Forvis Wealth Advisors, LLC Portfolio Holdings
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
Forvis Wealth Advisors, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.96 Billion distributed in 399 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 $1.03B, Vanguard Ftse All World Ex Us with a value of $370M, Ishares Core U.S. Aggregate Bo with a value of $126M, Vanguard Index Fds S&P 500 ETF with a value of $123M, and Schwab Strategic Tr Us Broad M with a value of $110M.
Examining the 13F form we can see an increase of $49M in the current position value, from $3.91B to 3.96B.
Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 399
- Current Value $3.96 Billion
- Prior Value $3.91 Billion
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 23 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 182 stocks