Forvis Mazars Wealth Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Forvis Mazars Wealth Advisors, LLC
Data Enrichment
77% identified
297 identified91 unidentified

Holdings

388 positions
Manager:
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Page 2 of 20
25434V609
Shares:
685274(-14.7%)
Value:
$35.3B(-21.1%)
25434V732
Shares:
1292491(-22.6%)
Value:
$34.2B(-21.8%)
87283Q503
Shares:
948805(+142.8%)
Value:
$33.4B(+130.9%)
464287507
Shares:
518795(-2.5%)
Value:
$30.3B(-8.7%)
25434V807
Shares:
730536(-10.7%)
Value:
$28.8B(-1.0%)
JACK HENRY & ASSOCIATES INC
Shares:
141172(-2.0%)
Value:
$25.8B(+2.0%)
464287309
Shares:
274456(-6.0%)
Value:
$25.5B(-14.1%)
MICROSOFT CORP
Shares:
67091(-1.0%)
Value:
$25.2B(-11.8%)
922908751
Shares:
102936(-18.1%)
Value:
$22.8B(-24.4%)
46137V613
Shares:
544882(-1.0%)
Value:
$22.0B(-0.8%)
78463X848
Shares:
711608(-8.1%)
Value:
$21.0B(-2.6%)
SPDR S&P 500 ETF TRUST
Shares:
37386(-0.3%)
Value:
$20.9B(-4.8%)
922908736
Shares:
55952(-7.8%)
Value:
$20.7B(-16.7%)
922908744
Shares:
115196(-23.5%)
Value:
$19.9B(-22.0%)
25434V104
Shares:
503594(-32.5%)
Value:
$19.4B(-35.9%)
O REILLY AUTOMOTIVE INC
Shares:
13256(-29.1%)
Value:
$19.0B(-14.4%)
25434V500
Shares:
317759(-9.3%)
Value:
$19.0B(-16.7%)
46137V357
Shares:
106105(-7.0%)
Value:
$18.4B(-8.1%)
464287689
Shares:
51475(-3.9%)
Value:
$16.4B(-8.7%)
JPMORGAN CHASE & CO
Shares:
65974(+5.0%)
Value:
$16.2B(+7.5%)