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
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.64K
- 4.54%
$32.47 - $34.15 $85.8K - $90.3K
55.6K $1.9M
LMT
Lockheed Martin Corp

Industrials
-13
- 1.17%
$447.57 - $471.51 $5.82K - $6.13K
1.1K $513K
TJX
Tjx Companies Inc

Consumer Cyclical
-190
- 5.66%
$92.66 - $111.05 $17.6K - $21.1K
3.17K $348K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-149
- 1.1%
$35.3 - $38.79 $5.26K - $5.78K
13.4K $503K
HON
Honeywell International Inc

Industrials
-100
- 2.34%
$190.36 - $215.89 $19K - $21.6K
4.17K $889K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-120
- 1.18%
$87.24 - $97.37 $10.5K - $11.7K
10.1K $973K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-285
- 1.51%
$58.7 - $64.78 $16.7K - $18.5K
18.6K $1.19M
NFLX
Netflix Inc

Communication Services
-58
- 5.95%
$550.64 - $686.12 $31.9K - $39.8K
916 $618K
GLW
Corning Inc

Technology
-1.82K
- 10.42%
$30.91 - $40.21 $56.3K - $73.3K
15.7K $608K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-247
- 2.02%
$272.21 - $298.72 $67.2K - $73.8K
12K $3.56M
MSI
Motorola Solutions, Inc.

Technology
-43
- 1.92%
$336.0 - $390.36 $14.4K - $16.8K
2.2K $850K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.02K
- 3.94%
$40.83 - $44.89 $368K - $405K
220K $9.61M
DUK
Duke Energy Corp

Utilities
-129
- 0.6%
$92.87 - $104.6 $12K - $13.5K
21.5K $2.16M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.45K
- 1.3%
$34.41 - $35.64 $50K - $51.8K
111K $3.95M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.07K
- 0.87%
$33.41 - $35.14 $35.8K - $37.7K
122K $4.28M
CL
Colgate Palmolive CO

Consumer Defensive
-135
- 0.73%
$85.85 - $98.99 $11.6K - $13.4K
18.4K $1.79M
IEMG
Ishares Inc

ETFs
-3.62K
- 2.14%
$50.02 - $54.95 $181K - $199K
165K $8.84M
JPM
Jpmorgan Chase & CO

Financial Services
-2
- -0.0%
$180.08 - $204.79 $360 - $410
67.7K $13.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-143
- 1.56%
$414.65 - $485.21 $59.3K - $69.4K
9.05K $4.34M
MCK
Mckesson Corp

Healthcare
-105
- 1.11%
$518.81 - $607.81 $54.5K - $63.8K
9.33K $5.45M
GOOG
Alphabet Inc.

Communication Services
-1.78K
- 7.71%
$151.94 - $186.86 $270K - $332K
21.3K $3.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
-662
- 1.78%
$495.16 - $548.49 $328K - $363K
36.6K $19.9M
WMT
Walmart Inc.

Consumer Defensive
-3.89K
- 4.04%
$58.85 - $68.9 $229K - $268K
92.4K $6.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-113
- 0.59%
$316.15 - $367.33 $35.7K - $41.5K
19K $6.93M
VUG
Vanguard Growth ETF

ETFs
-2.41K
- 3.79%
$322.46 - $377.11 $778K - $910K
61.2K $22.9M
MSFT
Microsoft Corp

Technology
-1.44K
- 2.04%
$389.33 - $452.85 $559K - $651K
69K $30.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.83K
- 0.44%
$108.78 - $119.23 $200K - $219K
412K $48.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.09K
- 2.65%
$79.31 - $93.31 $641K - $754K
298K $27.5M
GOOGL
Alphabet Inc.

Communication Services
-5.85K
- 5.88%
$150.53 - $185.41 $881K - $1.09M
93.8K $17.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.58K
- 1.6%
$497.53 - $549.64 $1.28M - $1.42M
159K $87M
AAPL
Apple Inc.

Technology
-8.49K
- 4.59%
$165.0 - $216.67 $1.4M - $1.84M
177K $37.2M
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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