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
IEMG
Ishares Inc

ETFs
-21.1K
- 14.53%
N/A
124K $6.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-106
- 0.28%
$551.42 - $612.93 $58.5K - $65K
37.4K $20.9M
STRL
Sterling Construction CO Inc

Industrials
-766
- 4.36%
$108.65 - $200.56 $83.2K - $154K
16.8K $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.14K
- 10.01%
$126.11 - $135.06 $1.03M - $1.1M
73.2K $9.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-622
- 4.05%
$360.07 - $417.26 $224K - $260K
14.7K $5.32M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-21.6K
- 24.05%
$36.56 - $38.35 $788K - $827K
68.1K $2.52M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-19.2K
- 20.32%
$39.51 - $41.0 $758K - $787K
75.3K $3.01M
IEFA
Ishares Tr

ETFs
-25.4K
- 11.62%
$69.57 - $78.65 $1.77M - $2M
193K $14.6M
KO
Coca Cola CO

Consumer Defensive
-20.1K
- 26.83%
$60.81 - $72.32 $1.22M - $1.45M
54.8K $3.93M
HD
Home Depot, Inc.

Consumer Cyclical
-1.43K
- 15.45%
$347.25 - $424.87 $497K - $608K
7.83K $2.87M
NEE
Nextera Energy Inc

Utilities
-8.42K
- 24.35%
$66.96 - $76.16 $564K - $641K
26.2K $1.85M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.86K
- 67.3%
$85.55 - $94.34 $587K - $647K
3.33K $301K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-62.4K
- 8.06%
$27.47 - $30.62 $1.71M - $1.91M
712K $21M
T
At&T Inc.

Communication Services
-26.8K
- 70.63%
$21.56 - $28.28 $579K - $759K
11.2K $315K
CRM
Salesforce, Inc.

Technology
-1.3K
- 47.96%
$268.36 - $359.95 $348K - $466K
1.41K $377K
ACN
Accenture PLC

Technology
-106
- 0.9%
$300.91 - $398.25 $31.9K - $42.2K
11.7K $3.64M
USRT
Ishares Core U.S. Reit ETF

ETFs
-8.66K
- 45.61%
$55.14 - $60.29 $478K - $522K
10.3K $594K
VEA
Vanguard Ftse Developed Market

ETFs
-10.7K
- 51.02%
$47.4 - $52.99 $505K - $565K
10.2K $519K
INCY
Incyte Corp

Healthcare
-1.36K
- 2.97%
$60.0 - $75.26 $81.8K - $103K
44.6K $2.7M
TFC
Truist Financial Corp

Financial Services
-10.3K
- 44.95%
$39.48 - $48.15 $405K - $494K
12.6K $516K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-11.5K
- 24.78%
$37.4 - $39.42 $432K - $455K
35.1K $1.32M
CMI
Cummins Inc

Industrials
-413
- 4.56%
$312.92 - $386.07 $129K - $159K
8.65K $2.71M
IWM
Ishares Russell 2000 ETF

ETFs
-895
- 7.34%
$198.1 - $229.79 $177K - $206K
11.3K $2.26M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.88K
- 17.37%
$100.32 - $100.76 $389K - $391K
18.5K $1.86M
KAPR
Innovator U.S. Small Cap Power

ETFs
-10.4K
- 35.67%
$30.82 - $33.62 $320K - $349K
18.7K $576K
AMP
Ameriprise Financial Inc

Financial Services
-241
- 4.97%
$472.29 - $575.13 $114K - $139K
4.61K $2.23M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-2.89K
- 56.49%
$99.42 - $126.15 $287K - $364K
2.22K $235K
APH
Amphenol Corp

Technology
-1.23K
- 1.84%
$61.62 - $78.55 $75.8K - $96.6K
65.6K $4.31M
HST
Host Hotels & Resorts, Inc.

Real Estate
-5.82K
- 7.67%
$14.21 - $17.45 $82.7K - $102K
70.1K $995K
TROW
Price T Rowe Group Inc

Financial Services
-348
- 2.46%
$91.57 - $116.93 $31.9K - $40.7K
13.8K $1.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.7K
- 44.17%
$22.46 - $23.26 $330K - $341K
18.5K $429K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-8.84K
- 19.1%
$35.29 - $36.56 $312K - $323K
37.4K $1.34M
KJUL
Innovator U.S. Small Cap Power

Technology
-10K
- 36.87%
$27.83 - $30.18 $279K - $303K
17.2K $480K
IJUL
Innovator Etfs Tr

ETFs
-12.1K
- 48.48%
$27.58 - $29.96 $333K - $362K
12.8K $374K
MRVL
Marvell Technology, Inc.

Technology
-82
- 1.3%
$61.57 - $126.06 $5.05K - $10.3K
6.25K $384K
PCAR
Paccar Inc

Industrials
-1.62K
- 7.5%
$96.91 - $112.51 $157K - $182K
19.9K $1.94M
CSX
Csx Corp

Industrials
-609
- 0.68%
$29.11 - $33.67 $17.7K - $20.5K
89.6K $2.64M
DFIV
Dimensional ETF Tr

ETFs
-87.8K
- 10.73%
$35.33 - $40.77 $3.1M - $3.58M
731K $28.8M
IAPR
Innovator Etfs Tr Internationa

ETFs
-10.9K
- 28.11%
$26.66 - $28.64 $291K - $313K
27.9K $769K
ABC
Amerisourcebergen Corp

Healthcare
-1.37K
- 48.2%
N/A
1.47K $271K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.19K
- 28.67%
$44.81 - $46.22 $233K - $240K
12.9K $582K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.59K
- 26.42%
$33.84 - $37.77 $291K - $325K
23.9K $871K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.7K
- 5.27%
$42.5 - $46.71 $454K - $500K
192K $8.7M
VXF
Vanguard Extended Market ETF

ETFs
-1.05K
- 43.13%
$170.36 - $201.04 $178K - $210K
1.38K $237K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.97K
- 33.48%
$71.17 - $73.66 $212K - $219K
5.91K $433K
LHX
L3 Harris Technologies, Inc.

Industrials
-932
- 28.69%
$194.65 - $222.86 $181K - $208K
2.32K $484K
XLK
Technology Sector Spdr

ETFs
-265
- 5.06%
$206.38 - $242.18 $54.7K - $64.2K
4.97K $1.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-95
- 0.92%
$302.31 - $337.54 $28.7K - $32.1K
10.2K $3.12M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.31K
- 0.97%
$39.4 - $42.61 $209K - $226K
545K $22M
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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