$587 Million is the total value of FORVIS Wealth Advisors, LLC's 143 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 14.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $101,545,000 | +13.3% | 1,941,965 | +9.0% | 17.31% | +9.3% |
| SCZ | Buy | ISHARESeafe sml cp etf | $41,401,000 | +10.7% | 782,325 | +9.2% | 7.06% | +6.8% |
| IVV | Sell | ISHAREScore s&p500 etf | $41,101,000 | -0.3% | 208,636 | -4.8% | 7.01% | -3.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $39,442,000 | +34.6% | 387,559 | +28.9% | 6.72% | +29.8% |
| PRF | Buy | POWERSHARES ETF TRUSTftse rafi 1000 | $39,048,000 | +7.2% | 441,518 | +2.5% | 6.66% | +3.4% |
| IJH | Buy | ISHAREScore s&p mcp etf | $26,894,000 | +5.1% | 187,966 | +1.0% | 4.58% | +1.3% |
| DEM | Buy | WISDOMTREE TRemerg mkts etf | $23,099,000 | +26.1% | 445,580 | +19.5% | 3.94% | +21.6% |
| PXF | Buy | POWERSHARES GLOBAL ETF TRUSTdev mkts ex-us | $21,446,000 | +10.2% | 470,822 | +6.2% | 3.66% | +6.2% |
| F | Sell | FORD MTR CO DEL | $17,546,000 | +9.6% | 1,017,755 | -0.8% | 2.99% | +5.7% |
| EFA | Sell | ISHARESmsci eafe etf | $16,244,000 | -17.7% | 237,595 | -19.1% | 2.77% | -20.7% |
| PRFZ | Buy | POWERSHARES ETF TRUSTftse us1500 sm | $15,888,000 | +31.0% | 157,538 | +28.8% | 2.71% | +26.4% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $11,964,000 | +5.6% | 201,305 | -0.9% | 2.04% | +1.8% |
| EFAV | Buy | ISHARES TReafe min vol etf | $11,469,000 | +13.2% | 175,415 | +8.6% | 1.96% | +9.1% |
| IWM | Sell | ISHARESrussell 2000 etf | $8,624,000 | -16.2% | 72,589 | -18.0% | 1.47% | -19.2% |
| USMV | Sell | ISHARES TRusa min vol etf | $8,221,000 | +1.9% | 220,888 | -1.2% | 1.40% | -1.8% |
| PXH | Buy | POWERSHARES GLOBAL ETF TRUSTemer mrkt port | $8,154,000 | +16.2% | 382,463 | +8.3% | 1.39% | +12.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $7,181,000 | +12.7% | 93,758 | +8.4% | 1.22% | +8.7% |
| IWV | Sell | ISHARESrussell 3000 etf | $5,827,000 | -7.1% | 49,487 | -11.5% | 0.99% | -10.5% |
| EEMV | Buy | ISHARESem mk minvol etf | $5,153,000 | +26.0% | 85,775 | +20.2% | 0.88% | +21.4% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $3,392,000 | -5.2% | 22,526 | -6.5% | 0.58% | -8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,329,000 | -4.7% | 31,822 | -10.4% | 0.57% | -8.1% |
| PEP | Sell | PEPSICO INC | $3,313,000 | +1.8% | 37,084 | -4.9% | 0.56% | -1.9% |
| GE | Sell | GENERAL ELECTRIC CO | $3,290,000 | -7.4% | 125,178 | -8.6% | 0.56% | -10.7% |
| SLB | Sell | SCHLUMBERGER LTD | $3,206,000 | +12.8% | 27,177 | -6.5% | 0.55% | +8.8% |
| MSFT | Sell | MICROSOFT CORP | $3,172,000 | -3.4% | 76,079 | -5.1% | 0.54% | -6.7% |
| AAPL | Buy | APPLE INC | $3,120,000 | +8.4% | 33,577 | +525.3% | 0.53% | +4.5% |
| CVX | Sell | CHEVRON CORP NEW | $3,105,000 | -1.3% | 23,787 | -9.9% | 0.53% | -4.9% |
| XOM | Sell | EXXON MOBIL CORP | $3,106,000 | -22.5% | 30,848 | -24.8% | 0.53% | -25.3% |
| PG | Sell | PROCTER & GAMBLE CO | $2,986,000 | -8.1% | 37,994 | -5.9% | 0.51% | -11.3% |
| DIS | Sell | DISNEY WALT CO | $2,853,000 | +0.4% | 33,270 | -6.4% | 0.49% | -3.2% |
