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
GLW
Corning Inc

Technology
655
+ 3.84%
$39.07 - $52.59 $25.6K - $34.4K
17.7K $932K
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 5.46%
$908.13 - $1056.85 $73.6K - $85.6K
1.57K $1.55M
ABT
Abbott Laboratories

Healthcare
531
+ 2.48%
$123.95 - $138.08 $65.8K - $73.3K
21.9K $2.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 11.71%
$321.63 - $509.31 $25.1K - $39.7K
744 $378K
CF
Cf Industries Holdings, Inc.

Basic Materials
4
+ 0.04%
$68.47 - $102.48 $274 - $410
10.1K $924K
PNC
Pnc Financial Services Group, Inc.

Financial Services
401
+ 8.67%
$149.76 - $186.42 $60.1K - $74.8K
5.03K $936K
XLF
Financial Sector Spdr

ETFs
1.67K
+ 13.33%
$43.92 - $52.37 $73.4K - $87.5K
14.2K $744K
IWD
Ishares Russell 1000 Val ETF

ETFs
423
+ 6.99%
$166.82 - $194.23 $70.6K - $82.2K
6.48K $1.26M
GLD
Spdr Gold Trust

ETFs
160
+ 5.28%
$273.71 - $316.29 $43.8K - $50.6K
3.19K $971K
V
Visa Inc.

Financial Services
138
+ 1.37%
$308.27 - $373.31 $42.5K - $51.5K
10.2K $3.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20
+ 0.91%
$180.84 - $240.32 $3.62K - $4.81K
2.23K $535K
PANW
Palo Alto Networks Inc

Technology
23
+ 0.96%
$152.44 - $204.64 $3.51K - $4.71K
2.43K $496K
SCHX
Schwab Strategic Tr Us Large C

ETFs
715
+ 2.47%
$19.6 - $24.44 $14K - $17.5K
29.7K $724K
MET
Metlife Inc

Financial Services
992
+ 4.62%
$68.42 - $82.49 $67.9K - $81.8K
22.5K $1.81M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
8
+ 0.03%
$33.13 - $40.67 $265 - $325
27.8K $1.13M
SLV
I Shares Silver Trust

ETFs
1.54K
+ 11.6%
$27.08 - $33.74 $41.6K - $51.8K
14.8K $484K
F
Ford Motor CO

Consumer Cyclical
1.71K
+ 2.62%
$8.69 - $10.85 $14.9K - $18.6K
67.2K $728K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.03%
$118.81 - $151.28 $119 - $151
3.31K $500K
HPE
Hewlett Packard Enterprise CO

Technology
47
+ 0.37%
$12.51 - $20.45 $588 - $961
12.7K $260K
VIG
Vanguard Dividend Appreciation

ETFs
348
+ 0.7%
N/A
50.3K $9.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
618
+ 3.02%
$85.42 - $94.39 $52.8K - $58.3K
21.1K $1.98M
CRM
Salesforce, Inc.

Technology
185
+ 13.17%
$236.26 - $291.15 $43.7K - $53.9K
1.59K $433K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
550
+ 2.98%
$100.04 - $100.54 $55K - $55.3K
19K $1.91M
RF
Regions Financial Corp

Financial Services
187
+ 0.74%
$18.34 - $23.52 $3.43K - $4.4K
25.5K $600K
IAU
Ishares Gold Trust

ETFs
40
+ 0.32%
$56.1 - $64.74 $2.24K - $2.59K
12.5K $779K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.97%
$430.82 - $486.45 $19.4K - $21.9K
1.18K $545K
MAR
Marriott International Inc

Consumer Cyclical
12
+ 1.19%
$211.12 - $274.14 $2.53K - $3.29K
1.02K $278K
ICE
Intercontinental Exchange, Inc.

Financial Services
32
+ 1.1%
$151.62 - $183.47 $4.85K - $5.87K
2.94K $539K
UL
Unilever PLC

Consumer Defensive
471
+ 8.87%
$57.9 - $65.43 $27.3K - $30.8K
5.78K $353K
SPGI
S&P Global Inc.

Financial Services
16
+ 1.09%
$438.31 - $527.29 $7.01K - $8.44K
1.48K $780K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.1K
+ 8.23%
$10.8 - $16.92 $11.9K - $18.6K
14.5K $198K
CVS
Cvs Health Corp

Healthcare
104
+ 0.58%
$60.04 - $70.18 $6.24K - $7.3K
18.1K $1.25M
CE
Celanese Corp

Basic Materials
910
+ 6.47%
$37.49 - $59.36 $34.1K - $54K
15K $828K
ENB
Enbridge Inc

Energy
418
+ 4.21%
$41.09 - $47.16 $17.2K - $19.7K
10.4K $469K
WMB
Williams Companies, Inc.

Energy
202
+ 4.22%
$54.33 - $62.87 $11K - $12.7K
4.99K $313K
TJX
Tjx Companies Inc

Consumer Cyclical
141
+ 4.31%
$119.13 - $135.03 $16.8K - $19K
3.41K $421K
ADP
Automatic Data Processing Inc

Industrials
40
+ 1.09%
$276.76 - $326.81 $11.1K - $13.1K
3.71K $1.14M
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 0.86%
$141.87 - $164.49 $4.68K - $5.43K
3.86K $634K
MO
Altria Group, Inc.

Consumer Defensive
699
+ 4.2%
$55.56 - $60.91 $38.8K - $42.6K
17.3K $1.02M
TXN
Texas Instruments Inc

Technology
86
+ 0.88%
N/A
9.9K $1.93M
WM
Waste Management Inc

Industrials
171
+ 2.09%
$216.47 - $242.1 $37K - $41.4K
8.37K $1.91M
ES
Eversource Energy

Utilities
72
+ 0.99%
$54.25 - $65.89 $3.91K - $4.74K
7.34K $467K
SYY
Sysco Corp

Consumer Defensive
113
+ 1.15%
$68.0 - $75.91 $7.68K - $8.58K
9.96K $754K
KMI
Kinder Morgan, Inc.

Energy
74
+ 0.52%
$25.21 - $29.4 $1.87K - $2.18K
14.4K $423K
MDLZ
Mondelez International, Inc.

Consumer Defensive
237
+ 3.9%
$63.54 - $68.5 $15.1K - $16.2K
6.32K $426K
O
Realty Income Corp

Real Estate
215
+ 3.99%
$52.27 - $58.52 $11.2K - $12.6K
5.6K $322K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 0.18%
$87.19 - $111.51 $349 - $446
2.23K $245K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
152
+ 10.5%
$421.16 - $509.5 $64K - $77.4K
1.6K $712K
ATO
Atmos Energy Corp

Utilities
73
+ 2.49%
$145.06 - $162.66 $10.6K - $11.9K
3K $462K
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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