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 10 of 20
45782C318
Shares:
37444(-19.1%)
Value:
$1.3B(-19.3%)
45782C680
Shares:
35065(-24.8%)
Value:
$1.3B(-26.2%)
46434VBD1
Shares:
51743(-3.0%)
Value:
$1.3B(-2.6%)
46429B267
Shares:
54030(-2.9%)
Value:
$1.2B(-2.9%)
464287101
Shares:
4554(-0.7%)
Value:
$1.2B(-6.8%)
46435U515
Shares:
47788(+24.3%)
Value:
$1.2B(+26.1%)
464288679
Shares:
10308(-4.3%)
Value:
$1.1B(-4.0%)
46137V597
Shares:
27789(-0.5%)
Value:
$1.1B(-9.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip45782C318)✕ | 37.4K | All Managers (Combined) | $1.3M | ||
Pfizer Inc(PFEcusip717081103) | 52.5K | All Managers (Combined) | $1.3M | ||
(cusip45782C680)✕ | 35.1K | All Managers (Combined) | $1.3M | ||
(cusip46434VBD1)✕ | 51.7K | YoY - | All Managers (Combined) | $1.3M | |
2.4K | QoQ -0.61% (-15)YoY +5.68% (+131) | All Managers (Combined) | $1.3M | ||
20.2K | All Managers (Combined) | $1.3M | |||
13.8K | QoQ -2.45% (-348)YoY -5.28% (-770) | All Managers (Combined) | $1.3M | ||
(cusip46429B267)✕ | 54.0K | All Managers (Combined) | $1.2M | ||
(cusip464287101)✕ | 4.6K | QoQ -0.65% (-30)YoY -1.76% (-82) | All Managers (Combined) | $1.2M | |
Cvs Health Corp(CVScusip126650100) | 18.0K | All Managers (Combined) | $1.2M | ||
(cusip46435U515)✕ | 47.8K | YoY NEW(+47.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
Dexcom Inc(DXCMcusip252131107) | 17.5K | QoQ 0.00% (-0)YoY +4.75% (-793) | All Managers (Combined) | $1.2M | |
Yum Brands Inc(YUMcusip988498101) | 7.3K | QoQ -0.54% (-40)YoY +1.57% (+114) | All Managers (Combined) | $1.2M | |
6.1K | All Managers (Combined) | $1.1M | |||
(cusip464288679)✕ | 10.3K | All Managers (Combined) | $1.1M | ||
Starbucks Corp(SBUXcusip855244109) | 11.5K | QoQ -3.32% (-395)YoY -3.72% (-444) | All Managers (Combined) | $1.1M | |
3.7K | QoQ -1.89% (-71)YoY +5.24% (+183) | All Managers (Combined) | $1.1M | ||
10.0K | QoQ +0.14% (+15)YoY -2.49% (-257) | All Managers (Combined) | $1.1M | ||
8.3K | QoQ +2.45% (+198)YoY NEW(+8.3K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
(cusip46137V597)✕ | 27.8K | QoQ -0.50% (-141)YoY -1.75% (-496) | All Managers (Combined) | $1.1M |