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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.2B
$1.94 Million 0.05% of portfolio
18,686
Q3 2024 Added 1.38%
$39.9B
$2.13 Million 0.05% of portfolio
21,589
Q3 2024 Added 0.15%
$180B
$2.12 Million 0.05% of portfolio
3,421
Q3 2024 Reduced 0.12%
$78B
$1.96 Million 0.05% of portfolio
42,884
Q3 2024 Added 143.52%
$0
$1.96 Million 0.05% of portfolio
22,246
Q3 2024 Reduced 6.75%
$0
$2.29 Million 0.05% of portfolio
24,239
Q3 2024 Added 23.86%
$0
$2.32 Million 0.05% of portfolio
97,702
Q3 2024 Added 7.55%
$24.1B
$2.17 Million 0.05% of portfolio
16,921
Q3 2024 Reduced 0.89%
$0
$1.97 Million 0.05% of portfolio
21,545
Q3 2024 Added 0.5%
$95.4B
$1.98 Million 0.05% of portfolio
22,004
Q3 2024 New
$0
$1.92 Million 0.05% of portfolio
50,780
Q3 2024 Reduced 12.55%
$177B
$1.96 Million 0.05% of portfolio
10,062
Q3 2024 Added 0.74%
$0
$2.16 Million 0.05% of portfolio
5,106
Q3 2024 Reduced 24.3%
$27B
$1.61 Million 0.04% of portfolio
14,753
Q3 2024 Added 1.19%
$0
$1.68 Million 0.04% of portfolio
59,264
Q3 2024 Reduced 21.68%
$0
$1.72 Million 0.04% of portfolio
17,897
Q3 2024 Reduced 0.61%
$0
$1.83 Million 0.04% of portfolio
20,247
Q3 2024 Added 1.47%
$69.1B
$1.84 Million 0.04% of portfolio
22,336
Q3 2024 Added 3.26%
$553B
$1.9 Million 0.04% of portfolio
3,245
Q3 2024 Added 5.46%
$101B
$1.49 Million 0.04% of portfolio
3,915
Q3 2024 New
$206B
$1.52 Million 0.04% of portfolio
13,334
Q3 2024 Reduced 38.6%
$1.11T
$1.7 Million 0.04% of portfolio
6,480
Q3 2024 Added 13.8%
$0
$1.83 Million 0.04% of portfolio
51,937
Q3 2024 Reduced 6.65%
$144B
$1.84 Million 0.04% of portfolio
63,678
Q3 2024 Reduced 20.06%
$71B
$1.55 Million 0.04% of portfolio
11,333
Q3 2024 Reduced 28.29%
$15.2B
$1.83 Million 0.04% of portfolio
30,853
Q3 2024 Reduced 0.06%
$198B
$1.88 Million 0.04% of portfolio
9,986
Q3 2024 Reduced 15.0%
$76.2B
$1.67 Million 0.04% of portfolio
26,498
Q3 2024 Reduced 3.12%
$42.2B
$1.52 Million 0.04% of portfolio
14,632
Q3 2024 Reduced 7.54%
$0
$1.12 Million 0.03% of portfolio
13,360
Q3 2024 Reduced 0.12%
$613M
$1.11 Million 0.03% of portfolio
19,709
Q3 2024 New
$44.2B
$1.25 Million 0.03% of portfolio
118,483
Q3 2024 Added 1.12%
$8.09B
$1.46 Million 0.03% of portfolio
10,762
Q3 2024 Added 1.72%
$0
$1.23 Million 0.03% of portfolio
4,636
Q1 2024 Reduced 2.69%
$0
$1.17 Million 0.03% of portfolio
28,077
Q3 2024 Reduced 0.67%
$118B
$1.16 Million 0.03% of portfolio
11,878
Q3 2024 Added 1.12%
$223B
$1.13 Million 0.03% of portfolio
6,875
Q3 2024 Added 69.42%
$0
$1.18 Million 0.03% of portfolio
6,202
Q3 2024 Reduced 17.44%
$55.1B
$1.34 Million 0.03% of portfolio
7,042
Q3 2024 Reduced 1.29%
$0
$1.3 Million 0.03% of portfolio
55,611
Q3 2024 Added 145.95%
$35.3B
$1.3 Million 0.03% of portfolio
708
Q1 2024 Reduced 37.57%
$125B
$1.36 Million 0.03% of portfolio
26,311
Q3 2024 Added 0.08%
$0
$1.21 Million 0.03% of portfolio
10,700
Q3 2024 New
$0
$1.3 Million 0.03% of portfolio
51,744
Q3 2024 Added 16.68%
$0
$1.29 Million 0.03% of portfolio
39,658
Q3 2024 Reduced 9.88%
$101B
$1.26 Million 0.03% of portfolio
53,515
Q3 2024 Reduced 56.11%
$76.9B
$1.39 Million 0.03% of portfolio
12,739
Q3 2024 Reduced 0.49%
$64.4B
$1.42 Million 0.03% of portfolio
17,643
Q3 2024 Reduced 11.17%
$19.5B
$1.33 Million 0.03% of portfolio
4,579
Q3 2024 Added 0.09%

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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