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, SCHB, HELO, VOO, and represent 50.13% of Forvis Mazars Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCRB (+$38M), VTI (+$27M), DFEM (+$25M), VEU (+$18M), TSPA (+$16M), HELO (+$15M), JMUB (+$6.3M), FBND (+$6.2M), VTEB, ALLE.
- Started 19 new stock positions in CGGO, SOXX, TRI, BABA, ALLE, GILD, VSS, APD, STLD, EFV. SLYV, SSB, Tortoise Capital Series Trus, NJR, XLP, DFUV, AZN, HYD, JCI.
- Reduced shares in these 10 stocks: VOO (-$5.7M), DFAC (-$5.5M), DUHP, ROP, SCHF, ITOT, STRL, DFAT, SCZ, DFAU.
- Sold out of its positions in BKNG, CE, FBTC, THFF, GBTC, INGR, LYV, PNFP, ROP, SLB. SCHG, STRL.
- Forvis Mazars Wealth Advisors was a net buyer of stock by $92M.
- Forvis Mazars Wealth Advisors has $5.0B in assets under management (AUM), dropping by 8.62%.
- Central Index Key (CIK): 0001352864
Tip: Access up to 7 years of quarterly data
Positions held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors holds 402 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 30.7 | $1.5B | 4.7M | 328.17 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 10.2 | $512M | +3% | 7.2M | 71.37 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $163M | 6.3M | 25.71 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 3.1 | $156M | +10% | 2.4M | 65.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.9 | $148M | -3% | 241k | 612.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $145M | 1.4M | 100.25 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $120M | +5% | 2.6M | 46.24 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $113M | 168k | 669.30 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.0 | $103M | +58% | 1.3M | 78.41 |
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 1.5 | $78M | +25% | 1.9M | 41.91 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $67M | -2% | 633k | 106.49 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.3 | $66M | -7% | 1.7M | 38.57 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.3 | $65M | -3% | 788k | 82.58 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $61M | +70% | 1.9M | 32.07 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $60M | +11% | 1.2M | 50.47 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $51M | 276k | 186.58 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $51M | -5% | 352k | 145.65 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $47M | -5% | 616k | 76.72 |
|
| Vanguard World Mega Cap Index (MGC) | 0.9 | $47M | -2% | 193k | 244.09 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $45M | -7% | 1.9M | 23.28 |
|
| Apple (AAPL) | 0.9 | $45M | 178k | 254.63 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.8 | $42M | -9% | 1.1M | 37.77 |
|
| Microsoft Corporation (MSFT) | 0.7 | $36M | +2% | 69k | 517.95 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $33M | 43k | 762.99 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $33M | 274k | 120.72 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $33M | -2% | 499k | 65.26 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $32M | -8% | 553k | 58.21 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.6 | $32M | 695k | 46.12 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $29M | 60k | 479.61 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.5 | $24M | -3% | 685k | 34.92 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $24M | -3% | 527k | 45.21 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $23M | +2% | 35k | 666.18 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $22M | -8% | 87k | 254.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $22M | -4% | 89k | 243.10 |
|
| O'reilly Automotive (ORLY) | 0.4 | $21M | 198k | 107.81 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $21M | 66k | 315.43 |
|
|
| Jack Henry & Associates (JKHY) | 0.4 | $20M | 135k | 148.93 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $20M | -4% | 291k | 68.46 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $19M | 50k | 378.94 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $18M | -7% | 95k | 186.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $17M | -7% | 89k | 189.70 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $17M | -3% | 117k | 142.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $17M | 189k | 87.31 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $16M | 57k | 281.24 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $15M | -5% | 130k | 118.83 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $15M | -12% | 329k | 45.76 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $14M | 47k | 293.74 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.3 | $13M | -7% | 439k | 30.39 |
