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, VOO, AGG, SCHB, and represent 44.10% of Forvis Mazars Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HELO (+$37M), VTI (+$34M), VEU (+$10M), WMT (+$9.4M), GSBC (+$9.1M), FBND (+$8.7M), VOO (+$8.6M), VOOG (+$7.9M), SCHB (+$7.6M), LLY (+$6.6M).
- Started 45 new stock positions in ET, KDP, AEP, VT, SPLP, GPN, CEG, TRI, SHW, SO.
- Reduced shares in these 10 stocks: IJH (-$8.5M), USRT (-$8.0M), VTV (-$7.7M), DUHP, DFAR, JNJ, SCZ, RSP, DFAC, AGG.
- Sold out of its positions in BBDC, BlackRock, CMG, CRWD, GEHC, IWS, IJT, IGSB, KMI, KHC. ROK, SPSB, SCHM, SLCA, SMB, ZBH.
- Forvis Mazars Wealth Advisors was a net buyer of stock by $110M.
- Forvis Mazars Wealth Advisors has $4.4B in assets under management (AUM), dropping by 8.60%.
- Central Index Key (CIK): 0001352864
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Portfolio Holdings for Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors holds 428 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 25.7 | $1.1B | +3% | 4.0M | 283.16 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.4 | $408M | +2% | 6.5M | 63.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $138M | +6% | 262k | 527.67 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $129M | 1.3M | 101.27 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $124M | +6% | 1.9M | 66.52 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $118M | +7% | 2.5M | 46.74 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.2 | $94M | -2% | 2.7M | 34.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $91M | 158k | 576.82 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.7 | $74M | -3% | 1.1M | 67.70 |
|
| Ishares Tr National Mun Etf (MUB) | 1.5 | $64M | 584k | 108.63 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 1.4 | $63M | -2% | 865k | 72.63 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.4 | $62M | -5% | 1.8M | 34.07 |
|
| Vanguard World Mega Cap Index (MGC) | 1.4 | $59M | 287k | 206.64 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.4 | $59M | +171% | 967k | 61.14 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $57M | 1.4M | 41.12 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $52M | -2% | 1.8M | 28.15 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $50M | -3% | 399k | 125.62 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.1 | $48M | -2% | 854k | 55.63 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $46M | +16% | 52k | 885.95 |
|
| Apple (AAPL) | 1.0 | $44M | +7% | 191k | 233.00 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.0 | $43M | +9% | 844k | 51.27 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $39M | 318k | 121.44 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $35M | -19% | 553k | 62.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $34M | -4% | 145k | 237.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $32M | -19% | 182k | 174.57 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.7 | $32M | -2% | 833k | 38.08 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $31M | -2% | 775k | 39.69 |
|
| Microsoft Corporation (MSFT) | 0.7 | $29M | 68k | 430.30 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $28M | -2% | 291k | 95.75 |
|
| Jack Henry & Associates (JKHY) | 0.6 | $26M | 148k | 176.54 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.6 | $24M | 791k | 30.44 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $24M | -10% | 131k | 179.16 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $23M | 61k | 383.93 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $23M | -2% | 357k | 64.86 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $23M | -6% | 558k | 40.63 |
|
| O'reilly Automotive (ORLY) | 0.5 | $22M | +38% | 19k | 1151.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $21M | 37k | 573.76 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.4 | $19M | 687k | 28.14 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $19M | -4% | 688k | 27.70 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $18M | -2% | 55k | 326.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $18M | 230k | 78.05 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $18M | -11% | 150k | 116.96 |
|
