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
$0
$1.23 Billion 29.09% of portfolio
4,229,430
Q4 2024 Added 6.93%
$0
$384 Million 9.11% of portfolio
6,687,928
Q4 2024 Added 3.29%
$0
$140 Million 3.32% of portfolio
259,509
Q4 2024 Reduced 0.79%
$0
$132 Million 3.13% of portfolio
1,361,114
Q4 2024 Added 6.82%
$0
$129 Million 3.07% of portfolio
5,694,595
Q4 2024 Added 205.21%
$0
$117 Million 2.78% of portfolio
2,614,666
Q4 2024 Added 3.61%
$0
$92.3 Million 2.19% of portfolio
156,818
Q4 2024 Reduced 0.78%
$0
$85 Million 2.02% of portfolio
2,456,148
Q4 2024 Reduced 10.06%
$0
$68 Million 1.61% of portfolio
637,905
Q4 2024 Added 9.16%
$0
$58.3 Million 1.38% of portfolio
960,484
Q4 2024 Reduced 12.49%
$0
$56.7 Million 1.35% of portfolio
857,056
Q4 2024 Reduced 0.95%
$0
$55.4 Million 1.32% of portfolio
1,640,474
Q4 2024 Reduced 9.51%
$0
$50.8 Million 1.21% of portfolio
394,871
Q4 2024 Reduced 0.99%
$0
$48.8 Million 1.16% of portfolio
2,638,240
Q4 2024 Added 91.53%
$0
$49 Million 1.16% of portfolio
230,187
Q4 2024 Reduced 19.74%
$0
$46.4 Million 1.1% of portfolio
924,781
Q4 2024 Added 9.62%
$0
$44.7 Million 1.06% of portfolio
803,480
Q4 2024 Reduced 5.94%
$0
$43.7 Million 1.04% of portfolio
1,669,149
Q4 2024 Reduced 9.64%
$335B
$41.2 Million 0.98% of portfolio
307,075
Q4 2024 Reduced 3.38%
$830B
$38.7 Million 0.92% of portfolio
50,068
Q4 2024 Reduced 2.93%
$0
$33.2 Million 0.79% of portfolio
532,081
Q4 2024 Reduced 3.8%
$0
$30.2 Million 0.72% of portfolio
746,408
Q4 2024 Reduced 3.74%
$0
$30.2 Million 0.72% of portfolio
125,696
Q4 2024 Reduced 13.23%
$0
$29.7 Million 0.7% of portfolio
292,050
Q4 2024 Added 0.43%
$0
$29 Million 0.69% of portfolio
818,304
Q4 2024 Reduced 1.79%
$3.04T
$28.6 Million 0.68% of portfolio
67,767
Q4 2024 Reduced 0.43%
$0
$25.5 Million 0.61% of portfolio
150,611
Q4 2024 Reduced 17.27%
$12.3B
$25.3 Million 0.6% of portfolio
144,139
Q4 2024 Reduced 2.4%
$0
$24.9 Million 0.59% of portfolio
60,682
Q4 2024 Reduced 0.37%
$0
$22.8 Million 0.54% of portfolio
350,393
Q4 2024 Reduced 1.85%
$0
$22.2 Million 0.53% of portfolio
550,193
Q4 2024 Reduced 1.44%
$82.4B
$22.2 Million 0.53% of portfolio
18,704
Q4 2024 Reduced 0.63%
$0
$22 Million 0.52% of portfolio
37,492
Q4 2024 Added 1.41%
$0
$21.6 Million 0.51% of portfolio
773,963
Q4 2024 Reduced 2.18%
$0
$20 Million 0.47% of portfolio
114,110
Q4 2024 Reduced 13.11%
$257B
$18.8 Million 0.45% of portfolio
207,733
Q4 2024 Reduced 0.24%
$0
$17.9 Million 0.42% of portfolio
53,576
Q4 2024 Reduced 2.38%
$1.1T
$17.6 Million 0.42% of portfolio
92,781
Q4 2024 Added 0.81%
$0
$16.5 Million 0.39% of portfolio
142,902
Q4 2024 Reduced 4.38%
$0
$15.7 Million 0.37% of portfolio
621,474
Q4 2024 Reduced 9.7%
$0
$15.7 Million 0.37% of portfolio
123,852
Q4 2024 Reduced 11.96%
$0
$15.8 Million 0.37% of portfolio
610,873
Q4 2024 Reduced 11.02%
$775B
$15.1 Million 0.36% of portfolio
62,829
Q4 2024 Reduced 2.15%
$0
$15.4 Million 0.36% of portfolio
218,507
Q4 2024 Reduced 4.81%
$0
$14.4 Million 0.34% of portfolio
390,846
Q4 2024 Added 33.86%
$0
$12.7 Million 0.3% of portfolio
511,356
Q4 2024 Reduced 5.22%
$2.27T
$12.7 Million 0.3% of portfolio
57,877
Q4 2024 Added 1.66%
$0
$11 Million 0.26% of portfolio
83,446
Q4 2024 Added 0.38%
$0
$10.5 Million 0.25% of portfolio
265,911
Q4 2024 Reduced 7.49%

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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