Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

Forvis Wealth Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4 Billion distributed in 389 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 $1.23B, Vanguard Ftse All World Ex Us with a value of $410M, Ishares Core U.S. Aggregate Bo with a value of $138M, Vanguard Index Fds S&P 500 ETF with a value of $124M, and Schwab Strategic Tr Us Broad M with a value of $121M.

Examining the 13F form we can see an decrease of $215M in the current position value, from $4.21B to 4B.

Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4 Billion
ETFs: $3.36 Billion
Technology: $189 Million
Healthcare: $95.3 Million
Financial Services: $79.8 Million
Consumer Cyclical: $60.3 Million
Industrials: $58.1 Million
Consumer Defensive: $48.5 Million
Communication Services: $38 Million
Other: $60.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$248B
$9.53 Million 0.24% of portfolio
38,336
Q1 2025 Added 16.49%
$409B
$9.73 Million 0.24% of portfolio
58,656
Q1 2025 Added 37.57%
$0
$9.1 Million 0.23% of portfolio
49,947
Q1 2025 Reduced 1.7%
$0
$9.34 Million 0.23% of portfolio
240,368
Q1 2025 Reduced 9.61%
$0
$8.93 Million 0.22% of portfolio
340,783
Q1 2025 Reduced 33.36%
$268B
$8.98 Million 0.22% of portfolio
145,542
Q1 2025 Reduced 3.08%
$0
$8.71 Million 0.22% of portfolio
209,982
Q1 2025 Reduced 15.18%
$0
$8.7 Million 0.22% of portfolio
192,147
Q1 2025 Reduced 5.27%
$281B
$8.26 Million 0.21% of portfolio
49,351
Q1 2025 Added 5.0%
$140B
$8.45 Million 0.21% of portfolio
36,211
Q1 2025 Added 3.26%
$264B
$8.22 Million 0.21% of portfolio
93,626
Q1 2025 Reduced 54.93%
$1.5T
$8.23 Million 0.21% of portfolio
14,274
Q1 2025 Added 1.67%
$0
$7.91 Million 0.2% of portfolio
159,481
Q1 2025 Reduced 0.36%
$0
$7.91 Million 0.2% of portfolio
196,861
Q1 2025 Reduced 11.13%
$0
$7.97 Million 0.2% of portfolio
223,477
Q1 2025 Reduced 13.18%
$386B
$7.63 Million 0.19% of portfolio
44,778
Q1 2025 Added 3.43%
$49.9B
$7.62 Million 0.19% of portfolio
29,984
Q1 2025 Added 5.62%
$0
$7.39 Million 0.18% of portfolio
90,480
Q1 2025 Reduced 2.53%
$0
$6.64 Million 0.17% of portfolio
123,858
Q1 2025 Reduced 14.53%
$0
$6.98 Million 0.17% of portfolio
269,960
Q1 2025 Reduced 21.09%
$189B
$6.83 Million 0.17% of portfolio
20,724
Q1 2025 Reduced 5.71%
$362B
$6.24 Million 0.16% of portfolio
149,644
Q1 2025 Added 4.27%
$101B
$6.02 Million 0.15% of portfolio
8,952
Q1 2025 Added 0.67%
$562B
$5.8 Million 0.14% of portfolio
10,575
Q1 2025 Reduced 1.44%
$26.4B
$5.53 Million 0.14% of portfolio
199,652
Q1 2025 Added 21.48%
$121B
$5.78 Million 0.14% of portfolio
8,499
Q1 2025 Added 6.76%
$146B
$5.57 Million 0.14% of portfolio
14,966
Q1 2025 Added 1.03%
$216B
$5.17 Million 0.13% of portfolio
52,351
Q1 2025 Added 6.86%
$0
$5.32 Million 0.13% of portfolio
14,736
Q1 2025 Reduced 4.05%
$335B
$5.12 Million 0.13% of portfolio
24,425
Q1 2025 Added 41.45%
$0
$5.11 Million 0.13% of portfolio
175,310
Q1 2025 Reduced 36.0%
$206B
$4.83 Million 0.12% of portfolio
53,834
Q1 2025 Added 5.93%
$116B
$4.86 Million 0.12% of portfolio
46,304
Q1 2025 Reduced 1.44%
$447B
$4.99 Million 0.12% of portfolio
41,997
Q1 2025 Reduced 26.6%
$0
$4.77 Million 0.12% of portfolio
25,045
Q1 2025 Reduced 34.24%
$182B
$4.93 Million 0.12% of portfolio
32,908
Q1 2025 Added 2.62%
$0
$4.8 Million 0.12% of portfolio
10,234
Q1 2025 Added 5.72%
$0
$4.43 Million 0.11% of portfolio
85,914
Q1 2025 Reduced 1.73%
$55B
$4.31 Million 0.11% of portfolio
65,642
Q1 2025 Reduced 1.84%
$204B
$4.36 Million 0.11% of portfolio
32,943
Q1 2025 Added 1.36%
$0
$4.31 Million 0.11% of portfolio
97,643
Q1 2025 Reduced 20.81%
$26.5B
$4.06 Million 0.1% of portfolio
19,560
Q1 2025 Added 5.5%
$50.9B
$3.98 Million 0.1% of portfolio
30,113
Q1 2025 Reduced 3.59%
$61.6B
$3.99 Million 0.1% of portfolio
15,079
Q1 2025 Added 6.51%
$0
$4.15 Million 0.1% of portfolio
174,543
Q1 2025 Reduced 35.02%
$60.7B
$4.13 Million 0.1% of portfolio
7,007
Q1 2025 Reduced 2.57%
$313B
$3.93 Million 0.1% of portfolio
54,813
Q1 2025 Reduced 26.83%
$39.6B
$3.83 Million 0.1% of portfolio
46,582
Q1 2025 Added 6.08%
$224B
$4.06 Million 0.1% of portfolio
15,074
Q1 2025 Added 41.33%

Summary

  • Portfolio
  • No. of Stocks 389
  • Current Value $4 Billion
  • Prior Value $4.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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