Forvis Mazars Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
297 identified91 unidentified

Holdings

388 positions
Manager:
SEC
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Page 1 of 20
922908769
VTI|922908769
Shares:
4458757(+5.4%)
Value:
$1.2T(-0.0%)
922042775
VEU|922042775
Shares:
6756743(+1.0%)
Value:
$409.9B(+6.7%)
464287226
464287226
Shares:
1391690(+2.2%)
Value:
$137.7B(+4.4%)
922908363
VOO|922908363
Shares:
241840(-6.8%)
Value:
$124.3B(-11.1%)
808524102
SCHB|808524102
Shares:
5611991(-1.4%)
Value:
$120.8B(-6.5%)
316188309
316188309
Shares:
2479022(-5.2%)
Value:
$113.2B(-3.5%)
46654Q724
46654Q724
Shares:
1894647(+36.7%)
Value:
$113.1B(+31.5%)
464287200
IVV|464287200
Shares:
152859(-2.5%)
Value:
$85.9B(-7.0%)
25434V708
DFAC|25434V708
Shares:
2059636(-16.1%)
Value:
$67.9B(-20.0%)
464288414
MUB|464288414
Shares:
641020(+0.5%)
Value:
$67.6B(-0.6%)
46432F834
IXUS|46432F834
Shares:
822813(-4.0%)
Value:
$57.4B(+1.3%)
464287150
ITOT|464287150
Shares:
385270(-2.4%)
Value:
$47.0B(-7.4%)
46641Q647
46641Q647
Shares:
935789(+1.2%)
Value:
$46.8B(+0.9%)
25434V831
25434V831
Shares:
1358266(-17.2%)
Value:
$45.0B(-18.8%)
808524805
SCHF|808524805
Shares:
2251240(-14.7%)
Value:
$44.5B(-8.8%)
464288273
464288273
Shares:
689995(-28.2%)
Value:
$43.8B(-24.9%)
921910873
MGC|921910873
Shares:
200732(-12.8%)
Value:
$40.4B(-17.4%)
Apple Inc.
AAPL|037833100
Shares:
170567(-6.7%)
Value:
$37.9B(-17.3%)
922020748
922020748
Shares:
484846(+175.8%)
Value:
$37.5B(+181.7%)
ELI LILLY & Co
LLY|532457108
Shares:
43548(-13.0%)
Value:
$36.0B(-6.9%)