|
| Quanta Services (PWR) | 0.2 | $12M | -4% | 29k | 414.41 |
|
| Amazon (AMZN) | 0.2 | $12M | -2% | 54k | 219.57 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $12M | -8% | 358k | 32.79 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $11M | +15% | 81k | 140.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $11M | -2% | 22k | 502.74 |
|
| International Business Machines (IBM) | 0.2 | $11M | 39k | 282.16 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $11M | +41% | 217k | 50.07 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $11M | -3% | 77k | 140.05 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $11M | 50k | 215.79 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $11M | 56k | 185.42 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $10M | -5% | 14k | 734.38 |
|
| Cisco Systems (CSCO) | 0.2 | $10M | 150k | 68.42 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $10M | 184k | 54.18 |
|
|
| Caterpillar (CAT) | 0.2 | $9.7M | 20k | 477.14 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $9.5M | 92k | 103.06 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $8.7M | -3% | 8.1k | 1078.61 |
|
| Lowe's Companies (LOW) | 0.2 | $8.7M | -2% | 35k | 251.31 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.2 | $8.5M | -13% | 197k | 43.10 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $7.9M | -2% | 64k | 123.75 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $7.8M | 119k | 65.92 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $7.8M | -9% | 170k | 45.60 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $7.7M | 244k | 31.63 |
|
|
| Broadcom (AVGO) | 0.2 | $7.7M | 23k | 329.91 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $7.7M | 149k | 51.59 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $7.4M | -16% | 161k | 45.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $7.3M | -11% | 78k | 93.37 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $7.3M | -10% | 232k | 31.38 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.2M | 15k | 468.40 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $6.6M | -6% | 43k | 153.65 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $6.6M | -15% | 172k | 38.36 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $6.5M | -6% | 134k | 48.86 |
|
| McKesson Corporation (MCK) | 0.1 | $6.5M | -3% | 8.4k | 772.54 |
|
| Chevron Corporation (CVX) | 0.1 | $6.3M | -15% | 41k | 155.29 |
|
| Abbvie (ABBV) | 0.1 | $6.1M | +6% | 26k | 231.54 |
|
| Walt Disney Company (DIS) | 0.1 | $6.1M | -2% | 53k | 114.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.9M | -2% | 9.8k | 600.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.9M | -2% | 10k | 568.81 |
|
| Valero Energy Corporation (VLO) | 0.1 | $5.6M | +2% | 33k | 170.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $5.6M | +3% | 23k | 243.55 |
|
| Hp (HPQ) | 0.1 | $5.5M | +3% | 200k | 27.23 |
|
| Stryker Corporation (SYK) | 0.1 | $5.4M | 15k | 369.68 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $5.3M | +21% | 101k | 52.28 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $5.3M | 69k | 76.45 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.0M | -7% | 30k | 167.33 |
|
| American Express Company (AXP) | 0.1 | $5.0M | 15k | 332.17 |
|
|
| Capital One Financial (COF) | 0.1 | $4.8M | -5% | 23k | 212.58 |
|
| Applied Materials (AMAT) | 0.1 | $4.8M | +11% | 24k | 204.74 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.8M | 43k | 112.75 |
|
|
| Pepsi (PEP) | 0.1 | $4.5M | -2% | 32k | 140.44 |
|
| United Rentals (URI) | 0.1 | $4.5M | -3% | 4.7k | 954.67 |
|
| ConocoPhillips (COP) | 0.1 | $4.5M | 47k | 94.59 |
|
|
| Merck & Co (MRK) | 0.1 | $4.4M | 53k | 83.93 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.4M | +53% | 18k | 246.60 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.3M | -10% | 21k | 206.51 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $4.3M | -11% | 120k | 35.69 |
|
