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
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-170
- 0.77%
$24.38 - $25.2 $4.14K - $4.28K
21.9K $550K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.79K
- 2.29%
$34.29 - $36.04 $95.7K - $101K
119K $4.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-596
- 2.97%
$45.2 - $47.87 $26.9K - $28.5K
19.5K $926K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4
- 0.11%
$56.04 - $62.2 $224 - $249
3.51K $218K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-295
- 4.17%
$48.51 - $52.86 $14.3K - $15.6K
6.78K $358K
GE
General Electric CO

Industrials
-1.76K
- 15.0%
$156.66 - $189.66 $276K - $334K
9.99K $1.88M
UGI
Ugi Corp

Utilities
-524
- 3.85%
$22.23 - $25.05 $11.6K - $13.1K
13.1K $326K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-77
- 0.5%
$32.36 - $33.78 $2.49K - $2.6K
15.2K $513K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-270
- 3.01%
$25.45 - $29.53 $6.87K - $7.97K
8.71K $254K
NVS
Novartis Ag

Healthcare
-29
- 1.03%
$106.13 - $120.89 $3.08K - $3.51K
2.78K $319K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-195
- 1.99%
$63.28 - $70.06 $12.3K - $13.7K
9.62K $673K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.27K
- 3.09%
$55.91 - $65.87 $71.2K - $83.9K
39.9K $2.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.36K
- 6.68%
$34.48 - $38.87 $150K - $169K
60.9K $2.35M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.61K
- 6.75%
$79.92 - $88.19 $129K - $142K
22.2K $1.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-518
- 3.88%
$36.02 - $41.68 $18.7K - $21.6K
12.8K $530K
ETN
Eaton Corp PLC

Industrials
-26
- 1.18%
$272.52 - $333.02 $7.09K - $8.66K
2.18K $722K
OMC
Omnicom Group Inc.

Communication Services
-9
- 0.37%
$87.69 - $103.9 $789 - $935
2.45K $252K
CSX
Csx Corp

Industrials
-1.96K
- 2.11%
$32.48 - $35.45 $63.6K - $69.4K
91K $3.14M
HSY
Hershey CO

Consumer Defensive
-5
- 0.11%
$182.45 - $203.25 $912 - $1.02K
4.57K $876K
EEM
Ishares Msci Emerging Markets

ETFs
-944
- 3.93%
$40.42 - $46.7 $38.2K - $44.1K
23.1K $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
-535
- 8.32%
$82.97 - $98.97 $44.4K - $52.9K
5.9K $574K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-245
- 3.67%
$64.35 - $75.71 $15.8K - $18.5K
6.42K $473K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-128
- 1.27%
$91.37 - $101.65 $11.7K - $13K
9.95K $1.01M
QCRH
Qcr Holdings Inc

Financial Services
-1.1K
- 12.49%
$57.76 - $77.97 $63.2K - $85.4K
7.67K $567K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-569
- 5.18%
$38.04 - $45.36 $21.6K - $25.8K
10.4K $464K
XLF
Financial Sector Spdr

ETFs
-125
- 1.05%
$40.84 - $45.74 $5.11K - $5.72K
11.7K $531K
EVRG
Evergy, Inc.

Utilities
-150
- 2.49%
$52.46 - $62.01 $7.87K - $9.3K
5.88K $364K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-228
- 2.45%
$80.13 - $88.89 $18.3K - $20.3K
9.09K $802K
HAS
Hasbro, Inc.

Consumer Cyclical
-36
- 1.01%
$56.54 - $72.32 $2.04K - $2.6K
3.54K $256K
IAU
Ishares Gold Trust

ETFs
-500
- 3.94%
$44.06 - $50.5 $22K - $25.3K
12.2K $605K
VCIT
Vanguard Intermediate Term Cor

ETFs
-16
- 0.12%
$79.29 - $84.02 $1.27K - $1.34K
13.4K $1.12M
DISV
Dimensional ETF Tr Dimensional

ETFs
-24.5K
- 6.91%
$26.06 - $29.18 $637K - $714K
329K $9.57M
TFC
Truist Financial Corp

Financial Services
-1.02K
- 4.25%
$38.22 - $44.94 $38.9K - $45.8K
23K $981K
CVS
Cvs Health Corp

Healthcare
-852
- 3.12%
$55.81 - $63.18 $47.6K - $53.8K
26.5K $1.67M
NOC
Northrop Grumman Corp

Industrials
-6
- 0.99%
$423.73 - $533.14 $2.54K - $3.2K
600 $316K
EGP
Eastgroup Properties Inc

Real Estate
-7
- 0.21%
$169.51 - $191.71 $1.19K - $1.34K
3.36K $626K
CMCSA
Comcast Corp

Communication Services
-28
- 0.13%
$37.33 - $41.78 $1.05K - $1.17K
22.1K $921K
BX
Blackstone Inc.

Financial Services
-53
- 2.29%
$120.77 - $159.66 $6.4K - $8.46K
2.27K $346K
ES
Eversource Energy

Utilities
-70
- 1.12%
$56.52 - $68.38 $3.96K - $4.79K
6.16K $419K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-19
- 0.82%
$523.84 - $572.02 $9.95K - $10.9K
2.29K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
-36
- 1.58%
$459.02 - $510.25 $16.5K - $18.4K
2.24K $1.11M
GIS
General Mills Inc

Consumer Defensive
-94
- 1.1%
$62.5 - $75.15 $5.88K - $7.06K
8.44K $622K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-189
- 0.67%
$37.68 - $42.0 $7.12K - $7.94K
28.1K $1.17M
SPGI
S&P Global Inc.

Financial Services
-10
- 0.68%
$446.32 - $527.38 $4.46K - $5.27K
1.45K $750K
LMT
Lockheed Martin Corp

Industrials
-30
- 2.73%
$460.3 - $584.56 $13.8K - $17.5K
1.07K $625K
XLU
Utilities Sector Spdr

ETFs
-640
- 4.87%
$67.67 - $80.78 $43.3K - $51.7K
12.5K $1.01M
ED
Consolidated Edison Inc

Utilities
-272
- 2.64%
$88.42 - $104.97 $24.1K - $28.6K
10K $1.04M
PSA
Public Storage

Real Estate
-3
- 0.17%
$283.13 - $365.01 $849 - $1.1K
1.74K $633K
XLB
Select Sector Spdr Fd Material

ETFs
-110
- 0.61%
$86.95 - $97.09 $9.56K - $10.7K
17.9K $1.72M
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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