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 11 of 20
464287242
Shares:
9128(-15.2%)
Value:
$992.1M(-13.7%)
81369Y886
Shares:
12248(-2.0%)
Value:
$965.8M(+2.0%)
46431W507
Shares:
18689(-69.0%)
Value:
$950.7M(-68.8%)
45782C573
Shares:
24463(-41.6%)
Value:
$910.5M(-42.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Xcel Energy Inc(XELcusip98389B100) | 14.7K | All Managers (Combined) | $1.0M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
5.0K | QoQ -5.06% (-265)YoY +4.32% (+206) | All Managers (Combined) | $1.0M | ||
16.6K | All Managers (Combined) | $998.3K | |||
70.1K | All Managers (Combined) | $995.8K | |||
(cusip464287242)✕ | 9.1K | YoY NEW(+9.1K) | All Managers (Combined) | $992.1K | YoY NEW(+$992.1K) |
(cusip81369Y886)✕ | 12.2K | All Managers (Combined) | $965.8K | ||
22.0K | All Managers (Combined) | $961.3K | |||
19.5K | All Managers (Combined) | $956.7K | |||
(cusip46431W507)✕ | 18.7K | YoY NEW(+18.7K) | All Managers (Combined) | $950.7K | YoY NEW(+$950.7K) |
2.1K | QoQ -5.13% (-116)YoY -4.49% (-101) | All Managers (Combined) | $938.7K | ||
13.0K | All Managers (Combined) | $931.7K | |||
9.3K | QoQ -0.16% (-15)YoY -8.33% (-850) | All Managers (Combined) | $915.8K | ||
(cusip45782C573)✕ | 24.5K | All Managers (Combined) | $910.5K | ||
4.3K | QoQ +2.34% (-98)YoY +0.30% (+13) | All Managers (Combined) | $906.3K | ||
8.2K | QoQ -0.66% (-55)YoY -0.83% (-69) | All Managers (Combined) | $888.9K | ||
Spdr Gold Trust(GLDcusip78463V107) | 3.0K | QoQ +3.20% (+94) | All Managers (Combined) | $872.5K | |
23.9K | All Managers (Combined) | $871.4K | |||
13.8K | QoQ +0.02% (-3)YoY +5.04% (+663) | All Managers (Combined) | $858.7K | ||
4.6K | All Managers (Combined) | $813.0K |