Forvis Mazars Wealth Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001352864
- Manager Name
- Forvis Mazars Wealth Advisors, LLC
Data Enrichment
77% identified297 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%)
25434V807
Shares:
730536(-10.7%)
Value:
$28.8B(-1.0%)
78463X848
Shares:
711608(-8.1%)
Value:
$21.0B(-2.6%)
25434V104
Shares:
503594(-32.5%)
Value:
$19.4B(-35.9%)
25434V500
Shares:
317759(-9.3%)
Value:
$19.0B(-16.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V609)✕ | 685.3K | All Managers (Combined) | $35.3M | ||
(cusip25434V732)✕ | 1.3M | All Managers (Combined) | $34.2M | ||
(cusip87283Q503)✕ | 948.8K | All Managers (Combined) | $33.4M | ||
518.8K | All Managers (Combined) | $30.3M | |||
(cusip25434V807)✕ | 730.5K | All Managers (Combined) | $28.8M | ||
141.2K | All Managers (Combined) | $25.8M | |||
274.5K | All Managers (Combined) | $25.5M | |||
Microsoft Corp(MSFTcusip594918104) | 67.1K | All Managers (Combined) | $25.2M | ||
102.9K | All Managers (Combined) | $22.8M | |||
544.9K | All Managers (Combined) | $22.0M | |||
(cusip78463X848)✕ | 711.6K | All Managers (Combined) | $21.0M | ||
37.4K | QoQ -0.28% (-106)YoY +0.33% (+123) | All Managers (Combined) | $20.9M | ||
56.0K | All Managers (Combined) | $20.7M | |||
115.2K | All Managers (Combined) | $19.9M | |||
(cusip25434V104)✕ | 503.6K | All Managers (Combined) | $19.4M | ||
13.3K | All Managers (Combined) | $19.0M | |||
(cusip25434V500)✕ | 317.8K | All Managers (Combined) | $19.0M | ||
106.1K | All Managers (Combined) | $18.4M | |||
51.5K | All Managers (Combined) | $16.4M | |||
66.0K | All Managers (Combined) | $16.2M |