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, HELO, SCHB, VOO, and represent 50.21% of Forvis Mazars Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$48M), VCRB (+$31M), DFEM (+$30M), TSPA (+$19M), VEU (+$19M), HELO (+$16M), RIG (+$12M), USMV (+$6.1M), AAPL (+$5.9M), FBND (+$5.6M).
- Started 19 new stock positions in BA, CEF, GQGU, DNP, MU, NEM, SCHP, RIG, UL, PHYS. BKH, VBK, EMXC, CGGR, ARCC, VGIT, SCCO, IBDV, AGQ.
- Reduced shares in these 10 stocks: DFAC, SCHB, VOO, DUHP, SCHF, DFAT, VUG, IXUS, SCZ, VB.
- Sold out of its positions in APD, BABA, AstraZeneca, FTNT, XYLD, ICE, IJJ, SHV, IBDQ, ProPhase Labs. SPGI, XLP, Unilever, HYD, VCSH, ZTS.
- Forvis Mazars Wealth Advisors was a net buyer of stock by $151M.
- Forvis Mazars Wealth Advisors has $5.3B in assets under management (AUM), dropping by 5.19%.
- 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 405 positions in its portfolio as reported in the December 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 | $1.6B | +3% | 4.9M | 335.27 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 10.3 | $547M | +3% | 7.4M | 73.56 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 3.3 | $175M | +10% | 2.6M | 66.43 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.1 | $163M | -2% | 6.2M | 26.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $148M | -2% | 236k | 627.13 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.8 | $148M | +2% | 1.5M | 99.88 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.5 | $134M | +30% | 1.7M | 77.89 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $125M | +4% | 2.7M | 46.04 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $114M | 167k | 684.94 |
|
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 1.9 | $98M | +23% | 2.3M | 42.78 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.8 | $93M | +48% | 2.8M | 33.08 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $68M | 631k | 107.11 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $65M | -2% | 768k | 84.64 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.2 | $63M | -7% | 1.6M | 39.59 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $62M | +3% | 1.2M | 50.50 |
|
| Apple (AAPL) | 1.0 | $54M | +12% | 199k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $52M | 278k | 186.50 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $51M | -2% | 345k | 148.69 |
|
| Vanguard World Mega Cap Index (MGC) | 0.9 | $47M | -2% | 188k | 251.17 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $46M | 43k | 1074.67 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $46M | -3% | 594k | 77.53 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $44M | -6% | 1.8M | 24.04 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.7 | $39M | -7% | 1.0M | 38.03 |
|
| Microsoft Corporation (MSFT) | 0.7 | $35M | +4% | 72k | 483.62 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.6 | $34M | 689k | 49.90 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $33M | -3% | 266k | 123.26 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $32M | -3% | 482k | 66.00 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $30M | -8% | 506k | 59.54 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $28M | 89k | 313.00 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $27M | -7% | 56k | 487.86 |
|
| Jack Henry & Associates (JKHY) | 0.5 | $25M | 134k | 182.48 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.5 | $24M | 674k | 35.92 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $24M | -2% | 513k | 46.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $23M | -4% | 33k | 681.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $21M | 67k | 322.22 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $21M | -7% | 80k | 257.95 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $19M | 50k | 386.85 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $19M | -6% | 273k | 69.67 |
|
| O'reilly Automotive (ORLY) | 0.3 | $18M | 198k | 91.21 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $17M | -4% | 90k | 190.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $17M | 185k | 89.46 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $16M | -4% | 85k | 191.56 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $16M | 129k | 120.18 |
|
|
