CIK 1352864
Forvis Mazars Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
405
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | 20K | $1M+ | SH |
| DXCM | DEXCOM INC | 16K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 10K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 13K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 23K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| STT | STATE STR CORP | 8K | $1M+ | SH |
| HST | HOST HOTELS & RESORTS INC | 57K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 9K | $500K+ | SH |
| LQD | ISHARES TR | 9K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 15K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 11K | $500K+ | SH |
| GOVT | ISHARES TR | 40K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| PAGP | PLAINS GP HLDGS L P | 47K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 33K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 10K | $500K+ | SH |
| SRE | SEMPRA | 10K | $500K+ | SH |
| F | FORD MTR CO | 65K | $500K+ | SH |
| IDU | ISHARES TR | 8K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 16K | $500K+ | SH |
| CF | CF INDS HLDGS INC | 10K | $500K+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 15K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| IBDU | ISHARES TR | 32K | $500K+ | SH |
| INTC | INTEL CORP | 20K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 3K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| FISV | FISERV INC | 11K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 22K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 9K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 14K | $500K+ | SH |
| LKFN | LAKELAND FINL CORP | 12K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |