Forvis Wealth Advisors, LLC Reduced Holdings in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-2.32K
- 22.22%
$245.82 - $304.51 $569K - $705K
8.1K $2.47M
MO
Altria Group, Inc.

Consumer Defensive
-5.41K
- 29.56%
$45.95 - $54.71 $249K - $296K
12.9K $658K
JPM
Jpmorgan Chase & CO

Financial Services
-3.5K
- 5.16%
$194.9 - $224.8 $681K - $786K
64.2K $13.5M
EAPR
Innovator Etfs Tr Emerging Mkt
-6.22K
- 26.41%
$25.09 - $27.24 $156K - $169K
17.3K $467K
EQBK
Equity Bancshares Inc

Financial Services
-3.79K
- 36.56%
$34.9 - $34.9 $132K - $132K
6.58K $229K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.31K
- 17.44%
$173.36 - $189.8 $227K - $249K
6.2K $1.18M
INTU
Intuit Inc

Technology
-4
- 0.12%
$602.97 - $670.49 $2.41K - $2.68K
3.42K $2.12M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.24K
- 39.09%
$107.93 - $120.23 $134K - $149K
1.93K $226K
PEP
Pepsico Inc

Consumer Defensive
-1.73K
- 4.88%
$161.9 - $179.3 $280K - $310K
33.7K $5.73M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.44K
- 25.12%
$24.86 - $26.33 $110K - $117K
13.2K $345K
STRL
Sterling Construction CO Inc

Industrials
-5.09K
- 20.85%
$102.56 - $148.9 $522K - $758K
19.3K $2.8M
BP
Bp PLC

Energy
-800
- 6.32%
$30.78 - $37.05 $24.6K - $29.6K
11.9K $372K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.04K
- 26.25%
$136.93 - $162.81 $142K - $169K
2.92K $468K
WFC
Wells Fargo & Company

Financial Services
-510
- 3.78%
$51.58 - $60.97 $26.3K - $31.1K
13K $733K
KAPR
Innovator U.S. Small Cap Power

ETFs
-4.35K
- 9.88%
$30.54 - $32.65 $133K - $142K
39.7K $1.29M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-3.7K
- 6.65%
$33.3 - $35.24 $123K - $130K
51.9K $1.83M
MMM
3 M CO

Industrials
-4.47K
- 28.29%
$99.69 - $139.42 $446K - $623K
11.3K $1.55M
UPS
United Parcel Service Inc

Industrials
-439
- 5.84%
$123.32 - $147.38 $54.1K - $64.7K
7.08K $965K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-49
- 1.5%
$1024.09 - $1201.76 $50.2K - $58.9K
3.21K $3.38M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-40.5K
- 6.77%
$37.33 - $40.63 $1.51M - $1.65M
558K $22.7M
SLB
Schlumberger Limited

Energy
-96
- 1.34%
$39.57 - $49.67 $3.8K - $4.77K
7.09K $297K
XLE
Energy Sector Spdr

ETFs
-195
- 2.75%
$84.35 - $93.39 $16.4K - $18.2K
6.91K $606K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-683
- 8.08%
$71.45 - $75.64 $48.8K - $51.7K
7.77K $583K
FISV
Fiserv Inc

Technology
-202
- 0.86%
N/A
23.4K $2.93M
XLK
Technology Sector Spdr

ETFs
-89
- 1.87%
$197.34 - $237.68 $17.6K - $21.2K
4.68K $1.06M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-100
- 1.71%
$42.59 - $60.56 $4.26K - $6.06K
5.76K $290K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-353
- 10.59%
$84.81 - $93.54 $29.9K - $33K
2.98K $273K
EMR
Emerson Electric CO

Industrials
-63
- 0.49%
$98.19 - $118.87 $6.19K - $7.49K
12.7K $1.39M
EPD
Enterprise Products Partners L.P.

Energy
-603
- 3.94%
$27.88 - $30.0 $16.8K - $18.1K
14.7K $428K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2K
- 3.74%
$23.63 - $24.42 $47.3K - $48.8K
51.5K $1.26M
AZN
Astrazeneca PLC

Healthcare
-115
- 3.63%
$76.67 - $87.62 $8.82K - $10.1K
3.06K $238K
SHV
Ishares Tr

ETFs
-91
- 1.58%
$110.05 - $110.63 $10K - $10.1K
5.68K $628K
OTIS
Otis Worldwide Corp

Industrials
-1.19K
- 7.54%
$91.43 - $104.43 $109K - $125K
14.6K $1.52M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-206
- 9.16%
$111.9 - $124.28 $23.1K - $25.6K
2.04K $252K
DFSU
Dimensional ETF Tr Dimen Us Su
-36
- 0.3%
N/A
11.8K $0
Linde PLC
-212
- 23.61%
N/A
686 $0
Labcorp Holdings Inc
-2.06K
- 18.69%
N/A
8.95K $0
Innovator Etfs Trust
-7.13K
- 32.91%
N/A
14.5K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-13.1K
- 21.03%
N/A
49.3K $0
EOCT
Innovator Etfs Tr Emerging Mar
-3.66K
- 13.42%
N/A
23.6K $0
PSEP
Innovator U.S. Equity Power Bu
-10.2K
- 8.4%
N/A
111K $0
Ge Vernova Inc
-603
- 18.5%
N/A
2.66K $0
PDEC
Innovator U.S. Equity Power Bu
-8.48K
- 7.21%
N/A
109K $0
PNOV
Innovator U.S. Equity Power Bu
-7.38K
- 13.84%
N/A
45.9K $0
KOCT
Innovator Laddered Fund Of U.S
-5.89K
- 13.25%
N/A
38.6K $0
Innovator Etfs Trust
-4.2K
- 10.91%
N/A
34.3K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-9.37K
- 12.92%
N/A
63.1K $0
VMC
Vulcan Materials CO

Basic Materials
-4
- 0.29%
$231.83 - $274.51 $927 - $1.1K
1.39K $346K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-25
- 0.21%
$9.59 - $10.12 $240 - $253
11.9K $119K
Activity Summary
Buys All Purchases 205 New Holdings 45 Increased Positions 160 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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