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 |
|---|---|---|---|---|---|
| 301 | DDOMINION ENERGY INC | 7,776 | $436.0M | 0.01% | |
| 302 | BNDVANGUARD BD INDEX FDS | 5,906 | $433.8M | 0.01% | |
| 303 | LYVLIVE NATION ENTERTAINMENT IN | 3,308 | $432.0M | 0.01% | |
| 304 | SCHZSCHWAB STRATEGIC TR | 18,548 | $429.6M | 0.01% | |
| 305 | KOCTINNOVATOR ETFS TRUST | 14,644 | $428.6M | 0.01% | |
| 306 | BPBP PLC | 12,617 | $426.3M | 0.01% | |
| 307 | UGIUGI CORP NEW | 12,721 | $420.7M | 0.01% | |
| 308 | SWKSTANLEY BLACK & DECKER INC | 5,442 | $418.4M | 0.01% | |
| 309 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,495 | $414.2M | 0.01% | |
| 310 | MDLZMONDELEZ INTL INC | 6,084 | $412.8M | 0.01% | |
| 311 | WTRGESSENTIAL UTILS INC | 10,438 | $412.6M | 0.01% | |
| 312 | DFSUDIMENSIONAL ETF TRUST | 11,481 | $411.1M | 0.01% | |
| 313 | PANWPALO ALTO NETWORKS INC | 2,404 | $410.2M | 0.01% | |
| 314 | SLVISHARES SILVER TR | 13,237 | $410.2M | 0.01% | |
| 315 | ADIANALOG DEVICES INC | 2,030 | $409.4M | 0.01% | |
| 316 | KMIKINDER MORGAN INC DEL | 14,322 | $408.6M | 0.01% | |
| 317 | ABGCENCORA INC | 1,469 | $408.5M | 0.01% | |
| 318 | NKENIKE INC | 6,358 | $403.6M | 0.01% | |
| 319 | FDNFIRST TR EXCHANGE-TRADED FD | 1,808 | $401.6M | 0.01% | |
| 320 | LNCLINCOLN NATL CORP IND | 11,109 | $398.9M | 0.01% | |
| 321 | TJXTJX COS INC NEW | 3,271 | $398.4M | 0.01% | |
| 322 | CPKCHESAPEAKE UTILS CORP | 3,085 | $396.2M | 0.01% | |
| 323 | FDXFEDEX CORP | 1,608 | $391.9M | 0.01% | |
| 324 | QUALISHARES TR | 2,293 | $391.8M | 0.01% | |
| 325 | QQQMINVESCO EXCH TRADED FD TR II | 2,019 | $389.7M | 0.01% | |
| 326 | HNRGHALLADOR ENERGY COMPANY | 31,501 | $386.8M | 0.01% | |
| 327 | MRVLMARVELL TECHNOLOGY INC | 6,248 | $384.7M | 0.01% | |
| 328 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,855 | $381.6M | 0.01% | |
| 329 | OZKBANK OZK LITTLE ROCK ARK | 8,748 | $380.1M | 0.01% | |
| 330 | VXUSVANGUARD STAR FDS | 6,102 | $378.9M | 0.01% | |
| 331 | CRMSALESFORCE INC | 1,405 | $377.1M | 0.01% | |
| 332 | IJULINNOVATOR ETFS TRUST | 12,848 | $374.1M | 0.01% | |
| 333 | IUSGISHARES TR | 2,907 | $369.4M | 0.01% | |
| 334 | YUMCYUM CHINA HLDGS INC | 6,654 | $346.4M | 0.01% | |
| 335 | IYHISHARES TR | 5,625 | $342.5M | 0.01% | |
| 336 | BXBLACKSTONE INC | 2,435 | $340.4M | 0.01% | |
| 337 | NVSNNOVARTIS AG | 2,926 | $326.2M | 0.01% | |
| 338 | MGKVANGUARD WORLD FD | 1,052 | $324.9M | 0.01% | |
| 339 | VMCVULCAN MATLS CO | 1,385 | $323.1M | 0.01% | |
| 340 | AWRAMER STATES WTR CO | 4,076 | $320.7M | 0.01% | |
| 341 | ULUNILEVER PLC | 5,310 | $316.2M | 0.01% | |
| 342 | TAT&T INC | 11,165 | $315.7M | 0.01% | |
| 343 | CMACOMERICA INC | 5,331 | $314.8M | 0.01% | |
| 344 | NOCNORTHROP GRUMMAN CORP | 614 | $314.4M | 0.01% | |
