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 9 of 20
464287499
IWR|464287499
Shares:
20800(-0.8%)
Value:
$1.8B(-4.5%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
9815(+0.0%)
Value:
$1.8B(-4.2%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
3320(+2.3%)
Value:
$1.7B(+5.9%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
18536(-1.4%)
Value:
$1.7B(+1.6%)
METLIFE INC
MET|59156R108
Shares:
21463(-5.4%)
Value:
$1.7B(-7.2%)
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
48382(+65.5%)
Value:
$1.7B(+76.3%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
4692(+14.9%)
Value:
$1.6B(+18.0%)
46435UAA9
46435UAA9
Shares:
67014(+27.5%)
Value:
$1.6B(+28.6%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
26209(+3.5%)
Value:
$1.6B(+11.6%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
2(+100.0%)
Value:
$1.6B(+134.5%)
808524888
808524888
Shares:
44385(-6.5%)
Value:
$1.6B(-2.3%)
Snap-on Inc
SNA|833034101
Shares:
4607(+0.7%)
Value:
$1.6B(-0.0%)
81369Y100
XLB|81369Y100
Shares:
17409(-1.9%)
Value:
$1.5B(+0.2%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
2674(+19.7%)
Value:
$1.5B(+14.2%)
ALLSTATE CORP
ALL|020002101
Shares:
6932(-0.8%)
Value:
$1.4B(+6.5%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
13720(+8.1%)
Value:
$1.4B(+20.4%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
12820(+1.1%)
Value:
$1.4B(-10.6%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
1484(+7.9%)
Value:
$1.4B(+11.4%)
922908637
VV|922908637
Shares:
5372(+2.1%)
Value:
$1.4B(-2.7%)
NETFLIX INC
NFLX|64110L106
Shares:
1462(-14.1%)
Value:
$1.4B(-10.1%)