BKD Wealth Advisors
Latest statistics and disclosures from FORVIS Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VEU, AGG, SCHB, FBND, and represent 42.17% of FORVIS Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$35M), AGG (+$18M), LLY (+$13M), FBND (+$13M), VEU (+$12M), JMUB (+$11M), NVDA (+$10M), SCHB (+$5.6M), VTI (+$5.4M), SYK.
- Started 16 new stock positions in NOC, NTAP, INCY, INFY, DFUS, VBR, VXUS, NVO, CWB, BRK.A. LNC, PAGP, PAVE, PAA, SMBC, TSPA.
- Reduced shares in these 10 stocks: ITOT (-$20M), RSP (-$19M), IEF (-$7.9M), VCSH (-$5.7M), PG, TFI, SCZ, IVV, IWP, VTV.
- Sold out of its positions in FSCO, FDVV, GNOM, SHY, VLUE, BSV, VUSB.
- FORVIS Wealth Advisors was a net buyer of stock by $117M.
- FORVIS Wealth Advisors has $3.9B in assets under management (AUM), dropping by 9.56%.
- Central Index Key (CIK): 0001352864
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Portfolio Holdings for FORVIS Wealth Advisors
FORVIS Wealth Advisors holds 393 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 24.8 | $977M | 3.8M | 259.90 |
|
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.2 | $361M | +3% | 6.2M | 58.65 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $121M | +17% | 1.2M | 97.94 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.7 | $104M | +5% | 1.7M | 61.05 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.5 | $97M | +15% | 2.1M | 45.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $96M | +4% | 201k | 480.70 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.3 | $91M | 2.9M | 31.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $85M | -3% | 162k | 525.73 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.9 | $76M | -3% | 1.2M | 63.33 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $62M | +7% | 576k | 107.60 |
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| Ishares Tr Core Msci Total (IXUS) | 1.5 | $61M | 892k | 67.86 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 1.5 | $60M | +2% | 1.9M | 31.61 |
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| Vanguard World Mega Cap Index (MGC) | 1.5 | $58M | 311k | 186.87 |
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| Vanguard Index Fds Value Etf (VTV) | 1.4 | $54M | -3% | 329k | 162.86 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $53M | +7% | 1.3M | 39.02 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.2 | $48M | 890k | 54.43 |
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| Eli Lilly & Co. (LLY) | 1.2 | $48M | +38% | 62k | 777.97 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $48M | -28% | 413k | 115.30 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $47M | +3% | 1.9M | 25.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $44M | +394% | 728k | 60.74 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $37M | +40% | 727k | 50.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $36M | 158k | 228.59 |
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| NVIDIA Corporation (NVDA) | 0.9 | $35M | +41% | 39k | 903.56 |
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| Apple (AAPL) | 0.8 | $32M | 185k | 171.48 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $31M | 851k | 36.75 |
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| Microsoft Corporation (MSFT) | 0.8 | $30M | 70k | 420.72 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $28M | +8% | 775k | 36.54 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $26M | -42% | 155k | 169.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $26M | -4% | 306k | 84.44 |
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| Jack Henry & Associates (JKHY) | 0.6 | $26M | -3% | 147k | 173.73 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $24M | 610k | 38.47 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $23M | -3% | 375k | 62.34 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.6 | $22M | 781k | 28.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $22M | 64k | 344.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $21M | -8% | 185k | 114.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $20M | 37k | 523.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $19M | +2% | 173k | 110.52 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.5 | $19M | +4% | 700k | 26.94 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.5 | $18M | +5% | 689k | 26.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $18M | -6% | 238k | 74.22 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $17M | 56k | 300.08 |
