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BKD Wealth Advisors

Latest statistics and disclosures from Forvis Mazars Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, AGG, VOO, SCHB, and represent 43.79% of Forvis Mazars Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$35M), VOO (+$22M), HELO (+$21M), VTI (+$20M), VEU (+$9.2M), FBND (+$9.1M), AGG (+$6.4M), TSPA, SCHB, APH.
Started 23 new stock positions in HAS, IBDT, VCRB, FBTC, MRVL, ROK, KHC, IGSB, STRO, CRWD. GBTC, CMG, LH, PSA, IBIT, ZBH, KMI, LYV, SLV, HELO, GEV, VMC, ICE.
Reduced shares in these 10 stocks: VTV (-$17M), LLY (-$16M), USRT (-$5.3M), SYK, MGC, SCZ, IWP, PEP, IJH, .
Sold out of its positions in BAX, BA, EP.PC, FTRE, GILD, INFY, IEF, IBMO, Laboratory Corp. of America Holdings, NVO. SPYG, SPTS, SMBC, VT, VBR, WBA, CB.
Forvis Mazars Wealth Advisors was a net buyer of stock by $59M.
Forvis Mazars Wealth Advisors has $4.0B in assets under management (AUM), dropping by 1.82%.
Central Index Key (CIK): 0001352864

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Portfolio Holdings for Forvis Mazars Wealth Advisors

Forvis Mazars Wealth Advisors holds 399 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	25.6	$1.0B	+2%	3.8M	267.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	9.2	$370M	+2%	6.3M	58.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$126M	+5%	1.3M	97.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$123M	+22%	245k	500.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$110M	+2%	1.8M	62.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.6	$105M	+9%	2.3M	44.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$90M		2.8M	32.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$87M		159k	547.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.8	$70M	-4%	1.1M	61.64	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$62M		578k	106.55	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.5	$61M		1.9M	31.99	View chart
Ishares Tr Core Msci Total (IXUS)	1.5	$60M		890k	67.56	View chart
Vanguard World Mega Cap Index (MGC)	1.4	$58M	-6%	291k	197.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$54M	+3%	1.4M	38.42	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$51M	+2%	1.9M	26.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$49M		412k	118.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$46M		879k	51.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$40M	-5%	689k	58.52	View chart
Eli Lilly & Co. (LLY)	1.0	$40M	-28%	44k	905.39	View chart
NVIDIA Corporation (NVDA)	1.0	$39M	+719%	318k	123.54	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$39M	+6%	771k	50.38	View chart
Apple (AAPL)	0.9	$37M	-4%	177k	210.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$36M	-31%	226k	160.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$33M	-4%	151k	218.04	View chart
Microsoft Corporation (MSFT)	0.8	$31M	-2%	69k	446.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$31M		854k	35.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$30M	+2%	792k	37.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$28M	-2%	298k	92.54	View chart
Jack Henry & Associates (JKHY)	0.6	$24M		147k	166.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$24M	-5%	147k	164.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$23M	-3%	61k	374.01	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.6	$23M		599k	37.95	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.6	$22M		782k	28.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$22M	-2%	365k	60.08	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.5	$21M	NEW	356k	58.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$20M		37k	544.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$19M	+2%	718k	26.32	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$18M		699k	26.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$18M	-2%	169k	106.66	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$17M		56k	308.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$17M	-15%	157k	110.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$17M	-5%	94k	182.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$17M	-2%	232k	72.64	View chart
