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 3 of 20
464287804
IJR|464287804
Shares:
140873(-1.4%)
Value:
$14.7B(-10.5%)
46432F842
IEFA|46432F842
Shares:
193110(-11.6%)
Value:
$14.6B(-4.9%)
Alphabet Inc.
GOOGL|02079K305
Shares:
93449(+0.7%)
Value:
$14.5B(-17.7%)
464287481
IWP|464287481
Shares:
122652(-1.0%)
Value:
$14.4B(-8.2%)
25434V765
25434V765
Shares:
520776(-16.2%)
Value:
$14.0B(-10.5%)
25434V799
25434V799
Shares:
463493(-24.1%)
Value:
$12.9B(-18.5%)
922908629
VO|922908629
Shares:
45979(+35.0%)
Value:
$11.9B(+32.2%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
22273(-5.8%)
Value:
$11.9B(+10.6%)
78464A763
SDY|78464A763
Shares:
80659(-3.3%)
Value:
$10.9B(-0.7%)
AMAZON COM INC
AMZN|023135106
Shares:
53206(-8.1%)
Value:
$10.1B(-20.3%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
58656(+37.6%)
Value:
$9.7B(+57.8%)
921908844
VIG|921908844
Shares:
49947(-1.7%)
Value:
$9.7B(-2.6%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
38336(+16.5%)
Value:
$9.5B(+31.8%)
921946406
VYM|921946406
Shares:
73153(-10.0%)
Value:
$9.4B(-9.0%)
45782C797
45782C797
Shares:
240368(-9.6%)
Value:
$9.3B(-11.2%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
145542(-3.1%)
Value:
$9.0B(+1.0%)
25434V880
DFAX|25434V880
Shares:
340783(-33.4%)
Value:
$8.9B(-29.8%)
45782C508
45782C508
Shares:
209982(-15.2%)
Value:
$8.7B(-16.7%)
922042858
VWO|922042858
Shares:
192147(-5.3%)
Value:
$8.7B(-2.6%)
LOWES COMPANIES INC
LOW|548661107
Shares:
36211(+3.3%)
Value:
$8.4B(-2.4%)