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| O'reilly Automotive (ORLY) | 0.4 | $16M | +25% | 14k | 1128.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $15M | +32% | 100k | 150.93 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.4 | $15M | 271k | 53.80 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $14M | +12% | 537k | 25.44 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $14M | +8% | 68k | 200.30 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $13M | 592k | 22.37 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $13M | +19% | 51k | 249.86 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.3 | $13M | 336k | 37.49 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $12M | +23% | 318k | 39.11 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $12M | 90k | 131.24 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $11M | 91k | 120.99 |
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| Amazon (AMZN) | 0.3 | $11M | +67% | 61k | 180.38 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.3 | $11M | 282k | 37.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $10M | 55k | 182.61 |
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| Stryker Corporation (SYK) | 0.2 | $9.8M | +88% | 28k | 357.87 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $9.8M | 292k | 33.59 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $9.8M | +2% | 391k | 25.06 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $9.8M | 359k | 27.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $9.5M | +3% | 229k | 41.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $9.4M | 22k | 420.52 |
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| Pepsi (PEP) | 0.2 | $9.1M | +48% | 52k | 175.01 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $9.0M | +2% | 178k | 50.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $8.7M | -10% | 169k | 51.60 |
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| Johnson & Johnson (JNJ) | 0.2 | $8.7M | +28% | 55k | 158.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.6M | +4% | 108k | 79.86 |
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| Lowe's Companies (LOW) | 0.2 | $8.6M | +4% | 34k | 254.73 |
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| Quanta Services (PWR) | 0.2 | $8.3M | -2% | 32k | 259.80 |
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| Chevron Corporation (CVX) | 0.2 | $8.0M | +4% | 51k | 157.74 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $8.0M | +13% | 43k | 186.81 |
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| Caterpillar (CAT) | 0.2 | $7.8M | 21k | 366.44 |
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| Cisco Systems (CSCO) | 0.2 | $7.3M | -2% | 146k | 49.91 |
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| Merck & Co (MRK) | 0.2 | $7.2M | -5% | 55k | 131.95 |
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| Meta Platforms Cl A (META) | 0.2 | $6.9M | -4% | 14k | 485.59 |
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| Procter & Gamble Company (PG) | 0.2 | $6.5M | -42% | 40k | 162.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.4M | +7% | 19k | 337.05 |
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| International Business Machines (IBM) | 0.2 | $6.4M | -7% | 34k | 190.96 |
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| Walt Disney Company (DIS) | 0.2 | $6.0M | 49k | 122.36 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $6.0M | +6% | 12k | 481.57 |
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| ConocoPhillips (COP) | 0.2 | $5.9M | 47k | 127.28 |
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| Wal-Mart Stores (WMT) | 0.1 | $5.8M | +206% | 96k | 60.17 |
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| Kla Corp Com New (KLAC) | 0.1 | $5.6M | -4% | 8.1k | 698.57 |
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| Bank of America Corporation (BAC) | 0.1 | $5.5M | +3% | 145k | 37.92 |
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| Valero Energy Corporation (VLO) | 0.1 | $5.4M | +2% | 32k | 170.69 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $5.3M | +45% | 53k | 100.54 |
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| Microchip Technology (MCHP) | 0.1 | $5.1M | +13% | 57k | 89.71 |
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| McKesson Corporation (MCK) | 0.1 | $5.1M | -4% | 9.4k | 536.85 |
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| Intel Corporation (INTC) | 0.1 | $5.0M | +2% | 113k | 44.17 |
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| Target Corporation (TGT) | 0.1 | $4.8M | 27k | 177.21 |
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| LKQ Corporation (LKQ) | 0.1 | $4.7M | +5% | 88k | 53.41 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $4.7M | -11% | 90k | 52.47 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.7M | -54% | 61k | 77.31 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $4.6M | 125k | 36.50 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $4.5M | -7% | 39k | 116.24 |
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| Hp (HPQ) | 0.1 | $4.5M | +4% | 148k | 30.22 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $4.4M | +4% | 119k | 36.81 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $4.4M | -4% | 119k | 36.60 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $4.4M | +81% | 45k | 97.53 |
