All Stocks Held By BKD Wealth Advisors LLC

As of 03/31/2024, we find all stocks held by FORVIS Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each FORVIS Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-FORVIS Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by FORVIS Wealth Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VTI)	3,758,541	+20,791	$976,845
VTI	3,758,541	+20,791	$976,845
VANGUARD INTL EQUITY INDEX F (VEU)	6,154,549	+200,712	$360,964
VEU	6,154,549	+200,712	$360,964
ISHARES TR (AGG)	1,232,022	+180,967	$120,664
AGG	1,232,022	+180,967	$120,664
SCHWAB STRATEGIC TR	1,709,132	+91,079	$104,343
SCHB	1,709,132	+91,079	$104,343
FIDELITY MERRIMACK STR TR	2,136,692	+292,436	$96,814
FBND	2,136,692	+292,436	$96,814
VANGUARD INDEX FDS (VOO)	200,541	+9,345	$96,400
VOO	200,541	+9,345	$96,400
DIMENSIONAL ETF TRUST (DFAC)	2,853,020	+9,897	$91,154
DFAC	2,853,020	+9,897	$91,154
ISHARES TR (IVV)	161,511	-5,015	$84,911
IVV	161,511	-5,015	$84,911
ISHARES TR (SCZ)	1,202,370	-43,059	$76,146
SCZ	1,202,370	-43,059	$76,146
ISHARES TR (MUB)	576,311	+39,276	$62,011
MUB	576,311	+39,276	$62,011
ISHARES TR (IXUS)	891,802	-6,753	$60,518
IXUS	891,802	-6,753	$60,518
DIMENSIONAL ETF TRUST (DUHP)	1,887,385	+49,734	$59,660
DUHP	1,887,385	+49,734	$59,660
VANGUARD WORLD FD (MGC)	310,579	-2,981	$58,038
MGC	310,579	-2,981	$58,038
VANGUARD INDEX FDS (VTV)	329,411	-10,895	$53,648
VTV	329,411	-10,895	$53,648
SCHWAB STRATEGIC TR	1,349,949	+90,203	$52,675
SCHF	1,349,949	+90,203	$52,675
DIMENSIONAL ETF TRUST (DFAT)	889,482	-18,023	$48,415
DFAT	889,482	-18,023	$48,415
ELI LILLY & CO	61,819	+17,222	$48,093
LLY	61,819	+17,222	$48,093
ISHARES TR (ITOT)	413,404	-168,788	$47,666
ITOT	413,404	-168,788	$47,666
DIMENSIONAL ETF TRUST (DFEM)	1,851,072	+64,179	$47,184
DFEM	1,851,072	+64,179	$47,184
ISHARES TR (IJH)	727,718	+580,620	$44,202
IJH	727,718	+580,620	$44,202
J P MORGAN EXCHANGE TRADED F (JMUB)	727,190	+209,487	$36,898
JMUB	727,190	+209,487	$36,898
VANGUARD INDEX FDS (VB)	158,345	-2,904	$36,196
VB	158,345	-2,904	$36,196
NVIDIA CORPORATION	38,773	+11,326	$35,034
NVDA	38,773	+11,326	$35,034
APPLE INC	185,058	+2,044	$31,734
AAPL	185,058	+2,044	$31,734
DIMENSIONAL ETF TRUST (DFIV)	850,759	+3,511	$31,265
DFIV	850,759	+3,511	$31,265
MICROSOFT CORP	70,439	+573	$29,635
MSFT	70,439	+573	$29,635
DIMENSIONAL ETF TRUST (DFAU)	775,058	+57,668	$28,321
DFAU	775,058	+57,668	$28,321
