Forvis Wealth Advisors, LLC Incresed Positions in Q2 2024

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
76.1K
+ 2.02%
$245.23 - $269.4 $18.7M - $20.5M
3.83M $1.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44.8K
+ 22.35%
$455.1 - $504.28 $20.4M - $22.6M
245K $123M
VEU
Vanguard Ftse All World Ex Us

ETFs
156K
+ 2.54%
$56.22 - $60.47 $8.78M - $9.44M
6.31M $370M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
202K
+ 9.44%
$44.06 - $45.49 $8.88M - $9.17M
2.34M $105M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
42K
+ 2.46%
$57.57 - $63.3 $2.42M - $2.66M
1.75M $110M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
65.5K
+ 5.32%
$95.11 - $97.92 $6.23M - $6.41M
1.3M $126M
NVDA
Nvidia Corp

Technology
279K
+ 719.63%
$118.11 - $1224.4 $33M - $342M
318K $39.3M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
100K
+ 144.67%
$31.01 - $34.55 $3.11M - $3.46M
169K $5.82M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
41.9K
+ 2.26%
$24.84 - $27.2 $1.04M - $1.14M
1.89M $50.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
44K
+ 6.04%
$49.92 - $50.63 $2.19M - $2.23M
771K $38.9M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
33.3K
+ 35.15%
$41.01 - $42.88 $1.37M - $1.43M
128K $5.49M
DFAU
Dimensional ETF Tr

ETFs
16.7K
+ 2.15%
$34.53 - $37.67 $576K - $628K
792K $29.7M
ABBV
Abb Vie Inc.

Healthcare
8.49K
+ 50.95%
$154.79 - $180.76 $1.31M - $1.53M
25.2K $4.31M
KLAC
Kla Corp

Technology
286
+ 3.55%
$628.16 - $863.31 $180K - $247K
8.34K $6.88M
ADBE
Adobe Inc.

Technology
1.73K
+ 30.93%
$439.02 - $555.54 $761K - $963K
7.34K $4.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52.3K
+ 3.87%
$37.19 - $39.82 $1.94M - $2.08M
1.4M $53.9M
ORCL
Oracle Corp

Technology
5.18K
+ 17.45%
$113.75 - $144.64 $589K - $749K
34.9K $4.92M
HPQ
Hp Inc

Technology
13.4K
+ 9.09%
$27.62 - $38.36 $371K - $516K
161K $5.65M
AVGO
Broadcom Inc.

Technology
545
+ 57.73%
$1204.71 - $1828.87 $657K - $997K
1.49K $2.39M
AXP
American Express CO

Financial Services
4.36K
+ 39.7%
$217.5 - $243.08 $947K - $1.06M
15.3K $3.55M
INCY
Incyte Corp

Healthcare
13.6K
+ 51.81%
$51.18 - $63.75 $696K - $867K
39.8K $2.41M
ABT
Abbott Laboratories

Healthcare
8.26K
+ 61.44%
$100.73 - $112.44 $832K - $929K
21.7K $2.26M
PAPR
Innovator U.S. Equity Power Bu

ETFs
10.4K
+ 3.57%
$32.62 - $34.69 $340K - $362K
303K $10.5M
APH
Amphenol Corp

Technology
33.8K
+ 96.77%
$67.16 - $136.4 $2.27M - $4.61M
68.7K $4.63M
JNJ
Johnson & Johnson

Healthcare
8.32K
+ 15.12%
$144.38 - $157.78 $1.2M - $1.31M
63.4K $9.26M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.08K
+ 45.1%
$89.04 - $91.74 $542K - $558K
19.6K $1.78M
MCHP
Microchip Technology Inc

Technology
4.57K
+ 8.07%
$81.68 - $99.49 $373K - $455K
61.2K $5.6M
IWV
Ishares Russell 3000 ETF

ETFs
105
+ 0.19%
$283.16 - $309.9 $29.7K - $32.5K
56.1K $17.3M
MMM
3 M CO

Industrials
5.39K
+ 51.82%
$90.54 - $105.26 $488K - $568K
15.8K $1.61M
DFAX
Dimensional ETF Tr
18.5K
+ 3.45%
$24.57 - $26.36 $456K - $489K
555K $14.1M
KO
Coca Cola CO

Consumer Defensive
4.19K
+ 6.31%
$58.06 - $64.15 $243K - $269K
70.6K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
+ 4.9%
$155.33 - $168.56 $303K - $329K
41.8K $6.89M
WM
Waste Management Inc

Industrials
1.99K
+ 28.36%
$200.55 - $213.34 $399K - $424K
9K $1.92M
META
Meta Platforms, Inc.

Communication Services
285
+ 2.01%
$430.17 - $527.34 $123K - $150K
14.5K $7.31M
V
Visa Inc.

Financial Services
2K
+ 26.83%
$262.47 - $281.5 $524K - $562K
9.44K $2.48M
SPGI
S&P Global Inc.

Financial Services
852
+ 139.44%
$408.56 - $448.91 $348K - $382K
1.46K $652K
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 13.63%
$38.6 - $42.84 $397K - $441K
85.8K $3.54M
PEG
Public Service Enterprise Group Inc

Utilities
140
+ 0.31%
$64.28 - $75.76 $9K - $10.6K
45.5K $3.35M
PM
Philip Morris International Inc.

Consumer Defensive
2.05K
+ 17.71%
$88.6 - $104.24 $182K - $214K
13.6K $1.38M
ROP
Roper Technologies Inc

Industrials
532
+ 8.84%
$510.82 - $563.66 $272K - $300K
6.55K $3.69M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
18
+ 0.55%
$883.2 - $1071.19 $15.9K - $19.3K
3.26K $3.43M
ZTS
Zoetis Inc.

Healthcare
1.73K
+ 136.2%
$145.54 - $178.83 $251K - $309K
3K $519K
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 6.18%
$704.88 - $870.75 $77.5K - $95.8K
1.89K $1.61M
MCD
Mcdonalds Corp

Consumer Cyclical
2K
+ 23.7%
$249.37 - $280.22 $498K - $559K
10.4K $2.65M
MO
Altria Group, Inc.

Consumer Defensive
5.23K
+ 39.93%
$40.75 - $46.83 $213K - $245K
18.3K $834K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.9K
+ 25.52%
$23.48 - $23.77 $256K - $259K
53.5K $1.27M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.1K
+ 29.54%
$24.69 - $24.86 $250K - $251K
44.3K $1.1M
GE
General Electric CO

Industrials
2.46K
+ 26.47%
$136.47 - $175.36 $336K - $431K
11.7K $1.87M
ELV
Elevance Health, Inc.

Healthcare
56
+ 0.68%
$497.49 - $547.8 $27.9K - $30.7K
8.33K $4.51M
Activity Summary
Buys All Purchases 148 New Holdings 23 Increased Positions 125 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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