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| Anthem (ELV) | 0.1 | $4.3M | -3% | 8.3k | 518.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.3M | -2% | 12k | 346.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.2M | +11% | 7.3k | 581.21 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $4.2M | +21% | 123k | 34.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.1M | +4% | 9.2k | 444.01 |
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| Coca-Cola Company (KO) | 0.1 | $4.1M | -2% | 66k | 61.18 |
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| Amphenol Corp Cl A (APH) | 0.1 | $4.0M | -4% | 35k | 115.35 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $4.0M | +50% | 95k | 41.74 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $3.9M | 112k | 34.52 |
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| Oracle Corporation (ORCL) | 0.1 | $3.7M | 30k | 125.61 |
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| Fiserv (FI) | 0.1 | $3.5M | -2% | 22k | 159.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.5M | -10% | 23k | 152.26 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.5M | -3% | 12k | 288.03 |
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| CSX Corporation (CSX) | 0.1 | $3.5M | 94k | 37.07 |
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| Host Hotels & Resorts (HST) | 0.1 | $3.4M | +3% | 166k | 20.68 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.4M | +2% | 8.6k | 397.74 |
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| Capital One Financial (COF) | 0.1 | $3.4M | -7% | 23k | 148.89 |
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| Roper Industries (ROP) | 0.1 | $3.4M | +6% | 6.0k | 560.84 |
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| Aptiv SHS (APTV) | 0.1 | $3.4M | +8% | 42k | 79.65 |
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| Travelers Companies (TRV) | 0.1 | $3.3M | 15k | 230.14 |
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| United Rentals (URI) | 0.1 | $3.3M | -3% | 4.6k | 721.11 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $3.2M | NEW | 184k | 17.56 |
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| Verizon Communications (VZ) | 0.1 | $3.2M | -2% | 76k | 41.96 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.1M | 3.2k | 962.49 |
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| Abbvie (ABBV) | 0.1 | $3.0M | +7% | 17k | 182.10 |
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| Public Service Enterprise (PEG) | 0.1 | $3.0M | +2% | 45k | 66.78 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.0M | +4% | 68k | 44.05 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.0M | +5% | 12k | 245.93 |
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| Home Depot (HD) | 0.1 | $2.9M | -15% | 7.7k | 383.61 |
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| Sterling Construction Company (STRL) | 0.1 | $2.9M | -5% | 27k | 110.31 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $2.9M | -2% | 106k | 27.16 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | +27% | 5.6k | 504.60 |
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| Constellation Brands Cl A (STZ) | 0.1 | $2.8M | +4% | 10k | 271.75 |
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| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.1 | $2.8M | -10% | 98k | 28.21 |
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| Pfizer (PFE) | 0.1 | $2.7M | -34% | 99k | 27.75 |
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| Paccar (PCAR) | 0.1 | $2.7M | 22k | 123.89 |
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| Cummins (CMI) | 0.1 | $2.7M | +8% | 9.2k | 294.66 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.7M | 15k | 183.89 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.1 | $2.6M | -12% | 91k | 28.92 |
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| Danaher Corporation (DHR) | 0.1 | $2.6M | +7% | 10k | 249.72 |
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| Darden Restaurants (DRI) | 0.1 | $2.5M | 15k | 167.15 |
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| D.R. Horton (DHI) | 0.1 | $2.5M | +23% | 15k | 164.55 |
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| Nextera Energy (NEE) | 0.1 | $2.5M | +34% | 39k | 63.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | -7% | 12k | 210.30 |
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| American Express Company (AXP) | 0.1 | $2.5M | -2% | 11k | 227.70 |
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| Emerson Electric (EMR) | 0.1 | $2.5M | +80% | 22k | 113.42 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.4M | 68k | 35.80 |
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| McDonald's Corporation (MCD) | 0.1 | $2.4M | -6% | 8.4k | 281.96 |
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| CF Industries Holdings (CF) | 0.1 | $2.4M | +3% | 28k | 83.21 |
