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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$650B
$10.7 Million 0.25% of portfolio
23,651
Q4 2024 Reduced 0.96%
$0
$10.4 Million 0.25% of portfolio
81,294
Q4 2024 Reduced 0.13%
$0
$10.5 Million 0.25% of portfolio
247,548
Q4 2024 Reduced 8.56%
$0
$9.12 Million 0.22% of portfolio
221,519
Q4 2024 Reduced 5.27%
$0
$9.26 Million 0.22% of portfolio
50,811
Q4 2024 Reduced 0.63%
$0
$9.45 Million 0.22% of portfolio
257,413
Q4 2024 Reduced 7.16%
$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%
$0
$9 Million 0.21% of portfolio
34,061
Q4 2024 Reduced 13.75%
$153B
$8.66 Million 0.21% of portfolio
35,069
Q4 2024 Reduced 0.18%
$0
$8.93 Million 0.21% of portfolio
202,841
Q4 2024 Reduced 4.53%
$0
$8.4 Million 0.2% of portfolio
342,119
Q4 2024 Reduced 8.59%
$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%
$465B
$8 Million 0.19% of portfolio
48,008
Q4 2024 Added 6.72%
$181B
$7.97 Million 0.19% of portfolio
21,979
Q4 2024 Reduced 3.06%
$0
$7.77 Million 0.18% of portfolio
144,921
Q4 2024 Reduced 6.86%
$0
$7.28 Million 0.17% of portfolio
273,909
Q4 2024 Reduced 16.8%
$229B
$7.23 Million 0.17% of portfolio
32,910
Q4 2024 Reduced 2.43%
$0
$7.02 Million 0.17% of portfolio
92,828
Q4 2024 Reduced 6.35%
$406B
$7.26 Million 0.17% of portfolio
43,293
Q4 2024 Reduced 1.13%
$0
$7.27 Million 0.17% of portfolio
38,085
Q4 2024 Added 10.64%
$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%
$0
$6.25 Million 0.15% of portfolio
268,614
Q4 2024 Reduced 29.22%
$0
$6.17 Million 0.15% of portfolio
15,358
Q4 2024 Added 1.48%
$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%
$0
$4.95 Million 0.12% of portfolio
9,680
Q4 2024 Reduced 29.05%
$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%
$0
$4.52 Million 0.11% of portfolio
87,428
Q4 2024 Reduced 1.98%
$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%
$0
$4.14 Million 0.1% of portfolio
112,590
Q4 2024 Reduced 5.5%
$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%
$0
$3.8 Million 0.09% of portfolio
94,493
Q4 2024 Reduced 9.94%

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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