Forvis Wealth Advisors, LLC Incresed Positions in Q4 2024

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
274K
+ 6.93%
$280.04 - $302.45 $76.7M - $82.9M
4.23M $1.23B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.83M
+ 205.21%
$22.01 - $66.82 $84.3M - $256M
5.69M $129M
MUB
Ishares National Muni Bond ETF

ETFs
53.5K
+ 9.16%
$105.78 - $108.7 $5.66M - $5.82M
638K $68M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
98.9K
+ 33.86%
$35.71 - $38.39 $3.53M - $3.8M
391K $14.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
81.2K
+ 9.62%
$50.02 - $51.24 $4.06M - $4.16M
925K $46.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86.9K
+ 6.82%
$96.64 - $101.23 $8.4M - $8.8M
1.36M $132M
GOOGL
Alphabet Inc.

Communication Services
748
+ 0.81%
$161.86 - $196.66 $121K - $147K
92.8K $17.6M
AMZN
Amazon Com Inc

Consumer Cyclical
943
+ 1.66%
$180.88 - $232.93 $171K - $220K
57.9K $12.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.24K
+ 0.43%
$94.43 - $105.47 $117K - $131K
292K $29.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.83K
+ 28.21%
$213.65 - $479.86 $391K - $877K
8.31K $3.36M
ET
Energy Transfer LP

Energy
37.6K
+ 164.1%
$16.05 - $19.86 $604K - $747K
60.6K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
523
+ 1.41%
$567.81 - $607.81 $297K - $318K
37.5K $22M
GOOG
Alphabet Inc.

Communication Services
801
+ 3.96%
$163.08 - $198.16 $131K - $159K
21K $4M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.03K
+ 5.87%
$155.96 - $188.66 $160K - $194K
18.5K $3.46M
SHV
Ishares Tr

ETFs
5.1K
+ 89.75%
$109.92 - $110.57 $560K - $563K
10.8K $1.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
224
+ 1.48%
$370.24 - $418.94 $82.9K - $93.8K
15.4K $6.17M
IVE
Ishares S&P 500 Value ETF

ETFs
3.66K
+ 10.64%
$189.5 - $206.17 $694K - $755K
38.1K $7.27M
INCY
Incyte Corp

Healthcare
3.45K
+ 8.12%
$65.08 - $83.38 $225K - $288K
46K $3.18M
ORCL
Oracle Corp

Technology
3.02K
+ 6.72%
$165.41 - $192.43 $500K - $582K
48K $8M
VNQ
Vanguard Specialized Funds Van

ETFs
4.3K
+ 72.9%
$87.85 - $98.6 $378K - $424K
10.2K $908K
LKFN
Lakeland Financial Corp

Financial Services
255
+ 0.37%
$61.39 - $75.85 $15.7K - $19.3K
68.9K $4.74M
DXCM
Dexcom Inc

Healthcare
118
+ 0.68%
$65.68 - $81.01 $7.75K - $9.56K
17.5K $1.36M
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 33.99%
$28.66 - $34.43 $143K - $172K
19.7K $618K
CRM
Salesforce, Inc.

Technology
15
+ 0.56%
$270.87 - $367.87 $4.06K - $5.52K
2.7K $902K
XLK
Technology Sector Spdr

ETFs
560
+ 11.97%
$220.26 - $241.44 $123K - $135K
5.24K $1.22M
PAYX
Paychex Inc

Industrials
970
+ 22.95%
$135.86 - $148.73 $132K - $144K
5.2K $728K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.17K
+ 46.81%
$51.09 - $55.27 $162K - $175K
9.96K $509K
ADP
Automatic Data Processing Inc

Industrials
204
+ 5.77%
$280.08 - $307.97 $57.1K - $62.8K
3.74K $1.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
692
+ 31.24%
$129.96 - $144.97 $89.9K - $100K
2.91K $405K
MS
Morgan Stanley

Financial Services
3
+ 0.06%
$104.42 - $134.99 $313 - $405
5.11K $642K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
202
+ 3.96%
$417.69 - $450.94 $84.4K - $91.1K
5.31K $2.26M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
165
+ 7.22%
$563.99 - $620.12 $93.1K - $102K
2.45K $1.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.11%
$311.11 - $335.64 $3.42K - $3.69K
10.3K $3.31M
CBSH
Commerce Bancshares Inc

Financial Services
655
+ 4.98%
$57.04 - $74.36 $37.4K - $48.7K
13.8K $859K
IWM
Ishares Russell 2000 ETF

ETFs
319
+ 2.69%
$216.13 - $242.4 $68.9K - $77.3K
12.2K $2.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
534
+ 8.61%
$183.23 - $199.79 $97.8K - $107K
6.74K $1.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
520
+ 15.73%
$160.89 - $176.18 $83.7K - $91.6K
3.83K $618K
BX
Blackstone Inc.

Financial Services
100
+ 4.42%
$148.45 - $199.05 $14.8K - $19.9K
2.37K $407K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.11K
+ 14.29%
$71.75 - $75.11 $79.6K - $83.4K
8.88K $638K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.49K
+ 23.14%
$31.24 - $37.15 $172K - $204K
29.2K $939K
FDN
First Tr Fd Dow Jones

ETFs
19
+ 1.31%
$210.5 - $257.24 $4K - $4.89K
1.47K $357K
INTU
Intuit Inc

Technology
39
+ 1.14%
$602.01 - $706.25 $23.5K - $27.5K
3.46K $2.17M
VBR
Vanguard Small Cap Value ETF

ETFs
240
+ 17.48%
$197.36 - $217.3 $47.4K - $52.2K
1.61K $319K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.22%
$873.59 - $994.69 $2.62K - $2.98K
1.38K $1.26M
VV
Vanguard Large Cap ETF

ETFs
33
+ 0.63%
$260.27 - $280.65 $8.59K - $9.26K
5.26K $1.42M
HPE
Hewlett Packard Enterprise CO

Technology
1.47K
+ 13.9%
$19.31 - $23.95 $28.3K - $35.2K
12K $256K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.6K
+ 3.09%
$25.0 - $25.11 $39.9K - $40.1K
53.3K $1.34M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.47K
+ 1.51%
N/A
99.2K $2.36M
GABC
German American Bancorp, Inc.

Financial Services
405
+ 4.06%
$37.49 - $46.57 $15.2K - $18.9K
10.4K $418K
Activity Summary
Buys All Purchases 122 New Holdings 12 Increased Positions 110 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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