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 7 of 20
45782C417
Shares:
82321(-26.9%)
Value:
$2.9B(-28.8%)
45782C656
Shares:
76069(-23.0%)
Value:
$2.9B(-24.4%)
81369Y407
Shares:
13408(+0.7%)
Value:
$2.6B(-11.3%)
45782C748
Shares:
68088(-24.1%)
Value:
$2.5B(-25.1%)
46435GAA0
Shares:
98680(-0.5%)
Value:
$2.4B(+0.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
12.6K | QoQ +5.85% (+695)YoY +3.63% (-440) | All Managers (Combined) | $3.0M | ||
(cusip45782C417)✕ | 82.3K | All Managers (Combined) | $2.9M | ||
(cusip45782C656)✕ | 76.1K | All Managers (Combined) | $2.9M | ||
Home Depot, Inc.(HDcusip437076102) | 7.8K | All Managers (Combined) | $2.9M | ||
21.4K | All Managers (Combined) | $2.8M | |||
19.3K | All Managers (Combined) | $2.8M | |||
Cummins Inc(CMIcusip231021106) | 8.6K | QoQ -4.55% (-413)YoY -6.20% (-572) | All Managers (Combined) | $2.7M | |
Incyte Corp(INCYcusip45337C102) | 44.6K | All Managers (Combined) | $2.7M | ||
(cusip81369Y407)✕ | 13.4K | QoQ +0.71% (-95) | All Managers (Combined) | $2.6M | |
89.6K | All Managers (Combined) | $2.6M | |||
(cusip45782C748)✕ | 68.1K | All Managers (Combined) | $2.5M | ||
Unum Group(UNMcusip91529Y106) | 30.6K | QoQ +1.60% (+485)YoY -3.14% (-995) | All Managers (Combined) | $2.5M | |
Mcdonalds Corp(MCDcusip580135101) | 7.9K | QoQ -1.23% (-99)YoY -5.94% (-501) | All Managers (Combined) | $2.5M | |
12.1K | All Managers (Combined) | $2.5M | |||
12.1K | All Managers (Combined) | $2.4M | |||
(cusip46435GAA0)✕ | 98.7K | QoQ -0.50% (-496)YoY - | All Managers (Combined) | $2.4M | |
37.2K | YoY -0.23% (-89) | All Managers (Combined) | $2.4M | ||
Duke Energy Corp(DUKcusip26441C204) | 19.3K | All Managers (Combined) | $2.4M | ||
15.9K | All Managers (Combined) | $2.3M | |||
11.3K | QoQ -7.33% (-895)YoY -5.25% (-627) | All Managers (Combined) | $2.3M |