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
INTC
Intel Corp

Technology
-4.37K
- 16.57%
$18.13 - $22.69 $79.2K - $99.2K
22K $493K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.7K
- 9.91%
$496.48 - $617.85 $1.84M - $2.29M
33.7K $20.8M
DUK
Duke Energy Corp

Utilities
-189
- 0.98%
$112.46 - $124.05 $21.3K - $23.4K
19.1K $2.26M
FISV
Fiserv Inc

Technology
-768
- 3.59%
N/A
20.7K $2.59M
HD
Home Depot, Inc.

Consumer Cyclical
-263
- 3.36%
$335.24 - $380.78 $88.2K - $100K
7.57K $2.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.99K
- 4.08%
$114.78 - $133.31 $343K - $398K
70.2K $9.35M
CMCSA
Comcast Corp

Communication Services
-1.44K
- 6.67%
$32.84 - $36.72 $47.2K - $52.8K
20.1K $717K
UPS
United Parcel Service Inc

Industrials
-177
- 2.67%
$91.92 - $110.2 $16.3K - $19.5K
6.46K $651K
PAYX
Paychex Inc

Industrials
-203
- 4.06%
$137.01 - $159.78 $27.8K - $32.4K
4.8K $697K
GIS
General Mills Inc

Consumer Defensive
-96
- 1.14%
$50.37 - $60.97 $4.84K - $5.85K
8.34K $432K
OTIS
Otis Worldwide Corp

Industrials
-46
- 0.34%
$90.88 - $104.3 $4.18K - $4.8K
13.7K $1.35M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-484
- 0.6%
$121.58 - $136.74 $58.8K - $66.2K
80.2K $10.9M
CL
Colgate Palmolive CO

Consumer Defensive
-78
- 0.42%
$87.57 - $96.0 $6.83K - $7.49K
18.5K $1.68M
KMB
Kimberly Clark Corp

Consumer Defensive
-91
- 2.63%
$126.84 - $145.22 $11.5K - $13.2K
3.37K $434K
PCAR
Paccar Inc

Industrials
-101
- 0.51%
$86.4 - $99.09 $8.73K - $10K
19.8K $1.89M
BP
Bp PLC

Energy
-218
- 1.73%
$26.11 - $33.81 $5.69K - $7.37K
12.4K $371K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-764
- 12.94%
$72.02 - $73.82 $55K - $56.4K
5.14K $378K
SHEL
Shell PLC

Energy
-434
- 5.83%
$59.75 - $73.05 $25.9K - $31.7K
7.01K $493K
ALL
Allstate Corp

Financial Services
-50
- 0.72%
$180.53 - $212.64 $9.03K - $10.6K
6.88K $1.39M
NOV
Nov Inc.

Energy
-76
- 0.46%
$11.11 - $15.41 $844 - $1.17K
16.3K $202K
NEE
Nextera Energy Inc

Utilities
-98
- 0.37%
$64.11 - $75.0 $6.28K - $7.35K
26.1K $1.81M
BOND
Pimco Active Bond Exchange Tra

ETFs
-400
- 1.75%
$89.87 - $92.93 $35.9K - $37.2K
22.5K $2.08M
PSX
Phillips 66

Energy
-199
- 5.51%
$92.87 - $125.73 $18.5K - $25K
3.41K $406K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-503
- 13.98%
$77.94 - $79.5 $39.2K - $40K
3.1K $246K
ZTS
Zoetis Inc.

Healthcare
-36
- 1.02%
$144.41 - $170.3 $5.2K - $6.13K
3.5K $545K
TRV
Travelers Companies, Inc.

Financial Services
-304
- 2.02%
$233.83 - $276.34 $71.1K - $84K
14.8K $3.95M
HRL
Hormel Foods Corp

Consumer Defensive
-828
- 5.51%
$29.11 - $31.44 $24.1K - $26K
14.2K $429K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-625
- 4.84%
$43.63 - $45.4 $27.3K - $28.4K
12.3K $549K
EGP
Eastgroup Properties Inc

Real Estate
-9
- 0.26%
$145.28 - $176.09 $1.31K - $1.58K
3.4K $568K
IYH
Ishares Tr

ETFs
-125
- 2.22%
$53.97 - $60.17 $6.75K - $7.52K
5.5K $310K
OHI
Omega Healthcare Investors Inc

Real Estate
-384
- 3.31%
$35.55 - $39.05 $13.7K - $15K
11.2K $410K
VNQ
Vanguard Specialized Funds Van

ETFs
-250
- 7.5%
$79.79 - $91.42 $19.9K - $22.9K
3.08K $274K
UNM
Unum Group

Financial Services
-37
- 0.12%
$70.48 - $82.91 $2.61K - $3.07K
30.6K $2.47M
MDT
Medtronic PLC

Healthcare
-169
- 4.88%
$80.68 - $88.86 $13.6K - $15K
3.29K $287K
UGI
Ugi Corp

Utilities
-1.73K
- 13.61%
$30.18 - $36.59 $52.2K - $63.3K
11K $400K
HST
Host Hotels & Resorts, Inc.

Real Estate
-6.31K
- 9.01%
$12.7 - $16.07 $80.2K - $101K
63.8K $979K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.29K
- 7.51%
$25.96 - $29.2 $33.5K - $37.7K
15.9K $464K
AEP
American Electric Power CO Inc

Utilities
-15
- 0.62%
$98.59 - $109.11 $1.48K - $1.64K
2.41K $250K
XLB
Select Sector Spdr Fd Material

ETFs
-517
- 2.97%
$74.27 - $88.92 $38.4K - $46K
16.9K $1.48M
ITW
Illinois Tool Works Inc

Industrials
-37
- 1.21%
$218.41 - $252.43 $8.08K - $9.34K
3.02K $745K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.61K
- 7.44%
$35.3 - $40.46 $92.1K - $106K
32.5K $1.31M
PSA
Public Storage

Real Estate
-3
- 0.17%
$266.31 - $309.77 $799 - $929
1.74K $509K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.24K
- 5.99%
$33.11 - $37.79 $74.3K - $84.8K
35.2K $1.33M
NVS
Novartis Ag

Healthcare
-298
- 10.18%
$101.96 - $121.01 $30.4K - $36.1K
2.63K $318K
DRI
Darden Restaurants Inc

Consumer Cyclical
-943
- 4.82%
$186.58 - $225.78 $176K - $213K
18.6K $4.06M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.07K
- 5.74%
$28.5 - $32.39 $30.6K - $34.8K
17.6K $570K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-128
- 1.4%
$105.23 - $109.61 $13.5K - $14K
9K $986K
INGR
Ingredion Inc

Consumer Defensive
-15
- 0.99%
$123.22 - $140.95 $1.85K - $2.11K
1.5K $203K
Fidelity Wise Origin Bitcoin
-340
- 8.12%
N/A
3.85K $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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