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
AEP
American Electric Power CO Inc

Utilities
-18
- 0.75%
$103.26 - $115.0 $1.86K - $2.07K
2.4K $269K
OZK
Bank Ozk

Financial Services
-281
- 3.21%
$47.4 - $53.14 $13.3K - $14.9K
8.47K $431K
LMT
Lockheed Martin Corp

Industrials
-41
- 3.48%
$410.74 - $499.21 $16.8K - $20.5K
1.14K $567K
PPL
Ppl Corp

Utilities
-4
- 0.06%
$33.54 - $37.24 $134 - $149
7.07K $262K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-200
- 1.58%
$25.29 - $28.33 $5.06K - $5.67K
12.5K $348K
LKFN
Lakeland Financial Corp

Financial Services
-64
- 0.54%
$60.25 - $68.73 $3.86K - $4.4K
11.8K $754K
SWK
Stanley Black & Decker, Inc.

Industrials
-11
- 0.24%
$66.98 - $79.52 $737 - $875
4.54K $337K
USB
Us Bancorp \De\

Financial Services
-44
- 0.43%
$43.94 - $50.41 $1.93K - $2.22K
10.1K $487K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-7
- 0.16%
$90.62 - $107.71 $634 - $754
4.32K $425K
OHI
Omega Healthcare Investors Inc

Real Estate
-716
- 6.38%
$36.29 - $43.34 $26K - $31K
10.5K $443K
BX
Blackstone Inc.

Financial Services
-90
- 3.7%
$152.77 - $188.68 $13.7K - $17K
2.34K $400K
ATO
Atmos Energy Corp

Utilities
-72
- 2.4%
$151.51 - $170.75 $10.9K - $12.3K
2.93K $500K
STT
State Street Corp

Financial Services
-362
- 4.35%
$102.01 - $117.25 $36.9K - $42.4K
7.96K $923K
AEE
Ameren Corp

Utilities
-22
- 0.44%
$95.0 - $104.38 $2.09K - $2.3K
5.01K $522K
MET
Metlife Inc

Financial Services
-39
- 0.17%
$73.82 - $82.37 $2.88K - $3.21K
22.4K $1.85M
HST
Host Hotels & Resorts, Inc.

Real Estate
-3.67K
- 5.76%
$15.27 - $17.68 $56.1K - $64.9K
60.1K $1.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-228
- 0.99%
$39.8 - $42.86 $9.07K - $9.77K
22.7K $971K
MMM
3 M CO

Industrials
-1
- 0.01%
$144.41 - $160.2 $144 - $160
15.7K $2.44M
TRV
Travelers Companies, Inc.

Financial Services
-451
- 3.05%
$250.62 - $279.43 $113K - $126K
14.3K $4M
CMA
Comerica Inc

Financial Services
-14
- 0.26%
$60.93 - $71.05 $853 - $995
5.32K $364K
ES
Eversource Energy

Utilities
-101
- 1.38%
$62.86 - $71.14 $6.35K - $7.19K
7.24K $515K
VMC
Vulcan Materials CO

Basic Materials
-38
- 2.93%
$260.62 - $307.62 $9.9K - $11.7K
1.26K $387K
HPE
Hewlett Packard Enterprise CO

Technology
-111
- 0.87%
$19.81 - $25.24 $2.2K - $2.8K
12.6K $309K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-605
- 5.78%
$339.37 - $366.46 $205K - $222K
9.86K $3.6M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.07K
- 2.6%
$37.99 - $39.69 $78.7K - $82.2K
77.5K $3.07M
AMD
Advanced Micro Devices Inc

Technology
-239
- 5.01%
$134.8 - $184.42 $32.2K - $44.1K
4.53K $733K
MPC
Marathon Petroleum Corp

Energy
-239
- 6.11%
$158.59 - $198.69 $37.9K - $47.5K
3.68K $708K
MSI
Motorola Solutions, Inc.

Technology
-44
- 2.05%
$408.73 - $490.3 $18K - $21.6K
2.1K $961K
LNC
Lincoln National Corp

Financial Services
-16
- 0.14%
$33.37 - $43.29 $534 - $693
11.1K $447K
IWR
Ishares Russell Mid Cap ETF

ETFs
-323
- 1.56%
$92.26 - $97.51 $29.8K - $31.5K
20.4K $1.97M
MS
Morgan Stanley

Financial Services
-154
- 3.06%
$139.09 - $161.16 $21.4K - $24.8K
4.88K $775K
GD
General Dynamics Corp

Industrials
-143
- 5.99%
$293.92 - $341.0 $42K - $48.8K
2.24K $765K
F
Ford Motor CO

Consumer Cyclical
-292
- 0.43%
$10.82 - $12.09 $3.16K - $3.53K
66.9K $799K
HSY
Hershey CO

Consumer Defensive
-56
- 1.29%
$161.95 - $193.45 $9.07K - $10.8K
4.28K $801K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-763
- 1.89%
$42.28 - $45.71 $32.3K - $34.9K
39.6K $1.8M
SRE
Sempra Energy

Utilities
-727
- 6.91%
$74.14 - $89.98 $53.9K - $65.4K
9.79K $880K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-33.1K
- 5.09%
$72.04 - $77.35 $2.38M - $2.56M
616K $47.3M
DTE
Dte Energy CO

Utilities
-355
- 2.27%
$130.26 - $141.49 $46.2K - $50.2K
15.3K $2.16M
SLV
I Shares Silver Trust

ETFs
-923
- 6.25%
$32.73 - $42.5 $30.2K - $39.2K
13.8K $586K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-591
- 2.13%
$40.68 - $46.33 $24K - $27.4K
27.2K $1.24M
GLD
Spdr Gold Trust

ETFs
-160
- 5.02%
$300.96 - $355.47 $48.2K - $56.9K
3.03K $1.08M
VV
Vanguard Large Cap ETF

ETFs
-50
- 0.91%
$285.05 - $309.14 $14.3K - $15.5K
5.42K $1.67M
EEM
Ishares Msci Emerging Markets

ETFs
-48
- 0.22%
$48.07 - $53.4 $2.31K - $2.56K
21.6K $1.15M
IWM
Ishares Russell 2000 ETF

ETFs
-829
- 6.95%
$214.92 - $244.84 $178K - $203K
11.1K $2.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-525
- 2.36%
$459.11 - $506.91 $241K - $266K
21.8K $10.9M
MCK
Mckesson Corp

Healthcare
-299
- 3.42%
$659.01 - $772.54 $197K - $231K
8.44K $6.52M
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 0.43%
$252.18 - $305.41 $2.52K - $3.05K
2.29K $699K
PEP
Pepsico Inc

Consumer Defensive
-931
- 2.82%
$133.81 - $152.16 $125K - $142K
32.1K $4.5M
CSX
Csx Corp

Industrials
-2.17K
- 2.46%
$32.05 - $36.52 $69.4K - $79.1K
85.7K $3.04M
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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