Forvis-Mazars-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "HYT", null, null, null, null, null, null, "TROW", "STRL", "AWR", "RF", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", "PAA", null, "ALL", "GOOGL", "AXP", "T", "BLK", "CAT", "AVGO", "LOW", "CP.TO", null, "COF", null, "CMI", "LNC", null, null, "DUK", "D", "PAGP", "WTRG", "EOG", null, null, "THFF", "GD", "GIS", "HON", "HD", "HPQ", "AZN", null, "MCD", "INTU", null, null, null, "UNP", "QCOM", null, "ITW", null, null, null, "INGR", null, "AMAT", null, "RIVN", "EMR", null, null, null, null, "ICE", null, null, null, null, "MUB", "META", null, null, null, null, null, null, "IVW", "PRK", "IJH", "QCRH", null, "SWK", null, null, "KMI", "LHX", null, "MPC", null, "PWR", "MRVL", "MA", "MDT", "MSFT", "MDLZ", "MS", "EVRG", "GE", "INCY", "HAS", "HRL", "NVS", "ORLY", "PCAR", "BX", "HSY", "AMP", "IJR", "KLAC", "IWD", "ORCL", "NOC", null, null, "PAYX", null, null, null, "EEM", null, "IWF", "PANW", "PEP", "PNC", "IEMG", "IJK", null, "IVV", null, null, "UNH", "AAPL", "SPY", "NVDA", "GS", "HPE", "ENB", "INTC", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, "AMGN", "REGN", null, null, "IEFA", "SPGI", "SCHX", null, null, "NOW", "SHW", "SLB", "ROP", "SRE", "O", "SNA", "SHEL", "RTX", "SPDW", "GLD", null, null, null, "BP", null, "SPLG", null, null, "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "TFC", "TRV", "TSN", "UL", "UNM", "UPS", "BIV", "VNQ", "VO", "PNFP", "MET", "VXF", "VV", "VOE", "OGE", null, "VWO", "LKQ", null, "IWV", "NJR", null, "PRF", null, null, null, null, "VIG", "XLB", null, "TSM", "OHI", null, null, "VYM", "VRTX", "MGC", null, null, "UGI", "ATO", "AEE", "APTV", "APH", "AMD", "SDY", "FI", "DRI", "F", "WEC", "WM", "IWP", "IWR", "AEP", "EQBK", "ES", "LKFN", "PEG", "DHI", null, "VIGI", "AMZN", "MSI", "SCHB", null, "IVE", null, null, "EGP", "HBAN", null, "VEU", "USB", "ESGV", "VUG", "VLO", "VEA", "VYMI", "MGK", null, "VXUS", "VTEB", "BND", "VBR", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WMB", "XEL", "YUMC", "YUM", "IUSG", "DTE", null, "HNRG", "SCHF", "SCHA", "JKHY", "HST", "LH", "KDP", "NOV", null, "PPL", "OTIS", "PSX", "CRM", "SYY", "DIA", null, "LYV", null, "IXUS", "MTUM", "LYB", null, "GEV", "ZBH", "MCK", null, "PSA", "NUE", "FDX", "KMB", "ADP", "BAC", "OZK", "BRK-A", "BRK-B", "BMY", "CARR", "CE", "CBRE", "CF", "CPK", "CVX", "CSCO", "KO", "CDE", "CMA", "CBSH", "CMCSA", "CL", "COP", "STZ", "ED", "COST", "GLW", "CRWD", "CVS", "CSX", "DHR", "DXCM", null, null, "DFAX", "DFAC", "RSP", null, "IJJ", "EFA", "ADI", "VMC", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "MO", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
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
- Manager Name
- Forvis-Mazars-Wealth-Advisors
Data Enrichment
77% identified297 identified91 unidentified
Holdings
388 positions • $4.1B total value
Manager:
Search and click to pin securities to the top
Page 8 of 20
Shares:5.3K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.1B)
Shares:3.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$4.1B)
72201R775
Shares:22.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$4.1B)
Shares:12.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$4.1B)
81369Y852
Shares:19.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.1B)
72201R833
Shares:18.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.6K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$4.1B) | |||
DTE ENERGY CO(DTEcusip233331107) | 16.1K | QoQ -3.86% (-645)YoY -2.98% (-494) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$4.1B) | |
| 5.3K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$4.1B) | |||
| 3.4K | QoQ +4.27% (-139)YoY +4.59% (-149) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$4.1B) | ||
| 11.7K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$4.1B) | |||
INTUIT INC.(INTUcusip461202103) | 3.5K | QoQ -0.02% (-1)YoY +0.99% (-34) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$4.1B) | |
(cusip72201R775)✕ | 22.9K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$4.1B) | ||
| 8.7K | QoQ -0.34% (-30)YoY NEW(+8.7K) | All Managers (Combined) | $2.0M | 0.0% ($2.0M/$4.1B) | YoY NEW(+$2.0M) | |
| 34.0K | YoY NEW(+34.0K) | All Managers (Combined) | $2.0M | 0.0% ($2.0M/$4.1B) | YoY NEW(+$2.0M) | |
| 12.4K | All Managers (Combined) | $2.0M | 0.0% ($2.0M/$4.1B) | |||
Tesla, Inc.(TSLAcusip88160R101) | 7.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | ||
PACCAR INC(PCARcusip693718108) | 19.9K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | ||
| 20.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | |||
| 16.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | |||
| 8.2K | QoQ 0.00% (+0) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | ||
(cusip81369Y852)✕ | 19.6K | QoQ -0.80% (-159)YoY +0.31% (+61) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | |
| 38.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | |||
(cusip72201R833)✕ | 18.5K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | ||
| 26.2K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$4.1B) | |||
| 14.1K | QoQ +1.15% (+161)YoY NEW(+14.1K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$4.1B) | YoY NEW(+$1.8M) |