| COP | Sell | CONOCOPHILLIPS | $2,835,000 | +3.0% | 33,070 | -15.6% | 0.48% | -0.8% |
| CSCO | Sell | CISCO SYS INC | $2,811,000 | +5.4% | 113,120 | -5.2% | 0.48% | +1.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,802,000 | +3.3% | 41,099 | -1.9% | 0.48% | -0.4% |
| MMM | Sell | 3M CO | $2,775,000 | +1.2% | 19,374 | -4.0% | 0.47% | -2.5% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $2,694,000 | -6.2% | 23,339 | -5.0% | 0.46% | -9.6% |
| WMT | Buy | WAL-MART STORES INC | $2,646,000 | +4.9% | 35,250 | +6.9% | 0.45% | +1.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,601,000 | +15.2% | 60,316 | +7.9% | 0.44% | +11.0% |
| PFE | Sell | PFIZER INC | $2,507,000 | -14.5% | 84,483 | -7.7% | 0.43% | -17.6% |
| EEM | Sell | ISHARESmsci emg mkt etf | $2,428,000 | +3.3% | 56,154 | -2.0% | 0.41% | -0.2% |
| CAT | Sell | CATERPILLAR INC DEL | $2,281,000 | -3.3% | 20,990 | -12.1% | 0.39% | -6.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,278,000 | -2.4% | 28,175 | -3.6% | 0.39% | -6.1% |
| TROW | Sell | PRICE T ROWE GROUP INC | $2,220,000 | -2.4% | 26,298 | -4.8% | 0.38% | -6.0% |
| INTC | Sell | INTEL CORP | $2,220,000 | -22.8% | 71,847 | -35.6% | 0.38% | -25.6% |
| APA | Sell | APACHE CORP | $2,116,000 | +12.1% | 21,030 | -7.3% | 0.36% | +8.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,084,000 | -15.1% | 36,161 | -10.8% | 0.36% | -18.2% |
| A309PS | Sell | DIRECTV | $1,921,000 | +2.9% | 22,593 | -7.5% | 0.33% | -0.9% |
| WDC | Sell | WESTERN DIGITAL CORP | $1,839,000 | -12.2% | 19,924 | -12.6% | 0.31% | -15.4% |
| IYZ | Sell | ISHARES | $1,787,000 | -3.8% | 58,903 | -5.0% | 0.30% | -7.0% |
| CB | Sell | CHUBB CORP | $1,769,000 | -6.6% | 19,192 | -9.2% | 0.30% | -9.9% |
| SYY | Sell | SYSCO CORP | $1,753,000 | -1.7% | 46,822 | -5.1% | 0.30% | -5.1% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,716,000 | -4.5% | 17,810 | -9.4% | 0.29% | -8.2% |
| CSX | Sell | CSX CORP | $1,670,000 | -5.9% | 54,213 | -11.6% | 0.28% | -9.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,563,000 | +2.2% | 15,263 | -2.0% | 0.27% | -1.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,535,000 | +9.1% | 8,465 | +15.8% | 0.26% | +5.2% |
| V107SC | Sell | WELLPOINT INC | $1,439,000 | -5.8% | 13,374 | -13.3% | 0.24% | -9.3% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,356,000 | +2.9% | 12,202 | -1.3% | 0.23% | -0.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,330,000 | -6.9% | 10,506 | -8.4% | 0.23% | -10.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,308,000 | +6.5% | 13,785 | +1.4% | 0.22% | +2.8% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $1,287,000 | -1.1% | 31,919 | +1.6% | 0.22% | -4.8% |
| KO | Buy | COCA COLA CO | $1,234,000 | +22.5% | 29,138 | +11.9% | 0.21% | +18.0% |
| OMC | Sell | OMNICOM GROUP INC | $1,188,000 | -7.3% | 16,683 | -5.5% | 0.20% | -10.6% |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,167,000 | +3.8% | 9,960 | 0.0% | 0.20% | 0.0% | |
| GM | New | GENERAL MTRS CO | $1,151,000 | – | 31,695 | +100.0% | 0.20% | – |