| 345 | OREALTY INCOME CORP | 5,386 | $312.5M | 0.01% | |
| 346 | MDTMEDTRONIC PLC | 3,462 | $311.1M | 0.01% | |
| 347 | SCHASCHWAB STRATEGIC TR | 12,921 | $302.7M | 0.01% | |
| 348 | VNQVANGUARD INDEX FDS | 3,334 | $301.8M | 0.01% | |
| 349 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,189 | $301.5M | 0.01% | |
| 350 | WMBWILLIAMS COS INC | 4,792 | $286.4M | 0.01% | |
| 351 | VCSHVANGUARD SCOTTSDALE FDS | 3,599 | $284.1M | 0.01% | |
| 352 | PRKPARK NATL CORP | 1,791 | $271.2M | 0.01% | |
| 353 | AEPAMERICAN ELEC PWR CO INC | 2,429 | $265.4M | 0.01% | |
| 354 | LYBLYONDELLBASELL INDUSTRIES N | 3,765 | $265.0M | 0.01% | |
| 355 | EQBKEQUITY BANCSHARES INC | 6,584 | $259.4M | 0.01% | |
| 356 | VYMIVANGUARD WHITEHALL FDS | 3,479 | $256.4M | 0.01% | |
| 357 | PPLPPL CORP | 7,055 | $254.8M | 0.01% | |
| 358 | VSGXVANGUARD WORLD FD | 4,300 | $253.6M | 0.01% | |
| 359 | SLYVSPDR SER TR | 3,222 | $252.6M | 0.01% | |
| 360 | IJKISHARES TR | 3,030 | $252.3M | 0.01% | |
| 361 | SCHESCHWAB STRATEGIC TR | 9,152 | $252.3M | 0.01% | |
| 362 | NUENUCOR CORP | 2,072 | $249.3M | 0.01% | |
| 363 | NOVNOV INC | 16,362 | $249.0M | 0.01% | |
| 364 | VBRVANGUARD INDEX FDS | 1,333 | $248.4M | 0.01% | |
| 365 | NOWSERVICENOW INC | 311 | $247.6M | 0.01% | |
| 366 | MARMARRIOTT INTL INC NEW | 1,006 | $239.6M | 0.01% | |
| 367 | VXFVANGUARD INDEX FDS | 1,378 | $237.4M | 0.01% | |
| 368 | IJJISHARES TR | 1,974 | $236.3M | 0.01% | |
| 369 | PNFPPINNACLE FINL PARTNERS INC | 2,223 | $235.7M | 0.01% | |
| 370 | CRWDCROWDSTRIKE HLDGS INC | 666 | $234.8M | 0.01% | |
| 371 | PLDPROLOGIS INC. | 2,086 | $233.2M | 0.01% | |
| 372 | SPIBSPDR SER TR | 7,014 | $233.1M | 0.01% | |
| 373 | TQQQPROSHARES TR | 3,882 | $222.4M | 0.01% | |
| 374 | HASHASBRO INC | 3,604 | $221.6M | 0.01% | |
| 375 | HBANHUNTINGTON BANCSHARES INC | 14,584 | $218.9M | 0.01% | |
| 376 | APDAIR PRODS & CHEMS INC | 732 | $215.9M | 0.01% | |
| 377 | SLBSCHLUMBERGER LTD | 5,152 | $215.4M | 0.01% | |
| 378 | DFUSDIMENSIONAL ETF TRUST | 3,509 | $212.2M | 0.01% | |
| 379 | AZNASTRAZENECA PLC | 2,861 | $210.3M | 0.01% | |
| 380 | SCHVSCHWAB STRATEGIC TR | 7,857 | $208.8M | 0.01% | |
| 381 | BIVVANGUARD BD INDEX FDS | 2,708 | $207.4M | 0.00% | |
| 382 | NJRNEW JERSEY RES CORP | 4,213 | $206.7M | 0.00% | |
| 383 | INGRINGREDION INC | 1,513 | $204.6M | 0.00% | |
| 384 | XSDSPDR SER TR | 1,018 | $204.4M | 0.00% | |
| 385 | HPEHEWLETT PACKARD ENTERPRISE C | 12,680 | $195.7M | 0.00% | |
| 386 | RIVNRIVIAN AUTOMOTIVE INC | 13,373 | $166.5M | 0.00% | |
| 387 | HYTBLACKROCK CORPOR HI YLD FD I | 11,879 | $113.8M | 0.00% | |
| 388 | CDECOEUR MNG INC | 17,624 | $104.3M | 0.00% |
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