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
$0
$447,000 0.01% of portfolio
2,207
Q3 2024 New
$9.34B
$511,000 0.01% of portfolio
12,576
Q3 2024 Added 25.15%
$349M
$461,000 0.01% of portfolio
6,688
Q3 2024 New
$46B
$531,000 0.01% of portfolio
3,739
Q3 2024 Added 9.81%
$223B
$532,000 0.01% of portfolio
5,106
Q3 2024 Added 2.67%
$88.3B
$473,000 0.01% of portfolio
6,423
Q3 2024 Reduced 3.67%
$5.83B
$342,000 0.01% of portfolio
10,861
Q3 2024 Added 0.04%
$112B
$232,000 0.01% of portfolio
2,583
Q3 2024 Added 1.18%
$31.4B
$400,000 0.01% of portfolio
3,661
Q3 2024 Added 0.49%
$140B
$625,000 0.01% of portfolio
1,070
Q3 2024 Reduced 2.73%
$26.9B
$341,000 0.01% of portfolio
3,561
Q3 2024 Added 4.7%
$26.8B
$283,000 0.01% of portfolio
2,293
Q3 2024 Added 1.69%
$7.27B
$213,000 0.01% of portfolio
5,614
Q3 2024 New
$92.4B
$563,000 0.01% of portfolio
6,383
Q3 2024 Added 11.61%
$90.9B
$274,000 0.01% of portfolio
1,105
Q3 2024 Added 7.8%
$8.63B
$426,000 0.01% of portfolio
10,393
Q3 2024 Added 0.16%
$38.1B
$308,000 0.01% of portfolio
2,052
Q3 2024 Added 6.43%
$222B
$319,000 0.01% of portfolio
2,778
Q3 2024 Reduced 1.03%
$6.39B
$291,000 0.01% of portfolio
18,255
Q1 2024 Reduced 3.12%
$75.7B
$316,000 0.01% of portfolio
600
Q3 2024 Reduced 0.99%
$59.9B
$247,000 0.01% of portfolio
996
Q3 2024 New
$76.6B
$525,000 0.01% of portfolio
7,293
Q3 2024 Reduced 29.64%
$58.4B
$633,000 0.01% of portfolio
1,740
Q3 2024 Reduced 0.17%
$0
$222,000 0.01% of portfolio
3,369
Q3 2024 Reduced 63.34%
$61.7B
$297,000 0.01% of portfolio
7,091
Q3 2024 Reduced 1.34%
$0
$254,000 0.01% of portfolio
8,707
Q3 2024 Reduced 3.01%
$0
$426,000 0.01% of portfolio
5,310
Q3 2024 Reduced 52.99%
$0
$467,000 0.01% of portfolio
17,320
Q3 2024 Reduced 26.41%
$0
$576,000 0.01% of portfolio
3,742
Q2 2024 Reduced 0.82%
$0
$336,000 0.01% of portfolio
13,200
Q3 2024 Reduced 49.78%
$0
$464,000 0.01% of portfolio
10,407
Q3 2024 Reduced 5.18%
$0
$531,000 0.01% of portfolio
11,737
Q3 2024 Reduced 1.05%
$0
$606,000 0.01% of portfolio
6,907
Q3 2024 Reduced 2.75%
$0
$282,000 0.01% of portfolio
3,343
Q3 2024 Added 12.75%
$0
$488,000 0.01% of portfolio
9,493
Q3 2024 Reduced 36.28%
$25.2B
$245,000 0.01% of portfolio
16,705
Q3 2024 Reduced 1.31%
$87B
$468,000 0.01% of portfolio
2,919
Q3 2024 Reduced 26.25%
$1.51B
$567,000 0.01% of portfolio
7,672
Q3 2024 Reduced 12.49%
$14.7B
$348,000 0.01% of portfolio
12,278
Q3 2024 Added 30.16%
$8.54B
$256,000 0.01% of portfolio
3,543
Q3 2024 Reduced 1.01%
$42.4B
$605,000 0.01% of portfolio
12,181
Q3 2024 Reduced 3.94%
$35.1B
$358,000 0.01% of portfolio
5,657
Q3 2024 Added 0.04%
$27.3B
$216,000 0.01% of portfolio
10,560
Q3 2024 Added 0.19%
$16.5B
$470,000 0.01% of portfolio
14,856
Q3 2024 Added 0.47%
$0
$411,000 0.01% of portfolio
2,050
Q4 2023 New
$24.5B
$636,000 0.01% of portfolio
27,309
Q3 2024 Added 3.66%
Grayscale Ethereum Mini Tr E
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 21.03%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 12.92%

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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