Forvis Wealth Advisors, LLC Sells in Q3 2024

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-129K
- 75.34%
$53.07 - $62.66 $6.86M - $8.11M
42.3K $2.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-136K
- 19.72%
$57.32 - $62.65 $7.79M - $8.51M
553K $34.5M
VTV
Vanguard Value ETF

ETFs
-43.8K
- 19.41%
$159.75 - $174.57 $7M - $7.65M
182K $31.8M
INTC
Intel Corp

Technology
-68.4K
- 56.11%
$18.9 - $34.87 $1.29M - $2.39M
53.5K $1.26M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-22.6K
- 46.35%
$100.09 - $100.69 $2.26M - $2.28M
26.2K $2.64M
JNJ
Johnson & Johnson

Healthcare
-19.8K
- 31.21%
$145.48 - $167.38 $2.88M - $3.31M
43.6K $7.06M
GOOGL
Alphabet Inc.

Communication Services
-1.74K
- 1.85%
$148.65 - $191.18 $258K - $332K
92K $15.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-137K
- 26.59%
$21.91 - $26.03 $3.01M - $3.58M
380K $9.73M
MSFT
Microsoft Corp

Technology
-942
- 1.37%
$395.15 - $467.56 $372K - $440K
68.1K $29.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.87K
- 20.36%
$332.02 - $382.76 $1.28M - $1.48M
15.1K $5.68M
MCK
Mckesson Corp

Healthcare
-256
- 2.74%
$479.06 - $630.38 $123K - $161K
9.07K $4.48M
ABBV
Abb Vie Inc.

Healthcare
-8.12K
- 32.27%
$163.84 - $199.33 $1.33M - $1.62M
17K $3.36M
IJUL
Innovator Etfs Tr

ETFs
-32.3K
- 43.65%
$27.47 - $29.55 $888K - $955K
41.7K $1.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
-16.1K
- 10.27%
$103.87 - $117.59 $1.67M - $1.89M
141K $16.5M
MRK
Merck & Co., Inc.

Healthcare
-1.63K
- 2.86%
$111.15 - $128.97 $181K - $210K
55.4K $6.29M
VLO
Valero Energy Corp

Energy
-451
- 1.41%
$132.81 - $163.48 $59.9K - $73.7K
31.5K $4.25M
ABT
Abbott Laboratories

Healthcare
-8.38K
- 38.6%
$100.07 - $118.13 $839K - $990K
13.3K $1.52M
POCT
Innovator U.S. Equity Power Bu

ETFs
-22.8K
- 7.35%
$37.79 - $38.95 $862K - $888K
287K $11.2M
VO
Vanguard Mid Cap ETF

ETFs
-6.3K
- 13.75%
$237.84 - $263.83 $1.5M - $1.66M
39.5K $10.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-26.6K
- 10.21%
$37.89 - $40.48 $1.01M - $1.08M
234K $9.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.7K
- 10.7%
$162.83 - $179.16 $2.56M - $2.82M
131K $23.5M
AXP
American Express CO

Financial Services
-4.4K
- 28.73%
$225.92 - $271.17 $995K - $1.19M
10.9K $2.96M
CVX
Chevron Corp

Energy
-775
- 1.56%
$137.88 - $161.97 $107K - $126K
48.9K $7.2M
KLAC
Kla Corp

Technology
-185
- 2.22%
$696.17 - $892.35 $129K - $165K
8.16K $6.31M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-25.5K
- 8.41%
$33.61 - $35.94 $855K - $915K
277K $9.96M
GOOG
Alphabet Inc.

Communication Services
-1.08K
- 5.07%
$149.54 - $192.66 $162K - $208K
20.2K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.1K
- 11.32%
$105.53 - $118.34 $2.01M - $2.26M
149K $17.5M
IEMG
Ishares Inc

ETFs
-9.57K
- 5.79%
$53.64 - $53.64 $513K - $513K
156K $8.35M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-19.3K
- 6.66%
$39.31 - $41.32 $759K - $798K
271K $11.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.64K
- 24.3%
$386.81 - $423.12 $634K - $693K
5.11K $2.16M
KJUL
Innovator U.S. Small Cap Power

Technology
-17.3K
- 32.66%
$27.38 - $29.23 $473K - $505K
35.6K $1.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.99K
- 52.99%
$73.43 - $80.37 $439K - $481K
5.31K $426K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.78K
- 36.46%
$61.11 - $67.85 $414K - $460K
11.8K $801K
COST
Costco Wholesale Corp

Consumer Defensive
-518
- 27.41%
$801.83 - $917.05 $415K - $475K
1.37K $1.22M
PFE
Pfizer Inc

Healthcare
-16K
- 20.06%
$27.7 - $31.39 $443K - $501K
63.7K $1.84M
IAPR
Innovator Etfs Tr Internationa

ETFs
-16.4K
- 21.68%
$26.49 - $28.58 $435K - $469K
59.3K $1.68M
PM
Philip Morris International Inc.

Consumer Defensive
-5.09K
- 37.36%
$101.25 - $127.45 $516K - $649K
8.54K $1.04M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.69K
- 14.12%
$283.28 - $314.39 $478K - $531K
10.3K $3.23M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-13.1K
- 49.78%
$23.84 - $25.78 $312K - $337K
13.2K $336K
VIG
Vanguard Dividend Appreciation

ETFs
-1.57K
- 2.99%
$182.15 - $182.15 $287K - $287K
51.1K $9.31M
ICF
Ishares Tr

ETFs
-5.82K
- 63.34%
$56.77 - $67.33 $330K - $392K
3.37K $222K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-11.2K
- 10.11%
$34.72 - $36.88 $389K - $413K
99.6K $3.67M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.48K
- 10.89%
$76.94 - $79.54 $344K - $356K
36.6K $2.91M
WM
Waste Management Inc

Industrials
-997
- 11.08%
$196.96 - $223.45 $196K - $223K
8K $1.66M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.41K
- 36.28%
$46.9 - $51.96 $253K - $281K
9.49K $488K
APH
Amphenol Corp

Technology
-816
- 1.19%
$58.39 - $70.41 $47.6K - $57.5K
67.9K $4.43M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-8.95K
- 7.86%
$36.89 - $39.25 $330K - $351K
105K $4.12M
MRVL
Marvell Technology, Inc.

Technology
-3.07K
- 29.64%
$56.15 - $76.24 $173K - $234K
7.29K $525K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-7.29K
- 12.55%
$35.57 - $37.86 $259K - $276K
50.8K $1.92M
Activity Summary
Buys All Purchases 205 New Holdings 45 Increased Positions 160 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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