Forvis Wealth Advisors, LLC New Holdings in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSBC
Great Southern Bancorp, Inc.

Financial Services
158K
New
$52.92 - $64.91 $8.38M - $10.3M
158K $9.01M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
22.8K
New
$305.34 - $350.41 $6.97M - $8M
22.8K $7.88M
SFNC
Simmons First National Corp

Financial Services
216K
New
$17.05 - $22.07 $3.68M - $4.76M
216K $4.64M
KE
Kimball Electronics, Inc.

Industrials
173K
New
$17.31 - $24.28 $3M - $4.21M
173K $3.21M
NEAR
Blackrock Short Maturity Bond

ETFs
60.3K
New
$50.09 - $51.31 $3.02M - $3.09M
60.3K $3.09M
DE
Deere & CO

Industrials
7.32K
New
$344.84 - $418.0 $2.53M - $3.06M
7.32K $3.06M
SO
Southern CO

Utilities
22K
New
$77.0 - $90.52 $1.69M - $1.99M
22K $1.98M
SHW
Sherwin Williams CO

Basic Materials
3.92K
New
$294.65 - $384.0 $1.15M - $1.5M
3.92K $1.49M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.7K
New
$106.11 - $113.72 $1.14M - $1.22M
10.7K $1.21M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
19.7K
New
$43.14 - $58.04 $850K - $1.14M
19.7K $1.11M
CI
Cigna Corp

Healthcare
2.57K
New
$319.12 - $367.1 $821K - $945K
2.57K $891K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
23.7K
New
$31.95 - $38.02 $759K - $903K
23.7K $889K
T
At&T Inc.

Communication Services
39K
New
$18.21 - $22.28 $710K - $869K
39K $858K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.46K
New
$72.18 - $107.33 $466K - $694K
6.46K $685K
GPI
Group 1 Automotive Inc

Consumer Cyclical
1.58K
New
$280.92 - $391.73 $442K - $617K
1.58K $603K
PNFP
Pinnacle Financial Partners Inc

Financial Services
5.12K
New
$76.97 - $100.56 $394K - $515K
5.12K $501K
AFL
Aflac Inc

Financial Services
4.38K
New
$88.52 - $111.8 $388K - $490K
4.38K $489K
CB
Chubb LTD

Financial Services
1.6K
New
$252.51 - $292.2 $405K - $468K
1.6K $461K
ODC
Oil Dri Corp Of America

Basic Materials
6.69K
New
$59.4 - $69.08 $397K - $462K
6.69K $461K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.21K
New
$175.46 - $203.3 $387K - $449K
2.21K $447K
GABC
German American Bancorp, Inc.

Financial Services
9.97K
New
$33.96 - $41.76 $338K - $416K
9.97K $386K
ET
Energy Transfer LP

Energy
22.9K
New
$15.43 - $16.44 $354K - $377K
22.9K $368K
TRIN
Trinity Capital Inc.

Financial Services
26.7K
New
$13.57 - $14.74 $362K - $393K
26.7K $361K
WTS
Watts Water Technologies Inc

Industrials
1.6K
New
$175.53 - $207.88 $281K - $333K
1.6K $331K
SPLP
Steel Partners Holdings L.P.

Industrials
8.05K
New
$35.01 - $42.0 $282K - $338K
8.05K $329K
OKE
Oneok Inc

Energy
3.25K
New
$78.62 - $95.27 $255K - $309K
3.25K $295K
VBR
Vanguard Small Cap Value ETF

ETFs
1.37K
New
$179.99 - $201.6 $247K - $277K
1.37K $275K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.87K
New
$63.56 - $107.36 $246K - $416K
3.87K $272K
DOV
Dover Corp

Industrials
1.4K
New
$172.5 - $193.03 $242K - $271K
1.4K $269K
NSC
Norfolk Southern Corp

Industrials
996
New
$213.75 - $259.69 $213K - $259K
996 $247K
PPL
Ppl Corp

Utilities
7.17K
New
$27.36 - $33.08 $196K - $237K
7.17K $237K
AEP
American Electric Power CO Inc

Utilities
2.28K
New
$87.11 - $104.95 $198K - $239K
2.28K $233K
GPN
Global Payments Inc

Industrials
2.18K
New
$92.66 - $112.97 $202K - $247K
2.18K $223K
WMB
Williams Companies, Inc.

Energy
4.69K
New
$41.24 - $46.22 $193K - $217K
4.69K $214K
PANW
Palo Alto Networks Inc

Technology
624
New
$294.18 - $368.01 $184K - $230K
624 $213K
JHG
Janus Henderson Group PLC

Financial Services
5.61K
New
$33.55 - $38.68 $188K - $217K
5.61K $213K
VT
Vanguard Total World Stk Index

ETFs
1.74K
New
$107.72 - $119.96 $187K - $208K
1.74K $208K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.56K
New
$41.02 - $46.01 $187K - $210K
4.56K $207K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.15K
New
$48.06 - $49.39 $200K - $205K
4.15K $204K
CEG
Constellation Energy Corp

Utilities
788
New
$167.08 - $262.86 $132K - $207K
788 $204K
LEG
Leggett & Platt Inc

Consumer Cyclical
14.9K
New
$10.67 - $14.12 $158K - $210K
14.9K $202K
Thomson Reuters Corp.
2.09K
New
N/A
2.09K $0
Grayscale Ethereum Mini Tr E
24.8K
New
N/A
24.8K $0
EPPRC
El Paso Enr Cp Tsti 4.75%
14.2K
New
N/A
14.2K $0
Activity Summary
Buys All Purchases 205 New Holdings 45 Increased Positions 160 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email