Forvis Wealth Advisors, LLC Purchases in Q2 2025

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
3.2K
+ 50.25%
$53.27 - $72.04 $170K - $230K
9.55K $678K
WDFC
Wd 40 CO

Basic Materials
1.18K
New
$217.49 - $248.93 $257K - $294K
1.18K $269K
SCHW
Schwab Charles Corp

Financial Services
2.83K
New
$69.06 - $91.24 $195K - $258K
2.83K $258K
NTAP
Net App, Inc.

Technology
2.42K
New
$76.1 - $106.55 $184K - $258K
2.42K $257K
CEG
Constellation Energy Corp

Utilities
799
New
$170.96 - $322.76 $137K - $258K
799 $257K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.96K
+ 19.25%
$25.04 - $25.18 $249K - $251K
61.7K $1.55M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.43K
New
$35.62 - $39.64 $229K - $255K
6.43K $250K
XLC
Select Sector Spdr Tr Communic

ETFs
116
+ 0.59%
$86.13 - $108.53 $9.99K - $12.6K
19.7K $2.14M
UBER
Uber Technologies, Inc

Technology
2.67K
New
$64.62 - $93.3 $172K - $249K
2.67K $248K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
+ 10.54%
N/A
109K $2.59M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.94K
New
$23.87 - $29.82 $189K - $237K
7.94K $236K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.98K
New
$22.27 - $29.21 $178K - $233K
7.98K $232K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.52K
New
$50.52 - $50.92 $229K - $230K
4.52K $230K
FCAP
First Capital Inc

Financial Services
5.53K
New
$37.95 - $51.67 $210K - $286K
5.53K $228K
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $225K
JXN
Jackson Financial Inc.

Financial Services
2.33K
New
$70.35 - $89.5 $164K - $208K
2.33K $206K
C
Citigroup Inc

Financial Services
2.36K
New
$58.13 - $85.12 $137K - $201K
2.36K $200K
ETN
Eaton Corp PLC

Industrials
30
+ 1.45%
$246.52 - $356.99 $7.4K - $10.7K
2.11K $751K
VV
Vanguard Large Cap ETF

ETFs
98
+ 1.82%
$228.25 - $285.3 $22.4K - $28K
5.47K $1.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
123
+ 4.93%
$141.37 - $228.57 $17.4K - $28.1K
2.62K $592K
WFC
Wells Fargo & Company

Financial Services
758
+ 5.84%
$60.98 - $80.12 $46.2K - $60.7K
13.7K $1.1M
GLW
Corning Inc

Technology
655
+ 3.84%
$39.07 - $52.59 $25.6K - $34.4K
17.7K $932K
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 5.46%
$908.13 - $1056.85 $73.6K - $85.6K
1.57K $1.55M
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 11.71%
$321.63 - $509.31 $25.1K - $39.7K
744 $378K
ABT
Abbott Laboratories

Healthcare
531
+ 2.48%
$123.95 - $138.08 $65.8K - $73.3K
21.9K $2.98M
CF
Cf Industries Holdings, Inc.

Basic Materials
4
+ 0.04%
$68.47 - $102.48 $274 - $410
10.1K $924K
PNC
Pnc Financial Services Group, Inc.

Financial Services
401
+ 8.67%
$149.76 - $186.42 $60.1K - $74.8K
5.03K $936K
XLF
Financial Sector Spdr

ETFs
1.67K
+ 13.33%
$43.92 - $52.37 $73.4K - $87.5K
14.2K $744K
IWD
Ishares Russell 1000 Val ETF

ETFs
423
+ 6.99%
$166.82 - $194.23 $70.6K - $82.2K
6.48K $1.26M
GLD
Spdr Gold Trust

ETFs
160
+ 5.28%
$273.71 - $316.29 $43.8K - $50.6K
3.19K $971K
V
Visa Inc.

Financial Services
138
+ 1.37%
$308.27 - $373.31 $42.5K - $51.5K
10.2K $3.61M
MUB
Ishares National Muni Bond ETF

ETFs
6.78K
+ 1.06%
$102.31 - $105.8 $693K - $717K
648K $67.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20
+ 0.91%
$180.84 - $240.32 $3.62K - $4.81K
2.23K $535K
PANW
Palo Alto Networks Inc

Technology
23
+ 0.96%
$152.44 - $204.64 $3.51K - $4.71K
2.43K $496K
SCHX
Schwab Strategic Tr Us Large C

ETFs
715
+ 2.47%
$19.6 - $24.44 $14K - $17.5K
29.7K $724K
MET
Metlife Inc

Financial Services
992
+ 4.62%
$68.42 - $82.49 $67.9K - $81.8K
22.5K $1.81M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
8
+ 0.03%
$33.13 - $40.67 $265 - $325
27.8K $1.13M
SLV
I Shares Silver Trust

ETFs
1.54K
+ 11.6%
$27.08 - $33.74 $41.6K - $51.8K
14.8K $484K
F
Ford Motor CO

Consumer Cyclical
1.71K
+ 2.62%
$8.69 - $10.85 $14.9K - $18.6K
67.2K $728K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.03%
$118.81 - $151.28 $119 - $151
3.31K $500K
HPE
Hewlett Packard Enterprise CO

Technology
47
+ 0.37%
$12.51 - $20.45 $588 - $961
12.7K $260K
VIG
Vanguard Dividend Appreciation

ETFs
348
+ 0.7%
N/A
50.3K $9.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
618
+ 3.02%
$85.42 - $94.39 $52.8K - $58.3K
21.1K $1.98M
CRM
Salesforce, Inc.

Technology
185
+ 13.17%
$236.26 - $291.15 $43.7K - $53.9K
1.59K $433K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
550
+ 2.98%
$100.04 - $100.54 $55K - $55.3K
19K $1.91M
RF
Regions Financial Corp

Financial Services
187
+ 0.74%
$18.34 - $23.52 $3.43K - $4.4K
25.5K $600K
IAU
Ishares Gold Trust

ETFs
40
+ 0.32%
$56.1 - $64.74 $2.24K - $2.59K
12.5K $779K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.97%
$430.82 - $486.45 $19.4K - $21.9K
1.18K $545K
MAR
Marriott International Inc

Consumer Cyclical
12
+ 1.19%
$211.12 - $274.14 $2.53K - $3.29K
1.02K $278K
Activity Summary
Buys All Purchases 169 New Holdings 24 Increased Positions 145 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 1 Puts 0
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