Forvis-Mazars-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Forvis-Mazars-Wealth-Advisors
Data Enrichment
77% identified
297 identified91 unidentified

Holdings

388 positions • $4.1B total value
Manager:
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45782C318
Shares:37.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
PFIZER INC
Shares:52.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
45782C680
Shares:35.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
46434VBD1
Shares:51.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:2.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
CARRIER GLOBAL Corp
Shares:20.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
PRICE T ROWE GROUP INC
Shares:13.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.1B)
46429B267
Shares:54.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
464287101
Shares:4.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
CVS HEALTH Corp
Shares:18.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
46435U515
Shares:47.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
DEXCOM INC
Shares:17.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
YUM BRANDS INC
Shares:7.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$4.1B)
464287598
Shares:6.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
464288679
Shares:10.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
STARBUCKS CORP
Shares:11.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
AUTOMATIC DATA PROCESSING INC
Shares:3.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
CONSOLIDATED EDISON INC
Shares:10.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
EOG RESOURCES INC
Shares:8.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)
46137V597
Shares:27.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$4.1B)