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| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.1 | $2.3M | -22% | 74k | 31.29 |
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| Dex (DXCM) | 0.1 | $2.3M | 17k | 138.70 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.3M | +7% | 29k | 79.76 |
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| Ameriprise Financial (AMP) | 0.1 | $2.3M | 5.2k | 438.44 |
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| T Rowe Price Etf Us Equity Resear (TSPA) | 0.1 | $2.3M | NEW | 69k | 32.81 |
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| Intuit (INTU) | 0.1 | $2.2M | 3.4k | 650.02 |
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| Tyson Foods Cl A (TSN) | 0.1 | $2.2M | +6% | 37k | 58.73 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $2.2M | -5% | 61k | 35.38 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.1M | +105% | 36k | 58.13 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.1M | 22k | 96.71 |
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| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.1 | $2.1M | -5% | 88k | 23.85 |
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| Visa Com Cl A (V) | 0.1 | $2.1M | +12% | 7.4k | 279.08 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.1M | -13% | 25k | 84.09 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $1.9M | -2% | 55k | 35.55 |
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| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $1.9M | -7% | 62k | 31.16 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $1.9M | -11% | 8.7k | 218.46 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $1.9M | 58k | 32.47 |
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| DTE Energy Company (DTE) | 0.0 | $1.9M | +8% | 17k | 112.14 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $1.9M | 66k | 28.08 |
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| Celanese Corporation (CE) | 0.0 | $1.8M | -2% | 11k | 171.86 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.8M | 22k | 83.58 |
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| Tesla Motors (TSLA) | 0.0 | $1.8M | +82% | 10k | 175.79 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $1.8M | +94% | 18k | 99.27 |
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| T. Rowe Price (TROW) | 0.0 | $1.8M | -2% | 15k | 121.92 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.7M | 10k | 174.20 |
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| Unum (UNM) | 0.0 | $1.7M | 32k | 53.66 |
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| UnitedHealth (UNH) | 0.0 | $1.7M | +8% | 3.4k | 494.70 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.7M | -5% | 19k | 90.05 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $1.7M | -2% | 18k | 92.89 |
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| General Electric Com New (GE) | 0.0 | $1.6M | +3% | 9.3k | 175.53 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $1.6M | -12% | 46k | 35.37 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.6M | 20k | 81.66 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.6M | +154% | 27k | 57.96 |
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| MetLife (MET) | 0.0 | $1.5M | +2% | 21k | 74.11 |
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| Ford Motor Company (F) | 0.0 | $1.5M | 116k | 13.28 |
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| Abbott Laboratories (ABT) | 0.0 | $1.5M | 14k | 113.66 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $1.5M | -8% | 54k | 28.47 |
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| Incyte Corporation (INCY) | 0.0 | $1.5M | NEW | 26k | 56.97 |
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| Waste Management (WM) | 0.0 | $1.5M | +59% | 7.0k | 213.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.5M | -11% | 8.2k | 179.11 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $1.5M | -72% | 31k | 46.48 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $1.4M | +20% | 65k | 21.69 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.4M | -4% | 26k | 54.23 |
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| Snap-on Incorporated (SNA) | 0.0 | $1.4M | 4.6k | 296.22 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.3M | -6% | 1.8k | 732.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.3M | +5% | 26k | 50.17 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.3M | +27% | 2.3k | 556.40 |
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| Allstate Corporation (ALL) | 0.0 | $1.3M | -14% | 7.4k | 173.02 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | 5.2k | 239.75 |
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| Broadcom (AVGO) | 0.0 | $1.3M | +39% | 944.00 | 1325.71 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.2M | -4% | 14k | 91.86 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.2M | -3% | 8.2k | 148.62 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.2M | 13k | 88.17 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.2M | +3% | 19k | 62.06 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $1.2M | -37% | 708.00 | 1634.21 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.1M | -2% | 4.6k | 247.41 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $1.1M | 28k | 39.28 |
