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
Search and click to pin securities to the top
Page 10 of 20
45782C318
45782C318
Shares:
37444(-19.1%)
Value:
$1.3B(-19.3%)
PFIZER INC
PFE|717081103
Shares:
52489(+4.0%)
Value:
$1.3B(-0.7%)
45782C680
45782C680
Shares:
35065(-24.8%)
Value:
$1.3B(-26.2%)
46434VBD1
46434VBD1
Shares:
51743(-3.0%)
Value:
$1.3B(-2.6%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
2435(-0.6%)
Value:
$1.3B(-6.9%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
20157(+14.0%)
Value:
$1.3B(+5.9%)
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
13810(-2.5%)
Value:
$1.3B(-20.8%)
46429B267
46429B267
Shares:
54030(-2.9%)
Value:
$1.2B(-2.9%)
464287101
464287101
Shares:
4554(-0.7%)
Value:
$1.2B(-6.8%)
CVS HEALTH Corp
CVS|126650100
Shares:
17990(-18.0%)
Value:
$1.2B(+23.8%)
46435U515
46435U515
Shares:
47788(+24.3%)
Value:
$1.2B(+26.1%)
DEXCOM INC
DXCM|252131107
Shares:
17481(+0.0%)
Value:
$1.2B(-12.2%)
YUM BRANDS INC
YUM|988498101
Shares:
7330(-0.5%)
Value:
$1.2B(+16.6%)
464287598
IWD|464287598
Shares:
6053(-10.1%)
Value:
$1.1B(-8.7%)
464288679
464288679
Shares:
10308(-4.3%)
Value:
$1.1B(-4.0%)
STARBUCKS CORP
SBUX|855244109
Shares:
11469(-3.3%)
Value:
$1.1B(+3.9%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
3669(-1.9%)
Value:
$1.1B(+2.4%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
10041(+0.1%)
Value:
$1.1B(+24.1%)
EOG RESOURCES INC
EOG|26875P101
Shares:
8258(+2.5%)
Value:
$1.1B(+7.2%)
46137V597
46137V597
Shares:
27789(-0.5%)
Value:
$1.1B(-9.5%)