FORVIS Wealth Advisors, LLC has disclosed 388 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $3.92 Bil. The turnover rate is 6%.
In FORVIS Wealth Advisors, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ex-US ETF (VEU), iShares Core U.S. Aggregate Bond ETF (AGG), Schwab U.S. Broad Market ETF (SCHB), Fidelity Total Bond ETF (FBND), not including call and put options.
FORVIS Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FORVIS Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FORVIS Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FORVIS Wealth Advisors, LLC.