| BAX | Sell | BAXTER INTL INC | $1,139,000 | -6.8% | 15,757 | -5.5% | 0.19% | -10.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,077,000 | +6.5% | 21,698 | +1.7% | 0.18% | +2.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,062,000 | -6.4% | 21,713 | -8.8% | 0.18% | -10.0% |
| IDU | Sell | ISHARESu.s. utilits etf | $1,015,000 | -5.8% | 9,112 | -12.0% | 0.17% | -9.4% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $1,003,000 | +1.7% | 27,044 | -2.1% | 0.17% | -1.7% |
| MRK | Sell | MERCK & CO INC NEW | $997,000 | -15.4% | 17,236 | -16.8% | 0.17% | -18.3% |
| IWB | ISHARESrus 1000 etf | $972,000 | +5.1% | 8,831 | 0.0% | 0.17% | +1.2% | |
| MO | Sell | ALTRIA GROUP INC | $906,000 | -13.4% | 21,606 | -22.5% | 0.15% | -16.8% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $889,000 | -47.8% | 22,536 | -47.7% | 0.15% | -49.5% |
| IWR | Sell | ISHARESrus mid-cap etf | $884,000 | -5.0% | 5,441 | -9.3% | 0.15% | -8.5% |
| IYM | Sell | ISHARESu.s. bas mtl etf | $860,000 | +1.3% | 9,821 | -3.8% | 0.15% | -2.0% |
| T | Sell | AT&T INC | $863,000 | -7.3% | 24,400 | -8.0% | 0.15% | -10.9% |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $806,000 | – | 16,508 | +100.0% | 0.14% | – |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $798,000 | -9.1% | 15,218 | -8.3% | 0.14% | -12.3% |
| ABBV | Sell | ABBVIE INC | $767,000 | +1.2% | 13,582 | -7.5% | 0.13% | -2.2% |
| ORCL | Sell | ORACLE CORP | $690,000 | -12.3% | 17,028 | -11.5% | 0.12% | -15.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $691,000 | -35.4% | 8,200 | -37.2% | 0.12% | -37.6% |
| TCP | TC PIPELINES LP | $682,000 | +7.7% | 13,200 | 0.0% | 0.12% | +3.6% | |
| BP | Buy | BP PLCsponsored adr | $635,000 | +16.7% | 12,043 | +6.4% | 0.11% | +12.5% |
| JTD | NUVEEN TAX ADVANTAGED DIV GR | $631,000 | +6.4% | 38,717 | 0.0% | 0.11% | +2.9% | |
| ETP | Sell | ENERGY TRANSFER PRTNRS L Punit ltd partn | $626,000 | +0.5% | 10,800 | -6.8% | 0.11% | -2.7% |
| MCD | Sell | MCDONALDS CORP | $603,000 | -0.5% | 5,989 | -3.2% | 0.10% | -3.7% |
| BIZD | MARKET VECTORS ETF TRbusi devco etf | $586,000 | +1.6% | 27,800 | 0.0% | 0.10% | -2.0% | |
| IYG | Sell | ISHARESu.s. fin svc etf | $573,000 | -6.2% | 6,790 | -6.0% | 0.10% | -9.3% |
| TGT | Sell | TARGET CORP | $565,000 | -66.9% | 9,752 | -65.3% | 0.10% | -68.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $543,000 | -8.1% | 14,437 | -15.8% | 0.09% | -10.6% |
| YUM | Sell | YUM BRANDS INC | $544,000 | +3.6% | 6,702 | -3.4% | 0.09% | 0.0% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $540,000 | -15.1% | 8,251 | -12.9% | 0.09% | -17.9% |
| AFL | Sell | AFLAC INC | $481,000 | -22.2% | 7,721 | -21.0% | 0.08% | -24.8% |
| BAC | Sell | BANK OF AMERICA CORPORATION | $474,000 | -26.3% | 30,842 | -17.6% | 0.08% | -28.9% |
| CLX | Sell | CLOROX CO DEL | $478,000 | -20.1% | 5,229 | -23.0% | 0.08% | -23.6% |
| ABT | Sell | ABBOTT LABS | $448,000 | -14.8% | 10,946 | -19.5% | 0.08% | -18.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $439,000 | +5.8% | 5,613 | -6.3% | 0.08% | +2.7% |
| HRL | Buy | HORMEL FOODS CORP | $436,000 | +0.7% | 8,842 | +0.4% | 0.07% | -3.9% |
| JCI | Sell | JOHNSON CTLS INC | $423,000 | +1.7% | 8,464 | -3.6% | 0.07% | -2.7% |
