Forvis Wealth Advisors, LLC Incresed Positions in Q1 2025

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
68.8K
+ 1.03%
$56.51 - $62.98 $3.89M - $4.33M
6.76M $410M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
558K
+ 142.76%
$34.58 - $38.65 $19.3M - $21.6M
949K $33.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.6K
+ 2.25%
$95.85 - $99.25 $2.93M - $3.03M
1.39M $138M
JNJ
Johnson & Johnson

Healthcare
16K
+ 37.57%
$142.06 - $167.7 $2.28M - $2.69M
58.7K $9.73M
VO
Vanguard Mid Cap ETF

ETFs
11.9K
+ 34.99%
$251.87 - $277.95 $3M - $3.31M
46K $11.9M
IBM
International Business Machines Corp

Technology
5.43K
+ 16.49%
$217.4 - $264.74 $1.18M - $1.44M
38.3K $9.53M
ABBV
Abb Vie Inc.

Healthcare
7.16K
+ 41.45%
$169.2 - $216.66 $1.21M - $1.55M
24.4K $5.12M
CVX
Chevron Corp

Energy
2.35K
+ 5.0%
$146.71 - $167.97 $345K - $395K
49.4K $8.26M
ABT
Abbott Laboratories

Healthcare
8.23K
+ 62.45%
$111.1 - $140.22 $915K - $1.15M
21.4K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
3.15K
+ 5.01%
$225.19 - $279.95 $708K - $880K
66K $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
4.04K
+ 48.28%
$117.15 - $158.79 $473K - $641K
12.4K $1.97M
MCK
Mckesson Corp

Healthcare
60
+ 0.67%
$566.21 - $672.99 $34K - $40.4K
8.95K $6.02M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6M
AXP
American Express CO

Financial Services
4.41K
+ 41.33%
$255.39 - $325.87 $1.13M - $1.44M
15.1K $4.06M
MMM
3 M CO

Industrials
4.38K
+ 38.16%
$129.7 - $155.12 $568K - $680K
15.9K $2.33M
KLAC
Kla Corp

Technology
538
+ 6.76%
$636.62 - $777.63 $343K - $418K
8.5K $5.78M
GE
General Electric CO

Industrials
2.09K
+ 20.89%
$168.59 - $212.13 $352K - $443K
12.1K $2.42M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.1K
+ 65.48%
$30.38 - $34.94 $582K - $669K
48.4K $1.66M
DHI
Horton D R Inc

Consumer Cyclical
6.64K
+ 38.32%
$125.29 - $147.65 $832K - $980K
24K $3.05M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.02K
+ 5.5%
$180.02 - $208.56 $184K - $213K
19.6K $4.06M
RTX
Raytheon Technologies Corp

Industrials
441
+ 1.36%
$114.1 - $135.66 $50.3K - $59.8K
32.9K $4.36M
V
Visa Inc.

Financial Services
763
+ 8.22%
$306.92 - $362.71 $234K - $277K
10K $3.52M
TRV
Travelers Companies, Inc.

Financial Services
921
+ 6.51%
$232.43 - $265.13 $214K - $244K
15.1K $3.99M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11K
+ 1.19%
$49.69 - $50.76 $547K - $559K
936K $46.8M
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 3.43%
$158.56 - $176.26 $235K - $262K
44.8K $7.63M
MO
Altria Group, Inc.

Consumer Defensive
4.54K
+ 37.55%
$50.81 - $60.02 $231K - $272K
16.6K $998K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.4K
+ 27.47%
$23.9 - $24.18 $345K - $349K
67K $1.62M
UNM
Unum Group

Financial Services
485
+ 1.61%
$71.8 - $83.34 $34.8K - $40.4K
30.6K $2.49M
UNP
Union Pacific Corp

Industrials
695
+ 5.86%
$225.21 - $254.42 $157K - $177K
12.6K $2.97M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.35K
+ 24.32%
$24.79 - $25.26 $232K - $236K
47.8K $1.21M
SHW
Sherwin Williams CO

Basic Materials
608
+ 14.89%
$330.16 - $365.55 $201K - $222K
4.69K $1.64M
OTIS
Otis Worldwide Corp

Industrials
1.02K
+ 8.06%
$90.77 - $104.01 $92.9K - $106K
13.7K $1.42M
SYK
Stryker Corp

Healthcare
152
+ 1.03%
$355.18 - $399.9 $54K - $60.8K
15K $5.57M
ED
Consolidated Edison Inc

Utilities
15
+ 0.15%
$88.0 - $110.59 $1.32K - $1.66K
10K $1.11M
CE
Celanese Corp

Basic Materials
5.52K
+ 64.62%
$47.02 - $74.12 $260K - $409K
14.1K $798K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 92.63%
$167.82 - $208.28 $194K - $241K
2.4K $410K
GS
Goldman Sachs Group Inc

Financial Services
441
+ 19.75%
$524.81 - $672.19 $231K - $296K
2.67K $1.46M
HPQ
Hp Inc

Technology
35.3K
+ 21.48%
$27.69 - $34.72 $978K - $1.23M
200K $5.53M
BMY
Bristol Myers Squibb CO

Healthcare
875
+ 3.45%
$53.9 - $63.11 $47.2K - $55.2K
26.2K $1.6M
GLD
Spdr Gold Trust

ETFs
94
+ 3.2%
$243.19 - $288.14 $22.9K - $27.1K
3.03K $872K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.23K
+ 36.03%
$168.84 - $202.89 $207K - $249K
4.63K $812K
TJX
Tjx Companies Inc

Consumer Cyclical
1.22K
+ 59.72%
$112.81 - $126.16 $138K - $154K
3.27K $398K
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 7.93%
$890.62 - $1076.86 $97.1K - $117K
1.48K $1.4M
IAU
Ishares Gold Trust

ETFs
287
+ 2.36%
$49.74 - $58.96 $14.3K - $16.9K
12.5K $735K
EPD
Enterprise Products Partners L.P.

Energy
2K
+ 10.15%
$31.75 - $34.14 $63.5K - $68.3K
21.7K $741K
PEG
Public Service Enterprise Group Inc

Utilities
2.67K
+ 6.08%
$78.2 - $90.39 $209K - $241K
46.6K $3.83M
DHR
Danaher Corp

Healthcare
1.74K
+ 16.86%
$201.62 - $250.59 $351K - $436K
12.1K $2.47M
BOND
Pimco Active Bond Exchange Tra

ETFs
605
+ 2.71%
$89.27 - $92.9 $54K - $56.2K
22.9K $2.12M
ES
Eversource Energy

Utilities
1.11K
+ 17.99%
$55.63 - $63.8 $61.7K - $70.8K
7.27K $451K
Activity Summary
Buys All Purchases 146 New Holdings 14 Increased Positions 132 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email