| Cummins (CMI) | 0.1 | $4.2M | -4% | 9.8k | 422.35 |
|
| Travelers Companies (TRV) | 0.1 | $4.0M | -3% | 14k | 279.22 |
|
| Verizon Communications (VZ) | 0.1 | $3.8M | +3% | 86k | 43.95 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.8M | 13k | 300.82 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $3.8M | 45k | 83.46 |
|
|
| Incyte Corporation (INCY) | 0.1 | $3.7M | 44k | 84.81 |
|
|
| Aptiv Com Shs (APTV) | 0.1 | $3.7M | +9% | 43k | 86.22 |
|
| Tesla Motors (TSLA) | 0.1 | $3.7M | 8.4k | 444.72 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.6M | -5% | 9.9k | 365.48 |
|
| Coca-Cola Company (KO) | 0.1 | $3.4M | 52k | 66.32 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.4M | -4% | 7.1k | 484.99 |
|
| Darden Restaurants (DRI) | 0.1 | $3.4M | -5% | 18k | 190.36 |
|
| D.R. Horton (DHI) | 0.1 | $3.2M | -11% | 19k | 169.47 |
|
| Home Depot (HD) | 0.1 | $3.2M | +3% | 7.8k | 405.21 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.2M | 13k | 239.64 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $3.1M | 182k | 17.06 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $3.1M | -2% | 78k | 39.69 |
|
| CSX Corporation (CSX) | 0.1 | $3.0M | -2% | 86k | 35.51 |
|
| Netflix (NFLX) | 0.1 | $3.0M | -2% | 2.5k | 1198.92 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.9M | 22k | 133.94 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $2.9M | -3% | 69k | 42.02 |
|
| Visa Com Cl A (V) | 0.1 | $2.9M | -16% | 8.5k | 341.38 |
|
| LKQ Corporation (LKQ) | 0.1 | $2.9M | +2% | 94k | 30.54 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $2.8M | NEW | 16k | 177.35 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $2.8M | -3% | 65k | 42.95 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $2.8M | -3% | 63k | 43.91 |
|
| Fiserv (FI) | 0.1 | $2.7M | +2% | 21k | 128.93 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $2.7M | +2% | 112k | 24.30 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | -6% | 11k | 241.96 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.6M | +34% | 45k | 57.10 |
|
| Anthem (ELV) | 0.0 | $2.5M | -3% | 7.8k | 323.13 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $2.5M | -4% | 16k | 157.56 |
|
| 3M Company (MMM) | 0.0 | $2.4M | 16k | 155.18 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $2.4M | 8.0k | 303.91 |
|
|
| Goldman Sachs (GS) | 0.0 | $2.4M | 3.0k | 796.35 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.4M | 19k | 123.75 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $2.4M | 20k | 118.37 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $2.3M | -4% | 8.2k | 287.06 |
|
| Intuit (INTU) | 0.0 | $2.3M | 3.4k | 682.93 |
|
|
| Microchip Technology (MCHP) | 0.0 | $2.3M | -3% | 36k | 64.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.3M | -16% | 6.6k | 352.75 |
|
| Unum (UNM) | 0.0 | $2.3M | -2% | 30k | 77.78 |
|
| Danaher Corporation (DHR) | 0.0 | $2.3M | 12k | 198.27 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $2.2M | -5% | 54k | 41.15 |
|
| Target Corporation (TGT) | 0.0 | $2.2M | -23% | 25k | 89.70 |
|
| Ge Vernova (GEV) | 0.0 | $2.2M | 3.5k | 614.90 |
|
|
| DTE Energy Company (DTE) | 0.0 | $2.2M | -2% | 15k | 141.43 |
|
| Philip Morris International (PM) | 0.0 | $2.2M | +4% | 13k | 162.20 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $2.1M | 23k | 93.35 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.1M | -4% | 4.3k | 491.26 |
|
| Paccar (PCAR) | 0.0 | $2.1M | +7% | 21k | 98.32 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $2.0M | 21k | 95.14 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $2.0M | -31% | 84k | 23.85 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.0M | 20k | 96.55 |
|
|
| MetLife (MET) | 0.0 | $1.8M | 22k | 82.37 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $1.8M | 40k | 45.51 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $1.8M | -7% | 33k | 54.30 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.8M | 9.8k | 183.72 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $1.8M | -9% | 73k | 24.34 |
|
| Waste Management (WM) | 0.0 | $1.8M | -4% | 8.0k | 220.83 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $1.8M | -8% | 18k | 100.69 |
|
| Nextera Energy (NEE) | 0.0 | $1.7M | -12% | 23k | 75.49 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.7M | -7% | 3.0k | 562.29 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.7M | 2.8k | 596.03 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | 5.4k | 307.89 |
