Forvis Wealth Advisors, LLC Reduced Holdings in Q3 2025

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
-86
- 0.06%
$148.45 - $182.09 $12.8K - $15.7K
135K $20.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-109K
- 9.03%
$35.76 - $37.93 $3.9M - $4.14M
1.1M $41.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-163K
- 7.73%
$21.69 - $23.34 $3.55M - $3.82M
1.95M $45.4M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-32.9K
- 16.98%
$43.95 - $45.8 $1.45M - $1.51M
161K $7.37M
TGT
Target Corp

Consumer Defensive
-7.64K
- 23.72%
$86.56 - $107.43 $661K - $820K
24.5K $2.2M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-30.9K
- 15.21%
$37.32 - $38.38 $1.15M - $1.19M
172K $6.61M
DFAU
Dimensional ETF Tr

ETFs
-47.7K
- 12.65%
$42.42 - $45.96 $2.02M - $2.19M
329K $15.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
-30.3K
- 13.32%
$41.27 - $43.1 $1.25M - $1.31M
197K $8.51M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-38.2K
- 31.15%
$22.9 - $24.1 $874K - $920K
84.4K $2.01M
LLY
Eli Lilly & CO

Healthcare
-61
- 0.14%
$625.65 - $812.69 $38.2K - $49.6K
43.4K $33.2M
ADBE
Adobe Inc.

Technology
-1.3K
- 16.53%
$333.65 - $392.1 $433K - $509K
6.55K $2.31M
V
Visa Inc.

Financial Services
-1.7K
- 16.67%
$332.09 - $358.86 $564K - $609K
8.48K $2.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-37.4K
- 7.86%
$28.69 - $30.59 $1.07M - $1.14M
439K $13.3M
DRI
Darden Restaurants Inc

Consumer Cyclical
-971
- 5.22%
$184.73 - $220.27 $179K - $214K
17.6K $3.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.66K
- 7.9%
$181.56 - $190.33 $1.39M - $1.46M
89.3K $16.9M
DIS
Walt Disney CO

Communication Services
-1.37K
- 2.52%
$112.25 - $124.0 $154K - $170K
53K $6.07M
META
Meta Platforms, Inc.

Communication Services
-761
- 5.14%
$695.21 - $791.73 $529K - $603K
14.1K $10.3M
ELV
Elevance Health, Inc.

Healthcare
-250
- 3.11%
$274.66 - $395.76 $68.7K - $98.9K
7.79K $2.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.94K
- 11.3%
$87.29 - $93.61 $867K - $930K
78K $7.28M
CVX
Chevron Corp

Energy
-7.33K
- 15.25%
$145.57 - $161.83 $1.07M - $1.19M
40.7K $6.32M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-143K
- 7.75%
$36.04 - $38.78 $5.17M - $5.56M
1.71M $65.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.01K
- 63.0%
$366.54 - $479.53 $369K - $483K
592 $231K
OTIS
Otis Worldwide Corp

Industrials
-3.84K
- 28.08%
$84.93 - $101.07 $326K - $388K
9.83K $899K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-17.2K
- 9.19%
$43.83 - $45.64 $755K - $787K
170K $7.78M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-33.8K
- 8.62%
$30.76 - $33.01 $1.04M - $1.11M
358K $11.7M
SYK
Stryker Corp

Healthcare
-136
- 0.92%
$368.57 - $403.53 $50.1K - $54.9K
14.7K $5.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
-804
- 6.88%
$131.78 - $176.09 $106K - $142K
10.9K $1.46M
VTV
Vanguard Value ETF

ETFs
-7.67K
- 7.49%
$175.51 - $186.57 $1.35M - $1.43M
94.7K $17.7M
NFLX
Netflix Inc

Communication Services
-53
- 2.05%
$1147.87 - $1297.18 $60.8K - $68.8K
2.53K $3.03M
VB
Vanguard Small Cap ETF

ETFs
-8.02K
- 8.46%
$237.58 - $259.17 $1.91M - $2.08M
86.8K $22.1M
DXCM
Dexcom Inc

Healthcare
-650
- 4.14%
$66.46 - $89.53 $43.2K - $58.2K
15.1K $1.01M
EOG
Eog Resources Inc

Energy
-2.53K
- 30.6%
$112.12 - $126.1 $284K - $319K
5.74K $643K
MCHP
Microchip Technology Inc

Technology
-1.5K
- 3.99%
$60.95 - $75.26 $91.6K - $113K
36.2K $2.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.5K
- 2.72%
$211.65 - $238.24 $318K - $358K
53.9K $11.8M
NKE
Nike, Inc.

Consumer Cyclical
-4.4K
- 46.01%
$69.24 - $79.24 $304K - $348K
5.16K $359K
COF
Capital One Financial Corp

Financial Services
-1.43K
- 5.92%
$207.29 - $229.74 $296K - $329K
22.7K $4.83M
SHV
Ishares Tr

ETFs
-2.75K
- 32.08%
$110.06 - $110.49 $303K - $304K
5.83K $643K
MUB
Ishares National Muni Bond ETF

ETFs
-15.1K
- 2.33%
$103.24 - $106.68 $1.56M - $1.61M
633K $67.4M
AMP
Ameriprise Financial Inc

Financial Services
-219
- 4.85%
$486.13 - $544.55 $106K - $119K
4.3K $2.11M
DFAX
Dimensional ETF Tr
-26K
- 10.07%
$29.25 - $31.56 $760K - $820K
232K $7.28M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-8.38K
- 25.83%
$40.45 - $42.49 $339K - $356K
24.1K $1.02M
CARR
Carrier Global Corp

Industrials
-38
- 0.19%
$58.75 - $80.73 $2.23K - $3.07K
20K $1.19M
DFAT
Dimensional ETF Tr U S Target

ETFs
-48.6K
- 8.07%
$53.36 - $59.69 $2.59M - $2.9M
553K $32.2M
CSCO
Cisco Systems, Inc.

Technology
-1.53K
- 1.01%
$66.2 - $71.79 $101K - $110K
150K $10.3M
CL
Colgate Palmolive CO

Consumer Defensive
-555
- 3.01%
$79.36 - $93.33 $44K - $51.8K
17.9K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.43K
- 10.43%
$194.44 - $206.51 $472K - $501K
20.9K $4.31M
TSN
Tyson Foods, Inc.

Consumer Defensive
-2.71K
- 7.58%
$52.3 - $57.69 $142K - $156K
33K $1.79M
UPS
United Parcel Service Inc

Industrials
-995
- 15.41%
$82.58 - $105.54 $82.2K - $105K
5.46K $456K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-611
- 36.74%
$362.31 - $405.74 $221K - $248K
1.05K $423K
Activity Summary
Buys All Purchases 122 New Holdings 19 Increased Positions 103 Sells All Sells 245 Reductions 245 Sold out 0 Options Calls 0 Puts 0
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