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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$4.64 Million 0.11% of portfolio
215,570
Q3 2024 New
$5.95B
$2.8 Million 0.07% of portfolio
19,318
Q3 2024 Reduced 20.85%
$8.09B
$1.46 Million 0.03% of portfolio
10,762
Q3 2024 Added 1.72%
$8.8B
$780,000 0.02% of portfolio
13,141
Q3 2024 Added 0.02%
$6.14B
$603,000 0.01% of portfolio
1,575
Q3 2024 New
$5.97B
$326,000 0.01% of portfolio
13,072
Q3 2024 Reduced 3.85%
$5.84B
$365,000 0.01% of portfolio
8,510
Q3 2024 Added 0.51%
$5.88B
$331,000 0.01% of portfolio
1,600
Q3 2024 New
$3.14B
$347,000 0.01% of portfolio
4,176
Q3 2024 Added 2.45%
$7.49B
$626,000 0.01% of portfolio
3,356
Q3 2024 Reduced 0.21%
$9.31B
$319,000 0.01% of portfolio
5,341
Q3 2024 Added 0.07%
$2.35B
$383,000 0.01% of portfolio
3,085
Q3 2023 Added 0.03%
$3.25B
$300,000 0.01% of portfolio
1,791
Q4 2023 New
$3.74B
$537,000 0.01% of portfolio
29,059
Q1 2024 New
$9.64B
$501,000 0.01% of portfolio
5,117
Q3 2024 New
$9.39B
$511,000 0.01% of portfolio
12,576
Q3 2024 Added 25.15%
$7.48B
$213,000 0.01% of portfolio
5,614
Q3 2024 New
$8.77B
$426,000 0.01% of portfolio
10,393
Q3 2024 Added 0.16%
$6.52B
$291,000 0.01% of portfolio
18,255
Q1 2024 Reduced 3.12%
$8.63B
$256,000 0.01% of portfolio
3,543
Q3 2024 Reduced 1.01%

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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