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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$744M
$9.01 Million 0.21% of portfolio
158,340
Q3 2024 New
$1.75B
$4.47 Million 0.1% of portfolio
68,620
Q3 2024 Added 480.44%
$454M
$3.21 Million 0.08% of portfolio
173,306
Q3 2024 New
$540M
$1.11 Million 0.03% of portfolio
19,709
Q3 2024 New
$560M
$856,000 0.02% of portfolio
19,532
Q1 2024 Reduced 0.14%
$757M
$916,000 0.02% of portfolio
55,000
Q3 2024 New
$507M
$361,000 0.01% of portfolio
26,664
Q3 2024 New
$559M
$229,000 0.01% of portfolio
6,584
Q3 2024 Reduced 36.56%
$1.22B
$386,000 0.01% of portfolio
9,966
Q3 2024 New
$924M
$329,000 0.01% of portfolio
8,051
Q3 2024 New
$360M
$297,000 0.01% of portfolio
31,501
Q3 2024 Added 48.59%
$446M
$461,000 0.01% of portfolio
6,688
Q3 2024 New
$1.38B
$567,000 0.01% of portfolio
7,672
Q3 2024 Reduced 12.49%
$1.29B
$202,000 0.0% of portfolio
14,854
Q3 2024 New

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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