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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$103.88 - $123.68 $104 - $124
1.98K $244K
EVRG
Evergy, Inc.

Utilities
77
+ 1.17%
$64.06 - $69.64 $4.93K - $5.36K
6.68K $460K
D
Dominion Energy, Inc

Utilities
28
+ 0.36%
$49.66 - $58.0 $1.39K - $1.62K
7.8K $441K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.14%
N/A
1.47K $272K
Vanguard Malvern Fds
344K
+ 70.87%
N/A
828K $0
Ge Vernova Inc
78
+ 2.28%
N/A
3.49K $0
Aptiv PLC
5.5K
+ 16.17%
N/A
39.5K $0
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.01%
$55.42 - $65.63 $111 - $131
13.8K $858K
J P Morgan Exchange Traded F
269K
+ 14.19%
N/A
2.16M $0
Blackrock Inc
18
+ 3.21%
N/A
579 $0
PRU
Prudential Financial Inc

Financial Services
132
+ 2.22%
$95.12 - $112.71 $12.6K - $14.9K
6.09K $654K
FDX
Fedex Corp

Industrials
58
+ 3.61%
$198.07 - $245.17 $11.5K - $14.2K
1.67K $378K
SLB
Schlumberger Limited

Energy
819
+ 15.9%
$31.95 - $42.2 $26.2K - $34.6K
5.97K $201K
PLD
Prologis, Inc.

Real Estate
2
+ 0.1%
$89.76 - $112.34 $180 - $225
2.09K $219K
PPL
Ppl Corp

Utilities
19
+ 0.27%
$33.45 - $36.5 $636 - $694
7.07K $239K
OGE
Oge Energy Corp.

Utilities
15
+ 0.14%
$42.23 - $46.38 $633 - $696
10.4K $463K
LYB
Lyondell Basell Industries N.V.

Basic Materials
420
+ 11.16%
$53.23 - $70.65 $22.4K - $29.7K
4.19K $242K
WTRG
Essential Utilities, Inc.

Utilities
15
+ 0.14%
$36.92 - $41.39 $554 - $621
10.5K $388K
CPK
Chesapeake Utilities Corp

Utilities
3
+ 0.1%
$116.0 - $135.5 $348 - $407
3.09K $371K
XEL
Xcel Energy Inc

Utilities
219
+ 1.49%
$65.65 - $72.39 $14.4K - $15.9K
15K $1.02M
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.13%
$313.51 - $363.51 $1.88K - $2.18K
4.7K $1.61M
WEC
Wec Energy Group, Inc.

Utilities
61
+ 0.75%
$102.24 - $109.76 $6.24K - $6.7K
8.22K $856K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.09%
$394.72 - $440.39 $789 - $881
2.15K $902K
XLE
Energy Sector Spdr

ETFs
17
+ 0.24%
$76.44 - $94.13 $1.3K - $1.6K
7.17K $608K
ED
Consolidated Edison Inc

Utilities
410
+ 4.08%
$98.05 - $113.3 $40.2K - $46.5K
10.5K $1.05M
AMGN
Amgen Inc

Healthcare
9
+ 0.44%
$262.28 - $309.85 $2.36K - $2.79K
2.07K $577K
SBUX
Starbucks Corp

Consumer Cyclical
66
+ 0.58%
$79.69 - $99.41 $5.26K - $6.56K
11.5K $1.06M
EOG
Eog Resources Inc

Energy
13
+ 0.16%
$104.61 - $129.97 $1.36K - $1.69K
8.27K $989K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14
+ 0.32%
$90.21 - $112.66 $1.26K - $1.58K
4.33K $394K
SNA
Snap On Inc

Industrials
10
+ 0.22%
$292.36 - $342.2 $2.92K - $3.42K
4.62K $1.44M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.32%
$285.55 - $321.23 $7.14K - $8.03K
7.95K $2.32M
ACN
Accenture PLC

Technology
1
+ 0.01%
$279.23 - $323.21 $279 - $323
11.7K $3.49M
TGT
Target Corp

Consumer Defensive
180
+ 0.56%
$88.76 - $105.77 $16K - $19K
32.2K $3.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
18
+ 0.15%
$160.0 - $195.62 $2.88K - $3.52K
11.7K $1.9M
PG
Procter & Gamble CO

Consumer Defensive
1.48K
+ 3.31%
$157.66 - $172.39 $233K - $255K
46.3K $7.37M
LKQ
Lkq Corp

Consumer Cyclical
5.49K
+ 6.33%
$36.86 - $43.38 $202K - $238K
92.2K $3.41M
ELV
Elevance Health, Inc.

Healthcare
47
+ 0.59%
$372.27 - $452.69 $17.5K - $21.3K
8.04K $3.13M
XOM
Exxon Mobil Corp

Energy
372
+ 0.89%
$99.93 - $119.04 $37.2K - $44.3K
42.4K $4.57M
ABBV
Abb Vie Inc.

Healthcare
292
+ 1.2%
$170.16 - $206.27 $49.7K - $60.2K
24.7K $4.59M
PEP
Pepsico Inc

Consumer Defensive
86
+ 0.26%
$128.02 - $151.37 $11K - $13K
33K $4.36M
COP
Conocophillips

Energy
1.05K
+ 2.28%
$82.66 - $106.1 $87.1K - $112K
47.4K $4.25M
AAPL
Apple Inc.

Technology
10.3K
+ 6.01%
$172.42 - $223.89 $1.77M - $2.3M
181K $37.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
187K
+ 1413.81%
$87.84 - $1441.89 $16.5M - $270M
201K $18.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.06%
$483.48 - $539.8 $6.29K - $7.02K
22.3K $10.8M
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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