Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

Forvis Wealth Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.21 Billion distributed in 419 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 $384M, Vanguard Index Fds S&P 500 ETF with a value of $140M, Ishares Core U.S. Aggregate Bo with a value of $132M, and Schwab Strategic Tr Us Broad M with a value of $129M.

Examining the 13F form we can see an decrease of $45.6M in the current position value, from $4.26B to 4.21B.

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

Portfolio value $4.21 Billion
ETFs: $3.5 Billion
Technology: $210 Million
Financial Services: $99.1 Million
Healthcare: $89 Million
Industrials: $67.4 Million
Consumer Cyclical: $67.3 Million
Consumer Defensive: $59 Million
Communication Services: $42.6 Million
Other: $61.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.8B
$1.35 Million 0.03% of portfolio
6,992
Q4 2024 Reduced 0.71%
$0
$1.26 Million 0.03% of portfolio
52,571
Q4 2024 Added 2.02%
$411B
$1.26 Million 0.03% of portfolio
1,375
Q4 2024 Added 0.22%
$0
$1.22 Million 0.03% of portfolio
5,237
Q4 2024 Added 11.97%
$0
$1.09 Million 0.03% of portfolio
18,986
Q4 2024 Reduced 55.15%
$15.4B
$857,000 0.02% of portfolio
10,056
Q4 2024 Reduced 4.63%
$38.4B
$677,000 0.02% of portfolio
68,388
Q4 2024 Reduced 42.28%
$52.9B
$699,000 0.02% of portfolio
6,330
Q4 2024 Reduced 13.2%
$40.9B
$676,000 0.02% of portfolio
5,707
Q4 2024 Reduced 2.96%
$167B
$651,000 0.02% of portfolio
5,394
Q4 2024 Reduced 21.54%
$164B
$733,000 0.02% of portfolio
1,472
Q4 2024 Added 1.31%
$270B
$902,000 0.02% of portfolio
2,700
Q4 2024 Added 0.56%
$98B
$710,000 0.02% of portfolio
2,934
Q4 2024 Added 0.03%
$0
$674,000 0.02% of portfolio
9,446
Q4 2024 Reduced 1.76%
$69.4B
$655,000 0.02% of portfolio
3,400
Q4 2024 Reduced 1.65%
$0
$982,000 0.02% of portfolio
9,365
Q4 2024 Reduced 5.9%
$21.9B
$924,000 0.02% of portfolio
10,534
Q4 2024 Reduced 0.52%
$268B
$900,000 0.02% of portfolio
12,819
Q4 2024 Reduced 1.38%
$72.3B
$1.04 Million 0.02% of portfolio
2,260
Q4 2024 Reduced 0.04%
$201B
$865,000 0.02% of portfolio
38,010
Q4 2024 Reduced 2.57%
$195B
$642,000 0.02% of portfolio
5,109
Q4 2024 Added 0.06%
$33.9B
$772,000 0.02% of portfolio
8,212
Q4 2024 Reduced 0.35%
$54.4B
$728,000 0.02% of portfolio
5,196
Q4 2024 Added 22.95%
$241B
$1.01 Million 0.02% of portfolio
8,363
Q4 2024 Reduced 2.05%
$474B
$680,000 0.02% of portfolio
1
Q1 2024 New
$0
$754,000 0.02% of portfolio
33,225
Q4 2024 Added 70.4%
$38.1B
$975,000 0.02% of portfolio
14,443
Q4 2024 Reduced 0.74%
$0
$946,000 0.02% of portfolio
12,504
Q3 2024 Reduced 4.87%
$161B
$765,000 0.02% of portfolio
20,402
Q4 2024 Reduced 7.54%
$0
$1.04 Million 0.02% of portfolio
38,864
Q4 2024 Reduced 34.42%
$37.6B
$815,000 0.02% of portfolio
10,668
Q4 2024 Added 0.02%
$0
$908,000 0.02% of portfolio
10,196
Q4 2024 Added 72.9%
$74.2B
$987,000 0.02% of portfolio
8,060
Q4 2024 New
$603M
$902,000 0.02% of portfolio
19,532
Q1 2024 Reduced 0.14%
$109B
$664,000 0.02% of portfolio
2,003
Q4 2024 Reduced 8.12%
$32.7B
$836,000 0.02% of portfolio
8,518
Q4 2024 Reduced 1.56%
$0
$957,000 0.02% of portfolio
38,438
Q3 2024 Added 192.08%
$0
$940,000 0.02% of portfolio
22,483
Q4 2024 Reduced 2.52%
$0
$638,000 0.02% of portfolio
8,878
Q4 2024 Added 14.29%
$93.2B
$739,000 0.02% of portfolio
36,897
Q4 2024 Reduced 31.05%
$0
$950,000 0.02% of portfolio
29,064
Q4 2024 Reduced 26.71%
$0
$690,000 0.02% of portfolio
24,937
Q4 2024 Reduced 40.24%
$53.7B
$989,000 0.02% of portfolio
22,816
Q4 2024 Reduced 0.59%
$141B
$944,000 0.02% of portfolio
4,182
Q4 2024 Reduced 2.38%
$99.2B
$650,000 0.02% of portfolio
2,357
Q4 2024 Reduced 8.39%
$24.9B
$774,000 0.02% of portfolio
4,573
Q3 2024 Reduced 0.11%
$80B
$872,000 0.02% of portfolio
6,917
Q4 2024 Reduced 2.36%
$5.48B
$648,000 0.02% of portfolio
1,538
Q4 2024 Reduced 2.35%
$0
$801,000 0.02% of portfolio
27,219
Q4 2024 Reduced 23.56%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $4.21 Billion
  • Prior Value $4.26 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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