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
Search and click to pin securities to the top
Page 16 of 20
921937835
BND|921937835
Shares:
5906(-33.5%)
Value:
$433.8M(-32.0%)
Live Nation Entertainment, Inc.
LYV|538034109
Shares:
3308(-0.6%)
Value:
$432.0M(+0.2%)
808524839
808524839
Shares:
18548(-44.2%)
Value:
$429.6M(-43.0%)
45782C599
45782C599
Shares:
14644(-41.9%)
Value:
$428.6M(-44.4%)
BP PLC
BP|055622104
Shares:
12617(+7.8%)
Value:
$426.3M(+23.3%)
UGI CORP /PA/
UGI|902681105
Shares:
12721(-2.7%)
Value:
$420.7M(+14.0%)
STANLEY BLACK & DECKER, INC.
SWK|854502101
Shares:
5442(-9.4%)
Value:
$418.4M(-13.3%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
2495(+11.5%)
Value:
$414.2M(-6.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
6084(-4.8%)
Value:
$412.8M(+8.2%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
10438(-11.8%)
Value:
$412.6M(-4.0%)
25434V716
25434V716
Shares:
11481(-2.7%)
Value:
$411.1M(-8.1%)
Palo Alto Networks Inc
PANW|697435105
Shares:
2404(+92.6%)
Value:
$410.2M(+80.6%)
46428Q109
46428Q109
Shares:
13237(+0.6%)
Value:
$410.2M(+18.4%)
ANALOG DEVICES INC
ADI|032654105
Shares:
2030(+2.8%)
Value:
$409.4M(-2.4%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
14322(-3.9%)
Value:
$408.6M(+0.1%)
03073E105
03073E105
Shares:
1469(-48.2%)
Value:
$408.5M(-35.9%)
NIKE, Inc.
NKE|654106103
Shares:
6358(-3.7%)
Value:
$403.6M(-19.2%)
33733E302
33733E302
Shares:
1808(+22.9%)
Value:
$401.6M(+12.3%)
LINCOLN NATIONAL CORP
LNC|534187109
Shares:
11109(-0.8%)
Value:
$398.9M(+12.3%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
3271(+59.7%)
Value:
$398.4M(+61.0%)