| Wal-Mart Stores (WMT) | 0.4 | $17M | +125% | 208k | 80.75 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $17M | -10% | 141k | 117.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $15M | 92k | 165.85 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $15M | -2% | 540k | 27.01 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $14M | -5% | 64k | 210.86 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $12M | -4% | 83k | 142.04 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.3 | $11M | -7% | 288k | 38.95 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $11M | -6% | 271k | 41.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | +8% | 24k | 460.26 |
|
| Amazon (AMZN) | 0.2 | $11M | +2% | 57k | 186.33 |
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 0.2 | $11M | +72% | 292k | 36.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $10M | -5% | 81k | 128.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $10M | -13% | 40k | 263.83 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $10M | -3% | 213k | 47.85 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $10M | -2% | 51k | 198.06 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $10M | -3% | 374k | 26.83 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $10M | -8% | 277k | 35.94 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $9.7M | -26% | 380k | 25.64 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $9.6M | -6% | 329k | 29.06 |
|
| Lowe's Companies (LOW) | 0.2 | $9.5M | 35k | 270.85 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $9.5M | -10% | 234k | 40.48 |
|
| Great Southern Ban (GSBC) | 0.2 | $9.1M | NEW | 158k | 57.31 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $9.0M | 176k | 51.12 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $8.9M | -5% | 156k | 57.41 |
|
| Quanta Services (PWR) | 0.2 | $8.9M | 30k | 298.15 |
|
|
| Caterpillar (CAT) | 0.2 | $8.9M | +6% | 23k | 391.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.3M | -3% | 99k | 83.63 |
|
| Cisco Systems (CSCO) | 0.2 | $8.2M | 154k | 53.22 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $8.2M | 14k | 572.43 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $7.9M | NEW | 23k | 345.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.7M | +28% | 45k | 170.40 |
|
| Procter & Gamble Company (PG) | 0.2 | $7.6M | +4% | 44k | 173.20 |
|
| International Business Machines (IBM) | 0.2 | $7.5M | -7% | 34k | 221.08 |
|
| Chevron Corporation (CVX) | 0.2 | $7.2M | 49k | 147.27 |
|
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| Johnson & Johnson (JNJ) | 0.2 | $7.1M | -31% | 44k | 162.06 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $6.8M | -3% | 34k | 197.17 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $6.7M | +41% | 57k | 117.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $6.7M | +50% | 14k | 488.08 |
|
| Kla Corp Com New (KLAC) | 0.1 | $6.3M | -2% | 8.2k | 774.41 |
|
| Merck & Co (MRK) | 0.1 | $6.3M | -2% | 55k | 113.56 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $6.1M | +7% | 138k | 44.12 |
|
| Hp (HPQ) | 0.1 | $5.9M | +2% | 165k | 35.87 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.8M | +3% | 145k | 39.68 |
|
| Pepsi (PEP) | 0.1 | $5.7M | -4% | 34k | 170.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $5.7M | -20% | 15k | 375.38 |
|
| Coca-Cola Company (KO) | 0.1 | $5.7M | +11% | 79k | 71.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | 11k | 493.80 |
|
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| Stryker Corporation (SYK) | 0.1 | $5.5M | 15k | 361.26 |
|
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| Microchip Technology (MCHP) | 0.1 | $5.2M | +5% | 65k | 80.29 |
|
| ConocoPhillips (COP) | 0.1 | $5.0M | 48k | 105.28 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $5.0M | +675% | 63k | 79.19 |
|
| Walt Disney Company (DIS) | 0.1 | $4.9M | 51k | 96.19 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $4.7M | +5% | 89k | 52.98 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $4.6M | NEW | 216k | 21.54 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.6M | +3% | 7.4k | 618.59 |
|
| Target Corporation (TGT) | 0.1 | $4.6M | +8% | 29k | 155.86 |
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| McKesson Corporation (MCK) | 0.1 | $4.5M | -2% | 9.1k | 494.42 |
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| Lakeland Financial Corporation (LKFN) | 0.1 | $4.5M | +480% | 69k | 65.12 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.4M | 68k | 65.16 |
