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
$0
$576,000 0.01% of portfolio
18,697
Q1 2025 Reduced 35.67%
$570M
$386,000 0.01% of portfolio
31,501
Q3 2024 Added 48.59%
$0
$480,000 0.01% of portfolio
17,182
Q1 2025 Reduced 36.87%
$15.6B
$455,000 0.01% of portfolio
6,601
Q1 2025 Added 12.32%
$10B
$412,000 0.01% of portfolio
10,438
Q1 2025 Reduced 11.78%
$5.44B
$380,000 0.01% of portfolio
8,748
Q1 2025 Added 3.32%
$21.4B
$452,000 0.01% of portfolio
2,929
Q1 2025 Added 2.34%
$203B
$315,000 0.01% of portfolio
11,165
Q1 2025 Reduced 70.63%
$229B
$210,000 0.01% of portfolio
2,861
Q1 2025 New
$120B
$409,000 0.01% of portfolio
2,030
Q1 2025 Added 2.84%
$52.3B
$265,000 0.01% of portfolio
2,429
Q1 2025 Added 4.79%
$24.7B
$504,000 0.01% of portfolio
5,028
Q1 2025 Reduced 0.44%
$2.86B
$320,000 0.01% of portfolio
4,076
Q4 2024 Reduced 2.39%
$62.5B
$215,000 0.01% of portfolio
732
Q1 2025 New
$101B
$340,000 0.01% of portfolio
2,435
Q1 2025 Added 2.96%
$92.6B
$426,000 0.01% of portfolio
12,617
Q1 2025 Added 7.84%
$92.8B
$440,000 0.01% of portfolio
9,932
Q1 2025 Added 12.02%
$129B
$564,000 0.01% of portfolio
2,076
Q1 2025 Added 3.64%
$46.3B
$436,000 0.01% of portfolio
7,776
Q1 2025 Reduced 4.71%
$0
$212,000 0.01% of portfolio
3,509
Q3 2024 Reduced 0.11%
$100B
$234,000 0.01% of portfolio
666
Q1 2025 New
$7.71B
$314,000 0.01% of portfolio
5,331
Q4 2024 Reduced 0.19%
$2.12B
$396,000 0.01% of portfolio
3,085
Q3 2023 Added 0.03%
$38.4B
$271,000 0.01% of portfolio
1,469
Q1 2025 Reduced 48.2%
$199B
$509,000 0.01% of portfolio
4,961
Q1 2025 Reduced 8.03%
$19.8B
$265,000 0.01% of portfolio
3,765
Q1 2025 Reduced 1.28%
$32B
$249,000 0.01% of portfolio
2,072
Q4 2024 Added 0.97%
$255B
$326,000 0.01% of portfolio
2,926
Q1 2025 Added 6.94%
$75.2B
$314,000 0.01% of portfolio
614
Q1 2025 Added 2.16%
$80.5B
$403,000 0.01% of portfolio
6,358
Q1 2025 Reduced 3.71%
$4.32B
$206,000 0.01% of portfolio
4,213
Q1 2025 New
$223B
$595,000 0.01% of portfolio
5,108
Q1 2025 Reduced 0.02%
$92.2B
$412,000 0.01% of portfolio
6,084
Q1 2025 Reduced 4.77%
$117B
$311,000 0.01% of portfolio
3,462
Q1 2025 Added 7.95%
$58.7B
$384,000 0.01% of portfolio
6,248
Q1 2025 Reduced 1.3%
$87B
$239,000 0.01% of portfolio
1,006
Q1 2025 Reduced 0.3%
$8.81B
$479,000 0.01% of portfolio
10,425
Q1 2025 Added 0.15%
$8.6B
$441,000 0.01% of portfolio
11,598
Q1 2025 Reduced 0.92%
$58.6B
$410,000 0.01% of portfolio
2,404
Q1 2025 Added 92.63%
$20.9B
$550,000 0.01% of portfolio
25,347
Q1 2025 Reduced 3.52%
$35.4B
$312,000 0.01% of portfolio
5,386
Q1 2025 Reduced 3.27%
$1.11B
$547,000 0.01% of portfolio
7,672
Q3 2024 Reduced 12.49%
$53.4B
$520,000 0.01% of portfolio
1,740
Q3 2024 Reduced 0.17%
$0
$222,000 0.01% of portfolio
3,882
Q1 2025 New
$101B
$233,000 0.01% of portfolio
2,086
Q1 2025 Reduced 19.18%
$24.8B
$254,000 0.01% of portfolio
7,055
Q4 2024 Reduced 1.58%
$8.25B
$235,000 0.01% of portfolio
2,223
Q1 2025 Reduced 56.49%
$57.1B
$445,000 0.01% of portfolio
3,609
Q1 2025 Added 1.04%
$2.64B
$271,000 0.01% of portfolio
1,791
Q4 2023 New

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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