| NMO | NUVEEN MUN MKT OPPORTUNITY F | $410,000 | +4.6% | 30,721 | 0.0% | 0.07% | +1.4% | |
| HOMB | Sell | HOME BANCSHARES INC | $390,000 | -51.4% | 11,880 | -49.1% | 0.07% | -53.5% |
| WFC | Sell | WELLS FARGO & CO NEW | $387,000 | -25.6% | 7,356 | -29.4% | 0.07% | -28.3% |
| IJT | ISHARESsp smcp600gr etf | $381,000 | +1.6% | 3,152 | 0.0% | 0.06% | -1.5% | |
| MFA | MFA FINL INC | $379,000 | +5.9% | 46,200 | 0.0% | 0.06% | +3.2% | |
| UNP | Buy | UNION PAC CORP | $374,000 | -21.1% | 3,748 | +48.6% | 0.06% | -23.8% |
| ODC | Buy | OIL DRI CORP AMER | $370,000 | -11.1% | 12,089 | +0.4% | 0.06% | -14.9% |
| C | Sell | CITIGROUP INC | $350,000 | -30.6% | 7,424 | -30.0% | 0.06% | -32.6% |
| AEP | Sell | AMERICAN ELEC PWR INC | $343,000 | -2.0% | 6,158 | -10.9% | 0.06% | -6.5% |
| GOOGL | Buy | GOOGLE INCcl a | $312,000 | +4.7% | 538 | +104.6% | 0.05% | 0.0% |
| 4945SC | Sell | KINDER MORGAN ENERGY PARTNERut ltd partner | $309,000 | -44.0% | 3,758 | -49.6% | 0.05% | -45.9% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $308,000 | +19.4% | 6,958 | +11.5% | 0.05% | +13.0% |
| GLW | Sell | CORNING INC | $304,000 | -26.0% | 13,842 | -29.8% | 0.05% | -28.8% |
| ETR | ENTERGY CORP NEW | $304,000 | +22.6% | 3,706 | 0.0% | 0.05% | +18.2% | |
| KRFT | Sell | KRAFT FOODS GROUP INC | $303,000 | -6.5% | 5,050 | -12.6% | 0.05% | -8.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $308,000 | +2.0% | 1,575 | -3.0% | 0.05% | -1.9% |
| CVS | Sell | CVS CAREMARK CORPORATION | $289,000 | -6.5% | 3,831 | -6.7% | 0.05% | -10.9% |
| LLY | New | LILLY ELI & CO | $280,000 | – | 4,501 | +100.0% | 0.05% | – |
| OZRK | Buy | BANK OF THE OZARKS INC | $268,000 | -1.5% | 8,000 | +100.0% | 0.05% | -4.2% |
| USB | Sell | US BANCORP DEL | $268,000 | -80.0% | 6,189 | -80.2% | 0.05% | -80.5% |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $265,000 | +11.3% | 3,045 | 0.0% | 0.04% | +7.1% | |
| BA | Sell | BOEING CO | $262,000 | -51.3% | 2,062 | -51.8% | 0.04% | -52.6% |
| KMB | KIMBERLY CLARK CORP | $259,000 | +0.4% | 2,333 | 0.0% | 0.04% | -4.3% | |
| ATO | Buy | ATMOS ENERGY CORP | $260,000 | +14.0% | 4,864 | +0.7% | 0.04% | +10.0% |
| TRMK | TRUSTMARK CORP | $259,000 | -2.6% | 10,488 | 0.0% | 0.04% | -6.4% | |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $249,000 | +5.5% | 2,431 | -1.3% | 0.04% | 0.0% |
| IVE | Sell | ISHARESs&p 500 val etf | $243,000 | -5.1% | 2,695 | -8.5% | 0.04% | -8.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $242,000 | -4.0% | 2,965 | -3.8% | 0.04% | -8.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $238,000 | -38.5% | 4,916 | -34.3% | 0.04% | -39.7% |
| DVY | Sell | ISHARESselect divid etf | $233,000 | -4.5% | 3,025 | -9.0% | 0.04% | -7.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $231,000 | -49.2% | 2,640 | -53.1% | 0.04% | -51.2% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $228,000 | -20.6% | 2,211 | -24.6% | 0.04% | -23.5% |
| IWO | Sell | ISHARESrus 2000 grw etf | $230,000 | -10.9% | 1,660 | -12.4% | 0.04% | -15.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $230,000 | -29.2% | 3,097 | -32.0% | 0.04% | -31.6% |
