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 5 of 20
25434V781
Shares:
175310(-36.0%)
Value:
$5.1B(-29.9%)
72201R866
Shares:
85914(-1.7%)
Value:
$4.4B(-2.1%)
45783Y814
Shares:
97643(-20.8%)
Value:
$4.3B(-22.3%)
98149E303
Shares:
67268(-1.9%)
Value:
$4.2B(+16.8%)
25434V823
Shares:
174543(-35.0%)
Value:
$4.1B(-33.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 52.4K | All Managers (Combined) | $5.2M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 24.4K | All Managers (Combined) | $5.1M | ||
(cusip25434V781)✕ | 175.3K | All Managers (Combined) | $5.1M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 42.0K | All Managers (Combined) | $5.0M | ||
Pepsico Inc(PEPcusip713448108) | 32.9K | All Managers (Combined) | $4.9M | ||
Conocophillips(COPcusip20825C104) | 46.3K | QoQ -1.44% (-677)YoY -0.85% (-399) | All Managers (Combined) | $4.9M | |
53.8K | All Managers (Combined) | $4.8M | |||
10.2K | All Managers (Combined) | $4.8M | |||
25.0K | All Managers (Combined) | $4.8M | |||
Fiserv Inc(FIcusip337738108) | 21.4K | QoQ -4.29% (-962)YoY -3.53% (-786) | All Managers (Combined) | $4.7M | |
(cusip72201R866)✕ | 85.9K | All Managers (Combined) | $4.4M | ||
32.9K | All Managers (Combined) | $4.4M | |||
65.6K | All Managers (Combined) | $4.3M | |||
(cusip45783Y814)✕ | 97.6K | All Managers (Combined) | $4.3M | ||
(cusip98149E303)✕ | 67.3K | All Managers (Combined) | $4.2M | ||
(cusip25434V823)✕ | 174.5K | All Managers (Combined) | $4.1M | ||
7.0K | All Managers (Combined) | $4.1M | |||
19.6K | All Managers (Combined) | $4.1M | |||
15.1K | All Managers (Combined) | $4.1M | |||
15.1K | QoQ +6.50% (+921)YoY +3.74% (+544) | All Managers (Combined) | $4.0M |