|
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| Anthem (ELV) | 0.1 | $4.4M | 8.4k | 520.02 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $4.3M | -2% | 119k | 36.04 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $4.3M | -8% | 111k | 38.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.3M | 12k | 353.48 |
|
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| Valero Energy Corporation (VLO) | 0.1 | $4.3M | 32k | 135.03 |
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| Fiserv (FI) | 0.1 | $4.2M | 23k | 179.65 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $4.2M | -7% | 109k | 38.31 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.1M | +8% | 8.0k | 517.78 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $4.1M | -7% | 105k | 39.25 |
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| Public Service Enterprise (PEG) | 0.1 | $4.0M | 45k | 89.21 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $4.0M | -5% | 33k | 121.16 |
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| Roper Industries (ROP) | 0.1 | $3.9M | +6% | 7.0k | 556.47 |
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| Verizon Communications (VZ) | 0.1 | $3.8M | 85k | 44.91 |
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| Home Depot (HD) | 0.1 | $3.8M | +20% | 9.3k | 405.20 |
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| LKQ Corporation (LKQ) | 0.1 | $3.8M | 95k | 39.92 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $3.7M | -10% | 100k | 36.88 |
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| United Rentals (URI) | 0.1 | $3.7M | -3% | 4.5k | 809.73 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.6M | 69k | 52.13 |
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| Travelers Companies (TRV) | 0.1 | $3.4M | 15k | 234.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.4M | -5% | 20k | 167.19 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.4M | 3.2k | 1051.24 |
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| Abbvie (ABBV) | 0.1 | $3.4M | -32% | 17k | 197.47 |
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| D.R. Horton (DHI) | 0.1 | $3.3M | -2% | 17k | 190.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.2M | -14% | 10k | 314.39 |
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| Kimball Electronics (KE) | 0.1 | $3.2M | NEW | 173k | 18.51 |
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| Aptiv SHS (APTV) | 0.1 | $3.2M | -4% | 45k | 72.01 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $3.2M | 184k | 17.37 |
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| Capital One Financial (COF) | 0.1 | $3.2M | 21k | 149.73 |
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| CSX Corporation (CSX) | 0.1 | $3.1M | -2% | 91k | 34.53 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $3.1M | NEW | 60k | 51.24 |
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| Deere & Company (DE) | 0.1 | $3.1M | NEW | 7.3k | 417.31 |
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| Cummins (CMI) | 0.1 | $3.1M | 9.4k | 323.79 |
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| Host Hotels & Resorts (HST) | 0.1 | $3.0M | 170k | 17.60 |
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| Constellation Brands Cl A (STZ) | 0.1 | $3.0M | 12k | 257.70 |
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| American Express Company (AXP) | 0.1 | $3.0M | -28% | 11k | 271.21 |
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| Danaher Corporation (DHR) | 0.1 | $2.9M | -4% | 11k | 278.03 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.9M | -10% | 37k | 79.42 |
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| Nextera Energy (NEE) | 0.1 | $2.9M | 34k | 84.53 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.9M | 12k | 246.48 |
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| Darden Restaurants (DRI) | 0.1 | $2.9M | 18k | 164.13 |
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| Incyte Corporation (INCY) | 0.1 | $2.8M | +6% | 43k | 66.10 |
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| Sterling Construction Company (STRL) | 0.1 | $2.8M | -20% | 19k | 145.02 |
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| Broadcom (AVGO) | 0.1 | $2.8M | +984% | 16k | 172.50 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.8M | 14k | 200.37 |