| HD | Sell | HOME DEPOT INC | $223,000 | -33.2% | 2,752 | -34.8% | 0.04% | -35.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $222,000 | -25.3% | 4,133 | -29.8% | 0.04% | -26.9% |
| HAL | New | HALLIBURTON CO | $217,000 | – | 3,057 | +100.0% | 0.04% | – |
| BIIB | Sell | BIOGEN IDEC INC | $206,000 | -13.1% | 654 | -14.3% | 0.04% | -16.7% |
| GILD | New | GILEAD SCIENCES INC | $208,000 | – | 2,513 | +100.0% | 0.04% | – |
| GD | Sell | GENERAL DYNAMICS CORP | $206,000 | -49.6% | 1,765 | -52.9% | 0.04% | -51.4% |
| FDO | New | FAMILY DLR STORES INC | $203,000 | – | 3,076 | +100.0% | 0.04% | – |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $205,000 | -2.8% | 5,100 | -6.4% | 0.04% | -5.4% |
| PSX | Sell | PHILLIPS 66 | $206,000 | -3.7% | 2,557 | -7.9% | 0.04% | -7.9% |
| KEY | KEYCORP NEW | $144,000 | +1.4% | 10,024 | 0.0% | 0.02% | 0.0% | |
| RSHCQ | RADIOSHACK CORP | $29,000 | -54.0% | 29,600 | 0.0% | 0.01% | -54.5% | |
| DXCM | Exit | DEXCOM INC | $0 | – | -5,000 | -100.0% | -0.04% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,327 | -100.0% | -0.04% | – |
| MET | Exit | METLIFE INC | $0 | – | -4,405 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -4,847 | -100.0% | -0.04% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -1,968 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARESnat amt free bd | $0 | – | -2,290 | -100.0% | -0.04% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -9,798 | -100.0% | -0.04% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -11,090 | -100.0% | -0.05% | – |
| GFED | Exit | GUARANTY FED BANCSHARES INC | $0 | – | -24,453 | -100.0% | -0.06% | – |
| DFZ | Exit | BARRY R G CORP OHIO | $0 | – | -18,256 | -100.0% | -0.06% | – |
| AME | Exit | AMETEK INC NEW | $0 | – | -6,723 | -100.0% | -0.14% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -31,909 | -100.0% | -0.18% | – |
| GSBC | Exit | GREAT SOUTHN BANCORP INC | $0 | – | -43,671 | -100.0% | -0.23% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -27,838 | -100.0% | -0.25% | – |
| IVW | Exit | ISHARESs&p 500 grwt etf | $0 | – | -18,743 | -100.0% | -0.33% | – |
| KBAL | Exit | KIMBALL INTL INCcl b | $0 | – | -141,185 | -100.0% | -0.45% | – |
| CERN | Exit | CERNER CORP | $0 | – | -46,154 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2015-02-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HENRY JACK & ASSOC INC | 42 | Q3 2023 | 2.4% |
| FORD MTR CO DEL | 42 | Q3 2023 | 12.4% |
| APPLE INC | 42 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.2% |
| O REILLY AUTOMOTIVE INC NEW | 42 | Q3 2023 | 2.1% |
| PEPSICO INC | 42 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
| CISCO SYS INC | 42 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.5% |
| DISNEY WALT CO | 42 | Q3 2023 | 1.8% |
View FORVIS Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-08 |
| SC 13G/A | 2023-04-28 |
| SC 13G/A | 2023-04-28 |
| 13F-HR | 2023-04-27 |
| SC 13G | 2023-02-13 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-14 |
View FORVIS Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.