Forvis Wealth Advisors, LLC Sells in Q1 2025

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-397K
- 16.14%
$32.42 - $36.13 $12.9M - $14.3M
2.06M $67.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17.7K
- 6.81%
$507.05 - $563.67 $8.96M - $9.96M
242K $124M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-270K
- 28.16%
$59.28 - $66.1 $16M - $17.9M
690K $43.8M
DFAU
Dimensional ETF Tr

ETFs
-243K
- 32.53%
$37.84 - $42.29 $9.19M - $10.3M
504K $19.4M
WMT
Walmart Inc.

Consumer Defensive
-114K
- 54.93%
$84.5 - $105.05 $9.64M - $12M
93.6K $8.22M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-282K
- 17.2%
$32.57 - $35.82 $9.19M - $10.1M
1.36M $45M
NVDA
Nvidia Corp

Technology
-20.9K
- 6.81%
$106.98 - $149.43 $2.24M - $3.12M
286K $31M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-377K
- 22.57%
$25.35 - $27.46 $9.55M - $10.3M
1.29M $34.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-118K
- 14.71%
$50.44 - $58.1 $5.96M - $6.87M
685K $35.3M
MGC
Vanguard Mega Cap ETF

ETFs
-29.5K
- 12.8%
$199.2 - $222.69 $5.87M - $6.56M
201K $40.4M
AAPL
Apple Inc.

Technology
-12.3K
- 6.72%
$209.68 - $247.1 $2.58M - $3.03M
171K $37.9M
VB
Vanguard Small Cap ETF

ETFs
-22.8K
- 18.11%
$217.89 - $252.64 $4.96M - $5.75M
103K $22.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.96K
- 2.52%
$554.06 - $615.85 $2.19M - $2.44M
153K $85.9M
VTV
Vanguard Value ETF

ETFs
-35.4K
- 23.51%
$167.73 - $179.21 $5.94M - $6.35M
115K $19.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-387K
- 14.67%
$18.36 - $20.51 $7.11M - $7.94M
2.25M $44.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-17.6K
- 6.02%
$92.45 - $106.69 $1.63M - $1.88M
274K $25.5M
VUG
Vanguard Growth ETF

ETFs
-4.73K
- 7.79%
$369.1 - $427.61 $1.75M - $2.02M
56K $20.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-136K
- 5.19%
$44.41 - $45.98 $6.02M - $6.24M
2.48M $113M
LKFN
Lakeland Financial Corp

Financial Services
-57.1K
- 82.84%
$59.44 - $69.54 $3.39M - $3.97M
11.8K $702K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-32.6K
- 9.31%
$58.81 - $68.2 $1.92M - $2.23M
318K $19M
DFAX
Dimensional ETF Tr
-171K
- 33.36%
$24.45 - $27.2 $4.17M - $4.64M
341K $8.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.6K
- 2.43%
$120.29 - $134.6 $1.15M - $1.29M
385K $47M
MSFT
Microsoft Corp

Technology
-676
- 1.0%
$375.39 - $447.2 $254K - $302K
67.1K $25.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5.45K
- 29.13%
$1187.71 - $1432.58 $6.47M - $7.8M
13.3K $19M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-147K
- 24.13%
$25.54 - $28.79 $3.76M - $4.24M
463K $12.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.3K
- 2.5%
$57.21 - $65.8 $760K - $874K
519K $30.3M
LLY
Eli Lilly & CO

Healthcare
-6.52K
- 13.02%
$725.72 - $929.72 $4.73M - $6.06M
43.5K $36M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.67K
- 8.07%
$190.26 - $242.06 $889K - $1.13M
53.2K $10.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-13K
- 34.24%
$185.78 - $198.58 $2.42M - $2.59M
25K $4.77M
DISV
Dimensional ETF Tr Dimensional

ETFs
-98.6K
- 36.0%
$26.09 - $30.21 $2.57M - $2.98M
175K $5.11M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-94.1K
- 35.02%
$22.35 - $24.52 $2.1M - $2.31M
175K $4.15M
NEAR
Blackrock Short Maturity Bond

ETFs
-41.6K
- 69.01%
$50.4 - $50.89 $2.1M - $2.12M
18.7K $950K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-37.6K
- 15.18%
$41.09 - $43.24 $1.54M - $1.62M
210K $8.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.03K
- 1.42%
$102.49 - $119.96 $208K - $243K
141K $14.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-101K
- 16.2%
$25.1 - $27.85 $2.53M - $2.8M
521K $14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-21.1K
- 85.44%
$77.7 - $78.94 $1.64M - $1.67M
3.6K $284K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.01K
- 7.02%
$169.43 - $182.84 $1.36M - $1.46M
106K $18.4M
IWV
Ishares Russell 3000 ETF

ETFs
-2.1K
- 3.92%
$313.1 - $349.83 $658K - $735K
51.5K $16.4M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-33.9K
- 13.18%
$35.21 - $37.69 $1.19M - $1.28M
223K $7.97M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-72.2K
- 21.09%
$23.92 - $26.89 $1.73M - $1.94M
270K $6.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-799
- 9.62%
$222.15 - $428.22 $177K - $342K
7.51K $1.95M
USB
Us Bancorp \De\

Financial Services
-27.3K
- 63.7%
$40.92 - $50.9 $1.12M - $1.39M
15.6K $657K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.2K
- 0.97%
$114.9 - $139.6 $138K - $168K
123K $14.4M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-25.7K
- 20.81%
$43.63 - $46.01 $1.12M - $1.18M
97.6K $4.31M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-24.7K
- 11.13%
$39.81 - $42.17 $982K - $1.04M
197K $7.91M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-30.3K
- 26.88%
$35.54 - $37.44 $1.08M - $1.13M
82.3K $2.95M
POCT
Innovator U.S. Equity Power Bu

ETFs
-25.5K
- 9.61%
$38.53 - $40.49 $984K - $1.03M
240K $9.34M
XOM
Exxon Mobil Corp

Energy
-15.2K
- 26.6%
$105.44 - $118.93 $1.61M - $1.81M
42K $4.99M
CAT
Caterpillar Inc

Industrials
-1.26K
- 5.71%
$326.75 - $407.63 $410K - $512K
20.7K $6.83M
Activity Summary
Buys All Purchases 146 New Holdings 14 Increased Positions 132 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 1 Puts 0
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