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| Visa Com Cl A (V) | 0.1 | $2.6M | 9.6k | 274.95 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.6M | -46% | 26k | 100.69 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.6M | 12k | 220.89 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $2.6M | -75% | 42k | 61.57 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.6M | +2% | 22k | 115.30 |
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| McDonald's Corporation (MCD) | 0.1 | $2.5M | -22% | 8.1k | 304.49 |
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| Tyson Foods Cl A (TSN) | 0.1 | $2.4M | -3% | 40k | 59.56 |
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| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.1 | $2.4M | +7% | 98k | 24.30 |
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| Ameriprise Financial (AMP) | 0.1 | $2.4M | 5.0k | 469.81 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.3M | -6% | 61k | 38.53 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $2.3M | +23% | 24k | 94.61 |
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| DTE Energy Company (DTE) | 0.0 | $2.2M | 17k | 128.41 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $2.2M | -24% | 5.1k | 423.11 |
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| Paccar (PCAR) | 0.0 | $2.1M | 22k | 98.68 |
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| Intuit (INTU) | 0.0 | $2.1M | 3.4k | 621.02 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $2.1M | 10k | 206.56 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $2.0M | -18% | 8.9k | 223.48 |
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| Southern Company (SO) | 0.0 | $2.0M | NEW | 22k | 90.18 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $2.0M | 22k | 91.31 |
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| Us Bancorp Del Com New (USB) | 0.0 | $2.0M | +143% | 43k | 45.73 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.0M | -6% | 22k | 88.14 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $1.9M | -12% | 63k | 30.79 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.9M | 19k | 103.81 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $1.9M | -12% | 51k | 37.86 |
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| UnitedHealth (UNH) | 0.0 | $1.9M | +5% | 3.2k | 584.68 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.9M | -14% | 10k | 188.58 |
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| Pfizer (PFE) | 0.0 | $1.8M | -20% | 64k | 28.94 |
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| MetLife (MET) | 0.0 | $1.8M | +3% | 22k | 82.48 |
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| Unum (UNM) | 0.0 | $1.8M | 31k | 59.44 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $1.8M | -6% | 52k | 35.24 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.8M | 20k | 90.40 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $1.7M | 18k | 96.38 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $1.7M | -13% | 46k | 36.92 |
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| Tesla Motors (TSLA) | 0.0 | $1.7M | +13% | 6.5k | 261.63 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $1.7M | -21% | 59k | 28.41 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.7M | -3% | 27k | 62.88 |
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| Waste Management (WM) | 0.0 | $1.7M | -11% | 8.0k | 207.60 |
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| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $1.6M | -21% | 49k | 32.97 |
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| T. Rowe Price (TROW) | 0.0 | $1.6M | 15k | 108.93 |
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| 3M Company (MMM) | 0.0 | $1.5M | -28% | 11k | 136.70 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $1.5M | -7% | 15k | 103.94 |
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| Abbott Laboratories (ABT) | 0.0 | $1.5M | -38% | 13k | 114.01 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.5M | NEW | 3.9k | 381.67 |
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| Celanese Corporation (CE) | 0.0 | $1.5M | 11k | 135.96 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.4M | -11% | 18k | 80.49 |