| Amazon (AMZN) | 0.3 | $15M | +18% | 64k | 230.82 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $15M | -9% | 106k | 136.94 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $14M | -8% | 302k | 46.80 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $13M | -4% | 44k | 290.22 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.2 | $13M | -7% | 405k | 31.66 |
|
| Transocean Registered Shs (RIG) | 0.2 | $12M | NEW | 2.9M | 4.13 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $12M | 82k | 143.52 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $12M | 57k | 206.95 |
|
|
| Caterpillar (CAT) | 0.2 | $12M | 20k | 572.87 |
|
|
| Quanta Services (PWR) | 0.2 | $12M | -4% | 27k | 422.05 |
|
| Cisco Systems (CSCO) | 0.2 | $11M | -3% | 145k | 77.03 |
|
| International Business Machines (IBM) | 0.2 | $11M | -2% | 38k | 296.21 |
|
| Oracle Corporation (ORCL) | 0.2 | $11M | 57k | 194.91 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $11M | 22k | 502.65 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $11M | -11% | 316k | 34.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $11M | 49k | 219.78 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $11M | 77k | 139.16 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $10M | 92k | 111.41 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $10M | -6% | 202k | 50.29 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $9.3M | +16% | 284k | 32.94 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $9.3M | -6% | 173k | 53.76 |
|
| Meta Platforms Cl A (META) | 0.2 | $9.3M | 14k | 660.10 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $9.1M | -7% | 7.5k | 1215.09 |
|
| Bank of America Corporation (BAC) | 0.2 | $8.5M | +3% | 154k | 55.00 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $8.3M | -2% | 62k | 135.14 |
|
| Lowe's Companies (LOW) | 0.2 | $8.1M | -2% | 34k | 241.16 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $8.1M | +306% | 86k | 94.16 |
|
| Broadcom (AVGO) | 0.2 | $8.1M | 23k | 346.10 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.2 | $8.1M | -7% | 183k | 43.92 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $7.5M | -6% | 111k | 67.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $7.5M | 78k | 96.03 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.4M | 16k | 473.31 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $7.4M | -6% | 159k | 46.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $7.3M | 23k | 313.80 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $7.0M | -8% | 213k | 32.73 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $6.7M | -11% | 143k | 47.02 |
|
| McKesson Corporation (MCK) | 0.1 | $6.7M | -3% | 8.1k | 820.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $6.4M | +6% | 11k | 614.28 |
|
| Chevron Corporation (CVX) | 0.1 | $6.3M | 41k | 152.41 |
|
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $6.2M | -8% | 158k | 39.12 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $6.1M | -7% | 123k | 49.86 |
|
| Walt Disney Company (DIS) | 0.1 | $6.1M | 54k | 113.77 |
|
|
| Abbvie (ABBV) | 0.1 | $6.0M | 26k | 228.49 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $5.9M | 69k | 85.37 |
|
|
| Applied Materials (AMAT) | 0.1 | $5.8M | -4% | 23k | 256.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.7M | -2% | 10k | 570.90 |
|
| American Express Company (AXP) | 0.1 | $5.6M | 15k | 369.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.6M | 31k | 183.40 |
|
|
| Capital One Financial (COF) | 0.1 | $5.4M | -2% | 22k | 242.36 |
|
| Valero Energy Corporation (VLO) | 0.1 | $5.3M | 33k | 162.79 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $5.3M | +3% | 44k | 120.34 |
|
| Stryker Corporation (SYK) | 0.1 | $5.2M | 15k | 351.46 |
|
|
| Merck & Co (MRK) | 0.1 | $5.2M | -6% | 49k | 105.26 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.0M | +4% | 19k | 268.30 |
|
| Cummins (CMI) | 0.1 | $4.9M | -2% | 9.6k | 510.46 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.8M | -22% | 33k | 143.31 |
|
| Incyte Corporation (INCY) | 0.1 | $4.7M | +8% | 48k | 98.77 |
|
| Pepsi (PEP) | 0.1 | $4.5M | -2% | 31k | 143.52 |
|
| Tesla Motors (TSLA) | 0.1 | $4.4M | +16% | 9.8k | 449.72 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.3M | -2% | 20k | 212.07 |
|
| ConocoPhillips (COP) | 0.1 | $4.3M | -2% | 46k | 93.61 |
|