INVESCO EXCHANGE TRADED FD T (RSP)	155,019	-114,335	$26,256
RSP	155,019	-114,335	$26,256
ISHARES TR (IVW)	305,596	-12,892	$25,804
IVW	305,596	-12,892	$25,804
HENRY JACK & ASSOC INC	147,183	-5,738	$25,570
JKHY	147,183	-5,738	$25,570
INVESCO EXCHANGE TRADED FD T (PRF)	610,011	-7,011	$23,467
PRF	610,011	-7,011	$23,467
DIMENSIONAL ETF TRUST (DFAS)	374,928	-12,007	$23,373
DFAS	374,928	-12,007	$23,373
SPDR INDEX SHS FDS (CWI)	781,094	+1,600	$22,183
CWI	781,094	+1,600	$22,183
VANGUARD INDEX FDS (VUG)	63,659	-613	$21,912
VUG	63,659	-613	$21,912
ISHARES TR (IWP)	185,023	-17,812	$21,119
IWP	185,023	-17,812	$21,119
SPDR S&P 500 ETF TR (SPY)	37,263	+596	$19,491
SPY	37,263	+596	$19,491
ISHARES TR (IJR)	172,848	+3,952	$19,103
IJR	172,848	+3,952	$19,103
DIMENSIONAL ETF TRUST (DIHP)	699,665	+32,117	$18,849
DIHP	699,665	+32,117	$18,849
DIMENSIONAL ETF TRUST (DFIC)	688,892	+33,693	$18,428
DFIC	688,892	+33,693	$18,428
ISHARES TR (IEFA)	237,954	-16,967	$17,661
IEFA	237,954	-16,967	$17,661
ISHARES TR (IWV)	56,016	-362	$16,809
IWV	56,016	-362	$16,809
OREILLY AUTOMOTIVE INC	13,808	+2,848	$15,588
ORLY	13,808	+2,848	$15,588
ALPHABET INC	99,625	+24,672	$15,036
GOOGL	99,625	+24,672	$15,036
ISHARES TR (USRT)	270,822	-829	$14,570
USRT	270,822	-829	$14,570
DIMENSIONAL ETF TRUST (DFAX)	536,907	+57,855	$13,659
DFAX	536,907	+57,855	$13,659
JPMORGAN CHASE & CO	67,707	+5,111	$13,562
JPM	67,707	+5,111	$13,562
DIMENSIONAL ETF TRUST (DFAR)	591,707	+8,609	$13,236
DFAR	591,707	+8,609	$13,236
VANGUARD INDEX FDS (VO)	50,656	+8,161	$12,657
VO	50,656	+8,161	$12,657
INNOVATOR ETFS TRUST (POCT)	335,631	-3,430	$12,583
POCT	335,631	-3,430	$12,583
INNOVATOR ETFS TRUST (PJAN)	318,011	+60,911	$12,437
PJAN	318,011	+60,911	$12,437
SPDR SER TR (SDY)	89,667	-1,342	$11,768
SDY	89,667	-1,342	$11,768
VANGUARD WHITEHALL FDS (VYM)	90,984	-575	$11,008
VYM	90,984	-575	$11,008
AMAZON COM INC	60,901	+24,644	$10,985
AMZN	60,901	+24,644	$10,985
INNOVATOR ETFS TRUST (PJUL)	281,953	-1,884	$10,709
PJUL	281,953	-1,884	$10,709
BERKSHIRE HATHAWAY INC DEL			$10,072
BRK.B	22,443	-221	$9,438
BRK.A	1	+1	$634
VANGUARD SPECIALIZED FUNDS (VIG)	54,750	-364	$9,998
VIG	54,750	-364	$9,998
STRYKER CORPORATION	27,475	+12,932	$9,833
SYK	27,475	+12,932	$9,833
INNOVATOR ETFS TRUST (PAPR)	292,293	-71	$9,818
PAPR	292,293	-71	$9,818
DIMENSIONAL ETF TRUST (DFIS)	390,997	+7,734	$9,798
DFIS	390,997	+7,734	$9,798
DIMENSIONAL ETF TRUST (DISV)	359,119	+3,800	$9,764
