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
$199B
$1.11 Million 0.03% of portfolio
2,237
Q3 2024 Reduced 1.58%
$29.1B
$1.16 Million 0.03% of portfolio
17,363
Q3 2024 Added 4.08%
$0
$1.31 Million 0.03% of portfolio
24,811
Q3 2024 Added 0.85%
$0
$1.3 Million 0.03% of portfolio
2,285
Q3 2024 Reduced 0.82%
$0
$1.38 Million 0.03% of portfolio
5,227
Q1 2024 Reduced 1.25%
$411B
$1.22 Million 0.03% of portfolio
1,372
Q3 2024 Reduced 27.41%
$393B
$1.22 Million 0.03% of portfolio
1,720
Q3 2024 Added 87.77%
$0
$1.23 Million 0.03% of portfolio
41,730
Q3 2024 Reduced 43.65%
$0
$1.18 Million 0.03% of portfolio
31,376
Q3 2024 Added 2.14%
$0
$1.26 Million 0.03% of portfolio
51,531
Q3 2024 Reduced 3.74%
$0
$933,000 0.02% of portfolio
19,936
Q3 2024 Added 0.49%
$12.6B
$661,000 0.02% of portfolio
6,007
Q3 2024 Added 10.28%
$0
$673,000 0.02% of portfolio
9,615
Q3 2024 Reduced 1.99%
$82.2B
$1.02 Million 0.02% of portfolio
2,261
Q3 2024 Added 2.68%
$84.4B
$713,000 0.02% of portfolio
2,933
Q3 2024 Added 18.6%
$38.3B
$950,000 0.02% of portfolio
14,551
Q3 2024 Added 0.73%
$202B
$1.04 Million 0.02% of portfolio
8,538
Q3 2024 Reduced 37.36%
$46.2B
$712,000 0.02% of portfolio
5,881
Q3 2024 Added 6.14%
$37.3B
$832,000 0.02% of portfolio
10,666
Q3 2024 Added 1.79%
$96.4B
$965,000 0.02% of portfolio
7,084
Q3 2024 Reduced 5.84%
$173B
$655,000 0.02% of portfolio
3,855
Q3 2024 Added 24.31%
$61.3B
$981,000 0.02% of portfolio
22,952
Q3 2024 Reduced 4.25%
$0
$1.01 Million 0.02% of portfolio
9,952
Q3 2024 Reduced 1.27%
$0
$926,000 0.02% of portfolio
19,498
Q3 2024 Reduced 2.97%
$98.7B
$891,000 0.02% of portfolio
2,573
Q3 2024 New
$164B
$750,000 0.02% of portfolio
1,453
Q3 2024 Reduced 0.68%
$31.3B
$792,000 0.02% of portfolio
8,241
Q3 2024 Added 0.18%
$279B
$733,000 0.02% of portfolio
12,998
Q3 2024 Reduced 3.78%
$0
$801,000 0.02% of portfolio
11,816
Q3 2024 Reduced 36.46%
$0
$671,000 0.02% of portfolio
11,370
Q3 2024 Added 1.01%
$35B
$765,000 0.02% of portfolio
8,653
Q3 2024 Added 0.13%
$0
$706,000 0.02% of portfolio
5,611
Q2 2024 Reduced 3.14%
$234B
$699,000 0.02% of portfolio
10,610
Q3 2024 Added 38.33%
$29.3B
$885,000 0.02% of portfolio
10,589
Q3 2024 Added 1.07%
$0
$1.06 Million 0.02% of portfolio
4,677
Q3 2024 Reduced 1.87%
$326B
$734,000 0.02% of portfolio
2,685
Q3 2024 Added 94.57%
$0
$1.01 Million 0.02% of portfolio
12,504
Q3 2024 Reduced 4.87%
$82.4B
$639,000 0.02% of portfolio
3,457
Q3 2024 Added 0.44%
$0
$802,000 0.02% of portfolio
9,087
Q3 2024 Reduced 2.45%
$79.5B
$655,000 0.02% of portfolio
4,026
Q3 2024 Added 1.31%
$124B
$978,000 0.02% of portfolio
3,536
Q3 2024 Added 1.43%
$0
$1.04 Million 0.02% of portfolio
35,610
Q3 2024 Reduced 32.66%
$422B
$690,000 0.02% of portfolio
1
Q1 2024 New
$189B
$921,000 0.02% of portfolio
22,065
Q3 2024 Reduced 0.13%
$0
$1.06 Million 0.02% of portfolio
23,065
Q3 2024 Reduced 3.93%
$144B
$722,000 0.02% of portfolio
2,180
Q3 2024 Reduced 1.18%
$76.9B
$707,000 0.02% of portfolio
2,342
Q3 2024 Added 23.0%
$40B
$731,000 0.02% of portfolio
16,193
Q3 2024 Added 3.34%
$17.9B
$904,000 0.02% of portfolio
10,544
Q3 2024 Reduced 62.35%

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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