Forvis Mazars Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$4.2T
Holdings
388
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (388 positions)
| Stock | Value |
|---|---|
DDOMINION ENERGY INC | $436K |
BNDVANGUARD BD INDEX FDS | $434K |
LYVLIVE NATION ENTERTAINMENT IN | $432K |
SCHZSCHWAB STRATEGIC TR | $430K |
KOCTINNOVATOR ETFS TRUST | $429K |
BPBP PLC | $426K |
UGIUGI CORP NEW | $421K |
SWKSTANLEY BLACK & DECKER INC | $418K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $414K |
MDLZMONDELEZ INTL INC | $413K |
WTRGESSENTIAL UTILS INC | $413K |
DFSUDIMENSIONAL ETF TRUST | $411K |
PANWPALO ALTO NETWORKS INC | $410K |
SLVISHARES SILVER TR | $410K |
ADIANALOG DEVICES INC | $409K |
KMIKINDER MORGAN INC DEL | $409K |
ABGCENCORA INC | $409K |
NKENIKE INC | $404K |
FDNFIRST TR EXCHANGE-TRADED FD | $402K |
LNCLINCOLN NATL CORP IND | $399K |
TJXTJX COS INC NEW | $398K |
CPKCHESAPEAKE UTILS CORP | $396K |
FDXFEDEX CORP | $392K |
QUALISHARES TR | $392K |
QQQMINVESCO EXCH TRADED FD TR II | $390K |
HNRGHALLADOR ENERGY COMPANY | $387K |
MRVLMARVELL TECHNOLOGY INC | $385K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $382K |
OZKBANK OZK LITTLE ROCK ARK | $380K |
VXUSVANGUARD STAR FDS | $379K |
CRMSALESFORCE INC | $377K |
IJULINNOVATOR ETFS TRUST | $374K |
IUSGISHARES TR | $369K |
YUMCYUM CHINA HLDGS INC | $346K |
IYHISHARES TR | $343K |
BXBLACKSTONE INC | $340K |
NVSNNOVARTIS AG | $326K |
MGKVANGUARD WORLD FD | $325K |
VMCVULCAN MATLS CO | $323K |
AWRAMER STATES WTR CO | $321K |
ULUNILEVER PLC | $316K |
TAT&T INC | $316K |
CMACOMERICA INC | $315K |
NOCNORTHROP GRUMMAN CORP | $314K |
OREALTY INCOME CORP | $312K |
MDTMEDTRONIC PLC | $311K |
SCHASCHWAB STRATEGIC TR | $303K |
VNQVANGUARD INDEX FDS | $302K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $301K |
WMBWILLIAMS COS INC | $286K |
VCSHVANGUARD SCOTTSDALE FDS | $284K |
PRKPARK NATL CORP | $271K |
AEPAMERICAN ELEC PWR CO INC | $265K |
LYBLYONDELLBASELL INDUSTRIES N | $265K |
EQBKEQUITY BANCSHARES INC | $259K |
VYMIVANGUARD WHITEHALL FDS | $256K |
PPLPPL CORP | $255K |
VSGXVANGUARD WORLD FD | $254K |
SLYVSPDR SER TR | $253K |
IJKISHARES TR | $252K |
SCHESCHWAB STRATEGIC TR | $252K |
NUENUCOR CORP | $249K |
NOVNOV INC | $249K |
VBRVANGUARD INDEX FDS | $248K |
NOWSERVICENOW INC | $248K |
MARMARRIOTT INTL INC NEW | $240K |
VXFVANGUARD INDEX FDS | $237K |
IJJISHARES TR | $236K |
PNFPPINNACLE FINL PARTNERS INC | $236K |
CRWDCROWDSTRIKE HLDGS INC | $235K |
PLDPROLOGIS INC. | $233K |
SPIBSPDR SER TR | $233K |
TQQQPROSHARES TR | $222K |
HASHASBRO INC | $222K |
HBANHUNTINGTON BANCSHARES INC | $219K |
APDAIR PRODS & CHEMS INC | $216K |
SLBSCHLUMBERGER LTD | $215K |
DFUSDIMENSIONAL ETF TRUST | $212K |
AZNASTRAZENECA PLC | $210K |
SCHVSCHWAB STRATEGIC TR | $209K |
BIVVANGUARD BD INDEX FDS | $207K |
NJRNEW JERSEY RES CORP | $207K |
INGRINGREDION INC | $205K |
XSDSPDR SER TR | $204K |
HPEHEWLETT PACKARD ENTERPRISE C | $196K |
RIVNRIVIAN AUTOMOTIVE INC | $166K |
HYTBLACKROCK CORPOR HI YLD FD I | $114K |
CDECOEUR MNG INC | $104K |
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