DISV	359,119	+3,800	$9,764
VANGUARD INTL EQUITY INDEX F (VWO)	228,627	+6,929	$9,550
VWO	228,627	+6,929	$9,550
PEPSICO INC	52,014	+16,927	$9,103
PEP	52,014	+16,927	$9,103
VANGUARD MUN BD FDS (VTEB)	177,900	+4,779	$9,002
VTEB	177,900	+4,779	$9,002
ISHARES INC (IEMG)	168,785	-20,751	$8,709
IEMG	168,785	-20,751	$8,709
JOHNSON & JOHNSON	55,050	+12,286	$8,708
JNJ	55,050	+12,286	$8,708
ISHARES TR (EFA)	108,155	+5,046	$8,637
EFA	108,155	+5,046	$8,637
LOWES COS INC	33,878	+1,400	$8,630
LOW	33,878	+1,400	$8,630
QUANTA SVCS INC	32,002	-783	$8,314
PWR	32,002	-783	$8,314
CHEVRON CORP NEW	50,665	+1,957	$7,992
CVX	50,665	+1,957	$7,992
ISHARES TR (IVE)	42,679	+5,122	$7,973
IVE	42,679	+5,122	$7,973
CATERPILLAR INC	21,246	-424	$7,785
CAT	21,246	-424	$7,785
CISCO SYS INC	145,758	-3,203	$7,275
CSCO	145,758	-3,203	$7,275
MERCK & CO INC	54,688	-3,447	$7,216
MRK	54,688	-3,447	$7,216
META PLATFORMS INC	14,203	-650	$6,897
META	14,203	-650	$6,897
PROCTER AND GAMBLE CO	39,811	-29,513	$6,459
PG	39,811	-29,513	$6,459
ISHARES TR (IWF)	19,116	+1,360	$6,443
IWF	19,116	+1,360	$6,443
INTERNATIONAL BUSINESS MACHS	33,611	-2,879	$6,418
IBM	33,611	-2,879	$6,418
DISNEY WALT CO	49,031	+877	$5,999
DIS	49,031	+877	$5,999
MASTERCARD INCORPORATED	12,387	+748	$5,965
MA	12,387	+748	$5,965
CONOCOPHILLIPS	46,703	+92	$5,944
COP	46,703	+92	$5,944
WALMART INC	96,249	+64,851	$5,791
WMT	96,249	+64,851	$5,791
KLA CORP	8,057	-366	$5,628
KLAC	8,057	-366	$5,628
BANK AMERICA CORP	145,097	+4,392	$5,502
BAC	145,097	+4,392	$5,502
VALERO ENERGY CORP	31,765	+669	$5,422
VLO	31,765	+669	$5,422
PIMCO ETF TR (MINT)	52,693	+16,575	$5,298
MINT	52,693	+16,575	$5,298
MICROCHIP TECHNOLOGY INC.	56,602	+6,763	$5,078
MCHP	56,602	+6,763	$5,078
MCKESSON CORP	9,433	-410	$5,064
MCK	9,433	-410	$5,064
INTEL CORP	113,395	+2,569	$5,009
INTC	113,395	+2,569	$5,009
TARGET CORP	26,821	+368	$4,753
TGT	26,821	+368	$4,753
LKQ CORP	88,251	+4,815	$4,714
LKQ	88,251	+4,815	$4,714
PIMCO ETF TR (MUNI)	89,817	-12,021	$4,713
MUNI	89,817	-12,021	$4,713
VANGUARD SCOTTSDALE FDS (VCSH)	60,601	-73,595	$4,685
VCSH	60,601	-73,595	$4,685
INNOVATOR ETFS TRUST (PSEP)	124,819	-2,195	$4,556
PSEP	124,819	-2,195	$4,556
EXXON MOBIL CORP	38,592	-3,330	$4,486
XOM	38,592	-3,330	$4,486
HP INC	147,902	+5,776	$4,470
HPQ	147,902	+5,776	$4,470
INNOVATOR ETFS TRUST (PMAR)	119,426	+5,464	$4,396
PMAR	119,426	+5,464	$4,396
INNOVATOR ETFS TRUST (PDEC)	119,397	-5,959	$4,370