|
|
| 3M Company (MMM) | 0.0 | $1.1M | -8% | 10k | 106.07 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.1M | 31k | 35.84 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.1M | 12k | 91.39 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.1M | 13k | 80.51 |
|
|
| Philip Morris International (PM) | 0.0 | $1.1M | +26% | 12k | 91.62 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | 24k | 43.35 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.0M | -15% | 26k | 38.98 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.0 | $1.0M | +79% | 43k | 23.80 |
|
| Yum! Brands (YUM) | 0.0 | $1.0M | 7.2k | 138.65 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $993k | +6% | 4.8k | 208.27 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $986k | +79% | 24k | 41.08 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $951k | -12% | 10k | 93.19 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $949k | 15k | 65.65 |
|
|
| Consolidated Edison (ED) | 0.0 | $935k | 10k | 90.81 |
|
|
| Hershey Company (HSY) | 0.0 | $927k | 4.8k | 194.51 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $921k | +12% | 20k | 46.00 |
|
| Advanced Micro Devices (AMD) | 0.0 | $908k | +37% | 5.0k | 180.49 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.0 | $902k | -17% | 36k | 25.11 |
|
| Goldman Sachs (GS) | 0.0 | $881k | +26% | 2.1k | 417.69 |
|
| Xcel Energy (XEL) | 0.0 | $876k | 16k | 53.75 |
|
|
| Honeywell International (HON) | 0.0 | $876k | +3% | 4.3k | 205.26 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $874k | -3% | 11k | 81.53 |
|
| Automatic Data Processing (ADP) | 0.0 | $871k | 3.5k | 249.74 |
|
|
| Southern Missouri Ban (SMBC) | 0.0 | $862k | NEW | 20k | 43.71 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $858k | 11k | 75.98 |
|
|
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.0 | $849k | 34k | 24.81 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $839k | -8% | 10k | 81.18 |
|
| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.0 | $822k | -16% | 35k | 23.80 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.0 | $817k | -17% | 34k | 24.08 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $802k | 4.0k | 201.50 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $797k | 2.2k | 354.98 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $796k | 3.0k | 268.33 |
|
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $784k | 12k | 66.32 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $775k | -6% | 13k | 58.07 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.0 | $767k | -22% | 27k | 28.94 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $751k | +10% | 15k | 49.24 |
|
| First Financial Corporation (THFF) | 0.0 | $749k | 20k | 38.33 |
|
|
| Nike CL B (NKE) | 0.0 | $747k | +8% | 8.0k | 93.98 |
|
| AmerisourceBergen (COR) | 0.0 | $736k | -9% | 3.0k | 242.99 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $736k | +12% | 17k | 44.70 |
|
| Sempra Energy (SRE) | 0.0 | $732k | 10k | 71.83 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $714k | 8.5k | 84.52 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $699k | 13k | 53.20 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $691k | +61% | 18k | 37.68 |
|
| Eaton Corp SHS (ETN) | 0.0 | $682k | 2.2k | 312.68 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $677k | -6% | 5.8k | 116.84 |
|
| Wec Energy Group (WEC) | 0.0 | $676k | 8.2k | 82.12 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $671k | -12% | 7.1k | 94.41 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $668k | +2% | 4.5k | 147.73 |
|
| Amgen (AMGN) | 0.0 | $662k | -9% | 2.3k | 284.37 |
|
| Chubb (CB) | 0.0 | $656k | +2% | 2.5k | 259.13 |
|
| State Street Corporation (STT) | 0.0 | $649k | -4% | 8.4k | 77.32 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $641k | -11% | 11k | 57.70 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $634k | NEW | 1.00 | 634440.00 |
|
| BlackRock (BLK) | 0.0 | $614k | +22% | 736.00 | 833.99 |
|
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.0 | $606k | 24k | 25.05 |
|
|
| EastGroup Properties (EGP) | 0.0 | $605k | 3.4k | 179.77 |
|
|
| Applied Materials (AMAT) | 0.0 | $603k | -6% | 2.9k | 206.23 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $602k | 9.4k | 64.15 |
|
|
| General Mills (GIS) | 0.0 | $597k | 8.5k | 69.97 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $594k | -12% | 5.4k | 110.54 |
|
| Netflix (NFLX) | 0.0 | $592k | +119% | 974.00 | 607.33 |
|
| Prudential Financial (PRU) | 0.0 | $591k | -6% | 5.0k | 117.40 |
|
| Phillips 66 (PSX) | 0.0 | $577k | +2% | 3.5k | 163.34 |
|
| Corning Incorporated (GLW) | 0.0 | $577k | 18k | 32.96 |