O'reilly Automotive (ORLY)	0.4	$14M		14k	1056.06	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$14M	+3%	556k	25.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$14M		68k	202.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$12M	-7%	310k	38.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$12M	-8%	290k	40.23	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$11M	-12%	517k	22.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$11M	-9%	46k	242.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$11M	-3%	87k	127.18	View chart
Amazon (AMZN)	0.3	$11M	-9%	55k	193.25	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$11M	+3%	303k	34.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$10M	-5%	86k	118.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$10M	-7%	260k	38.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.6M	-3%	53k	182.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.6M	-3%	220k	43.76	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$9.6M		389k	24.63	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$9.5M		354k	26.91	View chart
Johnson & Johnson (JNJ)	0.2	$9.3M	+15%	63k	146.16	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$9.2M	-36%	172k	53.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$9.0M		22k	406.80	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$8.8M	-2%	165k	53.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$8.8M		175k	50.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.0M	-5%	103k	78.33	View chart
Chevron Corporation (CVX)	0.2	$7.8M		50k	156.42	View chart
Lowe's Companies (LOW)	0.2	$7.7M	+2%	35k	220.46	View chart
Quanta Services (PWR)	0.2	$7.6M	-6%	30k	254.09	View chart
Meta Platforms Cl A (META)	0.2	$7.3M	+2%	15k	504.24	View chart
Cisco Systems (CSCO)	0.2	$7.3M	+4%	153k	47.51	View chart
Caterpillar (CAT)	0.2	$7.1M		21k	333.10	View chart
Merck & Co (MRK)	0.2	$7.1M	+4%	57k	123.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.9M		19k	364.52	View chart
Procter & Gamble Company (PG)	0.2	$6.9M	+4%	42k	164.92	View chart
Kla Corp Com New (KLAC)	0.2	$6.9M	+3%	8.3k	824.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.5M	-16%	36k	182.01	View chart
International Business Machines (IBM)	0.2	$6.3M	+8%	37k	172.95	View chart
Wal-Mart Stores (WMT)	0.2	$6.3M	-4%	92k	67.71	View chart
Pepsi (PEP)	0.1	$5.8M	-31%	35k	164.93	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$5.8M	+144%	169k	34.39	View chart
Hp (HPQ)	0.1	$5.7M	+9%	161k	35.02	View chart
Microchip Technology (MCHP)	0.1	$5.6M	+8%	61k	91.50	View chart
Bank of America Corporation (BAC)	0.1	$5.5M	-3%	140k	39.77	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$5.5M	+35%	128k	42.87	View chart
McKesson Corporation (MCK)	0.1	$5.4M		9.3k	584.04	View chart
ConocoPhillips (COP)	0.1	$5.4M		47k	114.38	View chart
Stryker Corporation (SYK)	0.1	$5.1M	-45%	15k	340.25	View chart
Valero Energy Corporation (VLO)	0.1	$5.0M		32k	156.76	View chart
Walt Disney Company (DIS)	0.1	$5.0M		50k	99.29	View chart
Oracle Corporation (ORCL)	0.1	$4.9M	+17%	35k	141.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.9M	-7%	49k	100.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.9M	-10%	11k	441.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.7M	+4%	40k	115.12	View chart
Amphenol Corp Cl A (APH)	0.1	$4.6M	+96%	69k	67.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$4.6M	-2%	122k	37.47	View chart
Anthem (ELV)	0.1	$4.5M		8.3k	541.86	View chart
Coca-Cola Company (KO)	0.1	$4.5M	+6%	71k	63.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$4.4M		118k	37.51	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$4.4M	-6%	84k	52.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.3M		9.1k	479.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$4.3M	-4%	114k	37.92	View chart