PDEC	119,397	-5,959	$4,370
RTX CORPORATION	44,714	+20,013	$4,361
RTX	44,714	+20,013	$4,361
ELEVANCE HEALTH INC	8,276	-314	$4,291
ELV	8,276	-314	$4,291
ACCENTURE PLC IRELAND	12,310	-298	$4,267
ACN	12,310	-298	$4,267
THERMO FISHER SCIENTIFIC INC	7,279	+760	$4,231
TMO	7,279	+760	$4,231
INNOVATOR ETFS TRUST (PFEB)	123,012	+21,578	$4,202
PFEB	123,012	+21,578	$4,202
INVESCO QQQ TR	9,196	+411	$4,083
QQQ	9,196	+411	$4,083
COCA COLA CO	66,383	-1,601	$4,061
KO	66,383	-1,601	$4,061
AMPHENOL CORP NEW	34,937	-1,834	$4,030
APH	34,937	-1,834	$4,030
INNOVATOR ETFS TRUST (BUFF)	94,790	+31,620	$3,957
BUFF	94,790	+31,620	$3,957
INNOVATOR ETFS TRUST (PJUN)	112,274	-900	$3,876
PJUN	112,274	-900	$3,876
ORACLE CORP	29,693	-191	$3,730
ORCL	29,693	-191	$3,730
FISERV INC	22,207	-669	$3,549
FI	22,207	-669	$3,549
ALPHABET INC	23,085	-2,728	$3,515
GOOG	23,085	-2,728	$3,515
ISHARES TR (IWB)	12,201	-441	$3,514
IWB	12,201	-441	$3,514
CSX CORP	94,005	-955	$3,485
CSX	94,005	-955	$3,485
HOST HOTELS & RESORTS INC	166,417	+5,570	$3,442
HST	166,417	+5,570	$3,442
SPDR DOW JONES INDL AVERAGE (DIA)	8,564	+220	$3,406
DIA	8,564	+220	$3,406
CAPITAL ONE FINL CORP	22,763	-1,854	$3,389
COF	22,763	-1,854	$3,389
ROPER TECHNOLOGIES INC	6,018	+373	$3,375
ROP	6,018	+373	$3,375
APTIV PLC	42,323	+3,189	$3,371
APTV	42,323	+3,189	$3,371
TRAVELERS COMPANIES INC	14,535	+17	$3,345
TRV	14,535	+17	$3,345
UNITED RENTALS INC	4,591	-155	$3,311
URI	4,591	-155	$3,311
PLAINS ALL AMERN PIPELINE L	183,767	+183,767	$3,227
PAA	183,767	+183,767	$3,227
VERIZON COMMUNICATIONS INC	75,527	-1,822	$3,169
VZ	75,527	-1,822	$3,169
REGENERON PHARMACEUTICALS	3,245	-43	$3,123
REGN	3,245	-43	$3,123
ABBVIE INC	16,665	+1,223	$3,035
ABBV	16,665	+1,223	$3,035
PUBLIC SVC ENTERPRISE GRP IN	45,376	+1,208	$3,030
PEG	45,376	+1,208	$3,030
WORLD GOLD TR	67,679	+3,181	$2,981
GLDM	67,679	+3,181	$2,981
UNION PAC CORP	12,121	+671	$2,981
UNP	12,121	+671	$2,981
HOME DEPOT INC	7,669	-1,419	$2,942
HD	7,669	-1,419	$2,942
STERLING INFRASTRUCTURE INC	26,627	-1,486	$2,937
STRL	26,627	-1,486	$2,937
INNOVATOR ETFS TRUST (IAPR)	105,670	-3,183	$2,870
IAPR	105,670	-3,183	$2,870
ADOBE INC	5,603	+1,202	$2,827
ADBE	5,603	+1,202	$2,827
CONSTELLATION BRANDS INC	10,314	+433	$2,803
STZ	10,314	+433	$2,803
INNOVATOR ETFS TRUST (IJUL)	98,085	-12,078	$2,767
IJUL	98,085	-12,078	$2,767
PFIZER INC	98,627	-53,037	$2,737
PFE	98,627	-53,037	$2,737
PACCAR INC	22,012	-85	$2,727
