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
$9.75B
$4.16 Million 0.1% of portfolio
67,268
Q1 2025 Reduced 1.88%
$185B
$3.83 Million 0.1% of portfolio
84,526
Q1 2025 Reduced 2.51%
$606B
$3.52 Million 0.09% of portfolio
10,042
Q1 2025 Added 8.22%
$91B
$3.47 Million 0.09% of portfolio
7,989
Q1 2025 Reduced 0.54%
$10.7B
$3.69 Million 0.09% of portfolio
86,685
Q1 2025 Reduced 8.04%
$77.1B
$3.66 Million 0.09% of portfolio
20,421
Q1 2025 Added 0.52%
$1.1T
$3.41 Million 0.09% of portfolio
21,854
Q1 2025 Added 3.93%
$202B
$3.64 Million 0.09% of portfolio
11,675
Q1 2025 Reduced 0.9%
$12.3B
$3.63 Million 0.09% of portfolio
181,567
Q4 2024 Reduced 1.2%
$162B
$3.79 Million 0.09% of portfolio
7,624
Q1 2025 Added 6.3%
$0
$3.01 Million 0.08% of portfolio
75,296
Q1 2025 Reduced 20.32%
$99.1B
$3.28 Million 0.08% of portfolio
19,597
Q1 2025 Added 24.62%
$193B
$3.24 Million 0.08% of portfolio
8,435
Q1 2025 Added 4.78%
$46.4B
$3.34 Million 0.08% of portfolio
32,003
Q1 2025 Added 14.39%
$44.1B
$3.05 Million 0.08% of portfolio
23,968
Q1 2025 Added 38.32%
$49.6B
$3.05 Million 0.08% of portfolio
4,863
Q1 2025 Added 15.32%
$0
$2.95 Million 0.07% of portfolio
82,321
Q1 2025 Reduced 26.88%
$149B
$2.81 Million 0.07% of portfolio
19,330
Q1 2025 Added 74.24%
$235B
$2.84 Million 0.07% of portfolio
21,413
Q1 2025 Added 62.45%
$139B
$2.97 Million 0.07% of portfolio
12,561
Q1 2025 Added 5.86%
$15.6B
$2.7 Million 0.07% of portfolio
44,639
Q1 2025 Reduced 2.97%
$79.5B
$2.68 Million 0.07% of portfolio
21,421
Q1 2025 Reduced 4.3%
$377B
$2.87 Million 0.07% of portfolio
7,830
Q1 2025 Reduced 15.45%
$0
$2.65 Million 0.07% of portfolio
13,408
Q1 2025 Added 0.71%
$68.6B
$2.64 Million 0.07% of portfolio
89,580
Q1 2025 Reduced 0.68%
$46.1B
$2.71 Million 0.07% of portfolio
8,647
Q1 2025 Reduced 4.56%
$264B
$2.42 Million 0.06% of portfolio
12,079
Q1 2025 Added 20.89%
$0
$2.52 Million 0.06% of portfolio
68,088
Q1 2025 Reduced 24.05%
$0
$2.34 Million 0.06% of portfolio
98,680
Q1 2025 Reduced 0.5%
$0
$2.21 Million 0.06% of portfolio
5,269
Q1 2025 Reduced 0.73%
$221B
$2.47 Million 0.06% of portfolio
7,921
Q1 2025 Reduced 1.23%
$0
$2.26 Million 0.06% of portfolio
11,304
Q1 2025 Reduced 7.34%
$16.1B
$2.38 Million 0.06% of portfolio
37,237
Q1 2025 Reduced 4.32%
$55.1B
$2.23 Million 0.06% of portfolio
4,607
Q1 2025 Reduced 4.97%
$26.1B
$2.22 Million 0.06% of portfolio
16,050
Q1 2025 Reduced 3.86%
$147B
$2.47 Million 0.06% of portfolio
12,066
Q1 2025 Added 16.86%
$89.6B
$2.36 Million 0.06% of portfolio
19,325
Q1 2025 Reduced 10.61%
$15.8B
$2.49 Million 0.06% of portfolio
30,622
Q1 2025 Added 1.61%
$80.2B
$2.33 Million 0.06% of portfolio
15,861
Q1 2025 Added 38.16%
$0
$1.89 Million 0.05% of portfolio
19,598
Q1 2025 Reduced 0.8%
$0
$1.92 Million 0.05% of portfolio
20,466
Q1 2025 Reduced 0.81%
$5.92B
$1.9 Million 0.05% of portfolio
16,808
Q1 2025 Reduced 4.36%
$27.7B
$2.14 Million 0.05% of portfolio
11,664
Q1 2025 Added 8.8%
$177B
$1.91 Million 0.05% of portfolio
9,815
Q4 2024 Reduced 2.45%
$38.4B
$1.87 Million 0.05% of portfolio
38,543
Q1 2025 Reduced 12.05%
$33B
$1.94 Million 0.05% of portfolio
19,945
Q1 2025 Reduced 7.5%
$143B
$1.85 Million 0.05% of portfolio
26,165
Q1 2025 Reduced 24.35%
$56.1B
$2.15 Million 0.05% of portfolio
3,394
Q1 2025 Added 4.27%
$1.03T
$1.95 Million 0.05% of portfolio
7,509
Q1 2025 Reduced 9.62%

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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