Etfs Tr Intl Dev Pow
-6.09K
- 30.1%
N/A
14.1K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-3.64K
- 29.98%
N/A
8.5K $0
Blackrock Inc
-59
- 10.19%
N/A
520 $0
Labcorp Holdings Inc
-343
- 4.02%
N/A
8.19K $0
KOCT
Innovator Laddered Fund Of U.S
-6.69K
- 51.44%
N/A
6.31K $0
PDEC
Innovator U.S. Equity Power Bu
-2.45K
- 3.42%
N/A
69.2K $0
Canadian Pacific Kansas City
-190
- 2.01%
N/A
9.29K $0
PNOV
Innovator U.S. Equity Power Bu
-2.06K
- 9.24%
N/A
20.2K $0
PSEP
Innovator U.S. Equity Power Bu
-2.17K
- 3.21%
N/A
65.3K $0
Innovator Etfs Trust
-2.12K
- 16.33%
N/A
10.8K $0
ED
Consolidated Edison Inc

Utilities
-7
- 0.07%
$95.57 - $105.36 $669 - $738
10.4K $1.05M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.42K
- 3.71%
$42.21 - $43.91 $102K - $106K
62.9K $2.76M
NOV
Nov Inc.

Energy
-792
- 4.86%
$11.88 - $14.16 $9.41K - $11.2K
15.5K $205K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-59
- 2.99%
$122.57 - $132.57 $7.23K - $7.82K
1.92K $248K
WFC
Wells Fargo & Company

Financial Services
-546
- 3.97%
$77.05 - $85.16 $42.1K - $46.5K
13.2K $1.11M
EGP
Eastgroup Properties Inc

Real Estate
-5
- 0.15%
$159.46 - $169.88 $797 - $849
3.39K $574K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-113
- 5.07%
$236.25 - $257.69 $26.7K - $29.1K
2.11K $542K
O
Realty Income Corp

Real Estate
-125
- 2.23%
$56.13 - $60.79 $7.02K - $7.6K
5.48K $332K
PLD
Prologis, Inc.

Real Estate
-82
- 3.93%
$104.08 - $115.35 $8.53K - $9.46K
2.01K $229K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-53
- 1.75%
$91.28 - $97.59 $4.84K - $5.17K
2.98K $285K
IWD
Ishares Russell 1000 Val ETF

ETFs
-241
- 3.72%
$192.76 - $203.86 $46.5K - $49.1K
6.24K $1.27M
UBER
Uber Technologies, Inc

Technology
-11
- 0.41%
$86.91 - $99.57 $956 - $1.1K
2.66K $260K
IYM
Ishares Tr

ETFs
-132
- 3.4%
$138.95 - $150.69 $18.3K - $19.9K
3.75K $555K
PSX
Phillips 66

Energy
-326
- 9.56%
$118.37 - $139.46 $38.6K - $45.5K
3.08K $419K
PFE
Pfizer Inc

Healthcare
-1.83K
- 3.73%
$23.29 - $25.88 $42.5K - $47.3K
47.1K $1.2M
ITW
Illinois Tool Works Inc

Industrials
-91
- 3.02%
$252.31 - $269.41 $23K - $24.5K
2.93K $762K
YUM
Yum Brands Inc

Consumer Cyclical
-73
- 1.0%
$139.5 - $153.94 $10.2K - $11.2K
7.26K $1.1M
SYY
Sysco Corp

Consumer Defensive
-581
- 5.83%
$76.33 - $82.51 $44.3K - $47.9K
9.38K $772K
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
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