Forvis Mazars Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$4.2T
Holdings
388
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (388 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TRVTRAVELERS COMPANIES INC | 15,079 | $4.0B | 0.10% | |
| 102 | VLOVALERO ENERGY CORP | 30,113 | $4.0B | 0.10% | |
| 103 | KOCOCA COLA CO | 54,813 | $3.9B | 0.09% | |
| 104 | BACVERIZON COMMUNICATIONS INC | 84,526 | $3.8B | 0.09% | |
| 105 | PEGPUBLIC SVC ENTERPRISE GRP IN | 46,582 | $3.8B | 0.09% | |
| 106 | TMOTHERMO FISHER SCIENTIFIC INC | 7,624 | $3.8B | 0.09% | |
| 107 | LKQ1LKQ CORP | 86,685 | $3.7B | 0.09% | |
| 108 | COFCAPITAL ONE FINL CORP | 20,421 | $3.7B | 0.09% | |
| 109 | ACNACCENTURE PLC IRELAND | 11,675 | $3.6B | 0.09% | |
| 110 | PAAPLAINS ALL AMERN PIPELINE L | 181,567 | $3.6B | 0.09% | |
| 111 | VVISA INC | 10,042 | $3.5B | 0.08% | |
| 112 | ELVELEVANCE HEALTH INC | 7,989 | $3.5B | 0.08% | |
| 113 | GOOGALPHABET INC | 21,854 | $3.4B | 0.08% | |
| 114 | DYHTARGET CORP | 32,003 | $3.3B | 0.08% | |
| 115 | AVGOBROADCOM INC | 19,597 | $3.3B | 0.08% | |
| 116 | ADBEADOBE INC | 8,435 | $3.2B | 0.08% | |
| 117 | IWBISHARES TR | 10,182 | $3.1B | 0.07% | |
| 118 | URIUNITED RENTALS INC | 4,863 | $3.0B | 0.07% | |
| 119 | DHID R HORTON INC | 23,968 | $3.0B | 0.07% | |
| 120 | PMARINNOVATOR ETFS TRUST | 75,296 | $3.0B | 0.07% | |
| 121 | PDECINNOVATOR ETFS TRUST | 79,155 | $3.0B | 0.07% | |
| 122 | UNPUNION PAC CORP | 12,561 | $3.0B | 0.07% | |
| 123 | DDTOINNOVATOR ETFS TRUST | 82,321 | $2.9B | 0.07% | |
| 124 | PSEPINNOVATOR ETFS TRUST | 76,069 | $2.9B | 0.07% | |
| 125 | HDHOME DEPOT INC | 7,830 | $2.9B | 0.07% | |
| 126 | ABTABBOTT LABS | 21,413 | $2.8B | 0.07% | |
| 127 | AMATAPPLIED MATLS INC | 19,330 | $2.8B | 0.07% | |
| 128 | CMICUMMINS INC | 8,647 | $2.7B | 0.06% | |
| 129 | INCYINCYTE CORP | 44,639 | $2.7B | 0.06% | |
| 130 | XLYSELECT SECTOR SPDR TR | 13,408 | $2.6B | 0.06% | |
| 131 | CSXCSX CORP | 89,580 | $2.6B | 0.06% | |
| 132 | PJUNINNOVATOR ETFS TRUST | 68,088 | $2.5B | 0.06% | |
| 133 | UNMUNUM GROUP | 30,622 | $2.5B | 0.06% | |
| 134 | MCDMCDONALDS CORP | 7,921 | $2.5B | 0.06% | |
| 135 | DHRDANAHER CORPORATION | 12,066 | $2.5B | 0.06% | |
| 136 | GEGE AEROSPACE | 12,079 | $2.4B | 0.06% | |
| 137 | IBDRISHARES TR | 98,680 | $2.4B | 0.06% | |
| 138 | TSNTYSON FOODS INC | 37,237 | $2.4B | 0.06% | |
| 139 | DUKDUKE ENERGY CORP NEW | 19,325 | $2.4B | 0.06% | |
| 140 | MMM3M CO | 15,861 | $2.3B | 0.06% | |
| 141 | IWMISHARES TR | 11,304 | $2.3B | 0.05% | |
| 142 | A4SAMERIPRISE FINL INC | 4,607 | $2.2B | 0.05% | |
| 143 | DTEDTE ENERGY CO | 16,050 | $2.2B | 0.05% | |
| 144 | DONSPDR DOW JONES INDL AVERAGE | 5,269 | $2.2B | 0.05% | |
| 145 | REGNREGENERON PHARMACEUTICALS | 3,394 | $2.2B | 0.05% | |
| 146 | STZCONSTELLATION BRANDS INC | 11,664 | $2.1B | 0.05% | |
| 147 | INTUINTUIT | 3,459 | $2.1B | 0.05% | |
| 148 | BONDPIMCO ETF TR | 22,920 | $2.1B | 0.05% | |
| 149 | LHLABCORP HOLDINGS INC | 8,738 | $2.0B | 0.05% | |
