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
CBRE
Cbre Group, Inc.

Real Estate
-675
- 4.12%
$137.04 - $165.9 $92.5K - $112K
15.7K $2.48M
INTC
Intel Corp

Technology
-1.29K
- 5.86%
$19.31 - $35.5 $24.9K - $45.8K
20.7K $695K
MRK
Merck & Co., Inc.

Healthcare
-607
- 1.14%
$77.6 - $87.37 $47.1K - $53K
52.7K $4.42M
COP
Conocophillips

Energy
-246
- 0.52%
$91.0 - $98.99 $22.4K - $24.4K
47.1K $4.46M
GS
Goldman Sachs Group Inc

Financial Services
-36
- 1.18%
$696.56 - $806.32 $25.1K - $29K
3.02K $2.4M
RTX
Raytheon Technologies Corp

Industrials
-2.6K
- 7.97%
$144.19 - $167.33 $375K - $435K
30.1K $5.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-248
- 2.47%
$546.99 - $602.2 $136K - $149K
9.79K $5.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.13K
- 5.89%
$108.46 - $120.63 $882K - $981K
130K $15.4M
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 1.3%
$94.4 - $104.27 $115K - $126K
92.4K $9.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-328
- 4.44%
$404.94 - $499.99 $133K - $164K
7.06K $3.42M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-14.4K
- 4.73%
$63.41 - $69.69 $916K - $1.01M
291K $19.9M
GLW
Corning Inc

Technology
-590
- 3.33%
$51.6 - $82.03 $30.4K - $48.4K
17.1K $1.41M
BAC
Bank Of America Corp

Financial Services
-2.67K
- 1.76%
$44.92 - $52.42 $120K - $140K
149K $7.68M
PWR
Quanta Services, Inc.

Industrials
-1.23K
- 4.09%
$372.29 - $421.68 $456K - $517K
28.7K $11.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-211
- 1.35%
$420.11 - $472.68 $88.6K - $99.7K
15.4K $7.2M
VO
Vanguard Mid Cap ETF

ETFs
-221
- 0.47%
$279.83 - $293.74 $61.8K - $64.9K
46.5K $13.7M
IEFA
Ishares Tr

ETFs
-1.12K
- 0.59%
$81.7 - $87.53 $91.4K - $97.9K
189K $16.5M
GLDM
World Gold Trust

ETFs
-1.28K
- 1.83%
$64.73 - $76.45 $82.9K - $97.9K
68.9K $5.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.14K
- 1.15%
$49.43 - $54.52 $106K - $117K
184K $9.95M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-18.4K
- 3.37%
$42.04 - $45.23 $772K - $831K
527K $23.8M
CMI
Cummins Inc

Industrials
-480
- 4.65%
$327.85 - $426.39 $157K - $205K
9.84K $4.15M
URI
United Rentals, Inc.

Industrials
-173
- 3.56%
$774.14 - $975.23 $134K - $169K
4.68K $4.47M
LOW
Lowes Companies Inc

Consumer Cyclical
-849
- 2.4%
$215.01 - $273.02 $183K - $232K
34.5K $8.67M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-21.9K
- 3.1%
$32.11 - $34.92 $703K - $765K
685K $23.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.4K
- 2.42%
$62.09 - $66.51 $768K - $823K
499K $32.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-37
- 0.44%
$293.94 - $444.72 $10.9K - $16.5K
8.35K $3.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-19.6K
- 5.29%
$135.0 - $146.02 $2.65M - $2.87M
352K $51.3M
IWV
Ishares Russell 3000 ETF

ETFs
-789
- 1.55%
$351.04 - $379.81 $277K - $300K
50.2K $19M
KLAC
Kla Corp

Technology
-298
- 3.55%
$843.9 - $1078.6 $251K - $321K
8.09K $8.73M
APH
Amphenol Corp

Technology
-1.77K
- 2.72%
$97.39 - $125.4 $173K - $222K
63.5K $7.85M
JPM
Jpmorgan Chase & CO

Financial Services
-520
- 0.78%
$282.78 - $316.06 $147K - $164K
65.8K $20.7M
JNJ
Johnson & Johnson

Healthcare
-1.03K
- 1.8%
$155.17 - $185.42 $160K - $191K
56.4K $10.5M
CAT
Caterpillar Inc

Industrials
-282
- 1.36%
$390.92 - $477.15 $110K - $135K
20.4K $9.74M
DFIV
Dimensional ETF Tr

ETFs
-7.12K
- 1.01%
$42.66 - $46.53 $304K - $331K
695K $32M
VUG
Vanguard Growth ETF

ETFs
-1.12K
- 1.83%
$433.97 - $484.08 $488K - $544K
60.4K $29M
IXUS
Ishares Tr

ETFs
-25.5K
- 3.13%
$76.35 - $82.58 $1.95M - $2.1M
788K $65.1M
MGC
Vanguard Mega Cap ETF

ETFs
-4.66K
- 2.36%
$224.2 - $245.55 $1.04M - $1.14M
193K $47.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.29K
- 0.47%
$108.97 - $121.65 $141K - $157K
274K $33.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.5K
- 1.25%
$89.32 - $107.82 $223K - $270K
198K $21.4M
ORCL
Oracle Corp

Technology
-92
- 0.16%
$218.96 - $328.33 $20.1K - $30.2K
56.8K $16M
GOOGL
Alphabet Inc.

Communication Services
-3.86K
- 4.14%
$174.36 - $254.72 $672K - $982K
89.3K $21.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9.29K
- 3.71%
$567.77 - $614.76 $5.28M - $5.71M
241K $148M
NVDA
Nvidia Corp

Technology
-3.36K
- 1.21%
$153.3 - $186.58 $515K - $627K
276K $51.4M
AAPL
Apple Inc.

Technology
-3.35K
- 1.85%
$202.38 - $256.87 $678K - $860K
177K $45.2M
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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