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| Emerson Electric (EMR) | 0.0 | $1.4M | 13k | 109.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.4M | 5.2k | 263.31 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.4M | 26k | 51.74 |
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| Allstate Corporation (ALL) | 0.0 | $1.3M | 7.0k | 189.64 |
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| Snap-on Incorporated (SNA) | 0.0 | $1.3M | 4.6k | 289.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.3M | 25k | 52.81 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.3M | +145% | 56k | 23.45 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $1.3M | 708.00 | 1840.30 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.3M | 2.3k | 569.66 |
|
|
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.0 | $1.3M | +16% | 52k | 25.10 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $1.3M | -9% | 40k | 32.46 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.3M | 4.6k | 276.76 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $1.3M | -10% | 34k | 37.07 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.0 | $1.3M | -3% | 52k | 24.37 |
|
| Intel Corporation (INTC) | 0.0 | $1.3M | -56% | 54k | 23.46 |
|
| Ford Motor Company (F) | 0.0 | $1.3M | 119k | 10.56 |
|
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.0 | $1.2M | -43% | 42k | 29.41 |
|
| Netflix (NFLX) | 0.0 | $1.2M | +87% | 1.7k | 709.27 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.2M | -27% | 1.4k | 886.55 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.2M | NEW | 11k | 112.98 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.2M | +2% | 31k | 37.56 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | -17% | 6.2k | 189.80 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $1.2M | -13% | 39k | 30.36 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $1.2M | 28k | 41.55 |
|
|
| Dex (DXCM) | 0.0 | $1.2M | +4% | 17k | 67.04 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.2M | 12k | 97.49 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.1M | 13k | 85.54 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | +69% | 6.9k | 164.08 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.1M | 13k | 83.75 |
|
|
| Southern Missouri Ban (SMBC) | 0.0 | $1.1M | NEW | 20k | 56.49 |
|
| Goldman Sachs (GS) | 0.0 | $1.1M | 2.2k | 495.11 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | -3% | 23k | 45.86 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1M | 4.7k | 225.76 |
|
|
| Consolidated Edison (ED) | 0.0 | $1.0M | -2% | 10k | 104.13 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $1.0M | -32% | 36k | 29.13 |
|
| Philip Morris International (PM) | 0.0 | $1.0M | -37% | 8.5k | 121.40 |
|
| Yum! Brands (YUM) | 0.0 | $1.0M | +2% | 7.4k | 139.71 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.0M | +2% | 2.3k | 449.63 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.0M | 10k | 101.65 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.0M | -4% | 13k | 80.78 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $982k | -4% | 23k | 42.77 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $981k | +192% | 38k | 25.53 |
|
| Automatic Data Processing (ADP) | 0.0 | $979k | 3.5k | 276.75 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $966k | -5% | 7.1k | 136.35 |
|
| Xcel Energy (XEL) | 0.0 | $950k | 15k | 65.30 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $934k | 20k | 46.83 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $927k | -2% | 20k | 47.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $922k | 22k | 41.77 |
|
|
| Crossfirst Bankshares (CFB) | 0.0 | $918k | NEW | 55k | 16.69 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $907k | +3% | 8.9k | 102.02 |
|
| CF Industries Holdings (CF) | 0.0 | $905k | -62% | 11k | 85.80 |
|
| Cigna Corp (CI) | 0.0 | $891k | NEW | 2.6k | 346.44 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $890k | NEW | 24k | 37.48 |
|
| Honeywell International (HON) | 0.0 | $886k | +2% | 4.3k | 206.72 |
|
| Sempra Energy (SRE) | 0.0 | $886k | 11k | 83.63 |
|
|
| Hershey Company (HSY) | 0.0 | $877k | 4.6k | 191.76 |
|
|
| At&t (T) | 0.0 | $858k | NEW | 39k | 22.00 |
|
| First Financial Corporation (THFF) | 0.0 | $857k | 20k | 43.85 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $850k | +9% | 3.2k | 262.07 |