| Hp (HPQ) | 0.1 | $4.3M | -4% | 192k | 22.28 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $4.1M | -22% | 78k | 52.41 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.1M | 7.0k | 579.43 |
|
|
| Travelers Companies (TRV) | 0.1 | $4.0M | -2% | 14k | 290.06 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.9M | 13k | 308.03 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $3.7M | +2% | 46k | 80.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.6M | 9.7k | 373.44 |
|
|
| United Rentals (URI) | 0.1 | $3.6M | -5% | 4.4k | 809.33 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $3.5M | -22% | 92k | 38.00 |
|
| Verizon Communications (VZ) | 0.1 | $3.3M | -4% | 82k | 40.73 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $3.3M | +28% | 58k | 57.24 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $3.2M | +18% | 132k | 24.23 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $3.2M | -2% | 178k | 17.96 |
|
| Aptiv Com Shs (APTV) | 0.1 | $3.2M | -3% | 42k | 76.09 |
|
| Visa Com Cl A (V) | 0.1 | $3.1M | +4% | 8.9k | 350.71 |
|
| Darden Restaurants (DRI) | 0.1 | $3.1M | -4% | 17k | 184.03 |
|
| Coca-Cola Company (KO) | 0.1 | $3.0M | -15% | 44k | 69.91 |
|
| CSX Corporation (CSX) | 0.1 | $3.0M | -4% | 82k | 36.25 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $2.9M | -9% | 70k | 40.72 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $2.8M | -6% | 65k | 43.38 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $2.8M | +78% | 24k | 119.41 |
|
| Home Depot (HD) | 0.1 | $2.8M | +4% | 8.1k | 344.11 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $2.8M | 62k | 44.94 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $2.7M | 22k | 125.29 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $2.7M | -4% | 62k | 43.72 |
|
| Target Corporation (TGT) | 0.1 | $2.7M | +13% | 28k | 97.75 |
|
| Goldman Sachs (GS) | 0.1 | $2.7M | +2% | 3.1k | 879.00 |
|
| D.R. Horton (DHI) | 0.1 | $2.7M | -2% | 18k | 144.03 |
|
| Danaher Corporation (DHR) | 0.0 | $2.6M | 12k | 228.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.6M | -3% | 11k | 246.16 |
|
| Netflix (NFLX) | 0.0 | $2.6M | +996% | 28k | 93.76 |
|
| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 0.0 | $2.5M | NEW | 102k | 24.56 |
|
| Anthem (ELV) | 0.0 | $2.5M | -8% | 7.1k | 350.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.5M | +8% | 7.1k | 349.99 |
|
| McDonald's Corporation (MCD) | 0.0 | $2.5M | 8.1k | 305.65 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.5M | +5% | 3.2k | 771.91 |
|
| 3M Company (MMM) | 0.0 | $2.5M | -2% | 15k | 160.10 |
|
| LKQ Corporation (LKQ) | 0.0 | $2.4M | -13% | 81k | 30.20 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $2.4M | -4% | 15k | 159.22 |
|
| DTE Energy Company (DTE) | 0.0 | $2.4M | +22% | 19k | 128.98 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $2.4M | -4% | 15k | 160.79 |
|
| Ge Vernova (GEV) | 0.0 | $2.3M | 3.6k | 653.57 |
|
|
| Paccar (PCAR) | 0.0 | $2.3M | 21k | 109.51 |
|
|
| Intuit (INTU) | 0.0 | $2.3M | 3.4k | 662.44 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.2M | -3% | 19k | 117.21 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $2.1M | +21% | 89k | 24.28 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $2.1M | -9% | 18k | 117.72 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $2.1M | -5% | 51k | 41.88 |
|
| Microchip Technology (MCHP) | 0.0 | $2.1M | -7% | 33k | 63.72 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $2.1M | 23k | 93.08 |
|
|
| Unum (UNM) | 0.0 | $2.1M | -8% | 27k | 77.50 |
|
| Ameriprise Financial (AMP) | 0.0 | $2.0M | -2% | 4.2k | 490.29 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $2.0M | 8.1k | 250.88 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.0M | 21k | 96.27 |
|
|
| Philip Morris International (PM) | 0.0 | $2.0M | -8% | 12k | 160.40 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $1.8M | -4% | 32k | 58.62 |
|
| Nextera Energy (NEE) | 0.0 | $1.8M | 23k | 80.28 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.7M | +2% | 10k | 173.48 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $1.7M | +14% | 13k | 137.96 |
|
| MetLife (MET) | 0.0 | $1.7M | -3% | 22k | 78.94 |
|
