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 4 of 20
CHEVRON CORP
CVX|166764100
Shares:
49351(+5.0%)
Value:
$8.3B(+21.3%)
Meta Platforms, Inc.
META|30303M102
Shares:
14274(+1.7%)
Value:
$8.2B(+0.1%)
Walmart Inc.
WMT|931142103
Shares:
93626(-54.9%)
Value:
$8.2B(-56.2%)
45782C870
45782C870
Shares:
223477(-13.2%)
Value:
$8.0B(-15.7%)
922907746
VTEB|922907746
Shares:
159481(-0.4%)
Value:
$7.9B(-1.4%)
45782C813
45782C813
Shares:
196861(-11.1%)
Value:
$7.9B(-13.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
44778(+3.4%)
Value:
$7.6B(+5.1%)
QUANTA SERVICES, INC.
PWR|74762E102
Shares:
29984(+5.6%)
Value:
$7.6B(-15.1%)
ORACLE CORP
ORCL|68389X105
Shares:
52924(+10.2%)
Value:
$7.4B(-7.5%)
464287465
EFA|464287465
Shares:
90480(-2.5%)
Value:
$7.4B(+5.4%)
25434V773
25434V773
Shares:
269960(-21.1%)
Value:
$7.0B(-17.0%)
CATERPILLAR INC
CAT|149123101
Shares:
20724(-5.7%)
Value:
$6.8B(-14.3%)
46434G103
IEMG|46434G103
Shares:
123858(-14.5%)
Value:
$6.7B(-11.7%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
149644(+4.3%)
Value:
$6.2B(-1.0%)
MCKESSON CORP
MCK|58155Q103
Shares:
8952(+0.7%)
Value:
$6.0B(+18.9%)
Mastercard Inc
MA|57636Q104
Shares:
10575(-1.4%)
Value:
$5.8B(+2.6%)
KLA CORP
KLAC|482480100
Shares:
8499(+6.8%)
Value:
$5.8B(+15.2%)
STRYKER CORP
SYK|863667101
Shares:
14966(+1.0%)
Value:
$5.6B(+4.5%)
HP INC
HPQ|40434L105
Shares:
199652(+21.5%)
Value:
$5.5B(+3.1%)
464287614
IWF|464287614
Shares:
14736(-4.0%)
Value:
$5.3B(-13.7%)