Forvis-Mazars-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "HYT",
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  "STRL",
  "AWR",
  "RF",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "PAA",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  "COF",
  null,
  "CMI",
  "LNC",
  null,
  null,
  "DUK",
  "D",
  "PAGP",
  "WTRG",
  "EOG",
  null,
  null,
  "THFF",
  "GD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "ITW",
  null,
  null,
  null,
  "INGR",
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "PRK",
  "IJH",
  "QCRH",
  null,
  "SWK",
  null,
  null,
  "KMI",
  "LHX",
  null,
  "MPC",
  null,
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EVRG",
  "GE",
  "INCY",
  "HAS",
  "HRL",
  "NVS",
  "ORLY",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  "PAYX",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "REGN",
  null,
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "BP",
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "PNFP",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "OGE",
  null,
  "VWO",
  "LKQ",
  null,
  "IWV",
  "NJR",
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VIG",
  "XLB",
  null,
  "TSM",
  "OHI",
  null,
  null,
  "VYM",
  "VRTX",
  "MGC",
  null,
  null,
  "UGI",
  "ATO",
  "AEE",
  "APTV",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "F",
  "WEC",
  "WM",
  "IWP",
  "IWR",
  "AEP",
  "EQBK",
  "ES",
  "LKFN",
  "PEG",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  "EGP",
  "HBAN",
  null,
  "VEU",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "XEL",
  "YUMC",
  "YUM",
  "IUSG",
  "DTE",
  null,
  "HNRG",
  "SCHF",
  "SCHA",
  "JKHY",
  "HST",
  "LH",
  "KDP",
  "NOV",
  null,
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  null,
  "LYV",
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "GEV",
  "ZBH",
  "MCK",
  null,
  "PSA",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "OZK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CARR",
  "CE",
  "CBRE",
  "CF",
  "CPK",
  "CVX",
  "CSCO",
  "KO",
  "CDE",
  "CMA",
  "CBSH",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DXCM",
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: forvis-mazars-wealth-advisors
Manager Name: Forvis-Mazars-Wealth-Advisors

Data Enrichment

77% identified

297 identified91 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

388 positions • $4.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 19 of 20

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NUCOR CORP

NUE|670346105

Shares:2.1K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$4.1B)

NOV Inc.

NOV|62955J103

Shares:16.4K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$4.1B)

922908611

VBR|922908611

Shares:1.3K

Value:$248.4K

% of Portfolio:0.0% ($248.4K/$4.1B)

ServiceNow, Inc.

NOW|81762P102

Shares:311

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$4.1B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.0K

Value:$239.6K

% of Portfolio:0.0% ($239.6K/$4.1B)

922908652

VXF|922908652

Shares:1.4K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$4.1B)

464287705

IJJ|464287705

Shares:2.0K

Value:$236.3K

% of Portfolio:0.0% ($236.3K/$4.1B)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:2.2K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$4.1B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:666

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$4.1B)

Prologis, Inc.

PLD|74340W103

Shares:2.1K

Value:$233.2K

% of Portfolio:0.0% ($233.2K/$4.1B)

78464A375

Shares:7.0K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$4.1B)

74347X831

Shares:3.9K

Value:$222.4K

% of Portfolio:0.0% ($222.4K/$4.1B)

HASBRO, INC.

HAS|418056107

Shares:3.6K

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$4.1B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:14.6K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$4.1B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:732

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$4.1B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:5.2K

Value:$215.4K

% of Portfolio:0.0% ($215.4K/$4.1B)

25434V401

Shares:3.5K

Value:$212.2K

% of Portfolio:0.0% ($212.2K/$4.1B)

ASTRAZENECA PLC

AZN|046353108

Shares:2.9K

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$4.1B)

808524409

Shares:7.9K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$4.1B)

