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 14 of 20
78468R663
Shares:
6346
Value:
$582.1M
81369Y209
Shares:
3984(-4.0%)
Value:
$581.8M(+1.9%)
46436E130
Shares:
22684(+0.0%)
Value:
$579.8M(+1.8%)
45782C342
Shares:
18697(-35.7%)
Value:
$576.8M(-39.3%)
46435G243
Shares:
21886(+0.0%)
Value:
$546.9M(+1.2%)
37954Y673
Shares:
13985(+1.1%)
Value:
$527.7M(-5.6%)
464287838
Shares:
3908(-10.1%)
Value:
$526.8M(-6.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R663)✕ | 6.3K | QoQ NEW(+6.3K) YoY NEW(+6.3K) | All Managers (Combined) | $582.1K | QoQ NEW(+$582.1K) YoY NEW(+$582.1K) |
(cusip81369Y209)✕ | 4.0K | QoQ -4.00% (-166)YoY +5.59% (+211) | All Managers (Combined) | $581.8K | |
4.0K | QoQ -1.58% (-64)YoY +0.05% (-2) | All Managers (Combined) | $580.0K | ||
(cusip46436E130)✕ | 22.7K | QoQ 0.00% (+0) | All Managers (Combined) | $579.8K | |
(cusip45782C342)✕ | 18.7K | All Managers (Combined) | $576.8K | ||
Eaton Corp Plc(ETNcusipG29183103) | 2.1K | QoQ +3.64% (-73)YoY -4.81% (-105) | All Managers (Combined) | $564.3K | |
25.3K | QoQ -3.52% (-925)YoY -3.78% (-997) | All Managers (Combined) | $550.8K | ||
7.7K | QoQ 0.00% (-0) | All Managers (Combined) | $547.2K | ||
(cusip46435G243)✕ | 21.9K | QoQ 0.00% (+0) | All Managers (Combined) | $546.9K | |
7.4K | QoQ -1.15% (-87)YoY -1.82% (-138) | All Managers (Combined) | $545.1K | ||
Blackrock, Inc.(BLKcusip09290D101) | 561 | QoQ +14.02% (+69)YoY NEW(+561) | All Managers (Combined) | $531.0K | YoY NEW(+$531.0K) |
(cusip37954Y673)✕ | 14.0K | QoQ +1.13% (-157)YoY +1.13% (-157) | All Managers (Combined) | $527.7K | |
(cusip464287838)✕ | 3.9K | All Managers (Combined) | $526.8K | ||
6.3K | All Managers (Combined) | $520.9K | |||
Public Storage(PSAcusip74460D109) | 1.7K | QoQ 0.00% (-0)YoY NEW(+1.7K) | All Managers (Combined) | $520.8K | YoY NEW(+$520.8K) |
10.2K | All Managers (Combined) | $519.9K | |||
12.6K | All Managers (Combined) | $516.9K | |||
5.0K | QoQ -8.02% (-433)YoY -1.35% (-68) | All Managers (Combined) | $509.7K | ||
1.1K | QoQ +8.42% (-88)YoY +1.79% (-20) | All Managers (Combined) | $506.1K | ||
Ameren Corp(AEEcusip023608102) | 5.0K | QoQ -0.43% (-22) | All Managers (Combined) | $504.8K |