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
VIG
Vanguard Dividend Appreciation

ETFs
-864
- 1.7%
N/A
49.9K $9.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.63K
- 15.17%
$105.1 - $109.61 $172K - $179K
9.13K $992K
NFLX
Netflix Inc

Communication Services
-239
- 14.05%
$828.4 - $1058.6 $198K - $253K
1.46K $1.36M
UPS
United Parcel Service Inc

Industrials
-284
- 4.11%
$109.66 - $136.26 $31.1K - $38.7K
6.63K $729K
AMD
Advanced Micro Devices Inc

Technology
-433
- 8.03%
$96.63 - $129.55 $41.8K - $56.1K
4.96K $509K
INTC
Intel Corp

Technology
-10.5K
- 28.5%
$19.1 - $27.39 $201K - $288K
26.4K $599K
MET
Metlife Inc

Financial Services
-1.22K
- 5.36%
$77.7 - $87.0 $94.5K - $106K
21.5K $1.72M
FISV
Fiserv Inc

Technology
-962
- 4.3%
N/A
21.4K $2.68M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.63K
- 20.63%
$78.97 - $85.82 $129K - $140K
6.28K $520K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-580
- 0.36%
$49.25 - $50.66 $28.6K - $29.4K
159K $7.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
-683
- 10.14%
$182.82 - $196.21 $125K - $134K
6.05K $1.14M
MSI
Motorola Solutions, Inc.

Technology
-116
- 5.13%
$411.73 - $482.1 $47.8K - $55.9K
2.14K $938K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 0.61%
$522.96 - $601.18 $7.84K - $9.02K
2.44K $1.3M
NKE
Nike, Inc.

Consumer Cyclical
-245
- 3.71%
$63.29 - $81.72 $15.5K - $20K
6.36K $403K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.51K
- 1.73%
$51.26 - $52.53 $77.6K - $79.5K
85.9K $4.43M
STT
State Street Corp

Financial Services
-124
- 1.46%
$84.47 - $102.23 $10.5K - $12.7K
8.39K $751K
IWR
Ishares Russell Mid Cap ETF

ETFs
-165
- 0.79%
$82.81 - $92.93 $13.7K - $15.3K
20.8K $1.77M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.79K
- 3.34%
$128.74 - $138.67 $359K - $386K
80.7K $10.9M
SYY
Sysco Corp

Consumer Defensive
-822
- 7.71%
$70.0 - $77.13 $57.5K - $63.4K
9.85K $738K
CF
Cf Industries Holdings, Inc.

Basic Materials
-7
- 0.07%
$75.03 - $97.25 $525 - $681
10K $785K
VBR
Vanguard Small Cap Value ETF

ETFs
-280
- 17.36%
$183.02 - $207.75 $51.2K - $58.2K
1.33K $248K
FDX
Fedex Corp

Industrials
-33
- 2.01%
$230.33 - $281.53 $7.6K - $9.29K
1.61K $391K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-15
- 0.16%
$96.93 - $109.51 $1.45K - $1.64K
9.35K $915K
RF
Regions Financial Corp

Financial Services
-925
- 3.52%
$20.84 - $24.77 $19.3K - $22.9K
25.3K $550K
ITW
Illinois Tool Works Inc

Industrials
-191
- 5.89%
$244.9 - $274.48 $46.8K - $52.4K
3.05K $757K
SWK
Stanley Black & Decker, Inc.

Industrials
-565
- 9.41%
$76.43 - $90.41 $43.2K - $51.1K
5.44K $418K
SLB
Schlumberger Limited

Energy
-1.89K
- 26.87%
$38.4 - $43.74 $72.7K - $82.8K
5.15K $215K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.22K
- 16.63%
$58.01 - $64.46 $70.6K - $78.4K
6.1K $378K
INTU
Intuit Inc

Technology
-1
- 0.03%
$555.63 - $630.23 $556 - $630
3.46K $2.12M
SHV
Ishares Tr

ETFs
-464
- 4.31%
$110.11 - $110.51 $51.1K - $51.3K
10.3K $1.14M
MS
Morgan Stanley

Financial Services
-1
- 0.02%
$111.68 - $141.08 $112 - $141
5.11K $595K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-39
- 0.73%
$408.78 - $448.82 $15.9K - $17.5K
5.27K $2.21M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.3%
$237.01 - $304.45 $711 - $913
1.01K $239K
PLD
Prologis, Inc.

Real Estate
-495
- 19.18%
$103.59 - $124.04 $51.3K - $61.4K
2.09K $233K
IYM
Ishares Tr

ETFs
-440
- 10.12%
$128.53 - $142.03 $56.6K - $62.5K
3.91K $526K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.09K
- 6.5%
$33.57 - $37.22 $104K - $115K
44.4K $1.59M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.61K
- 2.89%
$22.25 - $23.0 $35.8K - $37K
54K $1.24M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.6K
- 3.0%
$25.05 - $25.16 $40K - $40.2K
51.7K $1.3M
VMC
Vulcan Materials CO

Basic Materials
-2
- 0.14%
$220.9 - $277.54 $442 - $555
1.39K $323K
HSY
Hershey CO

Consumer Defensive
-233
- 5.1%
$144.74 - $186.36 $33.7K - $43.4K
4.34K $742K
HBAN
Huntington Bancshares Inc

Financial Services
-478
- 3.17%
$14.28 - $17.39 $6.83K - $8.31K
14.6K $218K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-48
- 2.05%
$168.16 - $186.21 $8.07K - $8.94K
2.29K $391K
XLC
Select Sector Spdr Tr Communic

ETFs
-159
- 0.8%
$94.84 - $105.31 $15.1K - $16.7K
19.6K $1.89M
F
Ford Motor CO

Consumer Cyclical
-2.95K
- 4.31%
$9.12 - $10.43 $26.9K - $30.7K
65.4K $656K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-71
- 3.47%
$117.4 - $131.02 $8.34K - $9.3K
1.97K $236K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-49
- 1.28%
$69.82 - $78.67 $3.42K - $3.85K
3.77K $265K
HAS
Hasbro, Inc.

Consumer Cyclical
-683
- 15.93%
$56.16 - $69.06 $38.4K - $47.2K
3.6K $221K
WTRG
Essential Utilities, Inc.

Utilities
-1.39K
- 11.78%
$33.49 - $40.57 $46.7K - $56.6K
10.4K $412K
IDU
Ishares Tr U S Utils ETF

ETFs
-605
- 7.07%
$95.33 - $102.77 $57.7K - $62.2K
7.95K $805K
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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