|
| SYSCO Corporation (SYY) | 0.0 | $833k | 11k | 78.06 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $802k | -2% | 9.1k | 88.28 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $802k | -36% | 12k | 67.85 |
|
| Wec Energy Group (WEC) | 0.0 | $793k | 8.2k | 96.18 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $781k | 13k | 59.40 |
|
|
| L3harris Technologies (LHX) | 0.0 | $772k | +42% | 3.2k | 237.87 |
|
| Amgen (AMGN) | 0.0 | $769k | +39% | 2.4k | 322.20 |
|
| State Street Corporation (STT) | 0.0 | $766k | 8.7k | 88.47 |
|
|
| S&p Global (SPGI) | 0.0 | $751k | 1.5k | 516.62 |
|
|
| salesforce (CRM) | 0.0 | $735k | +94% | 2.7k | 273.72 |
|
| Wells Fargo & Company (WFC) | 0.0 | $734k | -3% | 13k | 56.49 |
|
| Corning Incorporated (GLW) | 0.0 | $731k | +3% | 16k | 45.15 |
|
| Eaton Corp SHS (ETN) | 0.0 | $723k | 2.2k | 331.44 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $713k | +18% | 2.9k | 243.06 |
|
| Prudential Financial (PRU) | 0.0 | $712k | +6% | 5.9k | 121.10 |
|
| General Dynamics Corporation (GD) | 0.0 | $708k | +23% | 2.3k | 302.23 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $707k | 5.6k | 125.96 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $700k | +38% | 11k | 65.95 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $691k | 1.00 | 691180.00 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $686k | NEW | 6.5k | 106.12 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $679k | +4% | 4.5k | 150.16 |
|
| Ge Vernova (GEV) | 0.0 | $677k | -18% | 2.7k | 254.98 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $674k | 9.6k | 70.06 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $671k | 11k | 59.02 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $662k | +10% | 6.0k | 110.13 |
|
| Altria (MO) | 0.0 | $659k | -29% | 13k | 51.04 |
|
| Applied Materials (AMAT) | 0.0 | $658k | +9% | 3.3k | 202.05 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $656k | 4.0k | 162.91 |
|
|
| Qualcomm (QCOM) | 0.0 | $656k | +24% | 3.9k | 170.07 |
|
| AmerisourceBergen (COR) | 0.0 | $640k | +39% | 2.8k | 225.08 |
|
| PNC Financial Services (PNC) | 0.0 | $639k | 3.5k | 184.85 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $637k | +3% | 27k | 23.33 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.0 | $635k | -13% | 24k | 26.88 |
|
| Public Storage (PSA) | 0.0 | $633k | 1.7k | 363.87 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $628k | 5.7k | 110.63 |
|
|
| EastGroup Properties (EGP) | 0.0 | $627k | 3.4k | 186.82 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $626k | -2% | 1.1k | 584.76 |
|
| General Mills (GIS) | 0.0 | $623k | 8.4k | 73.85 |
|
|
| Ishares Tr Ibonds Dec24 Etf (Principal) | 0.0 | $610k | 24k | 25.21 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $606k | -2% | 6.9k | 87.80 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $605k | -3% | 12k | 49.70 |
|
| Group 1 Automotive (GPI) | 0.0 | $603k | NEW | 1.6k | 383.04 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $599k | 23k | 26.40 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $591k | 3.0k | 195.38 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $584k | -8% | 7.8k | 75.11 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $579k | +28% | 8.6k | 67.51 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $576k | 3.7k | 154.02 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $574k | -8% | 5.9k | 97.41 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $569k | 14k | 41.16 |
|
|
| QCR Holdings (QCRH) | 0.0 | $568k | -12% | 7.7k | 74.03 |
|
| Paychex (PAYX) | 0.0 | $567k | +2% | 4.2k | 134.19 |
|
| Nike CL B (NKE) | 0.0 | $564k | +11% | 6.4k | 88.41 |
|
| Dominion Resources (D) | 0.0 | $556k | +16% | 9.6k | 57.79 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $554k | +4% | 3.3k | 167.68 |
|
| Analog Devices (ADI) | 0.0 | $553k | +11% | 2.4k | 230.17 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $551k | 22k | 25.16 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $548k | +101% | 15k | 36.13 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $538k | 29k | 18.50 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $532k | +2% | 5.1k | 104.25 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $532k | 12k | 45.32 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $532k | +9% | 3.7k | 142.26 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $530k | -3% | 13k | 41.28 |
