Forvis Wealth Advisors, LLC New Holdings in Q2 2025

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.6K
New
$22.7 - $23.33 $537K - $552K
23.6K $551K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.1K
New
$40.94 - $52.1 $332K - $422K
8.1K $422K
VGT
Vanguard Information Technolog

ETFs
636
New
$470.37 - $663.28 $299K - $422K
636 $421K
CB
Chubb LTD

Financial Services
1.44K
New
$274.32 - $302.46 $395K - $435K
1.44K $416K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
987
New
$299.15 - $396.54 $295K - $391K
987 $391K
IYW
Ishares Dj Us Tech ETF

ETFs
2.13K
New
$122.57 - $173.27 $261K - $370K
2.13K $369K
COIN
Coinbase Global, Inc.

Technology
1.01K
New
$151.47 - $375.07 $152K - $377K
1.01K $352K
FTNT
Fortinet, Inc.

Technology
2.75K
New
$84.71 - $108.69 $233K - $299K
2.75K $290K
WDFC
Wd 40 CO

Basic Materials
1.18K
New
$217.49 - $248.93 $257K - $294K
1.18K $269K
SCHW
Schwab Charles Corp

Financial Services
2.83K
New
$69.06 - $91.24 $195K - $258K
2.83K $258K
NTAP
Net App, Inc.

Technology
2.42K
New
$76.1 - $106.55 $184K - $258K
2.42K $257K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.43K
New
$35.62 - $39.64 $229K - $255K
6.43K $250K
UBER
Uber Technologies, Inc

Technology
2.67K
New
$64.62 - $93.3 $172K - $249K
2.67K $248K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.08K
New
$94.74 - $118.43 $197K - $246K
2.08K $246K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.94K
New
$23.87 - $29.82 $189K - $237K
7.94K $236K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.98K
New
$22.27 - $29.21 $178K - $233K
7.98K $232K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.52K
New
$50.52 - $50.92 $229K - $230K
4.52K $230K
FCAP
First Capital Inc

Financial Services
5.53K
New
$37.95 - $51.67 $210K - $286K
5.53K $228K
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $225K
JXN
Jackson Financial Inc.

Financial Services
2.33K
New
$70.35 - $89.5 $164K - $208K
2.33K $206K
C
Citigroup Inc

Financial Services
2.36K
New
$58.13 - $85.12 $137K - $201K
2.36K $200K
PRPH
Pro Phase Labs, Inc.

Healthcare
19.6K
New
$0.24 - $0.44 $4.7K - $8.62K
19.6K $7K
Kayne Anderson Bdc Inc
14.9K
New
N/A
14.9K $0
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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