Abbvie (ABBV)	0.1	$4.3M	+50%	25k	171.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$4.3M		122k	35.13	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.1M	+30%	7.3k	555.54	View chart
Target Corporation (TGT)	0.1	$4.0M		27k	148.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$3.9M		111k	35.62	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.9M		7.1k	553.01	View chart
LKQ Corporation (LKQ)	0.1	$3.9M	+6%	94k	41.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.9M	-7%	21k	183.42	View chart
Intel Corporation (INTC)	0.1	$3.8M	+7%	122k	30.97	View chart
Roper Industries (ROP)	0.1	$3.7M	+8%	6.6k	563.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.7M	-2%	12k	303.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.6M	-2%	12k	297.54	View chart
American Express Company (AXP)	0.1	$3.5M	+39%	15k	231.56	View chart
Verizon Communications (VZ)	0.1	$3.5M	+13%	86k	41.24	View chart
Fiserv (FI)	0.1	$3.5M	+6%	24k	149.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.5M	-21%	35k	100.39	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$3.4M		3.3k	1051.03	View chart
Public Service Enterprise (PEG)	0.1	$3.4M		46k	73.70	View chart
Aptiv SHS (APTV)	0.1	$3.3M	+10%	47k	70.42	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$3.3M		184k	17.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.2M	-32%	41k	77.27	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.2M		68k	46.09	View chart
CSX Corporation (CSX)	0.1	$3.1M		93k	33.45	View chart
United Rentals (URI)	0.1	$3.0M	+2%	4.7k	646.73	View chart
Host Hotels & Resorts (HST)	0.1	$3.0M		168k	17.98	View chart
Travelers Companies (TRV)	0.1	$3.0M		15k	203.35	View chart
Capital One Financial (COF)	0.1	$3.0M	-5%	22k	138.45	View chart
Constellation Brands Cl A (STZ)	0.1	$2.9M	+9%	11k	257.27	View chart
Sterling Construction Company (STRL)	0.1	$2.9M	-8%	24k	118.34	View chart
Danaher Corporation (DHR)	0.1	$2.8M	+7%	11k	249.85	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M	-2%	12k	226.26	View chart
Home Depot (HD)	0.1	$2.7M		7.8k	344.25	View chart
McDonald's Corporation (MCD)	0.1	$2.7M	+23%	10k	254.83	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.6M	-21%	6.7k	391.14	View chart
Darden Restaurants (DRI)	0.1	$2.6M	+14%	17k	151.32	View chart
Cummins (CMI)	0.1	$2.6M		9.4k	276.92	View chart
D.R. Horton (DHI)	0.1	$2.5M	+16%	18k	140.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.5M	-5%	14k	182.40	View chart
Visa Com Cl A (V)	0.1	$2.5M	+26%	9.4k	262.47	View chart
Nextera Energy (NEE)	0.1	$2.4M	-13%	34k	70.81	View chart
Incyte Corporation (INCY)	0.1	$2.4M	+51%	40k	60.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M		12k	202.89	View chart
Broadcom (AVGO)	0.1	$2.4M	+57%	1.5k	1605.90	View chart
Tyson Foods Cl A (TSN)	0.1	$2.4M	+10%	41k	57.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$2.3M	-4%	65k	35.58	View chart
Abbott Laboratories (ABT)	0.1	$2.3M	+61%	22k	103.91	View chart
Intuit (INTU)	0.1	$2.3M		3.4k	657.23	View chart
Labcorp Holdings Com Shs (LH)	0.1	$2.2M	NEW	11k	203.51	View chart
Pfizer (PFE)	0.1	$2.2M	-19%	80k	27.98	View chart
Paccar (PCAR)	0.1	$2.2M	-2%	22k	102.94	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.2M	+3%	91k	23.82	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.2M		22k	100.23	View chart
Ameriprise Financial (AMP)	0.1	$2.2M	-3%	5.0k	427.19	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$2.1M	-20%	73k	29.29	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$2.1M	-4%	58k	36.51	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$2.1M	-24%	74k	28.12	View chart
CF Industries Holdings (CF)	0.1	$2.1M		28k	74.12	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$2.0M	-28%	76k	27.04	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$2.0M	-15%	62k	31.41	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.9M		10k	194.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$1.9M	-2%	53k	36.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.9M	-3%	24k	81.08	View chart