|
| Marvell Technology (MRVL) | 0.0 | $526k | -29% | 7.3k | 72.12 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $514k | 15k | 33.71 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $512k | +25% | 13k | 40.70 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $501k | NEW | 5.1k | 97.97 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $499k | 15k | 33.18 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $490k | NEW | 4.4k | 111.80 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $489k | -36% | 9.5k | 51.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $474k | +17% | 7.3k | 64.74 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $473k | -3% | 6.4k | 73.67 |
|
| Phillips 66 (PSX) | 0.0 | $471k | +2% | 3.6k | 131.45 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $471k | 15k | 31.70 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $469k | -26% | 2.9k | 160.64 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.0 | $468k | -26% | 17k | 27.00 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $465k | -5% | 10k | 44.67 |
|
| Chubb (CB) | 0.0 | $462k | NEW | 1.6k | 288.39 |
|
| Oil-Dri Corporation of America (ODC) | 0.0 | $461k | NEW | 6.7k | 68.99 |
|
| Essential Utils (WTRG) | 0.0 | $456k | +13% | 12k | 38.57 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.0 | $455k | -32% | 15k | 31.34 |
|
| FedEx Corporation (FDX) | 0.0 | $448k | +3% | 1.6k | 273.60 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $448k | NEW | 2.2k | 202.78 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $446k | +3% | 2.5k | 181.97 |
|
| Ameren Corporation (AEE) | 0.0 | $443k | +13% | 5.1k | 87.46 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $439k | 12k | 37.18 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $437k | 6.2k | 71.02 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $428k | -3% | 15k | 29.11 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $427k | -52% | 5.3k | 80.37 |
|
| Oge Energy Corp (OGE) | 0.0 | $426k | 10k | 41.02 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $419k | 5.5k | 76.59 |
|
|
| Eversource Energy (ES) | 0.0 | $419k | 6.2k | 68.05 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $412k | 2.1k | 200.85 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $411k | 2.3k | 179.28 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $407k | 2.3k | 173.67 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $401k | 3.7k | 109.49 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $399k | 2.9k | 138.69 |
|
|
| German American Ban (GABC) | 0.0 | $386k | NEW | 10k | 38.75 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $383k | 3.1k | 124.17 |
|
|
| Enbridge (ENB) | 0.0 | $372k | +14% | 9.2k | 40.61 |
|
| BP Sponsored Adr (BP) | 0.0 | $372k | -6% | 12k | 31.39 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $372k | +37% | 4.7k | 78.37 |
|
| Prologis (PLD) | 0.0 | $369k | +25% | 2.9k | 126.26 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $368k | NEW | 23k | 16.05 |
|
| Bank Ozk (OZK) | 0.0 | $366k | 8.5k | 42.99 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $366k | 5.6k | 65.00 |
|
|
| Evergy (EVRG) | 0.0 | $365k | -2% | 5.9k | 62.02 |
|
| Trinity Cap (TRIN) | 0.0 | $362k | NEW | 27k | 13.57 |
|
| Realty Income (O) | 0.0 | $359k | 5.7k | 63.42 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $358k | -4% | 6.8k | 52.86 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $356k | NEW | 2.1k | 170.60 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $349k | +30% | 12k | 28.41 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $348k | 1.1k | 321.95 |
|
|
| American States Water Company (AWR) | 0.0 | $348k | +2% | 4.2k | 83.29 |
|
| Vulcan Materials Company (VMC) | 0.0 | $347k | 1.4k | 250.43 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $347k | -2% | 2.3k | 153.13 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $346k | -25% | 13k | 26.14 |
|
| Lincoln National Corporation (LNC) | 0.0 | $342k | 11k | 31.51 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $342k | 3.9k | 86.82 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $342k | +4% | 3.6k | 95.89 |
|
| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.0 | $337k | -49% | 13k | 25.53 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $332k | NEW | 1.6k | 207.19 |