|
|
| Emerson Electric (EMR) | 0.0 | $1.6M | -3% | 12k | 131.18 |
|
| Snap-on Incorporated (SNA) | 0.0 | $1.6M | 4.7k | 346.53 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.6M | 4.6k | 346.26 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.5M | 4.6k | 332.84 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | 2.00 | 754200.00 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $1.5M | -3% | 60k | 25.19 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.5M | +2% | 1.6k | 925.78 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.5M | +13% | 5.2k | 281.86 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $1.5M | -6% | 11k | 134.67 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $1.5M | -3% | 16k | 89.62 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | -3% | 18k | 79.94 |
|
| Corning Incorporated (GLW) | 0.0 | $1.4M | -3% | 17k | 82.03 |
|
| Altria (MO) | 0.0 | $1.4M | +20% | 21k | 66.06 |
|
| Xcel Energy (XEL) | 0.0 | $1.3M | +8% | 16k | 80.65 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $1.3M | +6% | 51k | 25.52 |
|
| Allstate Corporation (ALL) | 0.0 | $1.3M | -12% | 6.0k | 214.65 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $1.3M | 50k | 25.51 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.3M | -3% | 6.2k | 203.59 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $1.3M | -7% | 33k | 38.90 |
|
| T. Rowe Price (TROW) | 0.0 | $1.3M | -7% | 12k | 102.64 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.2M | -9% | 16k | 75.39 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.2M | -2% | 27k | 45.42 |
|
| Pfizer (PFE) | 0.0 | $1.2M | -3% | 47k | 25.48 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.2M | 20k | 59.70 |
|
|
| UnitedHealth (UNH) | 0.0 | $1.2M | +20% | 3.4k | 345.30 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $1.2M | +410% | 23k | 51.04 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | 26k | 45.10 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.2M | 22k | 53.40 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1M | 9.4k | 118.44 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.1M | -3% | 13k | 83.82 |
|
| Yum! Brands (YUM) | 0.0 | $1.1M | 7.3k | 152.00 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $1.1M | 3.7k | 293.49 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | -5% | 3.0k | 355.47 |
|
| Consolidated Edison (ED) | 0.0 | $1.0M | 10k | 100.52 |
|
|
| Steel Dynamics (STLD) | 0.0 | $1.0M | NEW | 7.5k | 139.43 |
|
| Host Hotels & Resorts (HST) | 0.0 | $1.0M | -5% | 60k | 17.02 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $1.0M | -25% | 24k | 42.47 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.0M | -3% | 12k | 87.21 |
|
| Wec Energy Group (WEC) | 0.0 | $1.0M | +7% | 8.9k | 114.59 |
|
| Dex (DXCM) | 0.0 | $1.0M | -4% | 15k | 67.29 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.0M | 9.0k | 111.47 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $972k | 23k | 42.79 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $961k | -2% | 2.1k | 457.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $951k | +4% | 13k | 72.77 |
|
| Starbucks Corporation (SBUX) | 0.0 | $947k | -2% | 11k | 84.60 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $940k | +9% | 16k | 59.92 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $929k | -5% | 40k | 23.12 |
|
| State Street Corporation (STT) | 0.0 | $924k | -4% | 8.0k | 116.00 |
|
| CF Industries Holdings (CF) | 0.0 | $900k | 10k | 89.70 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $899k | -28% | 9.8k | 91.43 |
|
| Sempra Energy (SRE) | 0.0 | $881k | -6% | 9.8k | 89.98 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $877k | 7.9k | 110.90 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $863k | +62% | 47k | 18.24 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $854k | +26% | 4.9k | 174.59 |
|
| Honeywell International (HON) | 0.0 | $844k | 4.0k | 210.51 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $829k | -9% | 20k | 41.06 |
|
| Commerce Bancshares (CBSH) | 0.0 | $825k | 14k | 59.76 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $824k | +22% | 31k | 26.37 |
|
| Hershey Company (HSY) | 0.0 | $801k | 4.3k | 187.05 |
|
|
| Ford Motor Company (F) | 0.0 | $800k | 67k | 11.96 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $778k | +17% | 12k | 65.00 |
|
| Morgan Stanley Com New (MS) | 0.0 | $775k | -3% | 4.9k | 158.97 |
|
| SYSCO Corporation (SYY) | 0.0 | $772k | -5% | 9.4k | 82.34 |
|
| General Dynamics Corporation (GD) | 0.0 | $765k | -5% | 2.2k | 341.00 |
|
| Illinois Tool Works (ITW) | 0.0 | $763k | -3% | 2.9k | 260.76 |
|
| PNC Financial Services (PNC) | 0.0 | $759k | -24% | 3.8k | 200.94 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $755k | 12k | 64.20 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $751k | +2% | 2.7k | 279.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $736k | -3% | 14k | 53.87 |
|
| Advanced Micro Devices (AMD) | 0.0 | $733k | -5% | 4.5k | 161.79 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $724k | +55% | 13k | 57.52 |
|
| Eaton Corp SHS (ETN) | 0.0 | $717k | -9% | 1.9k | 374.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $716k | -8% | 27k | 26.34 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $708k | -6% | 3.7k | 192.74 |
|
| L3harris Technologies (LHX) | 0.0 | $700k | 2.3k | 305.41 |
|
|
| Intel Corporation (INTC) | 0.0 | $695k | -5% | 21k | 33.55 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $692k | -2% | 9.3k | 74.49 |
|
| Paychex (PAYX) | 0.0 | $690k | +13% | 5.4k | 126.76 |
|
| Enterprise Products Partners (EPD) | 0.0 | $679k | 22k | 31.27 |
|
|
| Evergy (EVRG) | 0.0 | $669k | +31% | 8.8k | 76.02 |
|
| Amgen (AMGN) | 0.0 | $662k | +13% | 2.3k | 282.23 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $656k | +2% | 7.3k | 89.34 |
|
| S&p Global (SPGI) | 0.0 | $653k | -9% | 1.3k | 486.71 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $644k | -32% | 5.8k | 110.49 |
|
| EOG Resources (EOG) | 0.0 | $644k | -30% | 5.7k | 112.12 |
|
| Prudential Financial (PRU) | 0.0 | $636k | 6.1k | 103.75 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $633k | +14% | 27k | 23.47 |
|
| Hallador Energy (HNRG) | 0.0 | $617k | 32k | 19.57 |
|
|
| Blackrock (BLK) | 0.0 | $606k | -10% | 520.00 | 1165.87 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $595k | 23k | 26.23 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $587k | -6% | 14k | 42.37 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $582k | 6.3k | 91.75 |
|
|
| QCR Holdings (QCRH) | 0.0 | $580k | 7.7k | 75.64 |
|
|
| EastGroup Properties (EGP) | 0.0 | $575k | 3.4k | 169.26 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $573k | -9% | 18k | 31.42 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $568k | -3% | 1.1k | 499.35 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $564k | +6% | 4.1k | 139.17 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $563k | 7.2k | 78.34 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $561k | 1.2k | 463.74 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $555k | 6.2k | 89.57 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $555k | -3% | 3.7k | 148.21 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $554k | 22k | 25.31 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $542k | -5% | 2.1k | 256.47 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $537k | 6.0k | 89.64 |
|
|
| Ameren Corporation (AEE) | 0.0 | $523k | 5.0k | 104.39 |
|
|
| FedEx Corporation (FDX) | 0.0 | $521k | +32% | 2.2k | 235.76 |
|
| Public Storage (PSA) | 0.0 | $516k | +2% | 1.8k | 288.85 |
|
| Eversource Energy (ES) | 0.0 | $515k | 7.2k | 71.14 |
|
|
| Qualcomm (QCOM) | 0.0 | $515k | -6% | 3.1k | 166.34 |
|
| TJX Companies (TJX) | 0.0 | $508k | +3% | 3.5k | 144.54 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $506k | 1.8k | 279.84 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $504k | -8% | 11k | 45.72 |
|
| Intercontinental Exchange (ICE) | 0.0 | $501k | 3.0k | 168.48 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $500k | -2% | 2.9k | 170.73 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $499k | 2.0k | 247.12 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $495k | NEW | 3.5k | 142.55 |
|
| Palo Alto Networks (PANW) | 0.0 | $494k | 2.4k | 203.62 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $488k | 12k | 42.47 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $487k | -2% | 6.8k | 71.53 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $487k | 10k | 48.33 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $484k | 11k | 46.27 |
