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
UNH
Unitedhealth Group Inc

Healthcare
75
+ 2.31%
$461.52 - $548.18 $34.6K - $41.1K
3.32K $1.74M
EVRG
Evergy, Inc.

Utilities
724
+ 12.32%
$59.9 - $69.52 $43.4K - $50.3K
6.6K $455K
ZTS
Zoetis Inc.

Healthcare
514
+ 17.01%
$156.48 - $175.67 $80.4K - $90.3K
3.54K $582K
BP
Bp PLC

Energy
917
+ 7.84%
$29.93 - $35.31 $27.4K - $32.4K
12.6K $426K
UL
Unilever PLC

Consumer Defensive
1.16K
+ 28.08%
$54.72 - $60.29 $63.7K - $70.2K
5.31K $316K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.74K
+ 19.6%
$21.75 - $24.28 $103K - $115K
28.9K $638K
URI
United Rentals, Inc.

Industrials
646
+ 15.32%
$594.17 - $789.56 $384K - $510K
4.86K $3.05M
EOG
Eog Resources Inc

Energy
198
+ 2.46%
$120.54 - $138.05 $23.9K - $27.3K
8.26K $1.06M
CARR
Carrier Global Corp

Industrials
2.48K
+ 14.05%
$62.07 - $70.55 $154K - $175K
20.2K $1.28M
XEL
Xcel Energy Inc

Utilities
300
+ 2.08%
$63.37 - $72.1 $19K - $21.6K
14.7K $1.04M
ENB
Enbridge Inc

Energy
1.07K
+ 12.02%
$41.54 - $45.45 $44.3K - $48.4K
9.93K $440K
SLV
I Shares Silver Trust

ETFs
80
+ 0.61%
$26.93 - $31.32 $2.15K - $2.51K
13.2K $410K
TMO
Thermo Fisher Scientific Inc.

Healthcare
452
+ 6.3%
$497.6 - $606.74 $225K - $274K
7.62K $3.79M
EGP
Eastgroup Properties Inc

Real Estate
52
+ 1.55%
$155.63 - $187.46 $8.09K - $9.75K
3.41K $600K
NVS
Novartis Ag

Healthcare
190
+ 6.94%
$97.14 - $115.57 $18.5K - $22K
2.93K $326K
PEP
Pepsico Inc

Consumer Defensive
839
+ 2.62%
$142.64 - $156.42 $120K - $131K
32.9K $4.93M
XLF
Financial Sector Spdr

ETFs
803
+ 6.84%
$47.32 - $52.19 $38K - $41.9K
12.5K $624K
MDT
Medtronic PLC

Healthcare
255
+ 7.95%
$79.84 - $94.5 $20.4K - $24.1K
3.46K $311K
GD
General Dynamics Corp

Industrials
124
+ 5.35%
$241.94 - $272.58 $30K - $33.8K
2.44K $665K
ATO
Atmos Energy Corp

Utilities
67
+ 2.34%
$136.51 - $154.58 $9.15K - $10.4K
2.93K $452K
AEP
American Electric Power CO Inc

Utilities
111
+ 4.79%
$90.32 - $109.27 $10K - $12.1K
2.43K $265K
OGE
Oge Energy Corp.

Utilities
16
+ 0.15%
$39.76 - $46.32 $636 - $741
10.4K $479K
WMB
Williams Companies, Inc.

Energy
328
+ 7.35%
$54.02 - $61.09 $17.7K - $20K
4.79K $286K
FDN
First Tr Fd Dow Jones

ETFs
337
+ 22.91%
$221.38 - $266.86 $74.6K - $89.9K
1.81K $401K
PSX
Phillips 66

Energy
37
+ 1.04%
$113.93 - $131.55 $4.22K - $4.87K
3.61K $445K
COF
Capital One Financial Corp

Financial Services
105
+ 0.52%
$163.87 - $209.82 $17.2K - $22K
20.4K $3.66M
NOC
Northrop Grumman Corp

Industrials
13
+ 2.16%
$433.45 - $513.82 $5.63K - $6.68K
614 $314K
WFC
Wells Fargo & Company

Financial Services
159
+ 1.24%
$66.78 - $81.42 $10.6K - $12.9K
13K $931K
CMCSA
Comcast Corp

Communication Services
1.15K
+ 5.65%
$33.19 - $38.23 $38.3K - $44.1K
21.6K $795K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
708
+ 8.38%
$25.81 - $28.52 $18.3K - $20.2K
9.15K $252K
GLW
Corning Inc

Technology
1.08K
+ 6.76%
$44.91 - $54.25 $48.5K - $58.6K
17.1K $781K
CBRE
Cbre Group, Inc.

Real Estate
161
+ 1.15%
$121.79 - $147.13 $19.6K - $23.7K
14.1K $1.85M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
519
+ 7.84%
$64.88 - $72.1 $33.7K - $37.4K
7.14K $469K
NOW
Service Now, Inc.

Technology
85
+ 37.61%
$783.83 - $1170.39 $66.6K - $99.5K
311 $247K
QCOM
Qualcomm Inc

Technology
45
+ 1.09%
$151.94 - $175.86 $6.84K - $7.91K
4.17K $639K
OZK
Bank Ozk

Financial Services
281
+ 3.32%
$41.71 - $53.1 $11.7K - $14.9K
8.75K $380K
Vanguard Malvern Fds
309K
+ 175.8%
N/A
485K $0
Canadian Pacific Kansas City
190
+ 2.05%
N/A
9.48K $0
J P Morgan Exchange Traded F
509K
+ 36.74%
N/A
1.89M $0
Ge Vernova Inc
759
+ 28.58%
N/A
3.42K $0
Blackrock Inc
69
+ 14.02%
N/A
561 $0
CBSH
Commerce Bancshares Inc

Financial Services
3
+ 0.02%
$58.85 - $68.59 $177 - $206
13.8K $858K
LMT
Lockheed Martin Corp

Industrials
88
+ 8.42%
$423.19 - $506.29 $37.2K - $44.6K
1.13K $506K
SNA
Snap On Inc

Industrials
32
+ 0.7%
$324.09 - $358.62 $10.4K - $11.5K
4.61K $1.55M
HRL
Hormel Foods Corp

Consumer Defensive
90
+ 0.6%
$28.29 - $31.52 $2.55K - $2.84K
15K $464K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.03%
$156.61 - $168.02 $157 - $168
3.83K $614K
PFE
Pfizer Inc

Healthcare
2K
+ 3.95%
$25.01 - $27.13 $49.9K - $54.2K
52.5K $1.33M
ADI
Analog Devices Inc

Technology
56
+ 2.84%
$201.56 - $243.82 $11.3K - $13.7K
2.03K $409K
PRU
Prudential Financial Inc

Financial Services
249
+ 4.36%
$105.04 - $122.33 $26.2K - $30.5K
5.96K $665K
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
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