PCAR	22,012	-85	$2,727
CUMMINS INC	9,219	+719	$2,716
CMI	9,219	+719	$2,716
SELECT SECTOR SPDR TR (XLY)	14,513	-152	$2,669
XLY	14,513	-152	$2,669
INNOVATOR ETFS TRUST (IOCT)	90,647	-13,502	$2,622
IOCT	90,647	-13,502	$2,622
DANAHER CORPORATION	10,369	+699	$2,589
DHR	10,369	+699	$2,589
DARDEN RESTAURANTS INC	15,111	+96	$2,526
DRI	15,111	+96	$2,526
D R HORTON INC	15,294	+2,900	$2,517
DHI	15,294	+2,900	$2,517
NEXTERA ENERGY INC	39,344	+10,195	$2,514
NEE	39,344	+10,195	$2,514
ISHARES TR (IWM)	11,931	-980	$2,509
IWM	11,931	-980	$2,509
AMERICAN EXPRESS CO	10,972	-336	$2,498
AXP	10,972	-336	$2,498
EMERSON ELEC CO	21,916	+9,760	$2,486
EMR	21,916	+9,760	$2,486
SCHWAB STRATEGIC TR	68,307	-117	$2,445
SCHC	68,307	-117	$2,445
MCDONALDS CORP	8,422	-607	$2,375
MCD	8,422	-607	$2,375
CF INDS HLDGS INC	28,313	+1,041	$2,356
CF	28,313	+1,041	$2,356
INNOVATOR ETFS TRUST (IJAN)	74,232	-21,779	$2,322
IJAN	74,232	-21,779	$2,322
DEXCOM INC	16,688	+307	$2,315
DXCM	16,688	+307	$2,315
CVS HEALTH CORP	28,854	+2,037	$2,301
CVS	28,854	+2,037	$2,301
AMERIPRISE FINL INC	5,217	-93	$2,287
AMP	5,217	-93	$2,287
T ROWE PRICE ETF INC (TSPA)	69,225	+69,225	$2,271
TSPA	69,225	+69,225	$2,271
INTUIT	3,425	-24	$2,226
INTU	3,425	-24	$2,226
TYSON FOODS INC	37,326	+2,214	$2,192
TSN	37,326	+2,214	$2,192
INNOVATOR ETFS TRUST (PAUG)	60,849	-3,466	$2,153
PAUG	60,849	-3,466	$2,153
CARRIER GLOBAL CORPORATION	36,124	+18,548	$2,100
CARR	36,124	+18,548	$2,100
DUKE ENERGY CORP NEW	21,665	-319	$2,095
DUK	21,665	-319	$2,095
ISHARES TR (IBDR)	87,508	-5,002	$2,087
IBDR	87,508	-5,002	$2,087
VISA INC	7,442	+842	$2,077
V	7,442	+842	$2,077
ISHARES TR (IWR)	24,677	-3,944	$2,075
IWR	24,677	-3,944	$2,075
INNOVATOR ETFS TRUST (PNOV)	54,715	-1,201	$1,945
PNOV	54,715	-1,201	$1,945
INNOVATOR ETFS TRUST (KAPR)	61,854	-4,936	$1,927
KAPR	61,854	-4,936	$1,927
LABORATORY CORP AMER HLDGS	8,706	-1,120	$1,902
LH	8,706	-1,120	$1,902
INNOVATOR ETFS TRUST (PMAY)	58,279	-905	$1,892
PMAY	58,279	-905	$1,892
DTE ENERGY CO	16,544	+1,358	$1,855
DTE	16,544	+1,358	$1,855
INNOVATOR ETFS TRUST (KJUL)	65,928	-776	$1,851
KJUL	65,928	-776	$1,851
CELANESE CORP DEL	10,609	-259	$1,823
CE	10,609	-259	$1,823
ISHARES TR (USMV)	21,790	-326	$1,821
USMV	21,790	-326	$1,821
TESLA INC	10,264	+4,640	$1,804
TSLA	10,264	+4,640	$1,804
OTIS WORLDWIDE CORP	18,026	+8,779	$1,789
OTIS	18,026	+8,779	$1,789
PRICE T ROWE GROUP INC	14,580	-420	$1,778
TROW	14,580	-420	$1,778