|
|
| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $483k | -30% | 14k | 34.17 |
|
| Dominion Resources (D) | 0.0 | $481k | 7.9k | 61.17 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $481k | 644.00 | 746.63 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $479k | +9% | 2.9k | 164.54 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $478k | +7% | 2.5k | 194.48 |
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.0 | $470k | -16% | 10k | 45.57 |
|
| Zoetis Cl A (ZTS) | 0.0 | $468k | -8% | 3.2k | 146.32 |
|
| AmerisourceBergen (COR) | 0.0 | $467k | 1.5k | 312.53 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $456k | -15% | 5.5k | 83.54 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $455k | -24% | 13k | 34.20 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $455k | +8% | 3.7k | 124.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $448k | 6.1k | 73.46 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $447k | 11k | 40.33 |
|
|
| Enbridge (ENB) | 0.0 | $447k | -14% | 8.8k | 50.46 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $443k | -6% | 11k | 42.22 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $437k | -16% | 11k | 40.35 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $435k | -33% | 9.1k | 47.63 |
|
| Bank Ozk (OZK) | 0.0 | $432k | -3% | 8.5k | 50.98 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $430k | 987.00 | 435.46 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $426k | 4.3k | 98.50 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $423k | -36% | 1.1k | 402.42 |
|
| General Mills (GIS) | 0.0 | $422k | 8.4k | 50.42 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $422k | NEW | 6.2k | 67.83 |
|
| Phillips 66 (PSX) | 0.0 | $420k | -9% | 3.1k | 136.02 |
|
| Essential Utils (WTRG) | 0.0 | $417k | 11k | 39.90 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $416k | 3.1k | 134.69 |
|
|
| Kinder Morgan (KMI) | 0.0 | $408k | 14k | 28.31 |
|
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $403k | -31% | 13k | 30.07 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $401k | +57% | 5.5k | 72.44 |
|
| Chubb (CB) | 0.0 | $401k | 1.4k | 282.25 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $400k | -3% | 2.3k | 170.85 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $399k | -3% | 6.8k | 58.72 |
|
| Williams Companies (WMB) | 0.0 | $399k | +26% | 6.3k | 63.35 |
|
| Vulcan Materials Company (VMC) | 0.0 | $388k | -2% | 1.3k | 307.62 |
|
| Coeur Mng Com New (CDE) | 0.0 | $388k | +17% | 21k | 18.76 |
|
| Analog Devices (ADI) | 0.0 | $382k | -18% | 1.6k | 245.70 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $373k | NEW | 7.3k | 50.90 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $372k | -5% | 5.9k | 62.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $371k | 756.00 | 490.38 |
|
|
| Comerica Incorporated (CMA) | 0.0 | $364k | 5.3k | 68.52 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $362k | -5% | 4.9k | 74.37 |
|
| Nike CL B (NKE) | 0.0 | $360k | -46% | 5.2k | 69.73 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $353k | 14k | 24.74 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $351k | +3% | 1.0k | 337.49 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $350k | -28% | 11k | 30.96 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $349k | 13k | 27.90 |
|
|
| Southstate Bk Corp (SSB) | 0.0 | $346k | NEW | 3.5k | 98.86 |
|
| UGI Corporation (UGI) | 0.0 | $339k | -7% | 10k | 33.26 |
|
| Stanley Black & Decker (SWK) | 0.0 | $338k | 4.5k | 74.33 |
|
|
| Realty Income (O) | 0.0 | $333k | -2% | 5.5k | 60.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $332k | -20% | 1.7k | 195.92 |
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.0 | $330k | -15% | 10k | 32.69 |
|
| NetApp (NTAP) | 0.0 | $326k | +13% | 2.8k | 118.46 |
|
| salesforce (CRM) | 0.0 | $326k | -13% | 1.4k | 236.94 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $325k | NEW | 2.1k | 155.33 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $323k | 5.5k | 58.72 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $313k | -26% | 9.1k | 34.46 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $310k | 13k | 24.56 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $308k | NEW | 3.9k | 78.37 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $303k | 13k | 23.47 |