| Snap-on Incorporated (SNA) | 0.0 | $1.7M | +3% | 4.9k | 344.60 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $1.7M | -7% | 37k | 45.53 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.7M | -2% | 2.8k | 603.28 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | -2% | 5.3k | 314.82 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $1.6M | +26% | 64k | 25.45 |
|
| Emerson Electric (EMR) | 0.0 | $1.6M | -3% | 12k | 132.72 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.5M | 4.5k | 342.97 |
|
|
| Waste Management (WM) | 0.0 | $1.5M | -13% | 7.0k | 219.71 |
|
| Corning Incorporated (GLW) | 0.0 | $1.5M | 17k | 87.56 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | 2.00 | 754800.00 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $1.5M | -22% | 66k | 22.90 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $1.5M | -16% | 15k | 100.34 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.5M | +95% | 10k | 143.97 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.4M | +3% | 1.7k | 862.51 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $1.4M | +93% | 32k | 45.35 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | -6% | 4.3k | 324.03 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.4M | +5% | 6.6k | 210.34 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | -2% | 25k | 53.94 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | -4% | 17k | 79.02 |
|
| Steel Dynamics (STLD) | 0.0 | $1.3M | +2% | 7.7k | 169.44 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $1.3M | -7% | 46k | 28.01 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $1.3M | 32k | 39.59 |
|
|
| Altria (MO) | 0.0 | $1.3M | +4% | 22k | 57.66 |
|
| Allstate Corporation (ALL) | 0.0 | $1.3M | 6.0k | 208.15 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.2M | 27k | 45.89 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.2M | +3% | 3.1k | 396.31 |
|
| Xcel Energy (XEL) | 0.0 | $1.2M | 16k | 73.86 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.2M | 22k | 54.71 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.2M | -10% | 15k | 79.36 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1M | 9.4k | 120.96 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.1M | -7% | 12k | 93.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.1M | +15% | 18k | 62.47 |
|
| Pfizer (PFE) | 0.0 | $1.1M | -4% | 45k | 24.90 |
|
| T. Rowe Price (TROW) | 0.0 | $1.1M | -11% | 11k | 102.38 |
|
| Yum! Brands (YUM) | 0.0 | $1.1M | 7.3k | 151.28 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.1M | +6% | 24k | 44.41 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.1M | 20k | 52.84 |
|
|
| Dex (DXCM) | 0.0 | $1.1M | +5% | 16k | 66.37 |
|
| Consolidated Edison (ED) | 0.0 | $1.0M | 10k | 99.32 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.0M | -3% | 13k | 81.17 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $1.0M | -2% | 24k | 43.25 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.0M | +4% | 4.7k | 214.16 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $1.0M | +102% | 24k | 42.69 |
|
| State Street Corporation (STT) | 0.0 | $1.0M | 7.8k | 129.00 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $1.0M | -5% | 57k | 17.73 |
|
| Wec Energy Group (WEC) | 0.0 | $998k | +6% | 9.5k | 105.46 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $992k | 9.0k | 110.19 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $977k | +2% | 3.8k | 257.22 |
|
| UnitedHealth (UNH) | 0.0 | $970k | -14% | 2.9k | 330.11 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $962k | +7% | 15k | 64.42 |
|
| Starbucks Corporation (SBUX) | 0.0 | $940k | 11k | 84.21 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $913k | 40k | 23.02 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $909k | +4% | 5.1k | 177.54 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $906k | 47k | 19.14 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $905k | +6% | 33k | 27.10 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $890k | +2% | 5.0k | 177.38 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $876k | +19% | 33k | 26.91 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $859k | 9.8k | 87.35 |
|
|
| Sempra Energy (SRE) | 0.0 | $859k | 9.7k | 88.29 |
|
|
| Ford Motor Company (F) | 0.0 | $849k | -3% | 65k | 13.12 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $845k | 7.8k | 108.36 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $845k | +4% | 2.2k | 383.32 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $829k | 2.7k | 303.84 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $824k | +128% | 5.3k | 154.14 |
