Forvis Mazars Wealth Advisors, LLC Q4 2018 Filing
Filed January 15, 2019
Portfolio Value
$1.1T
Holdings
223
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (223 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $301.6M |
VEUVANGUARD INTL EQUITY INDEX F | $146.4M |
CASHMETA FINL GROUP INC | $103.0M |
IVVISHARES TR | $55.1M |
SCHBSCHWAB STRATEGIC TR | $32.9M |
PRFINVESCO EXCHANGE TRADED FD T | $27.5M |
JKHYHENRY JACK & ASSOC INC | $21.6M |
IVEISHARES TR | $20.5M |
IXUSISHARES TR | $15.7M |
CWISPDR INDEX SHS FDS | $14.2M |
ITOTISHARES TR | $13.8M |
IVWISHARES TR | $13.3M |
IWPISHARES TR | $11.0M |
IJHISHARES TR | $9.2M |
SDYSPDR SERIES TRUST | $9.1M |
EFAISHARES TR | $8.9M |
AGGISHARES TR | $8.1M |
MSFTMICROSOFT CORP | $7.9M |
AQLTISHARES TR | $7.5M |
AAPLAPPLE INC | $7.5M |
VYMVANGUARD WHITEHALL FDS INC | $6.1M |
MUBISHARES TR | $6.0M |
CSCOCISCO SYS INC | $6.0M |
IWVISHARES TR | $5.8M |
JNJJOHNSON & JOHNSON | $5.3M |
IWRISHARES TR | $5.0M |
PEPPEPSICO INC | $4.7M |
PFEPFIZER INC | $4.6M |
JPMJPMORGAN CHASE & CO | $4.4M |
COPCONOCOPHILLIPS | $4.3M |
DISDISNEY WALT CO | $4.3M |
PGPROCTER AND GAMBLE CO | $4.0M |
ORLYO REILLY AUTOMOTIVE INC NEW | $3.7M |
MMM3M CO | $3.6M |
SYYSYSCO CORP | $3.5M |
CVXCHEVRON CORP NEW | $3.5M |
SCZISHARES TR | $3.4M |
VWOVANGUARD INTL EQUITY INDEX F | $3.4M |
ACNACCENTURE PLC IRELAND | $3.4M |
CATCATERPILLAR INC DEL | $3.3M |
VIGVANGUARD GROUP | $3.3M |
VTEBVANGUARD MUN BD FD INC | $3.2M |
MCHPMICROCHIP TECHNOLOGY INC | $3.2M |
UTXZUNITED TECHNOLOGIES CORP | $3.2M |
APHAMPHENOL CORP NEW | $3.0M |
GMGENERAL MTRS CO | $2.9M |
CSXCSX CORP | $2.8M |
ELVANTHEM INC | $2.7M |
TFISPDR SER TR | $2.6M |
INTCINTEL CORP | $2.6M |
PXFINVESCO EXCHNG TRADED FD TR | $2.6M |
BAXBAXTER INTL INC | $2.6M |
AXPAMERICAN EXPRESS CO | $2.6M |
KOCOCA COLA CO | $2.5M |
IWMISHARES TR | $2.5M |
IWFISHARES TR | $2.4M |
CBCHUBB LIMITED | $2.3M |
TROWPRICE T ROWE GROUP INC | $2.2M |
WMTWALMART INC | $2.2M |
CLCOLGATE PALMOLIVE CO | $2.0M |
BALLBALL CORP | $2.0M |
OEFISHARES TR | $1.9M |
EFAVISHARES TR | $1.9M |
XLBSELECT SECTOR SPDR TR | $1.8M |
BSCOINVESCO EXCH TRD SLF IDX FD | $1.8M |
—LABORATORY CORP AMER HLDGS | $1.8M |
IWBISHARES TR | $1.7M |
OMCOMNICOM GROUP INC | $1.7M |
LVLNSPDR SERIES TRUST | $1.7M |
XOMEXXON MOBIL CORP | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.6M |
USMVISHARES TR | $1.6M |
MCDMCDONALDS CORP | $1.6M |
AMZNAMAZON COM INC | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.5M |
HDHOME DEPOT INC | $1.5M |
VVISA INC | $1.5M |
GOOGALPHABET INC | $1.5M |
WFCWELLS FARGO CO NEW | $1.4M |
PRFZINVESCO EXCHANGE TRADED FD T | $1.4M |
MRKMERCK & CO INC | $1.3M |
XLYSELECT SECTOR SPDR TR | $1.2M |
XLUSELECT SECTOR SPDR TR | $1.2M |
BABOEING CO | $1.2M |
IWDISHARES TR | $1.2M |
BMYBRISTOL MYERS SQUIBB CO | $1.2M |
IYZISHARES TR | $1.1M |
TYGEURTORTOISE ENERGY INFRA CORP | $1.1M |
VBVANGUARD INDEX FDS | $1.1M |
FNDXSCHWAB STRATEGIC TR | $1.1M |
GILDGILEAD SCIENCES INC | $1.1M |
UPSUNITED PARCEL SERVICE INC | $1.0M |
BACBANK AMER CORP | $1.0M |
METAFACEBOOK INC | $1.0M |
BACVERIZON COMMUNICATIONS INC | $965K |
SLBSCHLUMBERGER LTD | $960K |
VOOVANGUARD INDEX FDS | $933K |
VYMIVANGUARD WHITEHALL FDS INC | $924K |
IEMGISHARES INC | $856K |
USBUS BANCORP DEL | $836K |
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