Waste Management (WM)	0.0	$1.9M	+28%	9.0k	213.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$1.9M	-4%	56k	34.11	View chart
DTE Energy Company (DTE)	0.0	$1.9M	+3%	17k	111.01	View chart
Dex (DXCM)	0.0	$1.9M		17k	113.38	View chart
Ge Aerospace Com New (GE)	0.0	$1.9M	+26%	12k	158.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$1.8M		21k	83.96	View chart
Colgate-Palmolive Company (CL)	0.0	$1.8M		18k	97.04	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$1.8M	+45%	20k	91.08	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$1.7M	+2%	20k	85.66	View chart
T. Rowe Price (TROW)	0.0	$1.7M		15k	115.31	View chart
CVS Caremark Corporation (CVS)	0.0	$1.6M	-5%	27k	59.06	View chart
3M Company (MMM)	0.0	$1.6M	+51%	16k	102.19	View chart
Costco Wholesale Corporation (COST)	0.0	$1.6M	+6%	1.9k	849.83	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$1.6M		18k	88.31	View chart
Unum (UNM)	0.0	$1.6M	-2%	31k	51.11	View chart
UnitedHealth (UNH)	0.0	$1.6M	-9%	3.1k	509.26	View chart
Otis Worldwide Corp (OTIS)	0.0	$1.5M	-12%	16k	96.26	View chart
MetLife (MET)	0.0	$1.5M	+3%	22k	70.19	View chart
Ford Motor Company (F)	0.0	$1.5M		117k	12.54	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$1.5M	-19%	53k	27.64	View chart
Celanese Corporation (CE)	0.0	$1.4M		11k	134.89	View chart
Emerson Electric (EMR)	0.0	$1.4M	-41%	13k	110.16	View chart
Philip Morris International (PM)	0.0	$1.4M	+17%	14k	101.33	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$1.4M	-28%	44k	30.80	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$1.3M	-16%	39k	34.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.3M	-8%	7.5k	174.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.3M		5.2k	249.61	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$1.3M	-17%	44k	28.59	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$1.3M	+25%	54k	23.73	View chart
Carrier Global Corporation (CARR)	0.0	$1.3M	-45%	20k	63.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.2M		2.3k	535.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.2M		4.6k	264.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.2M	-3%	25k	49.42	View chart
Snap-on Incorporated (SNA)	0.0	$1.2M		4.6k	261.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.2M		19k	64.25	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.0	$1.2M		708.00	1682.92	View chart
Allstate Corporation (ALL)	0.0	$1.1M	-3%	7.1k	159.67	View chart
Tesla Motors (TSLA)	0.0	$1.1M	-44%	5.7k	197.88	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$1.1M	+29%	44k	24.86	View chart
Bristol Myers Squibb (BMY)	0.0	$1.1M		26k	41.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.1M		4.8k	226.23	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$1.1M		28k	38.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$1.1M		31k	35.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$1.1M		13k	79.93	View chart
Canadian Pacific Kansas City (CP)	0.0	$1.0M		13k	78.73	View chart
United Parcel Service CL B (UPS)	0.0	$1.0M	-8%	7.5k	136.86	View chart
Goldman Sachs (GS)	0.0	$1.0M	+7%	2.3k	452.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.0M		24k	42.59	View chart
Kraft Heinz (KHC)	0.0	$988k	NEW	31k	32.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$974k		10k	96.62	View chart
Yum! Brands (YUM)	0.0	$956k		7.2k	132.46	View chart
Truist Financial Corp equities (TFC)	0.0	$931k	-8%	24k	38.85	View chart
Consolidated Edison (ED)	0.0	$921k		10k	89.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$916k		20k	45.58	View chart
Starbucks Corporation (SBUX)	0.0	$914k		12k	77.85	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$908k	-36%	20k	45.75	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$896k	-9%	13k	68.14	View chart
Honeywell International (HON)	0.0	$890k	-2%	4.2k	213.55	View chart
Comcast Corp Cl A (CMCSA)	0.0	$865k	-8%	22k	39.16	View chart
