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 14 of 20
78468R663
78468R663
Shares:
6346
Value:
$582.1M
81369Y209
81369Y209
Shares:
3984(-4.0%)
Value:
$581.8M(+1.9%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
3981(-1.6%)
Value:
$580.0M(+2.8%)
46436E130
46436E130
Shares:
22684(+0.0%)
Value:
$579.8M(+1.8%)
45782C342
45782C342
Shares:
18697(-35.7%)
Value:
$576.8M(-39.3%)
Eaton Corp plc
ETN|G29183103
Shares:
2076(+3.6%)
Value:
$564.3M(-15.1%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
25347(-3.5%)
Value:
$550.8M(-10.9%)
QCR HOLDINGS INC
QCRH|74727A104
Shares:
7672(+0.0%)
Value:
$547.2M(-11.6%)
46435G243
46435G243
Shares:
21886(+0.0%)
Value:
$546.9M(+1.2%)
Shell plc
SHEL|780259305
Shares:
7439(-1.1%)
Value:
$545.1M(+15.6%)
BlackRock, Inc.
BLK|09290D101
Shares:
561(+14.0%)
Value:
$531.0M(+5.3%)
37954Y673
37954Y673
Shares:
13985(+1.1%)
Value:
$527.7M(-5.6%)
464287838
464287838
Shares:
3908(-10.1%)
Value:
$526.8M(-6.8%)
921946810
VIGI|921946810
Shares:
6281(-20.6%)
Value:
$520.9M(-17.7%)
Public Storage
PSA|74460D109
Shares:
1740(+0.0%)
Value:
$520.8M(-0.1%)
921943858
VEA|921943858
Shares:
10228(-51.0%)
Value:
$519.9M(-47.9%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
12561(-44.9%)
Value:
$516.9M(-47.8%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
4961(-8.0%)
Value:
$509.7M(-21.8%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
1133(+8.4%)
Value:
$506.1M(-0.3%)
AMEREN CORP
AEE|023608102
Shares:
5028(-0.4%)
Value:
$504.8M(+12.2%)