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 11 of 20
XCEL ENERGY INC
XEL|98389B100
Shares:
14743(+2.1%)
Value:
$1.0B(+7.0%)
GE Vernova Inc.
GEV|36828A101
Shares:
3415(+28.6%)
Value:
$1.0B(+19.3%)
81369Y803
XLK|81369Y803
Shares:
4972(-5.1%)
Value:
$1.0B(-15.7%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
16632(+37.5%)
Value:
$998.3M(+57.9%)
HOST HOTELS & RESORTS, INC.
HST|44107P104
Shares:
70076(-7.7%)
Value:
$995.8M(-25.1%)
464287242
464287242
Shares:
9128(-15.2%)
Value:
$992.1M(-13.7%)
81369Y886
81369Y886
Shares:
12248(-2.0%)
Value:
$965.8M(+2.0%)
464287234
EEM|464287234
Shares:
21998(-2.1%)
Value:
$961.3M(+2.2%)
FIRST FINANCIAL CORP /IN/
THFF|320218100
Shares:
19532(+0.0%)
Value:
$956.7M(+6.0%)
46431W507
46431W507
Shares:
18689(-69.0%)
Value:
$950.7M(-68.8%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
2144(-5.1%)
Value:
$938.7M(-10.1%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
12978(+1.2%)
Value:
$931.7M(+3.5%)
921910733
ESGV|921910733
Shares:
9350(-0.2%)
Value:
$915.8M(-6.8%)
45782C573
45782C573
Shares:
24463(-41.6%)
Value:
$910.5M(-42.6%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
4280(+2.3%)
Value:
$906.3M(-4.1%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
8157(-0.7%)
Value:
$888.9M(+15.1%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
3028(+3.2%)
Value:
$872.5M(+22.8%)
78463X889
SPDW|78463X889
Shares:
23932(-26.4%)
Value:
$871.4M(-21.5%)
COMMERCE BANCSHARES INC /MO/
CBSH|200525103
Shares:
13799(+0.0%)
Value:
$858.7M(-0.1%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
4625(+36.0%)
Value:
$813.0M(+24.0%)