Forvis Wealth Advisors, LLC Incresed Positions in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
121K
+ 3.15%
$255.18 - $283.2 $30.8M - $34.2M
3.96M $1.12B
VEU
Vanguard Ftse All World Ex Us

ETFs
164K
+ 2.6%
$56.47 - $63.69 $9.26M - $10.4M
6.47M $408M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.2K
+ 6.61%
$475.2 - $527.7 $7.7M - $8.55M
262K $138M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
115K
+ 6.55%
$59.93 - $66.52 $6.87M - $7.63M
1.87M $124M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
185K
+ 7.92%
$44.65 - $47.21 $8.27M - $8.75M
2.52M $118M
WMT
Walmart Inc.

Consumer Defensive
116K
+ 125.46%
$66.91 - $81.4 $7.75M - $9.43M
208K $16.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.18K
+ 38.01%
$1015.62 - $1159.62 $5.26M - $6.01M
18.8K $21.7M
AAPL
Apple Inc.

Technology
14.1K
+ 7.97%
$207.23 - $234.82 $2.92M - $3.3M
191K $44.4M
LLY
Eli Lilly & CO

Healthcare
7.47K
+ 16.93%
$772.14 - $960.02 $5.77M - $7.17M
51.6K $45.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
123K
+ 72.38%
$32.44 - $36.11 $3.98M - $4.43M
292K $10.5M
LKFN
Lakeland Financial Corp

Financial Services
56.8K
+ 480.44%
$57.94 - $71.18 $3.29M - $4.04M
68.6K $4.47M
ORCL
Oracle Corp

Technology
10.1K
+ 29.0%
$125.9 - $170.35 $1.27M - $1.72M
45K $7.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.59K
+ 50.71%
$434.77 - $502.96 $2M - $2.31M
13.6K $6.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.88K
+ 8.54%
$405.19 - $478.57 $761K - $899K
23.9K $11M
XOM
Exxon Mobil Corp

Energy
16.6K
+ 41.08%
$109.72 - $119.0 $1.82M - $1.98M
57K $6.68M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.33K
+ 1.19%
$27.15 - $30.78 $253K - $287K
791K $24.1M
MUB
Ishares National Muni Bond ETF

ETFs
6.67K
+ 1.15%
$106.13 - $108.7 $708K - $725K
584K $63.5M
LOW
Lowes Companies Inc

Consumer Cyclical
344
+ 0.99%
$213.3 - $270.78 $73.4K - $93.1K
35.1K $9.51M
CAT
Caterpillar Inc

Industrials
1.44K
+ 6.79%
$316.8 - $391.12 $457K - $564K
22.7K $8.87M
JKHY
Henry Jack & Associates Inc

Technology
500
+ 0.34%
$160.87 - $177.06 $80.4K - $88.5K
148K $26.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
368
+ 1.01%
$517.38 - $573.86 $190K - $211K
37K $21.2M
USB
Us Bancorp \De\

Financial Services
25.3K
+ 143.52%
$39.04 - $47.23 $987K - $1.19M
42.9K $1.96M
KO
Coca Cola CO

Consumer Defensive
8.27K
+ 11.71%
$62.69 - $73.01 $518K - $603K
78.8K $5.67M
HD
Home Depot, Inc.

Consumer Cyclical
1.58K
+ 20.38%
$333.64 - $405.2 $528K - $641K
9.35K $3.79M
CSCO
Cisco Systems, Inc.

Technology
1.17K
+ 0.77%
$44.74 - $53.22 $52.4K - $62.3K
154K $8.19M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33K
+ 145.95%
$22.38 - $23.66 $739K - $781K
55.6K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
2.03K
+ 4.85%
$160.76 - $177.82 $326K - $360K
43.8K $7.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
25.3K
+ 192.08%
$24.62 - $25.59 $622K - $647K
38.4K $981K
TMO
Thermo Fisher Scientific Inc.

Healthcare
271
+ 3.8%
$531.86 - $624.21 $144K - $169K
7.41K $4.58M
ACN
Accenture PLC

Technology
83
+ 0.69%
$295.44 - $355.81 $24.5K - $29.5K
12.1K $4.29M
NFLX
Netflix Inc

Communication Services
804
+ 87.77%
$598.55 - $722.26 $481K - $581K
1.72K $1.22M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
9.81K
+ 7.66%
$41.93 - $44.13 $411K - $433K
138K $6.09M
TSLA
Tesla, Inc.

Consumer Cyclical
786
+ 13.8%
$191.76 - $263.26 $151K - $207K
6.48K $1.7M
TGT
Target Corp

Consumer Defensive
2.19K
+ 8.1%
$133.47 - $159.25 $293K - $349K
29.3K $4.56M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.67K
+ 23.86%
$90.01 - $95.32 $420K - $445K
24.2K $2.29M
NEE
Nextera Energy Inc

Utilities
163
+ 0.48%
$69.9 - $84.97 $11.4K - $13.9K
34.4K $2.91M
AMD
Advanced Micro Devices Inc

Technology
2.82K
+ 69.42%
$128.67 - $183.96 $362K - $518K
6.88K $1.13M
CMI
Cummins Inc

Industrials
65
+ 0.69%
$266.63 - $326.4 $17.3K - $21.2K
9.44K $3.05M
GLDM
World Gold Trust

ETFs
467
+ 0.68%
$46.2 - $53.01 $21.6K - $24.8K
68.9K $3.59M
INCY
Incyte Corp

Healthcare
2.71K
+ 6.81%
$57.33 - $68.61 $156K - $186K
42.6K $2.81M
DUK
Duke Energy Corp

Utilities
632
+ 2.93%
$99.35 - $117.71 $62.8K - $74.4K
22.2K $2.56M
AVGO
Broadcom Inc.

Technology
14.7K
+ 984.55%
$136.27 - $1745.86 $2M - $25.6M
16.1K $2.79M
SYK
Stryker Corp

Healthcare
194
+ 1.3%
$315.94 - $371.96 $61.3K - $72.2K
15.1K $5.47M
CRM
Salesforce, Inc.

Technology
1.31K
+ 94.57%
$238.42 - $276.53 $311K - $361K
2.69K $734K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.88K
+ 5.79%
$51.78 - $52.98 $253K - $259K
89.2K $4.73M
UNH
Unitedhealth Group Inc

Healthcare
168
+ 5.46%
$488.01 - $604.18 $82K - $102K
3.25K $1.9M
MET
Metlife Inc

Financial Services
705
+ 3.26%
$67.96 - $82.48 $47.9K - $58.1K
22.3K $1.84M
HPQ
Hp Inc

Technology
3.92K
+ 2.43%
$32.02 - $38.11 $125K - $149K
165K $5.93M
BMY
Bristol Myers Squibb CO

Healthcare
22
+ 0.08%
$39.66 - $51.75 $873 - $1.14K
26.3K $1.36M
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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