Forvis Wealth Advisors, LLC Incresed Positions in Q2 2025

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
169K
+ 3.78%
$243.75 - $303.93 $41.1M - $51.3M
4.63M $1.41B
VEU
Vanguard Ftse All World Ex Us

ETFs
166K
+ 2.45%
$54.19 - $67.22 $8.98M - $11.1M
6.92M $465M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
637K
+ 11.35%
$19.1 - $23.83 $12.2M - $15.2M
6.25M $149M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
528K
+ 55.64%
$31.29 - $38.89 $16.5M - $20.5M
1.48M $57.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.79K
+ 3.63%
$456.74 - $568.03 $4.01M - $4.99M
251K $142M
IVV
Ishares Core S&P 500 ETF

ETFs
12.7K
+ 8.32%
$498.8 - $620.9 $6.35M - $7.9M
166K $103M
VUG
Vanguard Growth ETF

ETFs
5.61K
+ 10.02%
$329.49 - $438.4 $1.85M - $2.46M
61.6K $27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
125K
+ 13.38%
$48.46 - $50.2 $6.07M - $6.29M
1.06M $52.7M
ORCL
Oracle Corp

Technology
3.94K
+ 7.44%
$122.82 - $218.63 $484K - $861K
56.9K $12.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.13K
+ 0.41%
$82.96 - $110.1 $94.1K - $125K
276K $30.3M
JPM
Jpmorgan Chase & CO

Financial Services
313
+ 0.47%
$210.28 - $289.91 $65.8K - $90.7K
66.3K $19.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.8K
+ 1.78%
$96.84 - $99.46 $2.4M - $2.47M
1.42M $141M
META
Meta Platforms, Inc.

Communication Services
539
+ 3.78%
$484.66 - $738.09 $261K - $398K
14.8K $10.9M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
45.1K
+ 46.16%
$41.3 - $47.0 $1.86M - $2.12M
143K $6.71M
NFLX
Netflix Inc

Communication Services
1.12K
+ 76.68%
$855.86 - $1339.13 $959K - $1.5M
2.58K $3.46M
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 4.04%
$167.32 - $223.3 $359K - $480K
55.4K $12.1M
DIS
Walt Disney CO

Communication Services
2.07K
+ 3.95%
$81.72 - $124.01 $169K - $256K
54.4K $6.75M
CSCO
Cisco Systems, Inc.

Technology
6.27K
+ 4.31%
$53.19 - $69.38 $334K - $435K
152K $10.5M
COF
Capital One Financial Corp

Financial Services
3.72K
+ 18.21%
$150.57 - $212.76 $560K - $791K
24.1K $5.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
854
+ 5.8%
$320.42 - $424.58 $274K - $363K
15.6K $6.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 198.02%
$51.14 - $57.0 $1.14M - $1.27M
33.7K $1.91M
VO
Vanguard Mid Cap ETF

ETFs
723
+ 1.57%
$228.54 - $279.83 $165K - $202K
46.7K $13.1M
AMAT
Applied Materials Inc

Technology
1.82K
+ 9.41%
$126.95 - $183.52 $231K - $334K
21.1K $3.87M
PRF
Invesco Exchange Traded Fd Tr

ETFs
618
+ 0.11%
$35.77 - $42.27 $22.1K - $26.1K
546K $23.1M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.0%
$81.79 - $99.98 $245 - $300
93.6K $9.16M
BAC
Bank Of America Corp

Financial Services
1.88K
+ 1.26%
$34.39 - $47.46 $64.8K - $89.4K
152K $7.17M
GE
General Electric CO

Industrials
465
+ 3.85%
$166.81 - $257.39 $77.6K - $120K
12.5K $3.23M
TSLA
Tesla, Inc.

Consumer Cyclical
878
+ 11.69%
$221.86 - $362.89 $195K - $319K
8.39K $2.66M
GS
Goldman Sachs Group Inc

Financial Services
379
+ 14.17%
$462.22 - $707.75 $175K - $268K
3.05K $2.16M
CMI
Cummins Inc

Industrials
1.67K
+ 19.29%
$267.12 - $336.65 $446K - $562K
10.3K $3.38M
GOOG
Alphabet Inc.

Communication Services
447
+ 2.05%
$146.58 - $180.01 $65.5K - $80.5K
22.3K $3.96M
CBRE
Cbre Group, Inc.

Real Estate
2.25K
+ 15.91%
$113.94 - $140.12 $256K - $315K
16.4K $2.3M
GLDM
World Gold Trust

ETFs
2.86K
+ 4.26%
$58.96 - $67.97 $169K - $195K
70.1K $4.59M
IWB
Ishares Tr Russell 1000 ETF

ETFs
280
+ 2.75%
$272.36 - $339.57 $76.3K - $95.1K
10.5K $3.55M
PM
Philip Morris International Inc.

Consumer Defensive
354
+ 2.85%
$149.23 - $184.95 $52.8K - $65.5K
12.8K $2.32M
VLO
Valero Energy Corp

Energy
2.12K
+ 7.03%
$104.69 - $141.77 $222K - $300K
32.2K $4.33M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.4K
+ 19.95%
$23.96 - $24.27 $320K - $324K
80.4K $1.95M
IWM
Ishares Russell 2000 ETF

ETFs
620
+ 5.48%
$174.82 - $215.79 $108K - $134K
11.9K $2.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
384
+ 15.77%
$468.22 - $566.51 $180K - $218K
2.82K $1.6M
VEA
Vanguard Ftse Developed Market

ETFs
4.07K
+ 39.75%
$45.65 - $57.01 $186K - $232K
14.3K $814K
MGK
Vanguard Mega Cap Growth ETF

ETFs
611
+ 58.08%
$273.67 - $366.17 $167K - $224K
1.66K $608K
NKE
Nike, Inc.

Consumer Cyclical
3.2K
+ 50.25%
$53.27 - $72.04 $170K - $230K
9.55K $678K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.96K
+ 19.25%
$25.04 - $25.18 $249K - $251K
61.7K $1.55M
XLC
Select Sector Spdr Tr Communic

ETFs
116
+ 0.59%
$86.13 - $108.53 $9.99K - $12.6K
19.7K $2.14M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
+ 10.54%
N/A
109K $2.59M
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
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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