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
NOV
Nov Inc.

Energy
-1.89K
- 10.37%
$13.99 - $16.43 $26.5K - $31.1K
16.4K $249K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-269
- 9.04%
$73.78 - $76.59 $19.8K - $20.6K
2.71K $207K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-496
- 0.5%
N/A
98.7K $2.34M
OEF
Ishares S&P 100 ETF

ETFs
-30
- 0.65%
N/A
4.55K $1.21M
IYG
Ishares Tr

ETFs
-156
- 2.54%
$74.6 - $84.81 $11.6K - $13.2K
5.99K $470K
D
Dominion Energy, Inc

Utilities
-384
- 4.71%
$52.85 - $57.43 $20.3K - $22.1K
7.78K $436K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-11
- 0.09%
$9.49 - $9.97 $104 - $110
11.9K $113K
OHI
Omega Healthcare Investors Inc

Real Estate
-108
- 0.92%
$35.7 - $38.33 $3.86K - $4.14K
11.6K $441K
PNOV
Innovator U.S. Equity Power Bu
-17.4K
- 41.57%
N/A
24.5K $0
KMI
Kinder Morgan, Inc.

Energy
-580
- 3.89%
$26.1 - $31.22 $15.1K - $18.1K
14.3K $408K
Innovator Etfs Trust
-9.52K
- 35.65%
N/A
17.2K $0
Aptiv PLC
-5.35K
- 13.59%
N/A
34K $0
KOCT
Innovator Laddered Fund Of U.S
-10.6K
- 41.9%
N/A
14.6K $0
PSEP
Innovator U.S. Equity Power Bu
-22.8K
- 23.03%
N/A
76.1K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-13.5K
- 40.28%
N/A
20K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-13.8K
- 38.38%
N/A
22.1K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-324
- 2.74%
N/A
11.5K $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-21
- 0.63%
$115.79 - $154.66 $2.43K - $3.25K
3.31K $431K
Fidelity Wise Origin Bitcoin
-1.19K
- 22.14%
N/A
4.19K $0
Labcorp Holdings Inc
-30
- 0.34%
N/A
8.74K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 7.98%
$124.46 - $147.4 $37.3K - $44.2K
3.46K $492K
Ishares Bitcoin Trust ETF
-12.5K
- 54.44%
N/A
10.5K $0
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-130
- 2.93%
$55.47 - $61.45 $7.21K - $7.99K
4.3K $253K
XLB
Select Sector Spdr Fd Material

ETFs
-343
- 1.93%
$83.19 - $90.99 $28.5K - $31.2K
17.4K $1.5M
XLV
Select Sector Spdr Fund Health

ETFs
-166
- 4.0%
$137.61 - $149.68 $22.8K - $24.8K
3.98K $581K
SPGI
S&P Global Inc.

Financial Services
-7
- 0.48%
$478.26 - $543.77 $3.35K - $3.81K
1.47K $744K
MPC
Marathon Petroleum Corp

Energy
-64
- 1.58%
$134.72 - $159.03 $8.62K - $10.2K
3.98K $579K
O
Realty Income Corp

Real Estate
-182
- 3.27%
$51.67 - $58.49 $9.4K - $10.6K
5.39K $312K
XLU
Utilities Sector Spdr

ETFs
-256
- 2.05%
$74.7 - $80.27 $19.1K - $20.5K
12.2K $965K
EEM
Ishares Msci Emerging Markets

ETFs
-485
- 2.16%
$40.81 - $45.34 $19.8K - $22K
22K $961K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-40
- 0.6%
$42.3 - $53.69 $1.69K - $2.15K
6.65K $346K
ADP
Automatic Data Processing Inc

Industrials
-71
- 1.9%
$286.85 - $318.64 $20.4K - $22.6K
3.67K $1.12M
DUK
Duke Energy Corp

Utilities
-2.29K
- 10.61%
$105.87 - $121.97 $243K - $280K
19.3K $2.36M
CL
Colgate Palmolive CO

Consumer Defensive
-258
- 1.37%
$85.68 - $97.5 $22.1K - $25.2K
18.5K $1.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-305
- 4.77%
$56.12 - $68.15 $17.1K - $20.8K
6.08K $412K
AMGN
Amgen Inc

Healthcare
-276
- 11.81%
$258.59 - $327.36 $71.4K - $90.4K
2.06K $642K
PAYX
Paychex Inc

Industrials
-196
- 3.77%
$136.06 - $154.52 $26.7K - $30.3K
5K $771K
SBUX
Starbucks Corp

Consumer Cyclical
-395
- 3.33%
$91.75 - $115.81 $36.2K - $45.7K
11.5K $1.12M
LNC
Lincoln National Corp

Financial Services
-90
- 0.8%
$30.06 - $39.23 $2.71K - $3.53K
11.1K $398K
UGI
Ugi Corp

Utilities
-351
- 2.69%
$28.0 - $34.16 $9.83K - $12K
12.7K $420K
AEE
Ameren Corp

Utilities
-22
- 0.44%
$86.87 - $103.67 $1.91K - $2.28K
5.03K $504K
SHEL
Shell PLC

Energy
-87
- 1.16%
$62.84 - $73.29 $5.47K - $6.38K
7.44K $545K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-167
- 0.81%
$87.68 - $94.52 $14.6K - $15.8K
20.5K $1.92M
ALL
Allstate Corp

Financial Services
-60
- 0.86%
$180.99 - $210.18 $10.9K - $12.6K
6.93K $1.44M
CSCO
Cisco Systems, Inc.

Technology
-4.63K
- 3.08%
$58.74 - $64.87 $272K - $300K
146K $8.98M
WEC
Wec Energy Group, Inc.

Utilities
-55
- 0.67%
$92.12 - $108.98 $5.07K - $5.99K
8.16K $888K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.68K
- 4.32%
$54.27 - $63.81 $91.3K - $107K
37.2K $2.38M
MA
Mastercard Inc

Financial Services
-155
- 1.44%
$504.67 - $576.31 $78.2K - $89.3K
10.6K $5.8M
VLO
Valero Energy Corp

Energy
-1.12K
- 3.59%
$121.76 - $142.99 $136K - $160K
30.1K $3.98M
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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