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 18 of 20
AT&T INC.
T|00206R102
Shares:
11165(-70.6%)
Value:
$315.7M(-63.5%)
COMERICA INC /NEW/
CMA|200340107
Shares:
5331(+0.0%)
Value:
$314.8M(-4.5%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
614(+2.2%)
Value:
$314.4M(+11.5%)
REALTY INCOME CORP
O|756109104
Shares:
5386(-3.3%)
Value:
$312.5M(+5.1%)
Medtronic plc
MDT|G5960L103
Shares:
3462(+8.0%)
Value:
$311.1M(+21.4%)
808524607
SCHA|808524607
Shares:
12921(+1.8%)
Value:
$302.7M(-7.8%)
922908553
VNQ|922908553
Shares:
3334(-67.3%)
Value:
$301.8M(-66.8%)
315948109
315948109
Shares:
4189(-22.1%)
Value:
$301.5M(-31.3%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
4792(+7.3%)
Value:
$286.4M(+18.5%)
92206C409
92206C409
Shares:
3599(-85.4%)
Value:
$284.1M(-85.3%)
PARK NATIONAL CORP /OH/
PRK|700658107
Shares:
1791(+0.0%)
Value:
$271.2M(-11.7%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
2429(+4.8%)
Value:
$265.4M(+24.1%)
LyondellBasell Industries N.V.
LYB|N53745100
Shares:
3765(-1.3%)
Value:
$265.0M(-6.5%)
EQUITY BANCSHARES INC
EQBK|29460X109
Shares:
6584(+0.0%)
Value:
$259.4M(-7.1%)
921946794
VYMI|921946794
Shares:
3479(+0.0%)
Value:
$256.4M(+8.6%)
PPL Corp
PPL|69351T106
Shares:
7055(+0.0%)
Value:
$254.8M(+11.2%)
921910725
VSGX|921910725
Shares:
4300(-2.9%)
Value:
$253.6M(+1.0%)
78464A300
78464A300
Shares:
3222(+3.4%)
Value:
$252.6M(-7.1%)
464287606
IJK|464287606
Shares:
3030(+1.7%)
Value:
$252.3M(-6.9%)
808524706
808524706
Shares:
9152(+8.4%)
Value:
$252.3M(+12.2%)