TEXAS INSTRS INC	9,988	-96	$1,740
TXN	9,988	-96	$1,740
UNUM GROUP	31,617	-343	$1,697
UNM	31,617	-343	$1,697
UNITEDHEALTH GROUP INC	3,385	+277	$1,675
UNH	3,385	+277	$1,675
COLGATE PALMOLIVE CO	18,566	-1,163	$1,672
CL	18,566	-1,163	$1,672
SELECT SECTOR SPDR TR (XLB)	17,866	-408	$1,660
XLB	17,866	-408	$1,660
GENERAL ELECTRIC CO	9,289	+352	$1,630
GE	9,289	+352	$1,630
INNOVATOR ETFS TRUST (KJAN)	46,087	-6,481	$1,630
KJAN	46,087	-6,481	$1,630
SELECT SECTOR SPDR TR (XLC)	19,537	+340	$1,595
XLC	19,537	+340	$1,595
WELLS FARGO CO NEW	27,222	+16,515	$1,578
WFC	27,222	+16,515	$1,578
METLIFE INC	20,904	+535	$1,549
MET	20,904	+535	$1,549
FORD MTR CO DEL	115,908	-1,057	$1,539
F	115,908	-1,057	$1,539
ABBOTT LABS	13,451	+111	$1,529
ABT	13,451	+111	$1,529
INNOVATOR ETFS TRUST (KOCT)	53,554	-4,764	$1,524
KOCT	53,554	-4,764	$1,524
INCYTE CORP	26,240	+26,240	$1,495
INCY	26,240	+26,240	$1,495
WASTE MGMT INC DEL	7,009	+2,606	$1,494
WM	7,009	+2,606	$1,494
ISHARES TR (IWD)	8,202	-1,089	$1,469
IWD	8,202	-1,089	$1,469
SPDR SER TR (TFI)	31,338	-83,639	$1,457
TFI	31,338	-83,639	$1,457
WALGREENS BOOTS ALLIANCE INC	65,051	+11,148	$1,411
WBA	65,051	+11,148	$1,411
BRISTOL MYERS SQUIBB CO	25,824	-1,261	$1,400
BMY	25,824	-1,261	$1,400
SNAP ON INC	4,575	UNCH	$1,355
SNA	4,575	UNCH	$1,355
COSTCO WHSL CORP NEW	1,780	-122	$1,304
COST	1,780	-122	$1,304
VANGUARD TAX MANAGED FDS (VEA)	25,617	+1,234	$1,285
VEA	25,617	+1,234	$1,285
SPDR S&P MIDCAP 400 ETF TR (MDY)	2,304	+500	$1,282
MDY	2,304	+500	$1,282
ALLSTATE CORP	7,394	-1,250	$1,279
ALL	7,394	-1,250	$1,279
VANGUARD INDEX FDS (VV)	5,227	-66	$1,253
VV	5,227	-66	$1,253
BROADCOM INC	944	+267	$1,251
AVGO	944	+267	$1,251
PIMCO ETF TR (BOND)	13,487	-662	$1,239
BOND	13,487	-662	$1,239
UNITED PARCEL SERVICE INC	8,203	-285	$1,219
UPS	8,203	-285	$1,219
CANADIAN PACIFIC KANSAS CITY	13,386	+63	$1,180
CP	13,386	+63	$1,180
SCHWAB STRATEGIC TR	18,880	+593	$1,172
SCHX	18,880	+593	$1,172
FIRST CTZNS BANCSHARES INC N (FCNCA)	708	-426	$1,157
FCNCA	708	-426	$1,157
ISHARES TR (OEF)	4,636	-128	$1,147
OEF	4,636	-128	$1,147
INVESCO EXCHANGE TRADED FD T (PRFZ)	28,285	+12	$1,111
PRFZ	28,285	+12	$1,111
3M CO	10,409	-984	$1,104
MMM	10,409	-984	$1,104
SPDR INDEX SHS FDS (SPDW)	30,720	-520	$1,101
SPDW	30,720	-520	$1,101
STARBUCKS CORP	11,913	-55	$1,089
SBUX	11,913	-55	$1,089
VANGUARD SCOTTSDALE FDS (VCIT)	13,264	UNCH	$1,068
VCIT	13,264	UNCH	$1,068
PHILIP MORRIS INTL INC	11,580	+2,407	$1,061