Motorola Solutions Com New (MSI)	0.0	$850k		2.2k	386.05	View chart
Hershey Company (HSY)	0.0	$842k	-3%	4.6k	183.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$837k		11k	74.08	View chart
Altria (MO)	0.0	$834k	+39%	18k	45.55	View chart
Automatic Data Processing (ADP)	0.0	$832k		3.5k	238.70	View chart
Wells Fargo & Company (WFC)	0.0	$802k	-50%	14k	59.39	View chart
Sempra Energy (SRE)	0.0	$797k	+2%	11k	76.06	View chart
Xcel Energy (XEL)	0.0	$772k	-11%	14k	53.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$757k	-13%	9.3k	81.28	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$752k		8.6k	87.88	View chart
SYSCO Corporation (SYY)	0.0	$748k		11k	71.39	View chart
Commerce Bancshares (CBSH)	0.0	$733k		13k	55.78	View chart
Lakeland Financial Corporation (LKFN)	0.0	$727k		12k	61.52	View chart
Marvell Technology (MRVL)	0.0	$725k	NEW	10k	69.90	View chart
First Financial Corporation (THFF)	0.0	$720k		20k	36.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$707k	-2%	15k	47.45	View chart
Applied Materials (AMAT)	0.0	$704k	+2%	3.0k	235.99	View chart
Illinois Tool Works (ITW)	0.0	$703k		3.0k	236.96	View chart
Us Bancorp Del Com New (USB)	0.0	$699k	+7%	18k	39.70	View chart
Eaton Corp SHS (ETN)	0.0	$692k		2.2k	313.55	View chart
Marathon Petroleum Corp (MPC)	0.0	$689k		4.0k	173.48	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$682k	-19%	27k	24.99	View chart
Us Silica Hldgs (SLCA)	0.0	$679k		44k	15.45	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$659k	-3%	5.6k	117.49	View chart
Advanced Micro Devices (AMD)	0.0	$658k	-19%	4.1k	162.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$653k	-15%	11k	57.99	View chart
S&p Global (SPGI)	0.0	$653k	+139%	1.5k	446.00	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$651k	+4%	9.8k	66.35	View chart
Prudential Financial (PRU)	0.0	$649k	+10%	5.5k	117.19	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$647k		7.1k	91.15	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$646k	-18%	22k	29.83	View chart
Wec Energy Group (WEC)	0.0	$645k		8.2k	78.46	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$644k	-23%	26k	24.51	View chart
State Street Corporation (STT)	0.0	$640k	+3%	8.6k	74.00	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$637k	+7%	5.8k	110.50	View chart
Netflix (NFLX)	0.0	$618k	-5%	916.00	674.88	View chart
Qualcomm (QCOM)	0.0	$618k	+7%	3.1k	199.17	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$616k	NEW	8.1k	76.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$612k		1.00	612241.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$609k	+8%	8.5k	72.05	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$609k	-3%	4.3k	140.01	View chart
Corning Incorporated (GLW)	0.0	$609k	-10%	16k	38.85	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$609k	-34%	24k	25.86	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$608k		24k	25.13	View chart
EastGroup Properties (EGP)	0.0	$572k		3.4k	170.10	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$572k	+17%	23k	25.20	View chart
Ge Vernova (GEV)	0.0	$559k	NEW	3.3k	171.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$557k		13k	43.93	View chart
Shell Spon Ads (SHEL)	0.0	$554k		7.7k	72.18	View chart
General Dynamics Corporation (GD)	0.0	$553k		1.9k	290.17	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$547k		29k	18.82	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$545k		3.7k	145.75	View chart
Intercontinental Exchange (ICE)	0.0	$542k	NEW	4.0k	136.89	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$540k	-4%	22k	24.49	View chart
General Mills (GIS)	0.0	$540k		8.5k	63.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$539k	-2%	6.4k	83.76	View chart
PNC Financial Services (PNC)	0.0	$535k	+3%	3.4k	155.48	View chart
Amgen (AMGN)	0.0	$533k	-26%	1.7k	312.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$532k	+6%	2.5k	215.01	View chart
Regions Financial Corporation (RF)	0.0	$528k		26k	20.04	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$526k	-17%	9.2k	57.29	View chart
