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
LEG
Leggett & Platt Inc

Consumer Cyclical
14.9K
New
$10.67 - $14.12 $158K - $210K
14.9K $202K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.4K
+ 16.68%
$24.78 - $25.11 $183K - $186K
51.7K $1.3M
GLD
Spdr Gold Trust

ETFs
460
+ 18.6%
$215.56 - $246.98 $99.2K - $114K
2.93K $713K
XEL
Xcel Energy Inc

Utilities
105
+ 0.73%
$52.11 - $65.3 $5.47K - $6.86K
14.6K $950K
ROP
Roper Technologies Inc

Industrials
401
+ 6.12%
$515.25 - $576.55 $207K - $231K
6.95K $3.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
108
+ 0.5%
$83.76 - $91.82 $9.05K - $9.92K
21.5K $1.97M
OHI
Omega Healthcare Investors Inc

Real Estate
2.53K
+ 25.15%
$33.55 - $41.29 $84.8K - $104K
12.6K $511K
MSI
Motorola Solutions, Inc.

Technology
59
+ 2.68%
$385.65 - $450.49 $22.8K - $26.6K
2.26K $1.02M
V
Visa Inc.

Financial Services
169
+ 1.79%
$253.74 - $291.56 $42.9K - $49.3K
9.61K $2.64M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.86K
+ 7.55%
$23.75 - $23.75 $163K - $163K
97.7K $2.32M
GD
General Dynamics Corp

Industrials
438
+ 23.0%
$279.51 - $308.09 $122K - $135K
2.34K $707K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.91K
+ 28.7%
$60.84 - $67.51 $116K - $129K
8.58K $579K
D
Dominion Energy, Inc

Utilities
1.39K
+ 16.82%
$48.01 - $58.53 $66.5K - $81.1K
9.62K $555K
CL
Colgate Palmolive CO

Consumer Defensive
255
+ 1.38%
$95.54 - $108.77 $24.4K - $27.7K
18.7K $1.94M
ABC
Amerisourcebergen Corp

Healthcare
802
+ 39.33%
N/A
2.84K $526K
ITW
Illinois Tool Works Inc

Industrials
280
+ 9.44%
$233.14 - $263.97 $65.3K - $73.9K
3.25K $850K
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.18%
$77.68 - $96.19 $1.17K - $1.44K
8.24K $792K
SHEL
Shell PLC

Energy
2.94K
+ 38.33%
$65.65 - $73.28 $193K - $215K
10.6K $699K
ADP
Automatic Data Processing Inc

Industrials
50
+ 1.43%
$233.44 - $279.45 $11.7K - $14K
3.54K $978K
HNRG
Hallador Energy CO

Energy
10.3K
+ 48.59%
$5.34 - $9.7 $55K - $99.9K
31.5K $297K
NKE
Nike, Inc.

Consumer Cyclical
664
+ 11.61%
$71.09 - $89.44 $47.2K - $59.4K
6.38K $563K
SNA
Snap On Inc

Industrials
4
+ 0.09%
$255.35 - $289.77 $1.02K - $1.16K
4.58K $1.33M
STT
State Street Corp

Financial Services
11
+ 0.13%
$73.37 - $89.31 $807 - $982
8.65K $765K
AEE
Ameren Corp

Utilities
587
+ 13.12%
$70.45 - $87.46 $41.4K - $51.3K
5.06K $442K
GLW
Corning Inc

Technology
523
+ 3.34%
$37.76 - $46.2 $19.7K - $24.2K
16.2K $731K
XLC
Select Sector Spdr Tr Communic

ETFs
293
+ 1.47%
$82.16 - $90.4 $24.1K - $26.5K
20.2K $1.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.29K
+ 37.49%
$74.26 - $78.84 $96.1K - $102K
4.75K $371K
RF
Regions Financial Corp

Financial Services
965
+ 3.66%
$19.51 - $23.42 $18.8K - $22.6K
27.3K $636K
PLD
Prologis, Inc.

Real Estate
589
+ 25.28%
$111.95 - $132.43 $65.9K - $78K
2.92K $368K
PNC
Pnc Financial Services Group, Inc.

Financial Services
15
+ 0.44%
$156.14 - $187.2 $2.34K - $2.81K
3.46K $639K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
656
+ 2.14%
$33.74 - $37.96 $22.1K - $24.9K
31.4K $1.18M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
108
+ 1.62%
$29.24 - $45.37 $3.16K - $4.9K
6.77K $304K
SLV
I Shares Silver Trust

ETFs
2.85K
+ 30.16%
$24.33 - $29.38 $69.2K - $83.6K
12.3K $348K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.07K
+ 17.09%
$58.03 - $65.37 $62K - $69.8K
7.32K $473K
VEA
Vanguard Ftse Developed Market

ETFs
210
+ 0.85%
$47.6 - $53.31 $10K - $11.2K
24.8K $1.31M
SRE
Sempra Energy

Utilities
112
+ 1.07%
$74.97 - $84.04 $8.4K - $9.41K
10.6K $885K
ENB
Enbridge Inc

Energy
1.18K
+ 14.77%
$35.27 - $41.18 $41.6K - $48.6K
9.17K $372K
SYY
Sysco Corp

Consumer Defensive
188
+ 1.79%
$69.16 - $78.98 $13K - $14.8K
10.7K $832K
PAYX
Paychex Inc

Industrials
122
+ 2.97%
$116.17 - $135.19 $14.2K - $16.5K
4.23K $567K
VOE
Vanguard Mid Cap Value Index F

ETFs
143
+ 4.52%
$149.02 - $167.67 $21.3K - $24K
3.31K $554K
YUM
Yum Brands Inc

Consumer Cyclical
154
+ 2.13%
$125.95 - $139.96 $19.4K - $21.6K
7.37K $1.03M
ZTS
Zoetis Inc.

Healthcare
31
+ 1.04%
$172.58 - $196.48 $5.35K - $6.09K
3.03K $591K
IYM
Ishares Tr

ETFs
174
+ 4.0%
$136.13 - $151.64 $23.7K - $26.4K
4.52K $679K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
456
+ 25.92%
$116.79 - $133.54 $53.3K - $60.9K
2.22K $292K
WTRG
Essential Utilities, Inc.

Utilities
1.39K
+ 13.36%
$36.74 - $41.49 $51.2K - $57.8K
11.8K $456K
ATO
Atmos Energy Corp

Utilities
14
+ 0.49%
$114.08 - $138.75 $1.6K - $1.94K
2.88K $399K
PRU
Prudential Financial Inc

Financial Services
340
+ 6.14%
$105.53 - $127.32 $35.9K - $43.3K
5.88K $712K
KMB
Kimberly Clark Corp

Consumer Defensive
334
+ 9.81%
$135.05 - $148.35 $45.1K - $49.5K
3.74K $531K
STZ
Constellation Brands, Inc.

Consumer Defensive
217
+ 1.92%
$236.42 - $259.82 $51.3K - $56.4K
11.5K $2.97M
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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