Forvis Wealth Advisors, LLC Purchases in Q3 2025

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
82.9K
+ 1.79%
$303.93 - $329.86 $25.2M - $27.4M
4.71M $1.55B
VEU
Vanguard Ftse All World Ex Us

ETFs
254K
+ 3.67%
$66.38 - $71.68 $16.9M - $18.2M
7.18M $512M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
789K
+ 70.73%
$29.55 - $32.52 $23.3M - $25.7M
1.9M $61.1M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
383K
+ 25.9%
$38.85 - $41.97 $14.9M - $16.1M
1.86M $77.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
85.4K
+ 1.37%
$23.82 - $25.84 $2.03M - $2.21M
6.33M $163M
IVV
Ishares Core S&P 500 ETF

ETFs
2.83K
+ 1.71%
$620.67 - $670.08 $1.75M - $1.89M
168K $113M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
134K
+ 5.45%
$45.26 - $46.63 $6.05M - $6.23M
2.59M $120M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
124K
+ 11.68%
$49.09 - $50.58 $6.08M - $6.27M
1.18M $59.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.9K
+ 1.83%
$97.75 - $100.75 $2.53M - $2.61M
1.44M $145M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
63.7K
+ 41.63%
$48.5 - $50.19 $3.09M - $3.2M
217K $10.9M
MSFT
Microsoft Corp

Technology
1.94K
+ 2.91%
$491.09 - $535.64 $954K - $1.04M
68.8K $35.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
964
+ 2.86%
$617.65 - $666.84 $595K - $643K
34.6K $23.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
+ 15.27%
$132.9 - $142.03 $1.42M - $1.52M
80.9K $11.4M
GOOG
Alphabet Inc.

Communication Services
712
+ 3.19%
$175.16 - $255.24 $125K - $182K
23K $5.6M
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 6.26%
$184.85 - $231.54 $286K - $358K
26.3K $6.08M
VLO
Valero Energy Corp

Energy
855
+ 2.65%
$131.77 - $175.63 $113K - $150K
33.1K $5.63M
AVGO
Broadcom Inc.

Technology
87
+ 0.37%
$264.74 - $369.57 $23K - $32.2K
23.4K $7.72M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
17.6K
+ 21.21%
$50.9 - $52.37 $898K - $924K
101K $5.27M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.6K
+ 410.15%
$50.81 - $51.07 $943K - $948K
23.1K $1.18M
AMAT
Applied Materials Inc

Technology
2.36K
+ 11.16%
$156.25 - $204.95 $369K - $484K
23.5K $4.81M
ACN
Accenture PLC

Technology
6.2K
+ 53.13%
$232.56 - $304.78 $1.44M - $1.89M
17.9K $4.41M
INCY
Incyte Corp

Healthcare
839
+ 1.93%
$67.27 - $86.96 $56.4K - $73K
44.2K $3.75M
STLD
Steel Dynamics Inc

Basic Materials
7.51K
New
N/A
7.51K $736K
HPQ
Hp Inc

Technology
6.1K
+ 3.15%
$24.45 - $29.35 $149K - $179K
200K $5.45M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 34.32%
$55.61 - $57.37 $642K - $663K
45.2K $2.58M
GE
General Electric CO

Industrials
1
+ 0.01%
$244.75 - $305.63 $245 - $306
12.5K $3.77M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.14K
+ 0.88%
$29.65 - $31.77 $63.4K - $68K
244K $7.72M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.48K
New
$133.48 - $144.38 $464K - $502K
3.48K $495K
EFV
Msci Eafe Value ETF

ETFs
6.22K
New
$62.79 - $68.42 $391K - $426K
6.22K $421K
HD
Home Depot, Inc.

Consumer Cyclical
238
+ 3.15%
$357.4 - $423.42 $85.1K - $101K
7.81K $3.16M
HYD
Vaneck High Yield Muni ETF

ETFs
7.33K
New
$48.85 - $50.94 $358K - $373K
7.33K $372K
MO
Altria Group, Inc.

Consumer Defensive
3.51K
+ 20.24%
$57.75 - $67.68 $203K - $237K
20.8K $1.38M
XLK
Technology Sector Spdr

ETFs
627
+ 13.65%
$250.97 - $282.66 $157K - $177K
5.22K $1.47M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.49K
+ 55.4%
$51.78 - $57.89 $232K - $260K
12.6K $724K
PAGP
Plains Gp Holdings LP

Energy
18.3K
+ 62.86%
$18.12 - $20.08 $331K - $367K
47.3K $863K
XLP
Consumer Staples Sector Spdr

ETFs
3.93K
New
N/A
3.93K $298K
XLY
Select Sector Spdr Consumer Di

ETFs
13
+ 0.1%
$216.09 - $242.18 $2.81K - $3.15K
13.2K $3.16M
XEL
Xcel Energy Inc

Utilities
1.32K
+ 8.84%
$67.56 - $80.65 $89.3K - $107K
16.3K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
577
+ 20.28%
$237.77 - $353.61 $137K - $204K
3.42K $1.18M
GILD
Gilead Sciences, Inc.

Healthcare
2.19K
New
$108.22 - $120.47 $237K - $264K
2.19K $243K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.43K
New
$41.91 - $44.87 $227K - $244K
5.43K $242K
CDE
Coeur Mining, Inc.

Basic Materials
3.04K
+ 17.25%
$8.68 - $18.76 $26.4K - $57K
20.7K $387K
RF
Regions Financial Corp

Financial Services
5.72K
+ 22.41%
$24.03 - $27.41 $137K - $157K
31.3K $824K
XOM
Exxon Mobil Corp

Energy
118
+ 0.28%
$105.83 - $117.22 $12.5K - $13.8K
42.5K $4.79M
AZN
Astrazeneca PLC

Healthcare
2.88K
New
$68.72 - $82.11 $198K - $237K
2.88K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
223
+ 1.13%
$105.99 - $119.41 $23.6K - $26.6K
19.9K $2.36M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.03K
+ 26.77%
$164.63 - $174.58 $170K - $180K
4.89K $854K
SOXX
Ishares Semiconductor ETF

ETFs
783
New
$236.93 - $271.12 $186K - $212K
783 $212K
AXP
American Express CO

Financial Services
42
+ 0.28%
$294.27 - $342.31 $12.4K - $14.4K
15.1K $5.02M
Activity Summary
Buys All Purchases 122 New Holdings 19 Increased Positions 103 Sells All Sells 245 Reductions 245 Sold out 0 Options Calls 0 Puts 0
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