Forvis Mazars Wealth Advisors, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$4.6T
Holdings
395
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (395 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GOOGALPHABET INC | 22,301 | $4.0B | 0.09% | |
| 102 | TRVTRAVELERS COMPANIES INC | 14,775 | $4.0B | 0.09% | |
| 103 | AMATAPPLIED MATLS INC | 21,149 | $3.9B | 0.08% | |
| 104 | PEGPUBLIC SVC ENTERPRISE GRP IN | 45,919 | $3.9B | 0.08% | |
| 105 | ROPROPER TECHNOLOGIES INC | 6,784 | $3.8B | 0.08% | |
| 106 | URIUNITED RENTALS INC | 4,853 | $3.7B | 0.08% | |
| 107 | VVISA INC | 10,180 | $3.6B | 0.08% | |
| 108 | KOCOCA COLA CO | 51,000 | $3.6B | 0.08% | |
| 109 | BACVERIZON COMMUNICATIONS INC | 83,110 | $3.6B | 0.08% | |
| 110 | FISVFISERV INC | 20,653 | $3.6B | 0.08% | |
| 111 | IWBISHARES TR | 10,462 | $3.6B | 0.08% | |
| 112 | ACNACCENTURE PLC IRELAND | 11,676 | $3.5B | 0.08% | |
| 113 | NFLXNETFLIX INC | 2,583 | $3.5B | 0.07% | |
| 114 | LKQ1LKQ CORP | 92,175 | $3.4B | 0.07% | |
| 115 | CMICUMMINS INC | 10,315 | $3.4B | 0.07% | |
| 116 | PAAPLAINS ALL AMERN PIPELINE L | 181,567 | $3.3B | 0.07% | |
| 117 | GEGE AEROSPACE | 12,544 | $3.2B | 0.07% | |
| 118 | DYHTARGET CORP | 32,183 | $3.2B | 0.07% | |
| 119 | ELVELEVANCE HEALTH INC | 8,036 | $3.1B | 0.07% | |
| 120 | ADBEADOBE INC | 7,848 | $3.0B | 0.07% | |
| 121 | DDTOINNOVATOR ETFS TRUST | 79,532 | $3.0B | 0.07% | |
| 122 | TMOTHERMO FISHER SCIENTIFIC INC | 7,383 | $3.0B | 0.06% | |
| 123 | ABTABBOTT LABS | 21,944 | $3.0B | 0.06% | |
| 124 | INCYINCYTE CORP | 43,368 | $3.0B | 0.06% | |
| 125 | DFARDIMENSIONAL ETF TRUST | 122,589 | $2.9B | 0.06% | |
| 126 | CSXCSX CORP | 87,904 | $2.9B | 0.06% | |
| 127 | XLYSELECT SECTOR SPDR TR | 13,183 | $2.9B | 0.06% | |
| 128 | PDECINNOVATOR ETFS TRUST | 71,608 | $2.9B | 0.06% | |
| 129 | STRLSTERLING INFRASTRUCTURE INC | 12,316 | $2.8B | 0.06% | |
| 130 | HDHOME DEPOT INC | 7,567 | $2.8B | 0.06% | |
| 131 | DHID R HORTON INC | 21,497 | $2.8B | 0.06% | |
| 132 | PMARINNOVATOR ETFS TRUST | 65,318 | $2.8B | 0.06% | |
| 133 | PSEPINNOVATOR ETFS TRUST | 67,432 | $2.8B | 0.06% | |
| 134 | APTVAPTIV PLC | 39,520 | $2.7B | 0.06% | |
| 135 | INTUINTUIT | 3,396 | $2.7B | 0.06% | |
| 136 | TSLATESLA INC | 8,387 | $2.7B | 0.06% | |
| 137 | MCHPMICROCHIP TECHNOLOGY INC. | 37,659 | $2.7B | 0.06% | |
| 138 | IBDRISHARES TR | 109,080 | $2.6B | 0.06% | |
| 139 | IWMISHARES TR | 11,924 | $2.6B | 0.06% | |
| 140 | UNMUNUM GROUP | 30,585 | $2.5B | 0.05% | |
| 141 | A4SAMERIPRISE FINL INC | 4,515 | $2.4B | 0.05% | |
| 142 | MMM3M CO | 15,722 | $2.4B | 0.05% | |
| 143 | 4I1PHILIP MORRIS INTL INC | 12,755 | $2.3B | 0.05% | |
| 144 | MCDMCDONALDS CORP | 7,946 | $2.3B | 0.05% | |
| 145 | DHRDANAHER CORPORATION | 11,627 | $2.3B | 0.05% | |
| 146 | CBRECBRE GROUP INC | 16,386 | $2.3B | 0.05% | |
| 147 | PJUNINNOVATOR ETFS TRUST | 56,829 | $2.3B | 0.05% | |
| 148 | DUKDUKE ENERGY CORP NEW | 19,136 | $2.3B | 0.05% | |
| 149 | LHLABCORP HOLDINGS INC | 8,529 | $2.2B | 0.05% | |
