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.
Portfolio value
$3.96 Billion
ETFs: $3.31 Billion
Technology: $200 Million
Healthcare: $102 Million
Financial Services: $67.9 Million
Industrials: $56.9 Million
Consumer Cyclical: $56.5 Million
Consumer Defensive: $48.6 Million
Communication Services: $38.8 Million
Other: $57.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
