Forvis Mazars Wealth Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 388
- Total Value
- 4138955130
- Accession Number
- 0001085146-25-003049
- Form Type
- 13F-HR
- CIK
- 0001352864
- Manager Name
- Forvis Mazars Wealth Advisors, LLC
Data Enrichment
77% identified297 identified91 unidentified
Holdings
388 positions
Manager:
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Page 1 of 20
464287226
Shares:
1391690(+2.2%)
Value:
$137.7B(+4.4%)
316188309
Shares:
2479022(-5.2%)
Value:
$113.2B(-3.5%)
46654Q724
Shares:
1894647(+36.7%)
Value:
$113.1B(+31.5%)
46641Q647
Shares:
935789(+1.2%)
Value:
$46.8B(+0.9%)
25434V831
Shares:
1358266(-17.2%)
Value:
$45.0B(-18.8%)
464288273
Shares:
689995(-28.2%)
Value:
$43.8B(-24.9%)
922020748
Shares:
484846(+175.8%)
Value:
$37.5B(+181.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.5M | All Managers (Combined) | $1.2B | |||
6.8M | All Managers (Combined) | $409.9M | |||
(cusip464287226)✕ | 1.4M | All Managers (Combined) | $137.7M | ||
241.8K | All Managers (Combined) | $124.3M | |||
5.6M | All Managers (Combined) | $120.8M | |||
(cusip316188309)✕ | 2.5M | All Managers (Combined) | $113.2M | ||
(cusip46654Q724)✕ | 1.9M | YoY NEW(+1.9M) | All Managers (Combined) | $113.1M | YoY NEW(+$113.1M) |
152.9K | All Managers (Combined) | $85.9M | |||
2.1M | All Managers (Combined) | $67.9M | |||
641.0K | All Managers (Combined) | $67.6M | |||
822.8K | All Managers (Combined) | $57.4M | |||
385.3K | All Managers (Combined) | $47.0M | |||
(cusip46641Q647)✕ | 935.8K | All Managers (Combined) | $46.8M | ||
(cusip25434V831)✕ | 1.4M | All Managers (Combined) | $45.0M | ||
2.3M | All Managers (Combined) | $44.5M | |||
(cusip464288273)✕ | 690.0K | All Managers (Combined) | $43.8M | ||
200.7K | All Managers (Combined) | $40.4M | |||
Apple Inc.(AAPLcusip037833100) | 170.6K | All Managers (Combined) | $37.9M | ||
(cusip922020748)✕ | 484.8K | YoY NEW(+484.8K) | All Managers (Combined) | $37.5M | YoY NEW(+$37.5M) |
Eli Lilly & Co(LLYcusip532457108) | 43.5K | All Managers (Combined) | $36.0M |