Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

Forvis Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.26 Billion distributed in 428 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.12B, Vanguard Ftse All World Ex Us with a value of $408M, Vanguard Index Fds S&P 500 ETF with a value of $138M, Ishares Core U.S. Aggregate Bo with a value of $129M, and Schwab Strategic Tr Us Broad M with a value of $124M.

Examining the 13F form we can see an increase of $300M in the current position value, from $3.96B to 4.26B.

Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.26 Billion
ETFs: $3.53 Billion
Technology: $210 Million
Healthcare: $104 Million
Financial Services: $95.2 Million
Industrials: $70.2 Million
Consumer Cyclical: $69.5 Million
Consumer Defensive: $61.9 Million
Communication Services: $39.1 Million
Other: $64.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$760B
$45.7 Million 1.07% of portfolio
51,581
Q3 2024 Added 16.93%
$3.85T
$44.4 Million 1.04% of portfolio
190,635
Q3 2024 Added 7.97%
$345B
$38.6 Million 0.91% of portfolio
317,826
Q3 2024 Added 0.01%
$3.21T
$29.3 Million 0.69% of portfolio
68,060
Q3 2024 Reduced 1.37%
$12.8B
$26.1 Million 0.61% of portfolio
147,688
Q3 2024 Added 0.34%
$78.3B
$21.7 Million 0.51% of portfolio
18,823
Q3 2024 Added 38.01%
$251B
$16.8 Million 0.39% of portfolio
208,243
Q3 2024 Added 125.46%
$1.01T
$15.3 Million 0.36% of portfolio
92,033
Q3 2024 Reduced 1.85%
$722B
$13.5 Million 0.32% of portfolio
64,209
Q3 2024 Reduced 5.16%
$628B
$11 Million 0.26% of portfolio
23,880
Q3 2024 Added 8.54%
$2.15T
$10.6 Million 0.25% of portfolio
56,934
Q3 2024 Added 2.97%
$169B
$9.51 Million 0.22% of portfolio
35,132
Q3 2024 Added 0.99%
$788M
$9.01 Million 0.21% of portfolio
158,340
Q3 2024 New
$49B
$8.88 Million 0.21% of portfolio
29,811
Q3 2024 Reduced 0.85%
$212B
$8.87 Million 0.21% of portfolio
22,672
Q3 2024 Added 6.79%
$1.29T
$8.18 Million 0.19% of portfolio
14,283
Q3 2024 Reduced 1.41%
$426B
$7.58 Million 0.18% of portfolio
43,786
Q3 2024 Added 4.85%
$204B
$7.46 Million 0.18% of portfolio
33,730
Q3 2024 Reduced 7.9%
$489B
$7.66 Million 0.18% of portfolio
44,985
Q3 2024 Added 29.0%
$405B
$7.06 Million 0.17% of portfolio
43,592
Q3 2024 Reduced 31.21%
$318B
$7.2 Million 0.17% of portfolio
48,908
Q3 2024 Reduced 1.56%
$491B
$6.68 Million 0.16% of portfolio
57,015
Q3 2024 Added 41.08%
$255B
$6.29 Million 0.15% of portfolio
55,356
Q3 2024 Reduced 2.86%
$94.4B
$6.31 Million 0.15% of portfolio
8,158
Q3 2024 Reduced 2.22%
$377B
$5.76 Million 0.14% of portfolio
145,091
Q3 2024 Added 3.98%
$0
$6.09 Million 0.14% of portfolio
137,921
Q3 2024 Added 7.66%
$37.7B
$5.93 Million 0.14% of portfolio
165,264
Q3 2024 Added 2.43%
$225B
$5.73 Million 0.13% of portfolio
33,694
Q3 2024 Reduced 4.88%
$275B
$5.67 Million 0.13% of portfolio
78,837
Q3 2024 Added 11.71%
$507B
$5.47 Million 0.13% of portfolio
11,084
Q3 2024 Reduced 0.41%
$147B
$5.47 Million 0.13% of portfolio
15,140
Q3 2024 Added 1.3%
$135B
$5.01 Million 0.12% of portfolio
47,626
Q3 2024 Added 0.79%
$38.8B
$5.19 Million 0.12% of portfolio
64,680
Q3 2024 Added 5.74%
$3.11B
$4.64 Million 0.11% of portfolio
215,570
Q3 2024 New
$208B
$4.58 Million 0.11% of portfolio
7,409
Q3 2024 Added 3.8%
$60.2B
$4.56 Million 0.11% of portfolio
29,280
Q3 2024 Added 8.1%
$89.3B
$4.48 Million 0.11% of portfolio
9,072
Q3 2024 Reduced 2.74%
$214B
$4.86 Million 0.11% of portfolio
50,541
Q3 2024 Added 1.07%
$228B
$4.29 Million 0.1% of portfolio
12,141
Q3 2024 Added 0.69%
$1.87B
$4.47 Million 0.1% of portfolio
68,620
Q3 2024 Added 480.44%
$43.5B
$4.43 Million 0.1% of portfolio
67,928
Q3 2024 Reduced 1.19%
$240B
$4.12 Million 0.1% of portfolio
7,955
Q3 2024 Added 8.44%
$54B
$4.25 Million 0.1% of portfolio
31,511
Q3 2024 Reduced 1.41%
$97.7B
$4.39 Million 0.1% of portfolio
8,441
Q3 2024 Added 1.31%
$46B
$4.01 Million 0.09% of portfolio
44,940
Q3 2024 Reduced 1.27%
$184B
$3.81 Million 0.09% of portfolio
84,732
Q3 2024 Reduced 1.27%
$174B
$3.98 Million 0.09% of portfolio
32,838
Q3 2024 Reduced 5.88%
$437B
$3.79 Million 0.09% of portfolio
9,346
Q3 2024 Added 20.38%
$10.6B
$3.78 Million 0.09% of portfolio
94,708
Q3 2024 Added 0.41%

Summary

  • Portfolio
  • No. of Stocks 428
  • Current Value $4.26 Billion
  • Prior Value $3.96 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 45 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 196 stocks
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