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
Search and click to pin securities to the top
Page 6 of 20
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
30113(-3.6%)
Value:
$4.0B(+3.9%)
COCA COLA CO
KO|191216100
Shares:
54813(-26.8%)
Value:
$3.9B(-15.8%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
84526(-2.5%)
Value:
$3.8B(+10.6%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
46582(+6.1%)
Value:
$3.8B(+3.3%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
7624(+6.3%)
Value:
$3.8B(+1.7%)
LKQ CORP
LKQ|501889208
Shares:
86685(-8.0%)
Value:
$3.7B(+6.4%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
20421(+0.5%)
Value:
$3.7B(+1.1%)
Accenture plc
ACN|G1151C101
Shares:
11675(-0.9%)
Value:
$3.6B(-12.1%)
PLAINS ALL AMERICAN PIPELINE LP
PAA|726503105
Shares:
181567(+0.0%)
Value:
$3.6B(+17.1%)
VISA INC.
V|92826C839
Shares:
10042(+8.2%)
Value:
$3.5B(+20.0%)
Elevance Health, Inc.
ELV|036752103
Shares:
7989(-0.5%)
Value:
$3.5B(+17.3%)
Alphabet Inc.
GOOG|02079K107
Shares:
21854(+3.9%)
Value:
$3.4B(-14.7%)
TARGET CORP
TGT|87612E106
Shares:
32003(+14.4%)
Value:
$3.3B(-11.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
19597(+24.6%)
Value:
$3.3B(-10.0%)
ADOBE INC.
ADBE|00724F101
Shares:
8435(+4.8%)
Value:
$3.2B(-9.6%)
464287622
IWB|464287622
Shares:
10182(-0.9%)
Value:
$3.1B(-5.7%)
UNITED RENTALS, INC.
URI|911363109
Shares:
4863(+15.3%)
Value:
$3.0B(+2.6%)
HORTON D R INC /DE/
DHI|23331A109
Shares:
23968(+38.3%)
Value:
$3.0B(+25.8%)
45782C383
45782C383
Shares:
75296(-20.3%)
Value:
$3.0B(-20.8%)
45782C540
45782C540
Shares:
79155(-19.9%)
Value:
$3.0B(-21.6%)