Forvis Wealth Advisors, LLC Purchases in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
121K
+ 3.15%
$255.18 - $283.2 $30.8M - $34.2M
3.96M $1.12B
VEU
Vanguard Ftse All World Ex Us

ETFs
164K
+ 2.6%
$56.47 - $63.69 $9.26M - $10.4M
6.47M $408M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.2K
+ 6.61%
$475.2 - $527.7 $7.7M - $8.55M
262K $138M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
115K
+ 6.55%
$59.93 - $66.52 $6.87M - $7.63M
1.87M $124M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
185K
+ 7.92%
$44.65 - $47.21 $8.27M - $8.75M
2.52M $118M
WMT
Walmart Inc.

Consumer Defensive
116K
+ 125.46%
$66.91 - $81.4 $7.75M - $9.43M
208K $16.8M
GSBC
Great Southern Bancorp, Inc.

Financial Services
158K
New
$52.92 - $64.91 $8.38M - $10.3M
158K $9.01M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
22.8K
New
$305.34 - $350.41 $6.97M - $8M
22.8K $7.88M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.18K
+ 38.01%
$1015.62 - $1159.62 $5.26M - $6.01M
18.8K $21.7M
AAPL
Apple Inc.

Technology
14.1K
+ 7.97%
$207.23 - $234.82 $2.92M - $3.3M
191K $44.4M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
123K
+ 72.38%
$32.44 - $36.11 $3.98M - $4.43M
292K $10.5M
SFNC
Simmons First National Corp

Financial Services
216K
New
$17.05 - $22.07 $3.68M - $4.76M
216K $4.64M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
72.5K
+ 9.4%
$50.15 - $51.27 $3.63M - $3.71M
844K $43.3M
LKFN
Lakeland Financial Corp

Financial Services
56.8K
+ 480.44%
$57.94 - $71.18 $3.29M - $4.04M
68.6K $4.47M
KE
Kimball Electronics, Inc.

Industrials
173K
New
$17.31 - $24.28 $3M - $4.21M
173K $3.21M
NEAR
Blackrock Short Maturity Bond

ETFs
60.3K
New
$50.09 - $51.31 $3.02M - $3.09M
60.3K $3.09M
DE
Deere & CO

Industrials
7.32K
New
$344.84 - $418.0 $2.53M - $3.06M
7.32K $3.06M
ORCL
Oracle Corp

Technology
10.1K
+ 29.0%
$125.9 - $170.35 $1.27M - $1.72M
45K $7.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.59K
+ 50.71%
$434.77 - $502.96 $2M - $2.31M
13.6K $6.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.88K
+ 8.54%
$405.19 - $478.57 $761K - $899K
23.9K $11M
XOM
Exxon Mobil Corp

Energy
16.6K
+ 41.08%
$109.72 - $119.0 $1.82M - $1.98M
57K $6.68M
SO
Southern CO

Utilities
22K
New
$77.0 - $90.52 $1.69M - $1.99M
22K $1.98M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.33K
+ 1.19%
$27.15 - $30.78 $253K - $287K
791K $24.1M
MUB
Ishares National Muni Bond ETF

ETFs
6.67K
+ 1.15%
$106.13 - $108.7 $708K - $725K
584K $63.5M
LOW
Lowes Companies Inc

Consumer Cyclical
344
+ 0.99%
$213.3 - $270.78 $73.4K - $93.1K
35.1K $9.51M
CAT
Caterpillar Inc

Industrials
1.44K
+ 6.79%
$316.8 - $391.12 $457K - $564K
22.7K $8.87M
JKHY
Henry Jack & Associates Inc

Technology
500
+ 0.34%
$160.87 - $177.06 $80.4K - $88.5K
148K $26.1M
SHW
Sherwin Williams CO

Basic Materials
3.92K
New
$294.65 - $384.0 $1.15M - $1.5M
3.92K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
368
+ 1.01%
$517.38 - $573.86 $190K - $211K
37K $21.2M
USB
Us Bancorp \De\

Financial Services
25.3K
+ 143.52%
$39.04 - $47.23 $987K - $1.19M
42.9K $1.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.7K
New
$106.11 - $113.72 $1.14M - $1.22M
10.7K $1.21M
KO
Coca Cola CO

Consumer Defensive
8.27K
+ 11.71%
$62.69 - $73.01 $518K - $603K
78.8K $5.67M
HD
Home Depot, Inc.

Consumer Cyclical
1.58K
+ 20.38%
$333.64 - $405.2 $528K - $641K
9.35K $3.79M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
19.7K
New
$43.14 - $58.04 $850K - $1.14M
19.7K $1.11M
CSCO
Cisco Systems, Inc.

Technology
1.17K
+ 0.77%
$44.74 - $53.22 $52.4K - $62.3K
154K $8.19M
CFB
Crossfirst Bankshares, Inc.

Financial Services
55K
New
$13.95 - $18.68 $767K - $1.03M
55K $916K
CI
Cigna Corp

Healthcare
2.57K
New
$319.12 - $367.1 $821K - $945K
2.57K $891K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
23.7K
New
$31.95 - $38.02 $759K - $903K
23.7K $889K
T
At&T Inc.

Communication Services
39K
New
$18.21 - $22.28 $710K - $869K
39K $858K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33K
+ 145.95%
$22.38 - $23.66 $739K - $781K
55.6K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
2.03K
+ 4.85%
$160.76 - $177.82 $326K - $360K
43.8K $7.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.46K
New
$72.18 - $107.33 $466K - $694K
6.46K $685K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
25.3K
+ 192.08%
$24.62 - $25.59 $622K - $647K
38.4K $981K
TMO
Thermo Fisher Scientific Inc.

Healthcare
271
+ 3.8%
$531.86 - $624.21 $144K - $169K
7.41K $4.58M
ACN
Accenture PLC

Technology
83
+ 0.69%
$295.44 - $355.81 $24.5K - $29.5K
12.1K $4.29M
GPI
Group 1 Automotive Inc

Consumer Cyclical
1.58K
New
$280.92 - $391.73 $442K - $617K
1.58K $603K
NFLX
Netflix Inc

Communication Services
804
+ 87.77%
$598.55 - $722.26 $481K - $581K
1.72K $1.22M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
9.81K
+ 7.66%
$41.93 - $44.13 $411K - $433K
138K $6.09M
TSLA
Tesla, Inc.

Consumer Cyclical
786
+ 13.8%
$191.76 - $263.26 $151K - $207K
6.48K $1.7M
Activity Summary
Buys All Purchases 205 New Holdings 45 Increased Positions 160 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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