Forvis Mazars Wealth Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Forvis Mazars Wealth Advisors, LLC
Data Enrichment
77% identified
297 identified91 unidentified

Holdings

388 positions
Manager:
Search and click to pin securities to the top
Page 5 of 20
Walt Disney Co
Shares:
52351(+6.9%)
Value:
$5.2B(-5.3%)
AbbVie Inc.
Shares:
24425(+41.5%)
Value:
$5.1B(+66.8%)
25434V781
Shares:
175310(-36.0%)
Value:
$5.1B(-29.9%)
EXXON MOBIL CORP
Shares:
41997(-26.6%)
Value:
$5.0B(-18.9%)
PEPSICO INC
Shares:
32908(+2.6%)
Value:
$4.9B(+1.2%)
CONOCOPHILLIPS
Shares:
46304(-1.4%)
Value:
$4.9B(+4.4%)
Merck & Co., Inc.
Shares:
53834(+5.9%)
Value:
$4.8B(-4.4%)
INVESCO QQQ TRUST, SERIES 1
Shares:
10234(+5.7%)
Value:
$4.8B(-3.0%)
464287408
Shares:
25045(-34.2%)
Value:
$4.8B(-34.3%)
FISERV INC
Shares:
21421(-4.3%)
Value:
$4.7B(+2.9%)
72201R866
Shares:
85914(-1.7%)
Value:
$4.4B(-2.1%)
RTX Corp
Shares:
32943(+1.4%)
Value:
$4.4B(+16.0%)
AMPHENOL CORP /DE/
Shares:
65642(-1.8%)
Value:
$4.3B(-7.3%)
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%)
ROPER TECHNOLOGIES INC
Shares:
7007(-2.6%)
Value:
$4.1B(+10.5%)
DARDEN RESTAURANTS INC
Shares:
19560(+5.5%)
Value:
$4.1B(+17.4%)
AMERICAN EXPRESS CO
Shares:
15074(+41.3%)
Value:
$4.1B(+28.1%)
TRAVELERS COMPANIES, INC.
Shares:
15079(+6.5%)
Value:
$4.0B(+16.9%)