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 4 of 20
45782C870
Shares:
223477(-13.2%)
Value:
$8.0B(-15.7%)
45782C813
Shares:
196861(-11.1%)
Value:
$7.9B(-13.2%)
25434V773
Shares:
269960(-21.1%)
Value:
$7.0B(-17.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Chevron Corp(CVXcusip166764100) | 49.4K | All Managers (Combined) | $8.3M | ||
14.3K | QoQ +1.66% (+234)YoY +0.49% (+71) | All Managers (Combined) | $8.2M | ||
Walmart Inc.(WMTcusip931142103) | 93.6K | All Managers (Combined) | $8.2M | ||
(cusip45782C870)✕ | 223.5K | All Managers (Combined) | $8.0M | ||
159.5K | All Managers (Combined) | $7.9M | |||
(cusip45782C813)✕ | 196.9K | All Managers (Combined) | $7.9M | ||
44.8K | All Managers (Combined) | $7.6M | |||
30.0K | All Managers (Combined) | $7.6M | |||
Oracle Corp(ORCLcusip68389X105) | 52.9K | All Managers (Combined) | $7.4M | ||
90.5K | All Managers (Combined) | $7.4M | |||
(cusip25434V773)✕ | 270.0K | All Managers (Combined) | $7.0M | ||
Caterpillar Inc(CATcusip149123101) | 20.7K | All Managers (Combined) | $6.8M | ||
123.9K | All Managers (Combined) | $6.7M | |||
149.6K | All Managers (Combined) | $6.2M | |||
Mckesson Corp(MCKcusip58155Q103) | 9.0K | QoQ +0.67% (+60)YoY -5.09% (-481) | All Managers (Combined) | $6.0M | |
Mastercard Inc(MAcusip57636Q104) | 10.6K | All Managers (Combined) | $5.8M | ||
8.5K | QoQ +6.75% (+538)YoY +5.48% (+442) | All Managers (Combined) | $5.8M | ||
Stryker Corp(SYKcusip863667101) | 15.0K | All Managers (Combined) | $5.6M | ||
199.7K | All Managers (Combined) | $5.5M | |||
14.7K | All Managers (Combined) | $5.3M |