Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

Forvis Wealth Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4 Billion distributed in 389 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 $410M, Ishares Core U.S. Aggregate Bo with a value of $138M, Vanguard Index Fds S&P 500 ETF with a value of $124M, and Schwab Strategic Tr Us Broad M with a value of $121M.

Examining the 13F form we can see an decrease of $215M in the current position value, from $4.21B to 4B.

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

Portfolio value $4 Billion
ETFs: $3.36 Billion
Technology: $189 Million
Healthcare: $95.3 Million
Financial Services: $79.8 Million
Consumer Cyclical: $60.3 Million
Industrials: $58.1 Million
Consumer Defensive: $48.5 Million
Communication Services: $38 Million
Other: $60.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.23 Billion 30.65% of portfolio
4,458,757
Q1 2025 Added 5.42%
$0
$410 Million 10.25% of portfolio
6,756,743
Q1 2025 Added 1.03%
$0
$138 Million 3.44% of portfolio
1,391,690
Q1 2025 Added 2.25%
$0
$124 Million 3.11% of portfolio
241,840
Q1 2025 Reduced 6.81%
$0
$121 Million 3.02% of portfolio
5,611,991
Q1 2025 Reduced 1.45%
$0
$113 Million 2.83% of portfolio
2,479,022
Q1 2025 Reduced 5.19%
$0
$85.9 Million 2.15% of portfolio
152,859
Q1 2025 Reduced 2.52%
$0
$67.9 Million 1.7% of portfolio
2,059,636
Q1 2025 Reduced 16.14%
$0
$67.6 Million 1.69% of portfolio
641,020
Q1 2025 Added 0.49%
$0
$57.4 Million 1.44% of portfolio
822,813
Q1 2025 Reduced 4.0%
$0
$47 Million 1.18% of portfolio
385,270
Q1 2025 Reduced 2.43%
$0
$46.8 Million 1.17% of portfolio
935,789
Q1 2025 Added 1.19%
$0
$45 Million 1.13% of portfolio
1,358,266
Q1 2025 Reduced 17.2%
$0
$44.5 Million 1.11% of portfolio
2,251,240
Q1 2025 Reduced 14.67%
$0
$43.8 Million 1.1% of portfolio
689,995
Q1 2025 Reduced 28.16%
$0
$40.4 Million 1.01% of portfolio
200,732
Q1 2025 Reduced 12.8%
$735B
$36 Million 0.9% of portfolio
43,548
Q1 2025 Reduced 13.02%
$0
$35.3 Million 0.88% of portfolio
685,274
Q1 2025 Reduced 14.71%
$0
$34.2 Million 0.86% of portfolio
1,292,491
Q1 2025 Reduced 22.57%
$0
$33.4 Million 0.83% of portfolio
948,805
Q1 2025 Added 142.76%
$355B
$31 Million 0.78% of portfolio
286,175
Q1 2025 Reduced 6.81%
$0
$30.3 Million 0.76% of portfolio
518,795
Q1 2025 Reduced 2.5%
$0
$28.8 Million 0.72% of portfolio
730,536
Q1 2025 Reduced 10.73%
$0
$25.5 Million 0.64% of portfolio
274,456
Q1 2025 Reduced 6.02%
$13.1B
$25.8 Million 0.64% of portfolio
141,172
Q1 2025 Reduced 2.06%
$3.52T
$25.2 Million 0.63% of portfolio
67,091
Q1 2025 Reduced 1.0%
$0
$22.8 Million 0.57% of portfolio
102,936
Q1 2025 Reduced 18.11%
$0
$22 Million 0.55% of portfolio
544,882
Q1 2025 Reduced 0.97%
$0
$21 Million 0.53% of portfolio
711,608
Q1 2025 Reduced 8.06%
$0
$20.9 Million 0.52% of portfolio
37,386
Q1 2025 Reduced 0.28%
$0
$20.7 Million 0.52% of portfolio
55,952
Q1 2025 Reduced 7.79%
$0
$19.9 Million 0.5% of portfolio
115,196
Q1 2025 Reduced 23.51%
$0
$19.4 Million 0.48% of portfolio
503,594
Q1 2025 Reduced 32.53%
$84.7B
$19 Million 0.47% of portfolio
13,256
Q1 2025 Reduced 29.13%
$0
$19 Million 0.47% of portfolio
317,759
Q1 2025 Reduced 9.31%
$0
$18.4 Million 0.46% of portfolio
106,105
Q1 2025 Reduced 7.02%
$0
$16.4 Million 0.41% of portfolio
51,475
Q1 2025 Reduced 3.92%
$782B
$16.2 Million 0.4% of portfolio
65,974
Q1 2025 Added 5.01%
$0
$14.6 Million 0.37% of portfolio
193,110
Q1 2025 Reduced 11.62%
$0
$14.7 Million 0.37% of portfolio
140,873
Q1 2025 Reduced 1.42%
$0
$14.4 Million 0.36% of portfolio
122,652
Q1 2025 Reduced 0.97%
$993B
$14.5 Million 0.36% of portfolio
93,449
Q1 2025 Added 0.72%
$0
$14 Million 0.35% of portfolio
520,776
Q1 2025 Reduced 16.2%
$0
$12.9 Million 0.32% of portfolio
463,493
Q1 2025 Reduced 24.13%
$0
$11.9 Million 0.3% of portfolio
45,979
Q1 2025 Added 34.99%
$648B
$11.9 Million 0.3% of portfolio
22,273
Q1 2025 Reduced 5.83%
$0
$10.9 Million 0.27% of portfolio
80,659
Q1 2025 Reduced 3.34%
$2.21T
$10.1 Million 0.25% of portfolio
53,206
Q1 2025 Reduced 8.07%
$0
$9.43 Million 0.24% of portfolio
73,153
Q1 2025 Reduced 10.01%

Summary

  • Portfolio
  • No. of Stocks 389
  • Current Value $4 Billion
  • Prior Value $4.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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