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
$176B
$2.17 Million 0.05% of portfolio
3,460
Q4 2024 Added 1.14%
$25.7B
$2.02 Million 0.05% of portfolio
16,695
Q4 2024 Reduced 1.34%
$15.5B
$2.2 Million 0.05% of portfolio
30,137
Q4 2024 Reduced 2.32%
$17.5B
$2.24 Million 0.05% of portfolio
38,919
Q4 2024 Reduced 2.48%
$0
$1.91 Million 0.05% of portfolio
19,757
Q4 2024 Reduced 2.42%
$0
$1.93 Million 0.05% of portfolio
24,724
Q4 2024 Reduced 32.51%
$0
$2.26 Million 0.05% of portfolio
5,308
Q4 2024 Added 3.96%
$145B
$1.8 Million 0.04% of portfolio
11,094
Q4 2024 Added 240.52%
$0
$1.49 Million 0.04% of portfolio
17,752
Q4 2024 Reduced 0.81%
$0
$1.83 Million 0.04% of portfolio
20,633
Q4 2024 Reduced 4.23%
$75.2B
$1.71 Million 0.04% of portfolio
18,794
Q4 2024 Added 0.58%
$441B
$1.52 Million 0.04% of portfolio
1,701
Q4 2024 Reduced 1.1%
$70.9B
$1.57 Million 0.04% of portfolio
12,683
Q4 2024 Reduced 0.44%
$220B
$1.67 Million 0.04% of portfolio
9,992
Q4 2024 Added 0.06%
$0
$1.85 Million 0.04% of portfolio
20,965
Q4 2024 Reduced 5.76%
$30.4B
$1.5 Million 0.04% of portfolio
708
Q1 2024 Reduced 37.57%
$93.9B
$1.65 Million 0.04% of portfolio
8,196
Q4 2024 Added 2.45%
$65.8B
$1.86 Million 0.04% of portfolio
22,679
Q4 2024 Added 1.54%
$238B
$1.49 Million 0.04% of portfolio
13,181
Q4 2024 Reduced 1.15%
$96.6B
$1.82 Million 0.04% of portfolio
22,123
Q4 2024 Added 0.54%
$18B
$1.55 Million 0.04% of portfolio
4,575
Q4 2024 Reduced 0.09%
$0
$1.79 Million 0.04% of portfolio
46,614
Q4 2024 Reduced 8.2%
$23.6B
$1.6 Million 0.04% of portfolio
14,158
Q4 2024 Reduced 4.03%
$0
$1.66 Million 0.04% of portfolio
46,286
Q4 2024 Reduced 10.88%
$45.2B
$1.83 Million 0.04% of portfolio
13,976
Q4 2024 New
$0
$1.63 Million 0.04% of portfolio
47,470
Q4 2024 Reduced 22.05%
$434B
$1.64 Million 0.04% of portfolio
3,245
Q3 2024 Added 5.46%
$0
$1.28 Million 0.03% of portfolio
55,640
Q4 2024 Added 0.05%
$0
$1.34 Million 0.03% of portfolio
53,341
Q4 2024 Added 3.09%
$0
$1.15 Million 0.03% of portfolio
10,760
Q4 2024 Added 0.56%
$0
$1.19 Million 0.03% of portfolio
10,772
Q4 2024 Added 89.75%
$0
$1.11 Million 0.03% of portfolio
32,526
Q4 2024 Added 3.67%
$0
$1.4 Million 0.03% of portfolio
2,450
Q4 2024 Added 7.22%
$122B
$1.43 Million 0.03% of portfolio
25,334
Q4 2024 Reduced 3.71%
$34.7B
$1.36 Million 0.03% of portfolio
17,481
Q4 2024 Added 0.68%
$93.2B
$1.39 Million 0.03% of portfolio
4,084
Q4 2024 Added 4.32%
$0
$1.25 Million 0.03% of portfolio
6,736
Q4 2024 Added 8.61%
$55.3B
$1.21 Million 0.03% of portfolio
17,674
Q4 2024 Added 0.18%
$0
$1.22 Million 0.03% of portfolio
4,584
Q4 2024 Reduced 1.12%
$131B
$1.08 Million 0.03% of portfolio
11,864
Q4 2024 Reduced 0.12%
$41.1B
$1.18 Million 0.03% of portfolio
12,697
Q4 2024 Reduced 13.22%
$0
$1.42 Million 0.03% of portfolio
5,260
Q4 2024 Added 0.63%
$129B
$1.09 Million 0.03% of portfolio
3,740
Q4 2024 Added 5.77%
$0
$1.16 Million 0.03% of portfolio
27,930
Q4 2024 Reduced 0.52%
$148B
$1.34 Million 0.03% of portfolio
50,493
Q4 2024 Reduced 20.71%
$11.4B
$1.33 Million 0.03% of portfolio
75,896
Q4 2024 Reduced 55.36%
$211B
$1.28 Million 0.03% of portfolio
2,233
Q4 2024 Reduced 0.18%
$530M
$1.14 Million 0.03% of portfolio
19,909
Q4 2024 Added 1.01%
$59.1B
$1.19 Million 0.03% of portfolio
60,566
Q4 2024 Added 164.1%

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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