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
$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%
$0
$3.36 Million 0.08% of portfolio
89,650
Q4 2024 Reduced 10.01%
$918B
$3.36 Million 0.08% of portfolio
8,308
Q4 2024 Added 28.21%
$58.3B
$3.41 Million 0.08% of portfolio
14,158
Q4 2024 Reduced 3.29%
$8.36B
$3.56 Million 0.08% of portfolio
68,557
Q4 2024 Reduced 0.44%
$205B
$3.58 Million 0.08% of portfolio
8,050
Q4 2024 Added 1.19%
$16.5B
$3.18 Million 0.08% of portfolio
46,003
Q4 2024 Added 8.12%
$23.7B
$3.46 Million 0.08% of portfolio
18,540
Q4 2024 Added 5.87%
$11.3B
$3.46 Million 0.08% of portfolio
94,268
Q4 2024 Reduced 0.46%
$221B
$3.17 Million 0.08% of portfolio
10,666
Q4 2024 Reduced 2.36%
$181B
$3.47 Million 0.08% of portfolio
86,699
Q4 2024 Added 2.32%
$0
$3.05 Million 0.07% of portfolio
60,300
Q3 2024 New
$67.2B
$2.91 Million 0.07% of portfolio
90,189
Q4 2024 Reduced 0.86%
$51.7B
$3.16 Million 0.07% of portfolio
9,060
Q4 2024 Reduced 3.98%
$94.6B
$2.97 Million 0.07% of portfolio
8,032
Q4 2024 Reduced 4.85%
$144B
$3.08 Million 0.07% of portfolio
7,263
Q4 2024 Reduced 0.82%
$359B
$3.07 Million 0.07% of portfolio
17,267
Q4 2024 Added 1.35%
$0
$2.99 Million 0.07% of portfolio
13,313
Q4 2024 Reduced 3.45%
$44.6B
$2.97 Million 0.07% of portfolio
4,217
Q4 2024 Reduced 6.68%
$455M
$3.13 Million 0.07% of portfolio
167,121
Q4 2024 Reduced 3.57%
$14B
$3.1 Million 0.07% of portfolio
181,567
Q4 2024 Reduced 1.2%
$3.7B
$2.96 Million 0.07% of portfolio
17,574
Q4 2024 Reduced 9.03%
$573B
$2.93 Million 0.07% of portfolio
9,279
Q4 2024 Reduced 3.42%
$79.5B
$2.8 Million 0.07% of portfolio
22,383
Q4 2024 Reduced 4.33%
$0
$2.36 Million 0.06% of portfolio
99,176
Q4 2024 Added 1.51%
$0
$2.7 Million 0.06% of portfolio
12,199
Q4 2024 Added 2.69%
$140B
$2.48 Million 0.06% of portfolio
34,586
Q4 2024 Added 0.6%
$75.8B
$2.32 Million 0.06% of portfolio
3,255
Q4 2024 Added 1.28%
$33B
$2.51 Million 0.06% of portfolio
43,824
Q4 2024 Reduced 32.24%
$224B
$2.32 Million 0.06% of portfolio
8,020
Q4 2024 Reduced 1.02%
$151B
$2.71 Million 0.06% of portfolio
11,866
Q4 2024 Added 1.0%
$0
$2.48 Million 0.06% of portfolio
6,771
Q4 2024 Reduced 70.35%
$44.7B
$2.42 Million 0.06% of portfolio
17,328
Q4 2024 Reduced 0.1%
$89.6B
$2.33 Million 0.06% of portfolio
21,619
Q4 2024 Reduced 2.48%
$152B
$2.37 Million 0.06% of portfolio
10,325
Q4 2024 Reduced 2.54%
$28.8B
$2.37 Million 0.06% of portfolio
10,721
Q4 2024 Reduced 7.15%
$56B
$2.58 Million 0.06% of portfolio
4,848
Q4 2024 Reduced 3.16%
$36.9B
$2.24 Million 0.05% of portfolio
21,561
Q4 2024 Reduced 0.13%
$177B
$1.91 Million 0.05% of portfolio
9,815
Q4 2024 Reduced 2.45%
$68B
$2.05 Million 0.05% of portfolio
42,866
Q4 2024 Reduced 0.04%
$0
$2.24 Million 0.05% of portfolio
22,329
Q4 2024 Reduced 14.71%
$0
$2.02 Million 0.05% of portfolio
22,315
Q4 2024 Reduced 7.94%

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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