Forvis Wealth Advisors, LLC Reduced Holdings in Q4 2024

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-137K
- 12.49%
$60.13 - $67.31 $8.24M - $9.22M
960K $58.3M
MGC
Vanguard Mega Cap ETF

ETFs
-56.6K
- 19.74%
$204.21 - $220.18 $11.6M - $12.5M
230K $49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-275K
- 10.06%
$33.92 - $36.6 $9.32M - $10.1M
2.46M $85M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-178K
- 9.64%
$26.16 - $28.82 $4.66M - $5.13M
1.67M $43.7M
LLY
Eli Lilly & CO

Healthcare
-1.51K
- 2.93%
$727.2 - $932.06 $1.1M - $1.41M
50.1K $38.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-172K
- 9.51%
$33.62 - $35.69 $5.8M - $6.15M
1.64M $55.4M
VTV
Vanguard Value ETF

ETFs
-31.4K
- 17.27%
$168.32 - $181.87 $5.29M - $5.72M
151K $25.5M
IXUS
Ishares Tr

ETFs
-8.25K
- 0.95%
$65.95 - $72.56 $544K - $599K
857K $56.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-16.1K
- 70.35%
$340.59 - $380.5 $5.47M - $6.11M
6.77K $2.48M
VB
Vanguard Small Cap ETF

ETFs
-19.2K
- 13.23%
$233.76 - $261.58 $4.48M - $5.01M
126K $30.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-75.7K
- 11.02%
$25.61 - $28.0 $1.94M - $2.12M
611K $15.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-111K
- 29.22%
$22.72 - $25.76 $2.52M - $2.86M
269K $6.25M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-66.8K
- 9.7%
$25.15 - $27.57 $1.68M - $1.84M
621K $15.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
-50.7K
- 5.94%
$54.54 - $61.04 $2.77M - $3.1M
803K $44.7M
DFIV
Dimensional ETF Tr

ETFs
-14.9K
- 1.79%
$34.86 - $37.97 $521K - $567K
818K $29M
MCHP
Microchip Technology Inc

Technology
-20.9K
- 32.24%
$55.51 - $79.05 $1.16M - $1.65M
43.8K $2.51M
IEFA
Ishares Tr

ETFs
-11K
- 4.81%
$70.06 - $77.43 $774K - $855K
219K $15.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-17.2K
- 2.18%
$27.88 - $30.51 $480K - $525K
774K $21.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
-55.3K
- 16.8%
$26.18 - $28.77 $1.45M - $1.59M
274K $7.28M
DFAX
Dimensional ETF Tr
-28.1K
- 5.22%
$24.76 - $27.04 $697K - $761K
511K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.96K
- 29.05%
$481.22 - $538.17 $1.91M - $2.13M
9.68K $4.95M
HST
Host Hotels & Resorts, Inc.

Real Estate
-94.1K
- 55.36%
$17.24 - $19.07 $1.62M - $1.79M
75.9K $1.33M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-32.1K
- 8.59%
$24.25 - $26.7 $779K - $858K
342K $8.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
-23.4K
- 55.15%
$55.97 - $62.75 $1.31M - $1.47M
19K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
-5.43K
- 13.75%
$261.5 - $284.63 $1.42M - $1.55M
34.1K $9M
ELV
Elevance Health, Inc.

Healthcare
-409
- 4.85%
$365.96 - $514.62 $150K - $210K
8.03K $2.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21K
- 3.8%
$61.68 - $67.87 $1.3M - $1.43M
532K $33.2M
KLAC
Kla Corp

Technology
-197
- 2.41%
$614.46 - $829.55 $121K - $163K
7.96K $5.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.3K
- 6.35%
$75.1 - $82.99 $473K - $523K
92.8K $7.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.62K
- 4.53%
$44.04 - $49.49 $423K - $476K
203K $8.93M
MRK
Merck & Co., Inc.

Healthcare
-4.54K
- 8.19%
$96.31 - $114.76 $437K - $521K
50.8K $5.06M
GSBC
Great Southern Bancorp, Inc.

Financial Services
-27.4K
- 17.27%
$54.27 - $66.92 $1.48M - $1.83M
131K $7.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.55K
- 4.38%
$113.92 - $127.38 $746K - $834K
143K $16.5M
KO
Coca Cola CO

Consumer Defensive
-3.93K
- 4.98%
$61.74 - $71.71 $242K - $281K
74.9K $4.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.9K
- 32.51%
$77.86 - $79.27 $927K - $944K
24.7K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.8K
- 8.99%
$49.79 - $51.14 $787K - $808K
160K $8.02M
JNJ
Johnson & Johnson

Healthcare
-955
- 2.19%
$143.34 - $165.86 $137K - $158K
42.6K $6.17M
CAT
Caterpillar Inc

Industrials
-693
- 3.06%
$360.37 - $416.88 $250K - $289K
22K $7.97M
DHI
Horton D R Inc

Consumer Cyclical
-17
- 0.1%
$137.24 - $194.56 $2.33K - $3.31K
17.3K $2.42M
CE
Celanese Corp

Basic Materials
-2.22K
- 20.6%
$67.03 - $136.68 $149K - $303K
8.55K $591K
LOW
Lowes Companies Inc

Consumer Cyclical
-63
- 0.18%
$244.52 - $284.07 $15.4K - $17.9K
35.1K $8.66M
PEP
Pepsico Inc

Consumer Defensive
-1.63K
- 4.82%
$151.29 - $176.1 $246K - $286K
32.1K $4.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-237
- 3.2%
$501.29 - $612.85 $119K - $145K
7.17K $3.73M
JKHY
Henry Jack & Associates Inc

Technology
-3.55K
- 2.4%
$171.12 - $186.18 $607K - $661K
144K $25.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
-16.8K
- 11.96%
$116.4 - $138.52 $1.96M - $2.33M
124K $15.7M
TGT
Target Corp

Consumer Defensive
-1.3K
- 4.45%
$121.59 - $160.69 $158K - $209K
28K $3.78M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-23.2K
- 8.56%
$41.16 - $42.25 $954K - $979K
248K $10.5M
MSFT
Microsoft Corp

Technology
-293
- 0.43%
$406.35 - $454.46 $119K - $133K
67.8K $28.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-13.4K
- 22.05%
$33.93 - $38.37 $456K - $515K
47.5K $1.63M
Activity Summary
Buys All Purchases 122 New Holdings 12 Increased Positions 110 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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