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
$215B
$2.12 Million 0.05% of portfolio
3,459
Q1 2025 Reduced 0.03%
$0
$1.86 Million 0.05% of portfolio
18,451
Q1 2025 Reduced 17.37%
$278B
$1.97 Million 0.05% of portfolio
12,401
Q1 2025 Added 48.28%
$0
$2.12 Million 0.05% of portfolio
22,920
Q1 2025 Added 2.71%
$96B
$1.9 Million 0.05% of portfolio
8,196
Q4 2024 Added 2.45%
$42.7B
$1.85 Million 0.05% of portfolio
14,137
Q1 2025 Added 1.15%
$17.1B
$1.55 Million 0.04% of portfolio
4,607
Q1 2025 Added 0.7%
$0
$1.77 Million 0.04% of portfolio
20,800
Q1 2025 Reduced 0.79%
$284B
$1.74 Million 0.04% of portfolio
3,320
Q1 2025 Added 2.31%
$76.7B
$1.74 Million 0.04% of portfolio
18,536
Q1 2025 Reduced 1.37%
$0
$1.62 Million 0.04% of portfolio
67,014
Q1 2025 Added 27.47%
$53.1B
$1.44 Million 0.04% of portfolio
6,932
Q1 2025 Reduced 0.86%
$210B
$1.46 Million 0.04% of portfolio
2,674
Q1 2025 Added 19.75%
$46.7B
$1.66 Million 0.04% of portfolio
48,382
Q1 2025 Added 65.48%
$93.5B
$1.64 Million 0.04% of portfolio
4,692
Q1 2025 Added 14.89%
$63.4B
$1.72 Million 0.04% of portfolio
21,463
Q1 2025 Reduced 5.36%
$39.7B
$1.42 Million 0.04% of portfolio
13,720
Q1 2025 Added 8.06%
$106B
$1.6 Million 0.04% of portfolio
26,209
Q1 2025 Added 3.45%
$442B
$1.6 Million 0.04% of portfolio
2
Q1 2025 Added 100.0%
$446B
$1.4 Million 0.04% of portfolio
1,484
Q1 2025 Added 7.93%
$0
$1.59 Million 0.04% of portfolio
44,385
Q1 2025 Reduced 6.5%
$75.1B
$1.41 Million 0.04% of portfolio
12,820
Q1 2025 Added 1.08%
$0
$1.21 Million 0.03% of portfolio
4,554
Q1 2025 Reduced 0.65%
$136B
$1.33 Million 0.03% of portfolio
52,489
Q1 2025 Added 3.95%
$536B
$1.36 Million 0.03% of portfolio
1,462
Q1 2025 Reduced 14.05%
$0
$1.03 Million 0.03% of portfolio
4,972
Q1 2025 Reduced 5.06%
$0
$1.24 Million 0.03% of portfolio
54,030
Q1 2025 Reduced 2.89%
$21.7B
$1.27 Million 0.03% of portfolio
13,810
Q1 2025 Reduced 2.46%
$99.4B
$1.12 Million 0.03% of portfolio
11,469
Q1 2025 Reduced 3.33%
$0
$1.14 Million 0.03% of portfolio
10,308
Q1 2025 Reduced 4.31%
$0
$1.3 Million 0.03% of portfolio
2,435
Q1 2025 Reduced 0.61%
$0
$1.14 Million 0.03% of portfolio
6,053
Q1 2025 Reduced 10.14%
$0
$1.21 Million 0.03% of portfolio
47,788
Q1 2025 Added 24.32%
$0
$1.32 Million 0.03% of portfolio
35,065
Q1 2025 Reduced 24.78%
$36.3B
$1.11 Million 0.03% of portfolio
10,041
Q1 2025 Added 0.15%
$60B
$1.28 Million 0.03% of portfolio
20,157
Q1 2025 Added 14.05%
$37.7B
$1.04 Million 0.03% of portfolio
14,743
Q1 2025 Added 2.08%
$84.4B
$1.22 Million 0.03% of portfolio
17,990
Q1 2025 Reduced 17.99%
$0
$1.34 Million 0.03% of portfolio
37,444
Q1 2025 Reduced 19.1%
$131B
$1.12 Million 0.03% of portfolio
3,669
Q1 2025 Reduced 1.9%
$32.8B
$1.19 Million 0.03% of portfolio
17,481
Q4 2024 Added 0.68%
$69.1B
$1.06 Million 0.03% of portfolio
8,258
Q1 2025 Added 2.46%
$0
$1.3 Million 0.03% of portfolio
51,743
Q1 2025 Reduced 3.0%
$0
$1.38 Million 0.03% of portfolio
5,372
Q1 2025 Added 2.13%
$41B
$1.15 Million 0.03% of portfolio
7,330
Q1 2025 Reduced 0.54%
$0
$1.05 Million 0.03% of portfolio
27,789
Q1 2025 Reduced 0.5%
$7.6B
$858,000 0.02% of portfolio
13,799
Q1 2025 Added 0.02%
$0
$668,000 0.02% of portfolio
7,154
Q1 2025 Added 1.89%
$608M
$956,000 0.02% of portfolio
19,532
Q1 2024 Reduced 0.14%

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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