921937819

BIV|921937819

Shares:2.7K

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$4.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NUCOR CORP(NUEcusip670346105)	2.1K	QoQ 0.00% (+0) YoY +28.69% (-462)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$4.1B)	QoQ +3.11% (+$7.5K) YoY -21.74% (-$69.3K)
NOV Inc.(NOVcusip62955J103)	16.4K	QoQ -10.36% (-1.9K) YoY -10.36% (-1.9K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$4.1B)	QoQ -6.56% (-$17.5K) YoY -30.11% (-$107.3K)
(VBRcusip922908611)	1.3K	QoQ -17.35% (-280) YoY +24.46% (+262)	All Managers (Combined)	$248.4K	0.0% ($248.4K/$4.1B)	QoQ -22.28% (-$71.2K) YoY +20.82% (+$42.8K)
ServiceNow, Inc.(NOWcusip81762P102)	311	QoQ +37.61% (+85) YoY NEW(+311)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$4.1B)	QoQ +3.34% (+$8.0K) YoY NEW(+$247.6K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.0K	QoQ -0.29% (-3) YoY -1.85% (-19)	All Managers (Combined)	$239.6K	0.0% ($239.6K/$4.1B)	QoQ -14.85% (-$41.8K) YoY -7.34% (-$19.0K)
(VXFcusip922908652)	1.4K	QoQ -43.12% (-1.0K) YoY -41.85% (-992)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$4.1B)	QoQ -48.43% (-$222.9K) YoY -42.85% (-$178.0K)
(IJJcusip464287705)	2.0K	QoQ -3.47% (-71) YoY -6.35% (-134)	All Managers (Combined)	$236.3K	0.0% ($236.3K/$4.1B)	QoQ -7.52% (-$19.2K) YoY -5.22% (-$13.0K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	2.2K	QoQ -56.48% (-2.9K) YoY NEW(+2.2K)	All Managers (Combined)	$235.7K	0.0% ($235.7K/$4.1B)	QoQ -59.66% (-$348.7K) YoY NEW(+$235.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	666	QoQ NEW(+666) YoY NEW(+666)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$4.1B)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
Prologis, Inc.(PLDcusip74340W103)	2.1K	QoQ -19.17% (-495) YoY -14.96% (-367)	All Managers (Combined)	$233.2K	0.0% ($233.2K/$4.1B)	QoQ -14.49% (-$39.5K) YoY -26.97% (-$86.1K)
(cusip78464A375)✕	7.0K	QoQ NEW(+7.0K) YoY -55.88% (-8.9K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$4.1B)	QoQ NEW(+$233.1K) YoY -55.14% (-$286.6K)
(cusip74347X831)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$222.4K	0.0% ($222.4K/$4.1B)	QoQ NEW(+$222.4K) YoY NEW(+$222.4K)
HASBRO, INC.(HAScusip418056107)	3.6K	QoQ -15.93% (-683) YoY NEW(+3.6K)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$4.1B)	QoQ -7.54% (-$18.1K) YoY NEW(+$221.6K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	14.6K	QoQ -3.17% (-478) YoY -6.08% (-945)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$4.1B)	QoQ -10.67% (-$26.2K) YoY +1.05% (-$2.3K)
Air Products & Chemicals, Inc.(APDcusip009158106)	732	QoQ NEW(+732) YoY NEW(+732)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$4.1B)	QoQ NEW(+$215.9K) YoY NEW(+$215.9K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	5.2K	QoQ -26.87% (-1.9K) YoY -31.11% (-2.3K)	All Managers (Combined)	$215.4K	0.0% ($215.4K/$4.1B)	QoQ -20.27% (-$54.8K) YoY -47.46% (-$194.6K)
(cusip25434V401)✕	3.5K	QoQ 0.00% (-0) YoY -0.11% (-4)	All Managers (Combined)	$212.2K	0.0% ($212.2K/$4.1B)	QoQ -5.12% (-$11.5K) YoY +6.02% (-$12.1K)
ASTRAZENECA PLC(AZNcusip046353108)	2.9K	QoQ NEW(+2.9K) YoY -9.77% (-310)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$4.1B)	QoQ NEW(+$210.3K) YoY -2.11% (-$4.6K)
(cusip808524409)✕	7.9K	QoQ NEW(+7.9K) YoY -30.43% (-3.4K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$4.1B)	QoQ NEW(+$208.8K) YoY -75.66% (-$649.4K)
(BIVcusip921937819)	2.7K	QoQ -9.03% (-269) YoY -21.55% (-744)	All Managers (Combined)	$207.4K	0.0% ($207.4K/$4.1B)	QoQ -6.79% (-$15.1K) YoY -20.33% (-$52.9K)