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
ICE
Intercontinental Exchange, Inc.

Financial Services
32
+ 1.1%
$151.62 - $183.47 $4.85K - $5.87K
2.94K $539K
UL
Unilever PLC

Consumer Defensive
471
+ 8.87%
$57.9 - $65.43 $27.3K - $30.8K
5.78K $353K
SPGI
S&P Global Inc.

Financial Services
16
+ 1.09%
$438.31 - $527.29 $7.01K - $8.44K
1.48K $780K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.1K
+ 8.23%
$10.8 - $16.92 $11.9K - $18.6K
14.5K $198K
CE
Celanese Corp

Basic Materials
910
+ 6.47%
$37.49 - $59.36 $34.1K - $54K
15K $828K
CVS
Cvs Health Corp

Healthcare
104
+ 0.58%
$60.04 - $70.18 $6.24K - $7.3K
18.1K $1.25M
ENB
Enbridge Inc

Energy
418
+ 4.21%
$41.09 - $47.16 $17.2K - $19.7K
10.4K $469K
WMB
Williams Companies, Inc.

Energy
202
+ 4.22%
$54.33 - $62.87 $11K - $12.7K
4.99K $313K
ADP
Automatic Data Processing Inc

Industrials
40
+ 1.09%
$276.76 - $326.81 $11.1K - $13.1K
3.71K $1.14M
TJX
Tjx Companies Inc

Consumer Cyclical
141
+ 4.31%
$119.13 - $135.03 $16.8K - $19K
3.41K $421K
MO
Altria Group, Inc.

Consumer Defensive
699
+ 4.2%
$55.56 - $60.91 $38.8K - $42.6K
17.3K $1.02M
TXN
Texas Instruments Inc

Technology
86
+ 0.88%
N/A
9.9K $1.93M
WM
Waste Management Inc

Industrials
171
+ 2.09%
$216.47 - $242.1 $37K - $41.4K
8.37K $1.91M
SYY
Sysco Corp

Consumer Defensive
113
+ 1.15%
$68.0 - $75.91 $7.68K - $8.58K
9.96K $754K
ES
Eversource Energy

Utilities
72
+ 0.99%
$54.25 - $65.89 $3.91K - $4.74K
7.34K $467K
KMI
Kinder Morgan, Inc.

Energy
74
+ 0.52%
$25.21 - $29.4 $1.87K - $2.18K
14.4K $423K
MDLZ
Mondelez International, Inc.

Consumer Defensive
237
+ 3.9%
$63.54 - $68.5 $15.1K - $16.2K
6.32K $426K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
152
+ 10.5%
$421.16 - $509.5 $64K - $77.4K
1.6K $712K
ATO
Atmos Energy Corp

Utilities
73
+ 2.49%
$145.06 - $162.66 $10.6K - $11.9K
3K $462K
O
Realty Income Corp

Real Estate
215
+ 3.99%
$52.27 - $58.52 $11.2K - $12.6K
5.6K $322K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 0.18%
$87.19 - $111.51 $349 - $446
2.23K $245K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$103.88 - $123.68 $104 - $124
1.98K $244K
PRPH
Pro Phase Labs, Inc.

Healthcare
19.6K
New
$0.24 - $0.44 $4.7K - $8.62K
19.6K $7K
EVRG
Evergy, Inc.

Utilities
77
+ 1.17%
$64.06 - $69.64 $4.93K - $5.36K
6.68K $460K
D
Dominion Energy, Inc

Utilities
28
+ 0.36%
$49.66 - $58.0 $1.39K - $1.62K
7.8K $441K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.14%
N/A
1.47K $272K
J P Morgan Exchange Traded F
269K
+ 14.19%
N/A
2.16M $0
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.01%
$55.42 - $65.63 $111 - $131
13.8K $858K
Blackrock Inc
18
+ 3.21%
N/A
579 $0
Vanguard Malvern Fds
344K
+ 70.87%
N/A
828K $0
Ge Vernova Inc
78
+ 2.28%
N/A
3.49K $0
Aptiv PLC
5.5K
+ 16.17%
N/A
39.5K $0
Kayne Anderson Bdc Inc
14.9K
New
N/A
14.9K $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.45K
+ 3.01%
$32.56 - $35.71 $47.3K - $51.9K
49.8K $1.65M
PRU
Prudential Financial Inc

Financial Services
132
+ 2.22%
$95.12 - $112.71 $12.6K - $14.9K
6.09K $654K
FDX
Fedex Corp

Industrials
58
+ 3.61%
$198.07 - $245.17 $11.5K - $14.2K
1.67K $378K
PLD
Prologis, Inc.

Real Estate
2
+ 0.1%
$89.76 - $112.34 $180 - $225
2.09K $219K
SLB
Schlumberger Limited

Energy
819
+ 15.9%
$31.95 - $42.2 $26.2K - $34.6K
5.97K $201K
PPL
Ppl Corp

Utilities
19
+ 0.27%
$33.45 - $36.5 $636 - $694
7.07K $239K
OGE
Oge Energy Corp.

Utilities
15
+ 0.14%
$42.23 - $46.38 $633 - $696
10.4K $463K
LYB
Lyondell Basell Industries N.V.

Basic Materials
420
+ 11.16%
$53.23 - $70.65 $22.4K - $29.7K
4.19K $242K
WTRG
Essential Utilities, Inc.

Utilities
15
+ 0.14%
$36.92 - $41.39 $554 - $621
10.5K $388K
XEL
Xcel Energy Inc

Utilities
219
+ 1.49%
$65.65 - $72.39 $14.4K - $15.9K
15K $1.02M
CPK
Chesapeake Utilities Corp

Utilities
3
+ 0.1%
$116.0 - $135.5 $348 - $407
3.09K $371K
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.13%
$313.51 - $363.51 $1.88K - $2.18K
4.7K $1.61M
WEC
Wec Energy Group, Inc.

Utilities
61
+ 0.75%
$102.24 - $109.76 $6.24K - $6.7K
8.22K $856K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.09%
$394.72 - $440.39 $789 - $881
2.15K $902K
XLE
Energy Sector Spdr

ETFs
17
+ 0.24%
$76.44 - $94.13 $1.3K - $1.6K
7.17K $608K
ED
Consolidated Edison Inc

Utilities
410
+ 4.08%
$98.05 - $113.3 $40.2K - $46.5K
10.5K $1.05M
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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