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
$81.1B
$579,000 0.01% of portfolio
3,981
Q1 2025 Reduced 1.58%
$44.9B
$492,000 0.01% of portfolio
3,461
Q1 2025 Reduced 7.98%
$0
$342,000 0.01% of portfolio
5,625
Q1 2024 Added 400.0%
$0
$470,000 0.01% of portfolio
5,994
Q1 2025 Reduced 2.54%
$0
$526,000 0.01% of portfolio
3,908
Q1 2025 Reduced 10.12%
$61.5B
$408,000 0.01% of portfolio
14,322
Q1 2025 Reduced 3.89%
$46.8B
$484,000 0.01% of portfolio
2,316
Q1 2025 Reduced 28.69%
$0
$236,000 0.01% of portfolio
1,974
Q1 2025 Reduced 3.47%
$0
$252,000 0.01% of portfolio
3,030
Q1 2025 Added 1.68%
$5.67B
$398,000 0.01% of portfolio
11,109
Q1 2025 Reduced 0.8%
$0
$446,000 0.01% of portfolio
2,207
Q3 2024 New
$125B
$506,000 0.01% of portfolio
1,133
Q1 2025 Added 8.42%
$0
$391,000 0.01% of portfolio
2,293
Q1 2025 Reduced 2.05%
$5.23B
$249,000 0.01% of portfolio
16,362
Q1 2025 Reduced 10.37%
$33B
$431,000 0.01% of portfolio
3,308
Q1 2025 Reduced 0.63%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 54.44%
$0
$113,000 0.0% of portfolio
11,879
Q1 2025 Reduced 0.09%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 14.02%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 36.74%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.9%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.05%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 41.57%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 28.58%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 22.14%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.93%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 41.9%
$23.6B
$195,000 0.0% of portfolio
12,680
Q1 2025 Added 5.42%
Vanguard Malvern Fds
-
$0 0.0% of portfolio
-
Q1 2025 Added 175.8%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.34%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 38.38%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.74%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 35.65%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 40.28%
Ishares Tr
-
$0 0.0% of portfolio
-
Q2 2024 Added 17.1%
$2.66B
$104,000 0.0% of portfolio
17,624
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.03%
$12.7B
$166,000 0.0% of portfolio
13,373
Q1 2025 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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