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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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