Forvis Wealth Advisors, LLC Reduced Holdings in Q2 2025

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-127K
- 25.16%
$34.04 - $42.36 $4.31M - $5.37M
377K $16M
DFAT
Dimensional ETF Tr U S Target

ETFs
-83.5K
- 12.18%
$44.8 - $53.97 $3.74M - $4.5M
602K $32.5M
LLY
Eli Lilly & CO

Healthcare
-39
- 0.09%
$713.71 - $898.95 $27.8K - $35.1K
43.5K $33.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-149K
- 11.0%
$29.36 - $35.56 $4.38M - $5.31M
1.21M $43M
VTV
Vanguard Value ETF

ETFs
-12.8K
- 11.15%
$153.67 - $176.74 $1.97M - $2.27M
102K $18.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-211K
- 10.24%
$29.12 - $35.84 $6.14M - $7.56M
1.85M $66.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.06K
- 77.05%
$376.48 - $440.65 $1.53M - $1.79M
1.21K $532K
JKHY
Henry Jack & Associates Inc

Technology
-5.86K
- 4.15%
$163.54 - $186.02 $958K - $1.09M
135K $24.4M
CVX
Chevron Corp

Energy
-1.29K
- 2.62%
$133.73 - $168.51 $173K - $218K
48.1K $6.88M
DFAX
Dimensional ETF Tr
-82.9K
- 24.32%
$23.37 - $29.39 $1.94M - $2.44M
258K $7.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-177K
- 13.69%
$23.4 - $29.68 $4.14M - $5.25M
1.12M $33.1M
JNJ
Johnson & Johnson

Healthcare
-1.23K
- 2.09%
$146.36 - $159.82 $180K - $196K
57.4K $8.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-26K
- 1.05%
$44.68 - $45.96 $1.16M - $1.2M
2.45M $112M
UNH
Unitedhealth Group Inc

Healthcare
-475
- 14.31%
$274.35 - $599.47 $130K - $285K
2.85K $887K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-241
- 3.16%
$390.26 - $489.06 $94.1K - $118K
7.38K $2.99M
HPQ
Hp Inc

Technology
-5.58K
- 2.8%
$21.88 - $29.32 $122K - $164K
194K $4.75M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.13K
- 8.61%
$152.93 - $181.74 $1.4M - $1.66M
97K $17.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-72K
- 15.54%
$24.94 - $31.15 $1.8M - $2.24M
391K $12.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
-40.1K
- 22.87%
$25.93 - $32.91 $1.04M - $1.32M
135K $4.45M
MRK
Merck & Co., Inc.

Healthcare
-557
- 1.03%
$73.47 - $87.12 $40.9K - $48.5K
53.3K $4.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-848
- 2.34%
$210.83 - $235.28 $179K - $200K
35.4K $7.85M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-142
- 4.18%
$483.07 - $625.6 $68.6K - $88.8K
3.25K $1.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.38K
- 4.0%
$48.13 - $49.85 $307K - $318K
153K $7.51M
BMY
Bristol Myers Squibb CO

Healthcare
-209
- 0.8%
$44.12 - $59.6 $9.22K - $12.5K
26K $1.2M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-20.2K
- 9.04%
$33.22 - $37.29 $671K - $753K
203K $7.58M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.52K
- 4.09%
$54.33 - $63.56 $82.7K - $96.7K
35.7K $2M
VB
Vanguard Small Cap ETF

ETFs
-8.08K
- 7.85%
$193.73 - $237.37 $1.56M - $1.92M
94.9K $22.5M
KO
Coca Cola CO

Consumer Defensive
-3.81K
- 6.96%
$68.37 - $73.9 $261K - $282K
51K $3.61M
ROP
Roper Technologies Inc

Industrials
-223
- 3.18%
$519.19 - $590.78 $116K - $132K
6.78K $3.85M
DHI
Horton D R Inc

Consumer Cyclical
-2.47K
- 10.31%
$115.1 - $129.63 $284K - $320K
21.5K $2.77M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-11.4K
- 21.08%
$22.54 - $23.17 $257K - $264K
42.6K $979K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-11.3K
- 16.54%
$34.48 - $39.76 $388K - $448K
56.8K $2.26M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-9.98K
- 13.25%
$37.18 - $42.23 $371K - $421K
65.3K $2.76M
VZ
Verizon Communications Inc

Communication Services
-1.42K
- 1.68%
$41.67 - $45.62 $59K - $64.6K
83.1K $3.6M
IEMG
Ishares Inc

ETFs
-4.42K
- 3.57%
N/A
119K $6.41M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.77K
- 7.06%
$168.34 - $195.42 $297K - $345K
23.3K $4.55M
USB
Us Bancorp \De\

Financial Services
-5.44K
- 34.94%
$36.4 - $45.76 $198K - $249K
10.1K $458K
ADBE
Adobe Inc.

Technology
-587
- 6.96%
$340.0 - $420.68 $200K - $247K
7.85K $3.04M
IAPR
Innovator Etfs Tr Internationa

ETFs
-8.36K
- 29.91%
$25.9 - $29.24 $216K - $244K
19.6K $572K
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.26K
- 31.57%
$50.37 - $57.97 $164K - $189K
7.07K $399K
SHV
Ishares Tr

ETFs
-1.73K
- 16.8%
$110.06 - $110.46 $191K - $191K
8.58K $946K
DHR
Danaher Corp

Healthcare
-439
- 3.64%
$174.64 - $205.16 $76.7K - $90.1K
11.6K $2.3M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-16.1K
- 7.69%
$38.7 - $44.05 $625K - $711K
194K $8.54M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.74K
- 3.19%
$50.34 - $51.86 $138K - $142K
83.2K $4.27M
PFE
Pfizer Inc

Healthcare
-3.57K
- 6.8%
$21.59 - $24.84 $77.1K - $88.7K
48.9K $1.19M
DTE
Dte Energy CO

Utilities
-388
- 2.42%
$127.39 - $139.49 $49.4K - $54.1K
15.7K $2.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.66K
- 30.49%
$22.68 - $23.28 $128K - $132K
12.9K $299K
QCOM
Qualcomm Inc

Technology
-852
- 20.46%
$124.66 - $159.48 $106K - $136K
3.31K $527K
SWK
Stanley Black & Decker, Inc.

Industrials
-889
- 16.34%
$55.86 - $76.98 $49.7K - $68.4K
4.55K $308K
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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