Forvis Mazars Wealth Advisors, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$4.6B
Holdings
395
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (395 positions)
| Stock | Value |
|---|---|
ADIANALOG DEVICES INC | $455K |
DFSUDIMENSIONAL ETF TRUST | $451K |
ABGCENCORA INC | $441K |
DDOMINION ENERGY INC | $441K |
KMBKIMBERLY-CLARK CORP | $434K |
CRMSALESFORCE INC | $433K |
GISGENERAL MLS INC | $432K |
HRLHORMEL FOODS CORP | $430K |
MDLZMONDELEZ INTL INC | $426K |
KMIKINDER MORGAN INC DEL | $423K |
XLGINVESCO EXCHANGE TRADED FD T | $422K |
VGTVANGUARD WORLD FD | $422K |
VXUSVANGUARD STAR FDS | $422K |
TJXTJX COS INC NEW | $421K |
QUALISHARES TR | $419K |
CBCHUBB LIMITED | $417K |
IJANINNOVATOR ETFS TRUST | $415K |
OZKBANK OZK LITTLE ROCK ARK | $412K |
OHIOMEGA HEALTHCARE INVS INC | $411K |
PSXPHILLIPS 66 | $407K |
IUSGISHARES TR | $401K |
UGIUGI CORP NEW | $400K |
USRTISHARES TR | $400K |
KOCTINNOVATOR ETFS TRUST | $397K |
ZBHZIMMER BIOMET HOLDINGS INC | $395K |
VOOGVANGUARD ADMIRAL FDS INC | $391K |
WTRGESSENTIAL UTILS INC | $388K |
LNCLINCOLN NATL CORP IND | $384K |
IJULINNOVATOR ETFS TRUST | $382K |
CRWDCROWDSTRIKE HLDGS INC | $379K |
BNDVANGUARD BD INDEX FDS | $379K |
FDXFEDEX CORP | $379K |
CPKCHESAPEAKE UTILS CORP | $371K |
BPBP PLC | $371K |
IYWISHARES TR | $370K |
BXBLACKSTONE INC | $364K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $362K |
ULUNILEVER PLC | $354K |
COINCOINBASE GLOBAL INC | $353K |
VMCVULCAN MATLS CO | $339K |
OREALTY INCOME CORP | $323K |
SCHASCHWAB STRATEGIC TR | $321K |
NOWSERVICENOW INC | $320K |
NVSNNOVARTIS AG | $318K |
CMACOMERICA INC | $318K |
WMBWILLIAMS COS INC | $314K |
AWRAMER STATES WTR CO | $312K |
IYHISHARES TR | $311K |
SWKSTANLEY BLACK & DECKER INC | $308K |
SCHZSCHWAB STRATEGIC TR | $300K |
PRKPARK NATL CORP | $300K |
YUMCYUM CHINA HLDGS INC | $298K |
FTNTFORTINET INC | $291K |
MDTMEDTRONIC PLC | $287K |
VSGXVANGUARD WORLD FD | $282K |
MARMARRIOTT INTL INC NEW | $278K |
IJKISHARES TR | $276K |
VNQVANGUARD INDEX FDS | $275K |
WDFCWD 40 CO | $270K |
EQBKEQUITY BANCSHARES INC | $269K |
NUENUCOR CORP | $266K |
VXFVANGUARD INDEX FDS | $266K |
HPEHEWLETT PACKARD ENTERPRISE C | $260K |
HASHASBRO INC | $259K |
SCHWSCHWAB CHARLES CORP | $258K |
CEGCONSTELLATION ENERGY CORP | $258K |
NTAPNETAPP INC | $258K |
VBRVANGUARD INDEX FDS | $257K |
AEPAMERICAN ELEC PWR CO INC | $250K |
XYLDGLOBAL X FDS | $250K |
UBERUBER TECHNOLOGIES INC | $249K |
BKLCBNY MELLON ETF TRUST | $246K |
VCSHVANGUARD SCOTTSDALE FDS | $246K |
PNFPPINNACLE FINL PARTNERS INC | $246K |
IJJISHARES TR | $244K |
LYBLYONDELLBASELL INDUSTRIES N | $242K |
PPLPPL CORP | $240K |
HBANHUNTINGTON BANCSHARES INC | $237K |
SCHKSCHWAB STRATEGIC TR | $237K |
DFUSDIMENSIONAL ETF TRUST | $235K |
SCHGSCHWAB STRATEGIC TR | $233K |
JMSTJ P MORGAN EXCHANGE TRADED F | $230K |
FCAPFIRST CAP INC | $228K |
KBDCKAYNE ANDERSON BDC INC | $227K |
BKNGBOOKING HOLDINGS INC | $226K |
PLDPROLOGIS INC. | $220K |
JXNJACKSON FINANCIAL INC | $207K |
INGRINGREDION INC | $203K |
NOVNOV INC | $202K |
SLBSCHLUMBERGER LTD | $202K |
TRVCCITIGROUP INC | $201K |
RIVNRIVIAN AUTOMOTIVE INC | $199K |
CDECOEUR MNG INC | $156K |
HYTBLACKROCK CORPOR HI YLD FD I | $115K |
—PROPHASE LABS INC | $8K |
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