|
| Steel Partners Hldgs Ltd Prtrship U (SPLP) | 0.0 | $330k | NEW | 8.1k | 40.95 |
|
| Linde SHS (LIN) | 0.0 | $327k | -23% | 686.00 | 476.86 |
|
| UGI Corporation (UGI) | 0.0 | $327k | -3% | 13k | 25.02 |
|
| Comerica Incorporated (CMA) | 0.0 | $320k | 5.3k | 59.91 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $320k | 2.8k | 115.02 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $317k | 600.00 | 528.07 |
|
|
| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.0 | $313k | NEW | 14k | 22.09 |
|
| Nucor Corporation (NUE) | 0.0 | $309k | +6% | 2.1k | 150.34 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $308k | +8% | 1.5k | 211.83 |
|
| Yum China Holdings (YUMC) | 0.0 | $305k | 6.8k | 45.02 |
|
|
| Park National Corporation (PRK) | 0.0 | $301k | 1.8k | 167.98 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $299k | +28% | 5.4k | 55.53 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $298k | 7.1k | 41.95 |
|
|
| Hallador Energy (HNRG) | 0.0 | $297k | +48% | 32k | 9.43 |
|
| Oneok (OKE) | 0.0 | $296k | NEW | 3.2k | 91.13 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $292k | +25% | 2.2k | 131.91 |
|
| Nov (NOV) | 0.0 | $292k | 18k | 15.97 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $291k | 5.8k | 50.50 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $291k | 4.7k | 61.51 |
|
|
| NetApp (NTAP) | 0.0 | $283k | 2.3k | 123.51 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $283k | +12% | 3.3k | 84.53 |
|
| Unilever Spon Adr New (UL) | 0.0 | $281k | 4.3k | 64.96 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $277k | 6.6k | 41.69 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $276k | NEW | 1.4k | 200.81 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $275k | +7% | 1.1k | 248.60 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $274k | -10% | 3.0k | 91.93 |
|
| Dollar Tree (DLTR) | 0.0 | $272k | NEW | 3.9k | 70.32 |
|
| Equity Bancshares Com Cl A (EQBK) | 0.0 | $269k | -36% | 6.6k | 40.88 |
|
| Dover Corporation (DOV) | 0.0 | $269k | NEW | 1.4k | 191.74 |
|
| Hasbro (HAS) | 0.0 | $256k | 3.5k | 72.32 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $255k | 3.5k | 73.42 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $254k | -3% | 8.7k | 29.18 |
|
| Omni (OMC) | 0.0 | $253k | 2.4k | 103.39 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $253k | -9% | 2.0k | 123.63 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $250k | 1.0k | 240.25 |
|
|
| Norfolk Southern (NSC) | 0.0 | $248k | NEW | 996.00 | 248.60 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $246k | 17k | 14.70 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $238k | -3% | 3.1k | 77.91 |
|
| PPL Corporation (PPL) | 0.0 | $237k | NEW | 7.2k | 33.08 |
|
| American Electric Power Company (AEP) | 0.0 | $234k | NEW | 2.3k | 102.58 |
|
| Medtronic SHS (MDT) | 0.0 | $233k | 2.6k | 90.03 |
|
|
| TJX Companies (TJX) | 0.0 | $227k | -39% | 1.9k | 117.54 |
|
| Global Payments (GPN) | 0.0 | $224k | NEW | 2.2k | 102.42 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $222k | -63% | 3.4k | 65.91 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $218k | 3.5k | 62.20 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $216k | 11k | 20.46 |
|
|
| Williams Companies (WMB) | 0.0 | $214k | NEW | 4.7k | 45.65 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $214k | NEW | 5.6k | 38.07 |
|
| Palo Alto Networks (PANW) | 0.0 | $213k | NEW | 624.00 | 341.80 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $208k | NEW | 1.7k | 119.70 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $207k | NEW | 4.6k | 45.51 |
|
| Constellation Energy (CEG) | 0.0 | $205k | NEW | 788.00 | 260.15 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $205k | NEW | 4.2k | 49.31 |
|
| Leggett & Platt (LEG) | 0.0 | $202k | NEW | 15k | 13.62 |
|
| Steel Connect | 0.0 | $160k | 15k | 10.55 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $120k | 12k | 10.06 |
|
|
| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $61k | NEW | 25k | 2.44 |
|
| Sutro Biopharma (STRO) | 0.0 | $44k | 13k | 3.46 |
|
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 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
- 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