Forvis Wealth Advisors, LLC Reduced Holdings in Q2 2024

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-500
- 6.98%
$30.84 - $40.19 $15.4K - $20.1K
6.66K $205K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5.55K
- 4.65%
$35.78 - $37.99 $199K - $211K
114K $4.32M
SLB
Schlumberger Limited

Energy
-292
- 3.9%
$43.0 - $55.22 $12.6K - $16.1K
7.19K $339K
VEA
Vanguard Ftse Developed Market

ETFs
-1.02K
- 3.97%
$47.83 - $51.21 $48.6K - $52K
24.6K $1.22M
SMB
Vaneck Short Muni ETF

ETFs
-3.96K
- 21.98%
$16.87 - $17.03 $66.9K - $67.5K
14.1K $239K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-587
- 12.98%
$76.01 - $82.53 $44.6K - $48.4K
3.94K $308K
HRL
Hormel Foods Corp

Consumer Defensive
-49
- 0.33%
$30.22 - $36.77 $1.48K - $1.8K
14.8K $450K
IYM
Ishares Tr

ETFs
-174
- 3.85%
$140.01 - $149.03 $24.4K - $25.9K
4.35K $608K
PLD
Prologis, Inc.

Real Estate
-123
- 5.01%
$101.88 - $127.92 $12.5K - $15.7K
2.33K $261K
XLU
Utilities Sector Spdr

ETFs
-1.31K
- 9.06%
$62.77 - $72.87 $82.2K - $95.5K
13.1K $895K
EPD
Enterprise Products Partners L.P.

Energy
-1.51K
- 8.97%
$27.74 - $29.88 $41.9K - $45.1K
15.3K $443K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-228
- 3.31%
$65.44 - $71.94 $14.9K - $16.4K
6.67K $436K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-360
- 2.36%
$45.24 - $49.04 $16.3K - $17.7K
14.9K $706K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-346
- 10.45%
$75.81 - $80.15 $26.2K - $27.7K
2.97K $230K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-482
- 6.38%
$47.37 - $50.09 $22.8K - $24.1K
7.08K $344K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.78K
- 4.58%
$34.4 - $36.54 $95.8K - $102K
58.1K $2.12M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-19
- 0.07%
$36.18 - $39.61 $687 - $753
28.3K $1.08M
VNQ
Vanguard Specialized Funds Van

ETFs
-150
- 2.28%
$78.61 - $85.97 $11.8K - $12.9K
6.43K $538K
VOE
Vanguard Mid Cap Value Index F

ETFs
-86
- 2.65%
$146.82 - $155.77 $12.6K - $13.4K
3.16K $475K
BX
Blackstone Inc.

Financial Services
-100
- 4.14%
$116.13 - $132.0 $11.6K - $13.2K
2.32K $286K
MDT
Medtronic PLC

Healthcare
-108
- 4.06%
$78.71 - $87.02 $8.5K - $9.4K
2.55K $200K
PAYX
Paychex Inc

Industrials
-100
- 2.38%
$117.39 - $126.98 $11.7K - $12.7K
4.1K $486K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.13K
- 4.87%
$24.19 - $24.51 $27.3K - $27.6K
22.1K $540K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-279
- 2.48%
$35.73 - $39.2 $9.97K - $10.9K
11K $421K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-353
- 1.62%
$79.92 - $84.63 $28.2K - $29.9K
21.4K $1.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-729
- 3.96%
$24.54 - $25.28 $17.9K - $18.4K
17.7K $443K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-577
- 3.63%
$32.02 - $32.68 $18.5K - $18.9K
15.3K $498K
OMC
Omnicom Group Inc.

Communication Services
-15
- 0.61%
$88.41 - $97.66 $1.33K - $1.46K
2.45K $220K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-182
- 3.14%
$112.27 - $120.96 $20.4K - $22K
5.61K $659K
LNC
Lincoln National Corp

Financial Services
-212
- 1.92%
$26.85 - $33.31 $5.69K - $7.06K
10.9K $337K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-55
- 0.82%
$38.53 - $40.76 $2.12K - $2.24K
6.65K $261K
XLV
Select Sector Spdr Fund Health

ETFs
-31
- 0.82%
$138.43 - $147.09 $4.29K - $4.56K
3.74K $545K
FDN
First Tr Fd Dow Jones

ETFs
-56
- 4.03%
$192.91 - $207.84 $10.8K - $11.6K
1.33K $273K
EVRG
Evergy, Inc.

Utilities
-132
- 2.14%
$49.56 - $55.74 $6.54K - $7.36K
6.03K $319K
WTRG
Essential Utilities, Inc.

Utilities
-299
- 2.78%
$33.88 - $39.67 $10.1K - $11.9K
10.4K $389K
ENB
Enbridge Inc

Energy
-98
- 1.21%
$32.97 - $37.83 $3.23K - $3.71K
7.99K $284K
IOCT
Innovator Etfs Tr Intl Dev Pow
-18.1K
- 20.0%
N/A
72.5K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-11.8K
- 15.89%
N/A
62.4K $0
Innovator Etfs Trust
-4.84K
- 18.27%
N/A
21.7K $0
Innovator Etfs Trust
-7.55K
- 16.38%
N/A
38.5K $0
EOCT
Innovator Etfs Tr Emerging Mar
-6.62K
- 19.52%
N/A
27.3K $0
PNOV
Innovator U.S. Equity Power Bu
-1.39K
- 2.54%
N/A
53.3K $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-105
- 8.85%
$267.84 - $317.0 $28.1K - $33.3K
1.08K $339K
PDEC
Innovator U.S. Equity Power Bu
-1.84K
- 1.54%
N/A
118K $0
KOCT
Innovator Laddered Fund Of U.S
-9.11K
- 17.01%
N/A
44.4K $0
PSEP
Innovator U.S. Equity Power Bu
-3.17K
- 2.54%
N/A
122K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-443
- 3.61%
N/A
11.8K $0
Canadian Pacific Kansas City
-63
- 0.47%
N/A
13.3K $0
MS
Morgan Stanley

Financial Services
-145
- 2.83%
$86.19 - $101.53 $12.5K - $14.7K
4.97K $483K
Activity Summary
Buys All Purchases 148 New Holdings 23 Increased Positions 125 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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