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 12 of 20
464287697
464287697
Shares:
7947(-7.1%)
Value:
$806.0M(-2.0%)
Celanese Corp
CE|150870103
Shares:
14067(+64.6%)
Value:
$798.6M(+35.0%)
COMCAST CORP
CMCSA|20030N101
Shares:
21555(+5.7%)
Value:
$795.4M(+3.9%)
CF Industries Holdings, Inc.
CF|125269100
Shares:
10049(-0.1%)
Value:
$785.3M(-8.5%)
CORNING INC /NY
GLW|219350105
Shares:
17074(+6.8%)
Value:
$781.6M(+2.9%)
SEMPRA
SRE|816851109
Shares:
10862(+3.1%)
Value:
$775.1M(-16.1%)
PAYCHEX INC
PAYX|704326107
Shares:
5000(-3.8%)
Value:
$771.4M(+5.9%)
45782C367
45782C367
Shares:
27941(-28.1%)
Value:
$769.5M(-25.8%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
3054(-5.9%)
Value:
$757.4M(-7.9%)
STATE STREET CORP
STT|857477103
Shares:
8394(-1.4%)
Value:
$751.5M(-10.1%)
S&P Global Inc.
SPGI|78409V104
Shares:
1465(-0.5%)
Value:
$744.4M(+1.5%)
HERSHEY CO
HSY|427866108
Shares:
4340(-5.1%)
Value:
$742.3M(-4.2%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
21712(+10.1%)
Value:
$741.2M(+19.9%)
SYSCO CORP
SYY|871829107
Shares:
9846(-7.7%)
Value:
$738.8M(-9.4%)
464285204
464285204
Shares:
12468(+2.4%)
Value:
$735.1M(+21.9%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
6633(-4.1%)
Value:
$729.6M(-16.4%)
LAKELAND FINANCIAL CORP
LKFN|511656100
Shares:
11822(-82.8%)
Value:
$702.7M(-85.2%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
1448
Value:
$702.0M
45782C631
45782C631
Shares:
22109(-38.4%)
Value:
$677.6M(-35.5%)
81369Y506
81369Y506
Shares:
7154(+1.9%)
Value:
$668.5M(+11.2%)