QCR Holdings (QCRH)	0.0	$526k		8.8k	60.00	View chart
Zoetis Cl A (ZTS)	0.0	$519k	+136%	3.0k	173.36	View chart
Lockheed Martin Corporation (LMT)	0.0	$514k		1.1k	467.02	View chart
L3harris Technologies (LHX)	0.0	$513k		2.3k	224.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$512k		14k	37.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$510k		23k	22.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$504k		13k	37.67	View chart
Public Storage (PSA)	0.0	$501k	NEW	1.7k	287.65	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$499k	-3%	15k	32.56	View chart
Analog Devices (ADI)	0.0	$494k		2.2k	228.26	View chart
Phillips 66 (PSX)	0.0	$493k		3.5k	141.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$488k		12k	41.11	View chart
Zimmer Holdings (ZBH)	0.0	$487k	NEW	4.5k	108.53	View chart
Paychex (PAYX)	0.0	$487k	-2%	4.1k	118.56	View chart
Morgan Stanley Com New (MS)	0.0	$483k	-2%	5.0k	97.20	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$480k		15k	32.26	View chart
FedEx Corporation (FDX)	0.0	$476k		1.6k	299.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$476k	-2%	3.2k	150.44	View chart
Kimberly-Clark Corporation (KMB)	0.0	$471k		3.4k	138.18	View chart
AmerisourceBergen (COR)	0.0	$459k	-32%	2.0k	225.30	View chart
BP Sponsored Adr (BP)	0.0	$457k	-31%	13k	36.10	View chart
Hormel Foods Corporation (HRL)	0.0	$451k		15k	30.49	View chart
Enterprise Products Partners (EPD)	0.0	$444k	-8%	15k	28.98	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$443k	-3%	18k	25.09	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$439k	-14%	3.4k	128.43	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$436k	-3%	6.7k	65.44	View chart
Stanley Black & Decker (SWK)	0.0	$435k		5.4k	79.89	View chart
Nike CL B (NKE)	0.0	$431k	-28%	5.7k	75.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$427k		6.7k	64.00	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$422k	-2%	11k	38.41	View chart
BlackRock (BLK)	0.0	$420k	-27%	533.00	787.77	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$413k	-3%	12k	34.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$404k		2.1k	197.11	View chart
Dominion Resources (D)	0.0	$404k	+6%	8.2k	49.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$401k		2.3k	173.81	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$401k		6.2k	65.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$400k		2.4k	168.78	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$395k		5.5k	72.06	View chart
Linde SHS (LIN)	0.0	$394k	+26%	898.00	438.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$392k		2.3k	170.75	View chart
Essential Utils (WTRG)	0.0	$390k	-2%	10k	37.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$377k		6.3k	60.30	View chart
Oge Energy Corp (OGE)	0.0	$370k		10k	35.70	View chart
Equity Bancshares Com Cl A (EQBK)	0.0	$365k		10k	35.20	View chart
salesforce (CRM)	0.0	$355k	-16%	1.4k	257.10	View chart
Eversource Energy (ES)	0.0	$354k	-21%	6.2k	56.71	View chart
TJX Companies (TJX)	0.0	$349k	-5%	3.2k	110.10	View chart
Bank Ozk (OZK)	0.0	$347k		8.5k	41.00	View chart
Nov (NOV)	0.0	$347k		18k	19.01	View chart
Vulcan Materials Company (VMC)	0.0	$345k	NEW	1.4k	248.68	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$345k	-6%	7.1k	48.74	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$345k		5.6k	61.27	View chart
Omega Healthcare Investors (OHI)	0.0	$344k	+4%	10k	34.25	View chart
Live Nation Entertainment (LYV)	0.0	$342k	NEW	3.6k	93.74	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$340k	-8%	1.1k	314.21	View chart
Schlumberger Com Stk (SLB)	0.0	$339k	-3%	7.2k	47.18	View chart
Lincoln National Corporation (LNC)	0.0	$338k		11k	31.10	View chart
Atmos Energy Corporation (ATO)	0.0	$334k	+7%	2.9k	116.64	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$328k		3.1k	106.20	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$326k	NEW	13k	24.77	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$325k	+6%	3.4k	95.67	View chart
