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
CARR
Carrier Global Corp

Industrials
-142
- 0.7%
$55.55 - $75.83 $7.89K - $10.8K
20K $1.46M
XLY
Select Sector Spdr Consumer Di

ETFs
-225
- 1.68%
$176.34 - $218.59 $39.7K - $49.2K
13.2K $2.87M
CSX
Csx Corp

Industrials
-1.68K
- 1.87%
$26.69 - $32.91 $44.7K - $55.2K
87.9K $2.87M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-27.9K
- 10.34%
$23.2 - $29.84 $647K - $833K
242K $7.22M
INCY
Incyte Corp

Healthcare
-1.27K
- 2.85%
$55.17 - $71.22 $70.1K - $90.5K
43.4K $2.95M
SYK
Stryker Corp

Healthcare
-128
- 0.86%
$337.37 - $395.63 $43.2K - $50.6K
14.8K $5.87M
EMR
Emerson Electric CO

Industrials
-15
- 0.12%
$94.15 - $133.33 $1.41K - $2K
12.8K $1.71M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-9.23K
- 4.69%
$37.66 - $43.85 $348K - $405K
188K $8.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.87K
- 2.04%
$90.56 - $109.49 $260K - $314K
138K $15.1M
MCK
Mckesson Corp

Healthcare
-213
- 2.38%
$652.83 - $732.78 $139K - $156K
8.74K $6.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.55K
- 2.82%
$72.96 - $90.39 $186K - $231K
87.9K $7.86M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-12.2K
- 3.85%
$52.31 - $63.72 $640K - $780K
306K $19.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.34K
- 3.3%
$39.89 - $49.46 $253K - $314K
186K $9.19M
INTU
Intuit Inc

Technology
-63
- 1.82%
$544.07 - $787.63 $34.3K - $49.6K
3.4K $2.67M
URI
United Rentals, Inc.

Industrials
-10
- 0.21%
$551.94 - $753.4 $5.52K - $7.53K
4.85K $3.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-193
- 1.89%
$416.06 - $551.64 $80.3K - $106K
10K $5.54M
AXP
American Express CO

Financial Services
-7
- 0.05%
$231.39 - $318.98 $1.62K - $2.23K
15.1K $4.81M
MCHP
Microchip Technology Inc

Technology
-884
- 2.29%
$35.34 - $71.6 $31.2K - $63.3K
37.7K $2.65M
STRL
Sterling Construction CO Inc

Industrials
-4.49K
- 26.73%
$104.96 - $231.51 $471K - $1.04M
12.3K $2.84M
CAT
Caterpillar Inc

Industrials
-35
- 0.17%
$273.94 - $388.21 $9.59K - $13.6K
20.7K $8.03M
IEFA
Ishares Tr

ETFs
-3.01K
- 1.56%
$67.83 - $84.09 $204K - $253K
190K $15.9M
DFIV
Dimensional ETF Tr

ETFs
-28.5K
- 3.9%
$34.67 - $43.21 $988K - $1.23M
702K $30.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.38K
- 1.42%
$51.16 - $62.02 $377K - $457K
511K $31.7M
IWV
Ishares Russell 3000 ETF

ETFs
-524
- 1.02%
$281.67 - $351.0 $148K - $184K
51K $17.9M
KLAC
Kla Corp

Technology
-110
- 1.29%
$576.53 - $902.94 $63.4K - $99.3K
8.39K $7.51M
IBM
International Business Machines Corp

Technology
-96
- 0.25%
$221.03 - $294.78 $21.2K - $28.3K
38.2K $11.3M
GOOGL
Alphabet Inc.

Communication Services
-311
- 0.33%
$144.7 - $178.6 $45K - $55.5K
93.1K $16.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-5.16K
- 0.73%
$26.38 - $32.66 $136K - $169K
706K $23.1M
APH
Amphenol Corp

Technology
-414
- 0.63%
$59.09 - $98.75 $24.5K - $40.9K
65.2K $6.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-138K
- 6.12%
$17.76 - $22.1 $2.45M - $3.05M
2.11M $46.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.46K
- 1.19%
$104.34 - $138.68 $152K - $202K
121K $16.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13.6K
- 3.53%
$108.12 - $135.04 $1.47M - $1.84M
372K $50.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-40.9K
- 5.92%
$57.14 - $72.68 $2.34M - $2.97M
649K $47.2M
PWR
Quanta Services, Inc.

Industrials
-15
- 0.05%
$239.47 - $381.26 $3.59K - $5.72K
30K $11.3M
MGC
Vanguard Mega Cap ETF

ETFs
-2.85K
- 1.42%
$179.23 - $224.92 $511K - $641K
198K $44.5M
IXUS
Ishares Tr

ETFs
-9.59K
- 1.16%
$62.37 - $77.63 $598K - $744K
813K $62.9M
MSFT
Microsoft Corp

Technology
-274
- 0.41%
$354.56 - $497.45 $97.1K - $136K
66.8K $33.2M
NVDA
Nvidia Corp

Technology
-7.26K
- 2.54%
$94.31 - $157.99 $685K - $1.15M
279K $44.1M
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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