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 15 of 20
46438F101
Shares:
10479(-54.4%)
Value:
$490.5M(-59.8%)
45782C284
Shares:
17182(-36.9%)
Value:
$480.5M(-40.0%)
31609A305
Shares:
15025(+0.0%)
Value:
$473.3M(-10.9%)
464287770
Shares:
5994(-2.5%)
Value:
$470.8M(-1.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.4K | QoQ 0.00% (-0)YoY -1.10% (-94) | All Managers (Combined) | $504.3K | ||
2.9K | QoQ 0.00% (+0)YoY NEW(+2.9K) | All Managers (Combined) | $502.1K | YoY NEW(+$502.1K) | |
3.5K | QoQ -7.97% (-300)YoY +1.64% (+56) | All Managers (Combined) | $492.2K | ||
(cusip46438F101)✕ | 10.5K | YoY NEW(+10.5K) | All Managers (Combined) | $490.5K | YoY NEW(+$490.5K) |
4.3K | QoQ NEW(+4.3K) YoY NEW(+4.3K) | All Managers (Combined) | $488.5K | QoQ NEW(+$488.5K) YoY NEW(+$488.5K) | |
2.3K | YoY +1.44% (-33) | All Managers (Combined) | $484.8K | ||
(cusip45782C284)✕ | 17.2K | All Managers (Combined) | $480.5K | ||
Oge Energy Corp.(OGEcusip670837103) | 10.4K | QoQ +0.15% (+16)YoY +0.65% (+68) | All Managers (Combined) | $479.1K | |
(cusip31609A305)✕ | 15.0K | QoQ 0.00% (-0)YoY +0.92% (+138) | All Managers (Combined) | $473.3K | |
(cusip464287770)✕ | 6.0K | QoQ -2.53% (-156)YoY -2.53% (-156) | All Managers (Combined) | $470.8K | |
7.1K | QoQ +7.83% (+519)YoY +7.15% (+477) | All Managers (Combined) | $469.7K | ||
15.0K | QoQ +0.60% (-90)YoY +1.29% (-192) | All Managers (Combined) | $464.9K | ||
Evergy, Inc.(EVRGcusip30034W106) | 6.6K | All Managers (Combined) | $455.2K | ||
2.9K | QoQ +2.34% (+67) | All Managers (Combined) | $452.7K | ||
Eversource Energy(EScusip30040W108) | 7.3K | All Managers (Combined) | $451.7K | ||
2.2K | QoQ 0.00% (-0)YoY NEW(+2.2K) | All Managers (Combined) | $446.1K | YoY NEW(+$446.1K) | |
Phillips 66(PSXcusip718546104) | 3.6K | QoQ +1.03% (+37)YoY +2.12% (-75) | All Managers (Combined) | $445.6K | |
11.6K | All Managers (Combined) | $441.7K | |||
Enbridge Inc(ENBcusip29250N105) | 9.9K | All Managers (Combined) | $440.1K | ||
7.8K | QoQ -4.70% (-384)YoY +0.68% (+53) | All Managers (Combined) | $436.0K |