|
|
| Altria (MO) | 0.0 | $571k | -5% | 13k | 43.62 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $569k | 6.6k | 86.48 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $568k | -21% | 23k | 24.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $567k | -20% | 7.8k | 72.63 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $557k | -3% | 3.8k | 147.73 |
|
| Regions Financial Corporation (RF) | 0.0 | $554k | 26k | 21.04 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $551k | NEW | 14k | 39.81 |
|
| Us Silica Hldgs (SLCA) | 0.0 | $545k | 44k | 12.41 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $539k | 5.5k | 97.93 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $538k | +8% | 1.9k | 282.51 |
|
| PNC Financial Services (PNC) | 0.0 | $538k | +24% | 3.3k | 161.60 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $533k | 13k | 42.01 |
|
|
| QCR Holdings (QCRH) | 0.0 | $533k | 8.8k | 60.74 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $530k | NEW | 29k | 18.25 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $526k | +10% | 4.0k | 130.73 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $520k | 16k | 32.69 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $518k | -3% | 15k | 34.89 |
|
| Paychex (PAYX) | 0.0 | $516k | 4.2k | 122.80 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $515k | -3% | 23k | 22.77 |
|
| Shell Spon Ads (SHEL) | 0.0 | $508k | 7.6k | 67.04 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $507k | +10% | 1.1k | 455.04 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $506k | +86% | 3.2k | 155.92 |
|
| salesforce (CRM) | 0.0 | $497k | +18% | 1.7k | 301.18 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $494k | 12k | 42.12 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $494k | +25% | 19k | 25.48 |
|
| Enterprise Products Partners (EPD) | 0.0 | $491k | -7% | 17k | 29.18 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $489k | -8% | 14k | 36.19 |
|
| Qualcomm (QCOM) | 0.0 | $488k | +7% | 2.9k | 169.27 |
|
| L3harris Technologies (LHX) | 0.0 | $487k | 2.3k | 213.10 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $483k | -7% | 6.9k | 70.00 |
|
| Morgan Stanley Com New (MS) | 0.0 | $482k | +39% | 5.1k | 94.17 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $477k | +47% | 2.3k | 205.72 |
|
| Eversource Energy (ES) | 0.0 | $476k | 8.0k | 59.77 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $465k | -11% | 18k | 25.28 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $462k | -7% | 16k | 28.92 |
|
| FedEx Corporation (FDX) | 0.0 | $460k | 1.6k | 289.65 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $445k | 11k | 39.53 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $440k | 3.4k | 129.33 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $440k | -30% | 15k | 29.55 |
|
| Analog Devices (ADI) | 0.0 | $428k | +29% | 2.2k | 197.79 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $423k | -3% | 12k | 34.41 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $415k | 2.4k | 175.26 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $410k | -95% | 4.3k | 94.66 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $410k | 6.7k | 61.53 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $410k | -8% | 7.5k | 54.81 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $408k | +179% | 6.2k | 66.30 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $407k | -21% | 3.2k | 125.32 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $400k | NEW | 5.5k | 73.04 |
|
| Essential Utils (WTRG) | 0.0 | $398k | 11k | 37.05 |
|
|
| Bank Ozk (OZK) | 0.0 | $385k | 8.5k | 45.46 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $382k | -35% | 13k | 29.77 |
|
| Dominion Resources (D) | 0.0 | $380k | 7.7k | 49.19 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $379k | -4% | 7.6k | 50.10 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $377k | NEW | 6.2k | 60.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $377k | -11% | 2.3k | 164.34 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $375k | -2% | 4.5k | 82.97 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $375k | 2.1k | 182.69 |
|
|
| Equity Bancshares Com Cl A (EQBK) | 0.0 | $357k | 10k | 34.37 |
|
|
| Nov (NOV) | 0.0 | $356k | -3% | 18k | 19.52 |
|
| Oge Energy Corp (OGE) | 0.0 | $355k | 10k | 34.30 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $353k | NEW | 11k | 31.93 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $348k | +400% | 5.6k | 61.90 |
|
| TJX Companies (TJX) | 0.0 | $341k | +23% | 3.4k | 101.42 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $340k | -8% | 1.2k | 286.61 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $331k | 3.1k | 107.30 |
|
|
| Ameren Corporation (AEE) | 0.0 | $331k | 4.5k | 73.96 |
|
|
| Evergy (EVRG) | 0.0 | $329k | +2% | 6.2k | 53.38 |
|
| Linde SHS (LIN) | 0.0 | $329k | +6% | 708.00 | 464.32 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $328k | 3.2k | 102.27 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $321k | -9% | 4.7k | 68.80 |
