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
IJK
Ishares S&P Midcap 400 Growth

ETFs
50
+ 1.68%
$81.62 - $96.63 $4.08K - $4.83K
3.03K $252K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
107
+ 3.43%
$77.33 - $90.16 $8.27K - $9.65K
3.22K $252K
SCHA
Schwab Strategic Tr Us Small C

ETFs
230
+ 1.81%
$23.16 - $27.04 $5.33K - $6.22K
12.9K $302K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
257
+ 11.48%
$165.25 - $224.62 $42.5K - $57.7K
2.5K $414K
PAVE
Global X Fds Us Infrastructure

ETFs
157
+ 1.14%
$37.31 - $43.82 $5.86K - $6.88K
14K $527K
HON
Honeywell International Inc

Industrials
98
+ 2.34%
$202.75 - $226.52 $19.9K - $22.2K
4.28K $906K
VV
Vanguard Large Cap ETF

ETFs
112
+ 2.13%
$253.32 - $282.66 $28.4K - $31.7K
5.37K $1.38M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
28
+ 2.83%
$200.77 - $270.08 $5.62K - $7.56K
1.02K $204K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 1.74%
$62.43 - $84.12 $6.24K - $8.41K
5.86K $381K
META
Meta Platforms, Inc.

Communication Services
234
+ 1.67%
$576.36 - $736.67 $135K - $172K
14.3K $8.23M
BAC
Bank Of America Corp

Financial Services
6.13K
+ 4.27%
$39.61 - $47.74 $243K - $293K
150K $6.24M
BX
Blackstone Inc.

Financial Services
70
+ 2.96%
$136.53 - $186.74 $9.56K - $13.1K
2.44K $340K
ETN
Eaton Corp PLC

Industrials
73
+ 3.64%
$271.83 - $371.23 $19.8K - $27.1K
2.08K $564K
SRE
Sempra Energy

Utilities
328
+ 3.11%
$67.85 - $87.67 $22.3K - $28.8K
10.9K $775K
QQQ
Invesco Qqq Trust, Series 1

ETFs
554
+ 5.72%
$468.34 - $539.52 $259K - $299K
10.2K $4.8M
EMR
Emerson Electric CO

Industrials
137
+ 1.08%
$108.64 - $131.17 $14.9K - $18K
12.8K $1.41M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
139
+ 4.27%
$634.14 - $744.83 $88.1K - $104K
3.39K $2.15M
LOW
Lowes Companies Inc

Consumer Cyclical
1.14K
+ 3.26%
$222.66 - $268.42 $254K - $307K
36.2K $8.45M
MRK
Merck & Co., Inc.

Healthcare
3.01K
+ 5.93%
$83.01 - $101.02 $250K - $304K
53.8K $4.83M
STZ
Constellation Brands, Inc.

Consumer Defensive
943
+ 8.8%
$161.05 - $222.93 $152K - $210K
11.7K $2.14M
DIS
Walt Disney CO

Communication Services
3.36K
+ 6.86%
$96.87 - $114.0 $326K - $383K
52.4K $5.17M
VTI
Vanguard Total Stock Market Et

ETFs
229K
+ 5.42%
$271.18 - $303.12 $62.2M - $69.5M
4.46M $1.23B
XLY
Select Sector Spdr Consumer Di

ETFs
95
+ 0.71%
$192.6 - $233.2 $18.3K - $22.2K
13.4K $2.65M
ADBE
Adobe Inc.

Technology
385
+ 4.78%
$377.84 - $464.11 $145K - $179K
8.44K $3.24M
AVGO
Broadcom Inc.

Technology
3.87K
+ 24.62%
$167.43 - $244.7 $648K - $947K
19.6K $3.28M
MUB
Ishares National Muni Bond ETF

ETFs
3.12K
+ 0.49%
$104.71 - $107.69 $326K - $335K
641K $67.6M
TGT
Target Corp

Consumer Defensive
4.03K
+ 14.39%
$103.65 - $142.5 $417K - $574K
32K $3.34M
GOOG
Alphabet Inc.

Communication Services
827
+ 3.93%
$156.06 - $207.71 $129K - $172K
21.9K $3.41M
ORCL
Oracle Corp

Technology
4.92K
+ 10.24%
$139.81 - $186.47 $687K - $917K
52.9K $7.4M
PWR
Quanta Services, Inc.

Industrials
1.6K
+ 5.62%
$236.71 - $358.03 $378K - $571K
30K $7.62M
GOOGL
Alphabet Inc.

Communication Services
668
+ 0.72%
$154.33 - $206.19 $103K - $138K
93.4K $14.5M
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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