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 12 of 20
464287697
Shares:
7947(-7.1%)
Value:
$806.0M(-2.0%)
45782C367
Shares:
27941(-28.1%)
Value:
$769.5M(-25.8%)
464285204
Shares:
12468(+2.4%)
Value:
$735.1M(+21.9%)
45782C631
Shares:
22109(-38.4%)
Value:
$677.6M(-35.5%)
81369Y506
Shares:
7154(+1.9%)
Value:
$668.5M(+11.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287697)✕ | 7.9K | QoQ -7.07% (-605)YoY -5.97% (-505) | All Managers (Combined) | $806.0K | |
Celanese Corp(CEcusip150870103) | 14.1K | All Managers (Combined) | $798.6K | ||
Comcast Corp(CMCSAcusip20030N101) | 21.6K | All Managers (Combined) | $795.4K | ||
10.0K | All Managers (Combined) | $785.3K | |||
Corning Inc /Ny(GLWcusip219350105) | 17.1K | All Managers (Combined) | $781.6K | ||
10.9K | QoQ +3.11% (-328)YoY +6.64% (+677) | All Managers (Combined) | $775.1K | ||
Paychex Inc(PAYXcusip704326107) | 5.0K | All Managers (Combined) | $771.4K | ||
(cusip45782C367)✕ | 27.9K | All Managers (Combined) | $769.5K | ||
3.1K | QoQ -5.88% (-191)YoY +3.00% (-89) | All Managers (Combined) | $757.4K | ||
8.4K | QoQ -1.45% (-124)YoY +0.04% (+4) | All Managers (Combined) | $751.5K | ||
S&P Global Inc.(SPGIcusip78409V104) | 1.5K | QoQ -0.47% (-7) | All Managers (Combined) | $744.4K | |
Hershey Co(HSYcusip427866108) | 4.3K | QoQ -5.09% (-233)YoY -8.90% (-424) | All Managers (Combined) | $742.3K | |
21.7K | All Managers (Combined) | $741.2K | |||
Sysco Corp(SYYcusip871829107) | 9.8K | QoQ -7.70% (-822)YoY -4.75% (-492) | All Managers (Combined) | $738.8K | |
(cusip464285204)✕ | 12.5K | QoQ +2.35% (+287)YoY -1.67% (-213) | All Managers (Combined) | $735.1K | |
6.6K | All Managers (Combined) | $729.6K | |||
11.8K | YoY 0.00% (-0) | All Managers (Combined) | $702.7K | ||
1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $702.0K | QoQ NEW(+$702.0K) YoY NEW(+$702.0K) | |
(cusip45782C631)✕ | 22.1K | All Managers (Combined) | $677.6K | ||
(cusip81369Y506)✕ | 7.2K | QoQ +1.89% (+133)YoY +0.73% (-52) | All Managers (Combined) | $668.5K |