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
IJAN
Innovator Etfs Tr Intl Dev Pwr
-7.85K
- 39.26%
N/A
12.1K $0
Labcorp Holdings Inc
-209
- 2.39%
N/A
8.53K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-1.87K
- 8.47%
N/A
20.2K $0
TFC
Truist Financial Corp

Financial Services
-539
- 4.29%
$34.79 - $42.99 $18.8K - $23.2K
12K $516K
Ishares Bitcoin Trust ETF
-299
- 2.85%
N/A
10.2K $0
PSEP
Innovator U.S. Equity Power Bu
-8.64K
- 11.35%
N/A
67.4K $0
PDEC
Innovator U.S. Equity Power Bu
-7.55K
- 9.53%
N/A
71.6K $0
PNOV
Innovator U.S. Equity Power Bu
-2.22K
- 9.08%
N/A
22.2K $0
KOCT
Innovator Laddered Fund Of U.S
-1.64K
- 11.21%
N/A
13K $0
Innovator Etfs Trust
-4.23K
- 24.6%
N/A
13K $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-47
- 0.4%
$8.45 - $9.78 $397 - $460
11.8K $115K
IJUL
Innovator Etfs Tr

ETFs
-903
- 7.03%
$27.51 - $31.94 $24.8K - $28.8K
11.9K $381K
VBR
Vanguard Small Cap Value ETF

ETFs
-15
- 1.13%
$162.76 - $195.77 $2.44K - $2.94K
1.32K $257K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-44.6K
- 8.57%
$24.32 - $29.74 $1.09M - $1.33M
476K $14M
VMC
Vulcan Materials CO

Basic Materials
-86
- 6.21%
$226.49 - $276.01 $19.5K - $23.7K
1.3K $338K
IYM
Ishares Tr

ETFs
-30
- 0.77%
$116.16 - $140.01 $3.48K - $4.2K
3.88K $542K
NUE
Nucor Corp

Basic Materials
-21
- 1.01%
$103.22 - $131.43 $2.17K - $2.76K
2.05K $265K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-230
- 1.78%
$20.42 - $25.3 $4.7K - $5.82K
12.7K $321K
HBAN
Huntington Bancshares Inc

Financial Services
-423
- 2.9%
$12.49 - $16.76 $5.28K - $7.09K
14.2K $237K
XLU
Utilities Sector Spdr

ETFs
-179
- 1.46%
$73.09 - $82.77 $13.1K - $14.8K
12.1K $985K
SRE
Sempra Energy

Utilities
-347
- 3.19%
$63.78 - $78.91 $22.1K - $27.4K
10.5K $796K
IDU
Ishares Tr U S Utils ETF

ETFs
-35
- 0.44%
$93.98 - $106.11 $3.29K - $3.71K
7.91K $827K
BX
Blackstone Inc.

Financial Services
-2
- 0.08%
$120.07 - $151.11 $240 - $302
2.43K $363K
GD
General Dynamics Corp

Industrials
-56
- 2.29%
$247.68 - $291.66 $13.9K - $16.3K
2.39K $696K
PEG
Public Service Enterprise Group Inc

Utilities
-663
- 1.42%
$77.13 - $84.18 $51.1K - $55.8K
45.9K $3.87M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-240
- 8.26%
$113.67 - $150.4 $27.3K - $36.1K
2.67K $401K
HON
Honeywell International Inc

Industrials
-238
- 5.56%
$182.86 - $232.88 $43.5K - $55.4K
4.04K $941K
HAS
Hasbro, Inc.

Consumer Cyclical
-98
- 2.72%
$50.71 - $73.82 $4.97K - $7.23K
3.51K $258K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-80
- 1.27%
$75.29 - $91.16 $6.02K - $7.29K
6.2K $558K
ADI
Analog Devices Inc

Technology
-120
- 5.91%
$164.6 - $238.02 $19.8K - $28.6K
1.91K $454K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-997
- 4.17%
$32.66 - $40.75 $32.6K - $40.6K
22.9K $928K
MMM
3 M CO

Industrials
-139
- 0.88%
$126.09 - $154.15 $17.5K - $21.4K
15.7K $2.39M
POCT
Innovator U.S. Equity Power Bu

ETFs
-12.6K
- 5.24%
$36.35 - $41.3 $458K - $520K
228K $9.41M
PAVE
Global X Fds Us Infrastructure

ETFs
-277
- 1.98%
$33.78 - $43.68 $9.36K - $12.1K
13.7K $597K
MPC
Marathon Petroleum Corp

Energy
-67
- 1.68%
$118.55 - $170.08 $7.94K - $11.4K
3.91K $650K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.79K
- 3.39%
$33.46 - $38.01 $93.3K - $106K
79.5K $3.02M
EEM
Ishares Msci Emerging Markets

ETFs
-336
- 1.53%
$38.52 - $48.28 $12.9K - $16.2K
21.7K $1.04M
LHX
L3 Harris Technologies, Inc.

Industrials
-15
- 0.65%
$200.21 - $256.99 $3K - $3.85K
2.3K $577K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-176
- 3.01%
$60.61 - $87.72 $10.7K - $15.4K
5.68K $481K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-59
- 0.63%
$86.93 - $109.64 $5.13K - $6.47K
9.29K $1.02M
MS
Morgan Stanley

Financial Services
-77
- 1.51%
$99.83 - $140.86 $7.69K - $10.8K
5.03K $708K
MA
Mastercard Inc

Financial Services
-39
- 0.37%
$479.92 - $590.74 $18.7K - $23K
10.5K $5.92M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.01K
- 9.04%
$32.41 - $42.59 $130K - $171K
40.4K $1.72M
STT
State Street Corp

Financial Services
-69
- 0.82%
$75.33 - $106.34 $5.2K - $7.34K
8.33K $885K
IWR
Ishares Russell Mid Cap ETF

ETFs
-80
- 0.38%
$74.88 - $91.97 $5.99K - $7.36K
20.7K $1.91M
XLK
Technology Sector Spdr

ETFs
-380
- 7.64%
$179.73 - $253.23 $68.3K - $96.2K
4.59K $1.16M
AMD
Advanced Micro Devices Inc

Technology
-191
- 3.85%
$78.21 - $143.81 $14.9K - $27.5K
4.77K $676K
DXCM
Dexcom Inc

Healthcare
-1.77K
- 10.11%
$59.83 - $87.57 $106K - $155K
15.7K $1.37M
AMP
Ameriprise Financial Inc

Financial Services
-92
- 2.0%
$422.19 - $533.73 $38.8K - $49.1K
4.52K $2.41M
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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