Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

Forvis Wealth Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4 Billion distributed in 389 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 $1.23B, Vanguard Ftse All World Ex Us with a value of $410M, Ishares Core U.S. Aggregate Bo with a value of $138M, Vanguard Index Fds S&P 500 ETF with a value of $124M, and Schwab Strategic Tr Us Broad M with a value of $121M.

Examining the 13F form we can see an decrease of $215M in the current position value, from $4.21B to 4B.

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

Portfolio value $4 Billion
ETFs: $3.36 Billion
Technology: $189 Million
Healthcare: $95.3 Million
Financial Services: $79.8 Million
Consumer Cyclical: $60.3 Million
Industrials: $58.1 Million
Consumer Defensive: $48.5 Million
Communication Services: $38 Million
Other: $60.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$37.9 Million 0.95% of portfolio
170,567
Q1 2025 Reduced 6.72%
$738B
$36 Million 0.9% of portfolio
43,548
Q1 2025 Reduced 13.02%
$416B
$31 Million 0.78% of portfolio
286,175
Q1 2025 Reduced 6.81%
$13.2B
$25.8 Million 0.64% of portfolio
141,172
Q1 2025 Reduced 2.06%
$3.77T
$25.2 Million 0.63% of portfolio
67,091
Q1 2025 Reduced 1.0%
$5.99B
$19 Million 0.47% of portfolio
13,256
Q1 2025 Reduced 29.13%
$855B
$16.2 Million 0.4% of portfolio
65,974
Q1 2025 Added 5.01%
$1.14T
$14.5 Million 0.36% of portfolio
93,449
Q1 2025 Added 0.72%
$622B
$11.9 Million 0.3% of portfolio
22,273
Q1 2025 Reduced 5.83%
$2.32T
$10.1 Million 0.25% of portfolio
53,206
Q1 2025 Reduced 8.07%
$253B
$9.53 Million 0.24% of portfolio
38,336
Q1 2025 Added 16.49%
$439B
$9.73 Million 0.24% of portfolio
58,656
Q1 2025 Added 37.57%
$280B
$8.98 Million 0.22% of portfolio
145,542
Q1 2025 Reduced 3.08%
$294B
$8.26 Million 0.21% of portfolio
49,351
Q1 2025 Added 5.0%
$141B
$8.45 Million 0.21% of portfolio
36,211
Q1 2025 Added 3.26%
$260B
$8.22 Million 0.21% of portfolio
93,626
Q1 2025 Reduced 54.93%
$375B
$7.63 Million 0.19% of portfolio
44,778
Q1 2025 Added 3.43%
$642B
$7.4 Million 0.19% of portfolio
52,924
Q1 2025 Added 10.24%
$56.5B
$7.62 Million 0.19% of portfolio
29,984
Q1 2025 Added 5.62%
$220B
$6.83 Million 0.17% of portfolio
20,724
Q1 2025 Reduced 5.71%
$383B
$6.24 Million 0.16% of portfolio
149,644
Q1 2025 Added 4.27%
$102B
$6.02 Million 0.15% of portfolio
8,952
Q1 2025 Added 0.67%
$533B
$5.8 Million 0.14% of portfolio
10,575
Q1 2025 Reduced 1.44%
$26.3B
$5.53 Million 0.14% of portfolio
199,652
Q1 2025 Added 21.48%
$126B
$5.78 Million 0.14% of portfolio
8,499
Q1 2025 Added 6.76%
$149B
$5.57 Million 0.14% of portfolio
14,966
Q1 2025 Added 1.03%
$221B
$5.17 Million 0.13% of portfolio
52,351
Q1 2025 Added 6.86%
$331B
$5.12 Million 0.13% of portfolio
24,425
Q1 2025 Added 41.45%
$207B
$4.83 Million 0.12% of portfolio
53,834
Q1 2025 Added 5.93%
$118B
$4.86 Million 0.12% of portfolio
46,304
Q1 2025 Reduced 1.44%
$452B
$4.99 Million 0.12% of portfolio
41,997
Q1 2025 Reduced 26.6%
$201B
$4.93 Million 0.12% of portfolio
32,908
Q1 2025 Added 2.62%
$60.5B
$4.31 Million 0.11% of portfolio
65,642
Q1 2025 Reduced 1.84%
$219B
$4.36 Million 0.11% of portfolio
32,943
Q1 2025 Added 1.36%
$0
$4.31 Million 0.11% of portfolio
97,643
Q1 2025 Reduced 20.81%
$25.6B
$4.06 Million 0.1% of portfolio
19,560
Q1 2025 Added 5.5%
$55.9B
$3.98 Million 0.1% of portfolio
30,113
Q1 2025 Reduced 3.59%
$62.5B
$3.99 Million 0.1% of portfolio
15,079
Q1 2025 Added 6.51%
$59.8B
$4.13 Million 0.1% of portfolio
7,007
Q1 2025 Reduced 2.57%
$301B
$3.93 Million 0.1% of portfolio
54,813
Q1 2025 Reduced 26.83%
$42.8B
$3.83 Million 0.1% of portfolio
46,582
Q1 2025 Added 6.08%
$227B
$4.06 Million 0.1% of portfolio
15,074
Q1 2025 Added 41.33%
$180B
$3.83 Million 0.1% of portfolio
84,526
Q1 2025 Reduced 2.51%
$575B
$3.52 Million 0.09% of portfolio
10,042
Q1 2025 Added 8.22%
$67.5B
$3.47 Million 0.09% of portfolio
7,989
Q1 2025 Reduced 0.54%
$10.4B
$3.69 Million 0.09% of portfolio
86,685
Q1 2025 Reduced 8.04%
$83.4B
$3.66 Million 0.09% of portfolio
20,421
Q1 2025 Added 0.52%
$1.17T
$3.41 Million 0.09% of portfolio
21,854
Q1 2025 Added 3.93%
$181B
$3.64 Million 0.09% of portfolio
11,675
Q1 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 389
  • Current Value $4 Billion
  • Prior Value $4.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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