Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

Forvis Wealth Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.21 Billion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.23B, Vanguard Ftse All World Ex Us with a value of $384M, Vanguard Index Fds S&P 500 ETF with a value of $140M, Ishares Core U.S. Aggregate Bo with a value of $132M, and Schwab Strategic Tr Us Broad M with a value of $129M.

Examining the 13F form we can see an decrease of $45.6M in the current position value, from $4.26B to 4.21B.

Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.21 Billion
ETFs: $3.5 Billion
Technology: $210 Million
Financial Services: $99.1 Million
Healthcare: $89 Million
Industrials: $67.4 Million
Consumer Cyclical: $67.3 Million
Consumer Defensive: $59 Million
Communication Services: $42.6 Million
Other: $61.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$45.8 Million 1.09% of portfolio
182,848
Q4 2024 Reduced 4.08%
$327B
$41.2 Million 0.98% of portfolio
307,075
Q4 2024 Reduced 3.38%
$869B
$38.7 Million 0.92% of portfolio
50,068
Q4 2024 Reduced 2.93%
$2.98T
$28.6 Million 0.68% of portfolio
67,767
Q4 2024 Reduced 0.43%
$12.5B
$25.3 Million 0.6% of portfolio
144,139
Q4 2024 Reduced 2.4%
$83.5B
$22.2 Million 0.53% of portfolio
18,704
Q4 2024 Reduced 0.63%
$261B
$18.8 Million 0.45% of portfolio
207,733
Q4 2024 Reduced 0.24%
$1.01T
$17.6 Million 0.42% of portfolio
92,781
Q4 2024 Added 0.81%
$759B
$15.1 Million 0.36% of portfolio
62,829
Q4 2024 Reduced 2.15%
$2.18T
$12.7 Million 0.3% of portfolio
57,877
Q4 2024 Added 1.66%
$650B
$10.7 Million 0.25% of portfolio
23,651
Q4 2024 Reduced 0.96%
$38.4B
$8.97 Million 0.21% of portfolio
28,388
Q4 2024 Reduced 4.77%
$263B
$8.89 Million 0.21% of portfolio
150,169
Q4 2024 Reduced 2.38%
$153B
$8.66 Million 0.21% of portfolio
35,069
Q4 2024 Reduced 0.18%
$1.48T
$8.28 Million 0.2% of portfolio
14,040
Q4 2024 Reduced 1.7%
$718M
$7.82 Million 0.19% of portfolio
130,990
Q4 2024 Reduced 17.27%
$181B
$7.97 Million 0.19% of portfolio
21,979
Q4 2024 Reduced 3.06%
$229B
$7.23 Million 0.17% of portfolio
32,910
Q4 2024 Reduced 2.43%
$406B
$7.26 Million 0.17% of portfolio
43,293
Q4 2024 Reduced 1.13%
$304B
$6.81 Million 0.16% of portfolio
47,002
Q4 2024 Reduced 3.9%
$456B
$6.16 Million 0.15% of portfolio
57,220
Q4 2024 Added 0.36%
$426B
$6.17 Million 0.15% of portfolio
42,637
Q4 2024 Reduced 2.19%
$353B
$6.31 Million 0.15% of portfolio
143,516
Q4 2024 Reduced 1.09%
$535B
$5.65 Million 0.13% of portfolio
10,730
Q4 2024 Reduced 3.19%
$148B
$5.33 Million 0.13% of portfolio
14,814
Q4 2024 Reduced 2.15%
$0
$5.54 Million 0.13% of portfolio
123,301
Q4 2024 Reduced 10.6%
$35B
$5.36 Million 0.13% of portfolio
164,349
Q4 2024 Reduced 0.55%
$204B
$5.45 Million 0.13% of portfolio
48,988
Q4 2024 Reduced 3.07%
$105B
$5.02 Million 0.12% of portfolio
7,961
Q4 2024 Reduced 2.41%
$89.6B
$5.07 Million 0.12% of portfolio
8,892
Q4 2024 Reduced 1.98%
$226B
$5.06 Million 0.12% of portfolio
50,820
Q4 2024 Reduced 8.19%
$209B
$4.88 Million 0.12% of portfolio
32,069
Q4 2024 Reduced 4.82%
$2.73B
$4.74 Million 0.11% of portfolio
213,570
Q4 2024 Reduced 0.93%
$39.4B
$4.64 Million 0.11% of portfolio
66,872
Q4 2024 Reduced 1.55%
$306B
$4.66 Million 0.11% of portfolio
74,912
Q4 2024 Reduced 4.98%
$1.65B
$4.74 Million 0.11% of portfolio
68,875
Q4 2024 Added 0.37%
$122B
$4.66 Million 0.11% of portfolio
46,981
Q4 2024 Reduced 1.35%
$1.06T
$4 Million 0.1% of portfolio
21,027
Q4 2024 Added 3.96%
$226B
$4.14 Million 0.1% of portfolio
11,781
Q4 2024 Reduced 2.97%
$187B
$3.76 Million 0.09% of portfolio
32,502
Q4 2024 Reduced 1.02%
$50.2B
$3.83 Million 0.09% of portfolio
31,234
Q4 2024 Reduced 0.88%
$57.1B
$3.78 Million 0.09% of portfolio
27,977
Q4 2024 Reduced 4.45%
$86.2B
$3.65 Million 0.09% of portfolio
15,725
Q4 2024 Reduced 2.63%
$61B
$3.74 Million 0.09% of portfolio
7,192
Q4 2024 Added 3.47%
$75.5B
$3.62 Million 0.09% of portfolio
20,316
Q4 2024 Reduced 4.27%
$209B
$3.73 Million 0.09% of portfolio
7,172
Q4 2024 Reduced 3.2%
$41.4B
$3.71 Million 0.09% of portfolio
43,914
Q4 2024 Reduced 2.28%
$400B
$3.6 Million 0.09% of portfolio
9,261
Q4 2024 Reduced 0.91%
$918B
$3.36 Million 0.08% of portfolio
8,308
Q4 2024 Added 28.21%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $4.21 Billion
  • Prior Value $4.26 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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