Evergy (EVRG)	0.0	$319k	-2%	6.0k	52.97	View chart
Ameren Corporation (AEE)	0.0	$318k		4.5k	71.11	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$312k	NEW	5.9k	53.24	View chart
UGI Corporation (UGI)	0.0	$311k	+16%	14k	22.90	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$308k	-12%	3.9k	78.31	View chart
Nucor Corporation (NUE)	0.0	$305k	+19%	1.9k	158.08	View chart
Novartis Sponsored Adr (NVS)	0.0	$299k	+7%	2.8k	106.46	View chart
Realty Income (O)	0.0	$299k		5.7k	52.82	View chart
American States Water Company (AWR)	0.0	$296k		4.1k	72.57	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$294k	+6%	3.3k	88.11	View chart
NetApp (NTAP)	0.0	$290k		2.3k	128.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$287k	-4%	2.3k	123.80	View chart
Enbridge (ENB)	0.0	$284k		8.0k	35.59	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$273k	-4%	1.3k	204.94	View chart
Comerica Incorporated (CMA)	0.0	$272k		5.3k	51.04	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$271k		4.7k	57.27	View chart
Rockwell Automation (ROK)	0.0	$266k	NEW	967.00	275.28	View chart
Northrop Grumman Corporation (NOC)	0.0	$264k		606.00	435.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$262k	-33%	2.2k	120.72	View chart
Prologis (PLD)	0.0	$262k	-5%	2.3k	112.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$261k		6.6k	39.27	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$261k	+8%	3.4k	77.92	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$259k	-31%	8.7k	29.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$259k		3.5k	74.89	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.0	$257k		1.0k	247.48	View chart
Kinder Morgan (KMI)	0.0	$257k	NEW	13k	19.87	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.0	$257k	NEW	7.5k	34.14	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$255k	+6%	2.3k	113.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$255k	NEW	666.00	383.19	View chart
Park National Corporation (PRK)	0.0	$255k		1.8k	142.34	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$251k	NEW	9.4k	26.57	View chart
Marriott Intl Cl A (MAR)	0.0	$248k		1.0k	241.77	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$247k		3.2k	77.99	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$239k	-21%	14k	17.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$238k		9.0k	26.56	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$238k	-25%	3.5k	68.53	View chart
Unilever Spon Adr New (UL)	0.0	$236k		4.3k	54.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$231k	-10%	3.0k	77.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$225k		2.9k	77.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$224k		1.8k	127.48	View chart
Hewlett Packard Enterprise (HPE)	0.0	$223k		11k	21.17	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$223k	+8%	17k	13.18	View chart
Omni (OMC)	0.0	$220k		2.5k	89.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$220k	NEW	4.2k	52.46	View chart
Hasbro (HAS)	0.0	$209k	NEW	3.6k	58.50	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$207k		3.5k	58.85	View chart
Yum China Holdings (YUMC)	0.0	$205k	-6%	6.7k	30.84	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$201k	NEW	3.9k	51.24	View chart
Medtronic SHS (MDT)	0.0	$201k	-4%	2.6k	78.71	View chart
Chipotle Mexican Grill (CMG)	0.0	$201k	NEW	3.2k	62.65	View chart
Steel Connect (STCN)	0.0	$194k		15k	12.84	View chart
Barings Bdc (BBDC)	0.0	$169k		17k	9.73	View chart
Hallador Energy (HNRG)	0.0	$165k		21k	7.77	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$116k		12k	9.69	View chart
Sutro Biopharma (STRO)	0.0	$38k	NEW	13k	2.93	View chart

Past Filings by Forvis Mazars Wealth Advisors

SEC 13F filings are viewable for Forvis Mazars Wealth Advisors going back to 2011

Forvis Mazars Wealth Advisors 2024 Q2 filed Aug. 9, 2024
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

View all past filings

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