|
| Honeywell International (HON) | 0.0 | $814k | +3% | 4.2k | 195.10 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $814k | +41% | 10k | 80.22 |
|
| PNC Financial Services (PNC) | 0.0 | $800k | 3.8k | 208.74 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $790k | +4% | 2.3k | 336.66 |
|
| Hershey Company (HSY) | 0.0 | $777k | 4.3k | 181.98 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $772k | +42% | 16k | 49.21 |
|
| CF Industries Holdings (CF) | 0.0 | $768k | 9.9k | 77.34 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $765k | +5% | 15k | 52.34 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $759k | 14k | 54.77 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $757k | +19% | 32k | 23.41 |
|
| Intel Corporation (INTC) | 0.0 | $744k | -2% | 20k | 36.90 |
|
| L3harris Technologies (LHX) | 0.0 | $740k | +9% | 2.5k | 293.58 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $737k | 12k | 59.28 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $717k | -14% | 17k | 41.78 |
|
| Amgen (AMGN) | 0.0 | $714k | -6% | 2.2k | 327.29 |
|
| Fiserv (FI) | 0.0 | $708k | -50% | 11k | 67.17 |
|
| Enterprise Products Partners (EPD) | 0.0 | $696k | 22k | 32.06 |
|
|
| Boeing Company (BA) | 0.0 | $696k | NEW | 3.2k | 217.11 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $684k | 9.3k | 73.63 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $676k | +13% | 14k | 49.65 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $671k | 12k | 57.06 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $669k | -7% | 2.7k | 246.30 |
|
| FedEx Corporation (FDX) | 0.0 | $663k | +3% | 2.3k | 288.80 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $657k | +100% | 15k | 44.71 |
|
| SYSCO Corporation (SYY) | 0.0 | $652k | -5% | 8.9k | 73.69 |
|
| Evergy (EVRG) | 0.0 | $649k | 8.9k | 72.49 |
|
|
| Paychex (PAYX) | 0.0 | $641k | +4% | 5.7k | 112.18 |
|
| Eaton Corp SHS (ETN) | 0.0 | $639k | +4% | 2.0k | 318.51 |
|
| QCR Holdings (QCRH) | 0.0 | $639k | 7.7k | 83.30 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $629k | +10% | 6.9k | 91.45 |
|
| Prudential Financial (PRU) | 0.0 | $624k | -9% | 5.5k | 112.88 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $607k | -3% | 3.9k | 154.80 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $602k | +11% | 11k | 53.36 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $602k | 3.7k | 162.63 |
|
|
| Hallador Energy (HNRG) | 0.0 | $600k | 32k | 19.04 |
|
|
| EastGroup Properties (EGP) | 0.0 | $596k | 3.3k | 178.14 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $593k | 23k | 26.14 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $588k | +6% | 1.2k | 483.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $581k | 1.2k | 480.57 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $580k | 6.3k | 91.38 |
|
|
| Blackrock (BLK) | 0.0 | $564k | 527.00 | 1070.34 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $562k | -2% | 3.6k | 153.96 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $552k | 22k | 25.24 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $543k | +11% | 3.2k | 167.94 |
|
| United Parcel Service CL B (UPS) | 0.0 | $535k | 5.4k | 99.18 |
|
|
| Qualcomm (QCOM) | 0.0 | $535k | 3.1k | 171.06 |
|
|
| Ameren Corporation (AEE) | 0.0 | $530k | +5% | 5.3k | 99.86 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $529k | 2.1k | 250.33 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $528k | -3% | 18k | 29.89 |
|
| Tortoise Capital Series Trus Ai Infrastructur (TCAI) | 0.0 | $522k | +80% | 18k | 29.69 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $511k | +4% | 3.1k | 167.61 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $508k | 2.0k | 252.92 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $506k | 6.9k | 73.48 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $504k | +13% | 7.1k | 71.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $504k | +3% | 668.00 | 753.78 |
|
| Chubb (CB) | 0.0 | $502k | +13% | 1.6k | 312.12 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $499k | 12k | 43.43 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $498k | 3.5k | 143.33 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $497k | -10% | 5.4k | 92.25 |
