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)

StockValue
EEMISHARES TR
$1.0B
XELXCEL ENERGY INC
$1.0B
ESGVVANGUARD WORLD FD
$1.0B
MOALTRIA GROUP INC
$1.0B
EOGEOG RES INC
$989.3M
LQDISHARES TR
$986.5M
XLUSELECT SECTOR SPDR TR
$985.6M
AQLTISHARES TR
$979.8M
HSTHOST HOTELS & RESORTS INC
$979.4M
GQ9SPDR GOLD TR
$971.8M
SHVISHARES TR
$947.0M
HONHONEYWELL INTL INC
$941.3M
PNCPNC FINL SVCS GROUP INC
$937.0M
GLWCORNING INC
$932.4M
SPDWSPDR INDEX SHS FDS
$928.7M
CFCF INDS HLDGS INC
$924.9M
MSIMOTOROLA SOLUTIONS INC
$902.3M
UNHUNITEDHEALTH GROUP INC
$887.6M
STTSTATE STR CORP
$885.2M
PNOVINNOVATOR ETFS TRUST
$879.0M
CBSHCOMMERCE BANCSHARES INC
$858.0M
WECWEC ENERGY GROUP INC
$856.3M
CECELANESE CORP DEL
$828.7M
IDUISHARES TR
$827.4M
VEAVANGUARD TAX-MANAGED FDS
$814.9M
SRESEMPRA
$796.7M
SPGIS&P GLOBAL INC
$780.9M
IAU*ISHARES GOLD TR
$780.0M
SYYSYSCO CORP
$754.3M
ETNEATON CORP PLC
$751.8M
CPCANADIAN PACIFIC KANSAS CITY
$751.2M
ITWILLINOIS TOOL WKS INC
$746.0M
XLFSELECT SECTOR SPDR TR
$744.2M
FFORD MTR CO
$728.6M
LKFNLAKELAND FINL CORP
$726.5M
SCHXSCHWAB STRATEGIC TR
$724.7M
HSYHERSHEY CO
$720.2M
CMCSACOMCAST CORP NEW
$718.0M
VRTXVERTEX PHARMACEUTICALS INC
$712.3M
DWDMORGAN STANLEY
$708.7M
PAYXPAYCHEX INC
$697.8M
GDGENERAL DYNAMICS CORP
$696.2M
NKENIKE INC
$678.6M
AMDADVANCED MICRO DEVICES INC
$676.9M
EPDENTERPRISE PRODS PARTNERS L
$673.3M
IOCTINNOVATOR ETFS TRUST
$665.3M
PRUPRUDENTIAL FINL INC
$654.1M
UPSUNITED PARCEL SERVICE INC
$651.7M
MPCMARATHON PETE CORP
$650.2M
VOEVANGUARD INDEX FDS
$634.7M
IBITISHARES BITCOIN TRUST ETF
$623.1M
MGKVANGUARD WORLD FD
$608.9M
XLESELECT SECTOR SPDR TR
$608.2M
BLKBLACKROCK INC
$607.5M
RFREGIONS FINANCIAL CORP NEW
$600.6M
BCCCGLOBAL X FDS
$597.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$593.0M
IBDYISHARES TR
$587.6M
BILSPDR SERIES TRUST
$582.1M
AMGNAMGEN INC
$577.8M
LHXL3HARRIS TECHNOLOGIES INC
$577.2M
IAPRINNOVATOR ETFS TRUST
$572.6M
KAPRINNOVATOR ETFS TRUST
$570.8M
EGPEASTGROUP PPTYS INC
$568.0M
PAGPPLAINS GP HLDGS L P
$564.6M
VIGIVANGUARD WHITEHALL FDS
$558.8M
IBDUISHARES TR
$551.6M
SUSBISHARES TR
$550.9M
TFISPDR SERIES TRUST
$549.4M
ZTSZOETIS INC
$545.8M
LMTLOCKHEED MARTIN CORP
$545.4M
IYMISHARES TR
$542.9M
ICEINTERCONTINENTAL EXCHANGE IN
$540.0M
MTUMISHARES TR
$535.2M
DONSPDR DOW JONES INDL AVERAGE
$532.7M
QCOMQUALCOMM INC
$527.6M
QCRHQCR HOLDINGS INC
$520.9M
SPYMSPDR SERIES TRUST
$519.2M
TFCTRUIST FINL CORP
$516.8M
IYGISHARES TR
$513.1M
XLVSELECT SECTOR SPDR TR
$512.5M
PSAPUBLIC STORAGE OPER CO
$509.7M
LYVLIVE NATION ENTERTAINMENT IN
$500.6M
HNRGHALLADOR ENERGY COMPANY
$498.7M
PANWPALO ALTO NETWORKS INC
$496.7M
SHELSHELL PLC
$493.2M
INTCINTEL CORP
$493.1M
FDNFIRST TR EXCHANGE-TRADED FD
$486.9M
KJANINNOVATOR ETFS TRUST
$485.4M
SLVISHARES SILVER TR
$484.7M
AEEAMEREN CORP
$482.9M
GBTCGRAYSCALE BITCOIN TRUST ETF
$481.8M
ENBENBRIDGE INC
$469.1M
ESEVERSOURCE ENERGY
$467.2M
KJULINNOVATOR ETFS TRUST
$463.9M
OGEOGE ENERGY CORP
$463.3M
ATOATMOS ENERGY CORP
$462.6M
EVRGEVERGY INC
$460.3M
QQQMINVESCO EXCH TRADED FD TR II
$458.5M
USBUS BANCORP DEL
$458.1M
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