| 150 | GSGOLDMAN SACHS GROUP INC | 3,053 | $2.2B | 0.05% | |
| 151 | XLCSELECT SECTOR SPDR TR | 19,714 | $2.1B | 0.05% | |
| 152 | BONDPIMCO ETF TR | 22,520 | $2.1B | 0.04% | |
| 153 | DTEDTE ENERGY CO | 15,662 | $2.1B | 0.04% | |
| 154 | TXNTEXAS INSTRS INC | 9,901 | $2.1B | 0.04% | |
| 155 | TSNTYSON FOODS INC | 35,715 | $2.0B | 0.04% | |
| 156 | USMVISHARES TR | 21,084 | $2.0B | 0.04% | |
| 157 | IBDSISHARES TR | 80,382 | $2.0B | 0.04% | |
| 158 | WMWASTE MGMT INC DEL | 8,367 | $1.9B | 0.04% | |
| 159 | JEPIJ P MORGAN EXCHANGE TRADED F | 33,658 | $1.9B | 0.04% | |
| 160 | MINTPIMCO ETF TR | 19,001 | $1.9B | 0.04% | |
| 161 | IWRISHARES TR | 20,720 | $1.9B | 0.04% | |
| 162 | STZCONSTELLATION BRANDS INC | 11,682 | $1.9B | 0.04% | |
| 163 | PCARPACCAR INC | 19,844 | $1.9B | 0.04% | |
| 164 | GEVGE VERNOVA INC | 3,493 | $1.8B | 0.04% | |
| 165 | NEENEXTERA ENERGY INC | 26,067 | $1.8B | 0.04% | |
| 166 | METMETLIFE INC | 22,455 | $1.8B | 0.04% | |
| 167 | SCHCSCHWAB STRATEGIC TR | 40,373 | $1.7B | 0.04% | |
| 168 | REGNREGENERON PHARMACEUTICALS | 3,252 | $1.7B | 0.04% | |
| 169 | EMREMERSON ELEC CO | 12,805 | $1.7B | 0.04% | |
| 170 | CLCOLGATE PALMOLIVE CO | 18,458 | $1.7B | 0.04% | |
| 171 | KDPKEURIG DR PEPPER INC | 49,836 | $1.6B | 0.04% | |
| 172 | SHWSHERWIN WILLIAMS CO | 4,698 | $1.6B | 0.03% | |
| 173 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,819 | $1.6B | 0.03% | |
| 174 | VVVANGUARD INDEX FDS | 5,470 | $1.6B | 0.03% | |
| 175 | IBDQISHARES TR | 61,703 | $1.6B | 0.03% | |
| 176 | COSTCOSTCO WHSL CORP NEW | 1,565 | $1.5B | 0.03% | |
| 177 | XLBSELECT SECTOR SPDR TR | 16,892 | $1.5B | 0.03% | |
| 178 | CARRCARRIER GLOBAL CORPORATION | 20,015 | $1.5B | 0.03% | |
| 179 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.03% | |
| 180 | SNASNAP ON INC | 4,617 | $1.4B | 0.03% | |
| 181 | OEFISHARES TR | 4,554 | $1.4B | 0.03% | |
| 182 | ALSALLSTATE CORP | 6,882 | $1.4B | 0.03% | |
| 183 | DC4DEXCOM INC | 15,713 | $1.4B | 0.03% | |
| 184 | OTISOTIS WORLDWIDE CORP | 13,674 | $1.4B | 0.03% | |
| 185 | PMAYINNOVATOR ETFS TRUST | 35,201 | $1.3B | 0.03% | |
| 186 | PAUGINNOVATOR ETFS TRUST | 32,455 | $1.3B | 0.03% | |
| 187 | TROWPRICE T ROWE GROUP INC | 13,160 | $1.3B | 0.03% | |
| 188 | IWDISHARES TR | 6,476 | $1.3B | 0.03% | |
| 189 | CVSCVS HEALTH CORP | 18,094 | $1.2B | 0.03% | |
| 190 | IBDTISHARES TR | 47,788 | $1.2B | 0.03% | |
| 191 | BMYBRISTOL-MYERS SQUIBB CO | 26,000 | $1.2B | 0.03% | |
| 192 | PFEPFIZER INC | 48,918 | $1.2B | 0.03% | |
| 193 | XLKSELECT SECTOR SPDR TR | 4,592 | $1.2B | 0.03% | |
| 194 | ADPAUTOMATIC DATA PROCESSING IN | 3,709 | $1.1B | 0.02% | |
| 195 | PRFZINVESCO EXCHANGE TRADED FD T | 27,797 | $1.1B | 0.02% | |
| 196 | WFCWELLS FARGO CO NEW | 13,736 | $1.1B | 0.02% | |
| 197 | YUMYUM BRANDS INC | 7,330 | $1.1B | 0.02% | |
| 198 | THFFFIRST FINANCIAL CORPORATION | 19,532 | $1.1B | 0.02% | |
| 199 | SBUXSTARBUCKS CORP | 11,535 | $1.1B | 0.02% | |
| 200 | EDCONSOLIDATED EDISON INC | 10,451 | $1.0B | 0.02% |