|
| Lincoln National Corporation (LNC) | 0.0 | $493k | 11k | 44.53 |
|
|
| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $493k | 14k | 34.86 |
|
|
| TJX Companies (TJX) | 0.0 | $490k | -9% | 3.2k | 153.61 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $489k | +35% | 6.6k | 74.07 |
|
| Eversource Energy (ES) | 0.0 | $488k | 7.2k | 67.33 |
|
|
| EOG Resources (EOG) | 0.0 | $487k | -19% | 4.6k | 105.01 |
|
| Analog Devices (ADI) | 0.0 | $476k | +12% | 1.8k | 271.20 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $468k | 13k | 35.13 |
|
|
| Comerica Incorporated | 0.0 | $462k | 5.3k | 86.93 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $460k | 6.1k | 75.44 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $458k | -2% | 10k | 45.71 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $455k | -6% | 1.7k | 269.18 |
|
| Oge Energy Corp (OGE) | 0.0 | $453k | 11k | 42.70 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $452k | -3% | 10k | 44.34 |
|
| Enbridge (ENB) | 0.0 | $451k | +6% | 9.4k | 47.83 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $449k | 11k | 41.42 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $447k | +2% | 1.1k | 412.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $443k | -9% | 2.2k | 198.60 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $438k | 986.00 | 444.59 |
|
|
| Dominion Resources (D) | 0.0 | $436k | -5% | 7.4k | 58.59 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $435k | 9.1k | 47.79 |
|
|
| Kinder Morgan (KMI) | 0.0 | $429k | +8% | 16k | 27.49 |
|
| Palo Alto Networks (PANW) | 0.0 | $420k | -6% | 2.3k | 184.20 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $411k | 5.5k | 74.17 |
|
|
| Essential Utils (WTRG) | 0.0 | $401k | 11k | 38.36 |
|
|
| Phillips 66 (PSX) | 0.0 | $398k | 3.1k | 129.04 |
|
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $394k | -4% | 13k | 30.84 |
|
| Bank Ozk (OZK) | 0.0 | $390k | 8.5k | 46.02 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $386k | +14% | 1.9k | 199.63 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $385k | 3.1k | 124.76 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $385k | 4.3k | 89.92 |
|
|
| General Mills (GIS) | 0.0 | $383k | 8.2k | 46.50 |
|
|
| UGI Corporation (UGI) | 0.0 | $380k | 10k | 37.43 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $378k | +4% | 1.3k | 285.22 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $376k | -2% | 6.6k | 56.96 |
|
| Williams Companies (WMB) | 0.0 | $375k | 6.2k | 60.11 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $364k | NEW | 14k | 26.49 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $364k | NEW | 17k | 22.07 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $358k | 5.5k | 65.10 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $358k | 11k | 31.70 |
|
|
| Nike CL B (NKE) | 0.0 | $358k | +8% | 5.6k | 63.71 |
|
| Coeur Mng Com New (CDE) | 0.0 | $357k | -3% | 20k | 17.83 |
|
| AmerisourceBergen (COR) | 0.0 | $356k | -29% | 1.1k | 337.75 |
|
| salesforce (CRM) | 0.0 | $353k | -2% | 1.3k | 264.88 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $350k | +23% | 1.7k | 211.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $343k | +56% | 2.9k | 119.75 |
|
| Citigroup Com New (C) | 0.0 | $343k | +22% | 2.9k | 116.69 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $341k | 14k | 23.70 |
|
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.0 | $339k | 10k | 33.51 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $337k | 4.5k | 74.28 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $336k | -5% | 12k | 28.48 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $334k | -9% | 3.3k | 100.88 |
|
| Southstate Bk Corp (SSB) | 0.0 | $329k | 3.5k | 94.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $329k | +11% | 3.3k | 99.92 |
|
| First Capital (FCAP) | 0.0 | $328k | 5.5k | 59.20 |
|
|
| Realty Income (O) | 0.0 | $325k | +5% | 5.8k | 56.37 |
|
| Micron Technology (MU) | 0.0 | $325k | NEW | 1.1k | 285.36 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $320k | +3% | 1.0k | 310.24 |
|
| Nucor Corporation (NUE) | 0.0 | $318k | +2% | 1.9k | 163.11 |
|
| Yum China Holdings (YUMC) | 0.0 | $314k | 6.6k | 47.74 |
|
|