| 150 | APTVAPTIV PLC | 34,019 | $2.0B | 0.05% | |
| 151 | 4I1PHILIP MORRIS INTL INC | 12,401 | $2.0B | 0.05% | |
| 152 | TSLATESLA INC | 7,509 | $1.9B | 0.05% | |
| 153 | PCARPACCAR INC | 19,945 | $1.9B | 0.05% | |
| 154 | USMVISHARES TR | 20,466 | $1.9B | 0.05% | |
| 155 | STRLSTERLING INFRASTRUCTURE INC | 16,808 | $1.9B | 0.05% | |
| 156 | WMWASTE MGMT INC DEL | 8,196 | $1.9B | 0.05% | |
| 157 | XLCSELECT SECTOR SPDR TR | 19,598 | $1.9B | 0.05% | |
| 158 | MCHPMICROCHIP TECHNOLOGY INC. | 38,543 | $1.9B | 0.04% | |
| 159 | MINTPIMCO ETF TR | 18,451 | $1.9B | 0.04% | |
| 160 | NEENEXTERA ENERGY INC | 26,165 | $1.9B | 0.04% | |
| 161 | CBRECBRE GROUP INC | 14,137 | $1.8B | 0.04% | |
| 162 | IWRISHARES TR | 20,800 | $1.8B | 0.04% | |
| 163 | TXNTEXAS INSTRS INC | 9,815 | $1.8B | 0.04% | |
| 164 | UNHUNITEDHEALTH GROUP INC | 3,320 | $1.7B | 0.04% | |
| 165 | CLCOLGATE PALMOLIVE CO | 18,536 | $1.7B | 0.04% | |
| 166 | METMETLIFE INC | 21,463 | $1.7B | 0.04% | |
| 167 | KDPKEURIG DR PEPPER INC | 48,382 | $1.7B | 0.04% | |
| 168 | SHWSHERWIN WILLIAMS CO | 4,692 | $1.6B | 0.04% | |
| 169 | IBDSISHARES TR | 67,014 | $1.6B | 0.04% | |
| 170 | BMYBRISTOL-MYERS SQUIBB CO | 26,209 | $1.6B | 0.04% | |
| 171 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.04% | |
| 172 | SCHCSCHWAB STRATEGIC TR | 44,385 | $1.6B | 0.04% | |
| 173 | SNASNAP ON INC | 4,607 | $1.6B | 0.04% | |
| 174 | XLBSELECT SECTOR SPDR TR | 17,409 | $1.5B | 0.04% | |
| 175 | GSGOLDMAN SACHS GROUP INC | 2,674 | $1.5B | 0.04% | |
| 176 | ALSALLSTATE CORP | 6,932 | $1.4B | 0.03% | |
| 177 | OTISOTIS WORLDWIDE CORP | 13,720 | $1.4B | 0.03% | |
| 178 | EMREMERSON ELEC CO | 12,820 | $1.4B | 0.03% | |
| 179 | COSTCOSTCO WHSL CORP NEW | 1,484 | $1.4B | 0.03% | |
| 180 | VVVANGUARD INDEX FDS | 5,372 | $1.4B | 0.03% | |
| 181 | NFLXNETFLIX INC | 1,462 | $1.4B | 0.03% | |
| 182 | PMAYINNOVATOR ETFS TRUST | 37,444 | $1.3B | 0.03% | |
| 183 | PFEPFIZER INC | 52,489 | $1.3B | 0.03% | |
| 184 | PAUGINNOVATOR ETFS TRUST | 35,065 | $1.3B | 0.03% | |
| 185 | IBDQISHARES TR | 51,743 | $1.3B | 0.03% | |
| 186 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,435 | $1.3B | 0.03% | |
| 187 | CARRCARRIER GLOBAL CORPORATION | 20,157 | $1.3B | 0.03% | |
| 188 | TROWPRICE T ROWE GROUP INC | 13,810 | $1.3B | 0.03% | |
| 189 | AQLTISHARES TR | 54,030 | $1.2B | 0.03% | |
| 190 | OEFISHARES TR | 4,554 | $1.2B | 0.03% | |
| 191 | CVSCVS HEALTH CORP | 17,990 | $1.2B | 0.03% | |
| 192 | IBDTISHARES TR | 47,788 | $1.2B | 0.03% | |
| 193 | DC4DEXCOM INC | 17,481 | $1.2B | 0.03% | |
| 194 | YUMYUM BRANDS INC | 7,330 | $1.2B | 0.03% | |
| 195 | IWDISHARES TR | 6,053 | $1.1B | 0.03% | |
| 196 | SHVISHARES TR | 10,308 | $1.1B | 0.03% | |
| 197 | SBUXSTARBUCKS CORP | 11,469 | $1.1B | 0.03% | |
| 198 | ADPAUTOMATIC DATA PROCESSING IN | 3,669 | $1.1B | 0.03% | |
| 199 | EDCONSOLIDATED EDISON INC | 10,041 | $1.1B | 0.03% | |
| 200 | EOGEOG RES INC | 8,258 | $1.1B | 0.03% |