|
| Prologis (PLD) | 0.0 | $319k | +38% | 2.5k | 130.20 |
|
| Nucor Corporation (NUE) | 0.0 | $319k | 1.6k | 197.90 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $318k | -4% | 2.4k | 131.37 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $316k | 2.7k | 118.85 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $314k | +2% | 2.3k | 136.05 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $307k | NEW | 2.4k | 128.40 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $307k | -57% | 18k | 17.02 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $305k | +8% | 9.6k | 31.67 |
|
| Realty Income (O) | 0.0 | $304k | +13% | 5.6k | 54.10 |
|
| American States Water Company (AWR) | 0.0 | $294k | 4.1k | 72.24 |
|
|
| Comerica Incorporated (CMA) | 0.0 | $294k | 5.3k | 54.99 |
|
|
| Enbridge (ENB) | 0.0 | $293k | -20% | 8.1k | 36.18 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $290k | NEW | 606.00 | 478.66 |
|
| UGI Corporation (UGI) | 0.0 | $287k | +17% | 12k | 24.54 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $286k | -3% | 3.1k | 91.25 |
|
| Yum China Holdings (YUMC) | 0.0 | $285k | 7.2k | 39.79 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $285k | +4% | 1.4k | 205.09 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $281k | -4% | 3.1k | 90.91 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $274k | 6.7k | 40.90 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $274k | 3.7k | 73.15 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $272k | -15% | 4.7k | 57.47 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $267k | 3.3k | 80.62 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $260k | -19% | 3.5k | 75.40 |
|
| S&p Global (SPGI) | 0.0 | $260k | -2% | 611.00 | 425.45 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $259k | -14% | 1.0k | 252.31 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $253k | -30% | 2.6k | 96.73 |
|
| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.0 | $252k | +12% | 14k | 18.34 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $249k | -6% | 2.1k | 118.29 |
|
| Gilead Sciences (GILD) | 0.0 | $246k | -10% | 3.4k | 73.25 |
|
| Park National Corporation (PRK) | 0.0 | $243k | 1.8k | 135.85 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $241k | 1.0k | 232.10 |
|
|
| Omni (OMC) | 0.0 | $239k | -2% | 2.5k | 96.76 |
|
| NetApp (NTAP) | 0.0 | $237k | NEW | 2.3k | 104.97 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $235k | +2% | 2.9k | 81.42 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $233k | 2.1k | 110.52 |
|
|
| Medtronic SHS (MDT) | 0.0 | $232k | +6% | 2.7k | 87.15 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $227k | 9.0k | 25.25 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $217k | -16% | 16k | 13.95 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $215k | +4% | 3.2k | 67.75 |
|
| Zoetis Cl A (ZTS) | 0.0 | $215k | -2% | 1.3k | 169.21 |
|
| Baxter International (BAX) | 0.0 | $214k | -21% | 5.0k | 42.74 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $213k | -24% | 5.3k | 40.14 |
|
| Unilever Spon Adr New (UL) | 0.0 | $211k | -20% | 4.2k | 50.19 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $206k | -9% | 1.8k | 117.21 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $206k | NEW | 1.1k | 191.92 |
|
| Boeing Company (BA) | 0.0 | $205k | -26% | 1.1k | 192.99 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $203k | 8.0k | 25.35 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $200k | NEW | 3.5k | 56.98 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $193k | NEW | 11k | 17.93 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $187k | -6% | 11k | 17.73 |
|
| Barings Bdc (BBDC) | 0.0 | $161k | 17k | 9.30 |
|
|
| Steel Connect (STCN) | 0.0 | $144k | -3% | 15k | 9.49 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $117k | 12k | 9.79 |
|
|
| Hallador Energy (HNRG) | 0.0 | $113k | 21k | 5.33 |
|
Past Filings by FORVIS Wealth Advisors
SEC 13F filings are viewable for FORVIS Wealth Advisors going back to 2011
- FORVIS Wealth Advisors 2024 Q1 filed April 19, 2024
- FORVIS Wealth Advisors 2023 Q4 filed Jan. 11, 2024
- FORVIS Wealth Advisors 2023 Q3 filed Oct. 26, 2023
- FORVIS Wealth Advisors 2023 Q2 filed Aug. 8, 2023
- FORVIS Wealth Advisors 2023 Q1 filed April 27, 2023
- FORVIS Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- FORVIS Wealth Advisors 2022 Q3 filed Oct. 14, 2022
- FORVIS Wealth Advisors 2022 Q2 filed July 22, 2022
- BKD Wealth Advisors 2022 Q1 filed May 10, 2022
- BKD Wealth Advisors 2021 Q4 filed Jan. 14, 2022
- BKD Wealth Advisors 2021 Q3 filed Oct. 14, 2021
- BKD Wealth Advisors 2021 Q2 filed July 14, 2021
- BKD Wealth Advisors 2021 Q1 filed April 23, 2021
- BKD Wealth Advisors 2020 Q4 filed Jan. 22, 2021
- BKD Wealth Advisors 2020 Q3 filed Nov. 5, 2020
- BKD Wealth Advisors 2020 Q2 filed July 15, 2020