| Constellation Energy (CEG) | 0.0 | $312k | 883.00 | 353.08 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $308k | 4.3k | 71.62 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $306k | -3% | 8.8k | 34.73 |
|
| Gilead Sciences (GILD) | 0.0 | $304k | +12% | 2.5k | 122.74 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $303k | 13k | 23.37 |
|
|
| NetApp (NTAP) | 0.0 | $302k | +2% | 2.8k | 107.09 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $296k | -2% | 12k | 24.02 |
|
| American States Water Company (AWR) | 0.0 | $295k | 4.1k | 72.48 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $295k | +6% | 2.2k | 131.89 |
|
| Equity Bancshares Com Cl A (EQBK) | 0.0 | $294k | 6.6k | 44.65 |
|
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $291k | -5% | 8.0k | 36.16 |
|
| American Electric Power Company (AEP) | 0.0 | $289k | +4% | 2.5k | 115.29 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $288k | NEW | 8.7k | 33.02 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $288k | 1.4k | 209.12 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $281k | -2% | 2.9k | 96.88 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $281k | NEW | 4.7k | 59.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $279k | -21% | 596.00 | 468.76 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $277k | +42% | 6.0k | 46.12 |
|
| Park National Corporation (PRK) | 0.0 | $273k | 1.8k | 152.18 |
|
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $272k | 2.1k | 130.80 |
|
|
| Hasbro (HAS) | 0.0 | $268k | 3.3k | 82.00 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $266k | -8% | 1.9k | 137.87 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $262k | 8.0k | 32.80 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $261k | -18% | 4.8k | 53.83 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $259k | -77% | 5.1k | 50.94 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $257k | -2% | 2.9k | 88.48 |
|
| Prologis (PLD) | 0.0 | $256k | 2.0k | 127.68 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $254k | NEW | 5.5k | 45.80 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $253k | 5.4k | 46.59 |
|
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $248k | 2.3k | 106.65 |
|
|
| PPL Corporation (PPL) | 0.0 | $248k | 7.1k | 35.02 |
|
|
| Nov (NOV) | 0.0 | $241k | 15k | 15.63 |
|
|
| Medtronic SHS (MDT) | 0.0 | $239k | +2% | 2.5k | 96.06 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $239k | 1.1k | 226.14 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $236k | 783.00 | 301.15 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $233k | NEW | 3.6k | 65.40 |
|
| WD-40 Company (WDFC) | 0.0 | $233k | 1.2k | 196.90 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $228k | NEW | 1.6k | 143.47 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $228k | -15% | 502.00 | 453.36 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $227k | 12k | 19.71 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $225k | NEW | 3.1k | 72.68 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $224k | +4% | 13k | 17.35 |
|
| Black Hills Corporation (BKH) | 0.0 | $221k | NEW | 3.2k | 69.43 |
|
| Uber Technologies (UBER) | 0.0 | $220k | 2.7k | 81.71 |
|
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $219k | +2% | 2.4k | 90.97 |
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.0 | $217k | NEW | 1.4k | 155.12 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $216k | +3% | 5.0k | 43.30 |
|
| Public Storage (PSA) | 0.0 | $216k | -53% | 833.00 | 259.50 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $213k | 6.3k | 33.67 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $211k | NEW | 2.1k | 99.85 |
|
| Servicenow (NOW) | 0.0 | $205k | +409% | 1.3k | 153.19 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $205k | 5.9k | 34.65 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $203k | NEW | 10k | 20.23 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $202k | NEW | 668.00 | 302.11 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $202k | NEW | 4.5k | 44.47 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $150k | -29% | 11k | 14.32 |
|
| DNP Select Income Fund (DNP) | 0.0 | $129k | NEW | 13k | 9.99 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $105k | 12k | 8.90 |
|
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 Q4 filed Feb. 10, 2026
- 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