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 15 of 20
GENERAL MILLS INC
GIS|370334104
Shares:
8435(+0.0%)
Value:
$504.3M(-6.2%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
2911(+0.0%)
Value:
$502.1M(+15.8%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
3461(-8.0%)
Value:
$492.2M(-0.1%)
46438F101
46438F101
Shares:
10479(-54.4%)
Value:
$490.5M(-59.8%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
4316
Value:
$488.5M
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
2316(-28.7%)
Value:
$484.8M(-29.0%)
45782C284
45782C284
Shares:
17182(-36.9%)
Value:
$480.5M(-40.0%)
OGE ENERGY CORP.
OGE|670837103
Shares:
10425(+0.1%)
Value:
$479.1M(+11.6%)
31609A305
31609A305
Shares:
15025(+0.0%)
Value:
$473.3M(-10.9%)
464287770
464287770
Shares:
5994(-2.5%)
Value:
$470.8M(-1.6%)
78464A854
SPLG|78464A854
Shares:
7143(+7.8%)
Value:
$469.7M(+2.9%)
HORMEL FOODS CORP /DE/
HRL|440452100
Shares:
15027(+0.6%)
Value:
$464.9M(-0.8%)
Evergy, Inc.
EVRG|30034W106
Shares:
6601(+12.3%)
Value:
$455.2M(+25.8%)
ATMOS ENERGY CORP
ATO|049560105
Shares:
2929(+2.3%)
Value:
$452.7M(+13.6%)
EVERSOURCE ENERGY
ES|30040W108
Shares:
7272(+18.0%)
Value:
$451.7M(+27.6%)
46432F396
MTUM|46432F396
Shares:
2207(+0.0%)
Value:
$446.1M(-2.3%)
Phillips 66
PSX|718546104
Shares:
3609(+1.0%)
Value:
$445.6M(+9.5%)
OMEGA HEALTHCARE INVESTORS INC
OHI|681936100
Shares:
11598(-0.9%)
Value:
$441.7M(-0.3%)
ENBRIDGE INC
ENB|29250N105
Shares:
9932(+12.0%)
Value:
$440.1M(+17.0%)
DOMINION ENERGY, INC
D|25746U109
Shares:
7776(-4.7%)
Value:
$436.0M(-0.8%)