|
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $299k | -29% | 8.5k | 35.19 |
|
| American States Water Company (AWR) | 0.0 | $299k | 4.1k | 73.32 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $298k | 4.3k | 69.37 |
|
|
| Constellation Energy (CEG) | 0.0 | $292k | +11% | 888.00 | 329.17 |
|
| Park National Corporation (PRK) | 0.0 | $291k | 1.8k | 162.53 |
|
|
| Tortoise Capital Series Trus Ai Infrastructur | 0.0 | $289k | NEW | 9.8k | 29.65 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $289k | 1.4k | 209.34 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $286k | 3.0k | 95.89 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $283k | 6.6k | 42.92 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $281k | +3% | 2.9k | 95.48 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $278k | 1.3k | 208.73 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $273k | -3% | 3.0k | 91.41 |
|
| American Electric Power Company (AEP) | 0.0 | $270k | 2.4k | 112.48 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $269k | -20% | 2.1k | 128.24 |
|
| Equity Bancshares Com Cl A (EQBK) | 0.0 | $268k | 6.6k | 40.70 |
|
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $267k | 2.1k | 128.38 |
|
|
| PPL Corporation (PPL) | 0.0 | $263k | 7.1k | 37.16 |
|
|
| Uber Technologies (UBER) | 0.0 | $260k | 2.7k | 97.97 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $259k | -2% | 994.00 | 260.44 |
|
| Nucor Corporation (NUE) | 0.0 | $259k | -6% | 1.9k | 135.43 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $256k | 8.0k | 32.12 |
|
|
| First Capital (FCAP) | 0.0 | $253k | 5.5k | 45.80 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $252k | 6.4k | 39.26 |
|
|
| Hasbro (HAS) | 0.0 | $251k | -5% | 3.3k | 75.85 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $249k | -2% | 1.9k | 129.69 |
|
| Citigroup Com New (C) | 0.0 | $243k | 2.4k | 101.50 |
|
|
| Gilead Sciences (GILD) | 0.0 | $243k | NEW | 2.2k | 111.00 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $243k | NEW | 5.4k | 44.69 |
|
| Servicenow (NOW) | 0.0 | $242k | -15% | 263.00 | 920.28 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $237k | -4% | 3.0k | 79.94 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $236k | +15% | 4.8k | 49.04 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $236k | 2.3k | 101.23 |
|
|
| Fortinet (FTNT) | 0.0 | $234k | 2.8k | 84.08 |
|
|
| WD-40 Company (WDFC) | 0.0 | $234k | 1.2k | 197.60 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $232k | -63% | 592.00 | 391.64 |
|
| Medtronic SHS (MDT) | 0.0 | $232k | -26% | 2.4k | 95.24 |
|
| Prologis (PLD) | 0.0 | $230k | -3% | 2.0k | 114.54 |
|
| Unilever Spon Adr New (UL) | 0.0 | $230k | -33% | 3.9k | 59.28 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $221k | NEW | 2.9k | 76.72 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $213k | -13% | 12k | 17.27 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $212k | NEW | 783.00 | 271.12 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $209k | NEW | 2.4k | 88.65 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $209k | -51% | 6.3k | 33.02 |
|
| Air Products & Chemicals (APD) | 0.0 | $208k | NEW | 764.00 | 272.72 |
|
| Nov (NOV) | 0.0 | $205k | -4% | 16k | 13.25 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $203k | NEW | 4.2k | 48.15 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $202k | NEW | 1.8k | 109.95 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $202k | NEW | 5.9k | 34.17 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $202k | NEW | 1.1k | 178.73 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $199k | 15k | 13.32 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $169k | -20% | 12k | 14.68 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $112k | 12k | 9.50 |
|
|
| ProPhase Labs (PRPH) | 0.0 | $9.0k | 20k | 0.46 |
|
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 2025 Q3 filed Oct. 30, 2025
- Forvis Mazars Wealth Advisors 2025 Q2 filed July 29, 2025
- Forvis Mazars Wealth Advisors 2025 Q1 filed May 13, 2025
- Forvis Mazars Wealth Advisors 2024 Q4 filed Feb. 4, 2025
- Forvis Mazars Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- 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