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
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Page 8 of 20
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
4607(-5.0%)
Value:
$2.2B(-13.6%)
DTE ENERGY CO
DTE|233331107
Shares:
16050(-3.9%)
Value:
$2.2B(+10.1%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
5269(-0.7%)
Value:
$2.2B(-2.0%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
3394(+4.3%)
Value:
$2.2B(-7.2%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
11664(+8.8%)
Value:
$2.1B(-9.7%)
INTUIT INC.
INTU|461202103
Shares:
3459(-0.0%)
Value:
$2.1B(-2.3%)
72201R775
72201R775
Shares:
22920(+2.7%)
Value:
$2.1B(+5.0%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
8738(-0.3%)
Value:
$2.0B(+1.1%)
Aptiv PLC
APTV|G3265R107
Shares:
34019(-13.6%)
Value:
$2.0B(-15.0%)
Philip Morris International Inc.
PM|718172109
Shares:
12401(+48.3%)
Value:
$2.0B(+95.6%)
Tesla, Inc.
TSLA|88160R101
Shares:
7509(-9.6%)
Value:
$1.9B(-42.0%)
PACCAR INC
PCAR|693718108
Shares:
19945(-7.5%)
Value:
$1.9B(-13.4%)
46429B697
USMV|46429B697
Shares:
20466(-0.8%)
Value:
$1.9B(+4.6%)
STERLING INFRASTRUCTURE, INC.
STRL|859241101
Shares:
16808(-4.3%)
Value:
$1.9B(-35.7%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
8196(+0.0%)
Value:
$1.9B(+14.7%)
81369Y852
81369Y852
Shares:
19598(-0.8%)
Value:
$1.9B(-1.2%)
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
38543(-12.1%)
Value:
$1.9B(-25.8%)
72201R833
72201R833
Shares:
18451(-17.4%)
Value:
$1.9B(-17.1%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
26165(-24.3%)
Value:
$1.9B(-25.2%)
CBRE GROUP, INC.
CBRE|12504L109
Shares:
14137(+1.1%)
Value:
$1.8B(+0.8%)