PM	11,580	+2,407	$1,061
COMCAST CORP NEW	24,022	-268	$1,041
CMCSA	24,022	-268	$1,041
TRUIST FINL CORP	26,239	-4,964	$1,023
TFC	26,239	-4,964	$1,023
ISHARES TR (IBDS)	42,649	+18,942	$1,015
IBDS	42,649	+18,942	$1,015
YUM BRANDS INC	7,216	-100	$1,000
YUM	7,216	-100	$1,000
SELECT SECTOR SPDR TR (XLK)	4,766	+287	$993
XLK	4,766	+287	$993
ISHARES TR (EEM)	24,009	+10,666	$986
EEM	24,009	+10,666	$986
VANGUARD WORLD FD (ESGV)	10,200	-1,503	$951
ESGV	10,200	-1,503	$951
SELECT SECTOR SPDR TR (XLU)	14,454	-81	$949
XLU	14,454	-81	$949
CONSOLIDATED EDISON INC	10,298	-135	$935
ED	10,298	-135	$935
HERSHEY CO	4,764	-28	$927
HSY	4,764	-28	$927
SCHWAB STRATEGIC TR	20,016	+2,235	$921
SCHZ	20,016	+2,235	$921
ADVANCED MICRO DEVICES INC	5,029	+1,361	$908
AMD	5,029	+1,361	$908
INNOVATOR ETFS TRUST (EAPR)	35,933	-7,578	$902
EAPR	35,933	-7,578	$902
GOLDMAN SACHS GROUP INC	2,108	+441	$880
GS	2,108	+441	$880
HONEYWELL INTL INC	4,267	+164	$876
HON	4,267	+164	$876
XCEL ENERGY INC	16,296	-60	$876
XEL	16,296	-60	$876
VANGUARD WHITEHALL FDS (VIGI)	10,714	-380	$874
VIGI	10,714	-380	$874
AUTOMATIC DATA PROCESSING IN	3,486	-43	$871
ADP	3,486	-43	$871
SOUTHERN MO BANCORP INC	19,709	+19,709	$861
SMBC	19,709	+19,709	$861
SCHWAB STRATEGIC TR	11,295	UNCH	$858
SCHV	11,295	UNCH	$858
ISHARES TR (IBDQ)	34,233	UNCH	$849
IBDQ	34,233	UNCH	$849
SYSCO CORP	10,338	-949	$839
SYY	10,338	-949	$839
INNOVATOR ETFS TRUST (EJUL)	34,517	-6,867	$822
EJUL	34,517	-6,867	$822
INNOVATOR ETFS TRUST (EOCT)	33,913	-7,011	$817
EOCT	33,913	-7,011	$817
MARATHON PETE CORP	3,979	-52	$802
MPC	3,979	-52	$802
MOTOROLA SOLUTIONS INC	2,245	+23	$797
MSI	2,245	+23	$797
ILLINOIS TOOL WKS INC	2,965	-24	$796
ITW	2,965	-24	$796
LAKELAND FINL CORP	11,822	UNCH	$784
LKFN	11,822	UNCH	$784
VANGUARD SCOTTSDALE FDS (VGSH)	13,352	-939	$775
VGSH	13,352	-939	$775
INNOVATOR ETFS TRUST (EJAN)	26,502	-7,894	$767
EJAN	26,502	-7,894	$767
SCHWAB STRATEGIC TR	15,258	+1,404	$751
SCHA	15,258	+1,404	$751
FIRST FINL CORP IND	19,532	-28	$749
THFF	19,532	-28	$749
NIKE INC	7,951	+636	$747
NKE	7,951	+636	$747
CENCORA INC	3,030	+3,030	$736
COR	3,030	+3,030	$736
US BANCORP DEL	16,456	+1,786	$736
USB	16,456	+1,786	$736
SEMPRA	10,185	+172	$732
SRE	10,185	+172	$732
ISHARES TR (IDU)	8,452	-100	$714
IDU	8,452	-100	$714
COMMERCE BANCSHARES INC (CBSH)	13,136	+102	$699
CBSH	13,136	+102	$699
BP PLC	18,346	+7,001	$691
BP	18,346	+7,001	$691
EATON CORP PLC	2,181	-42	$682
ETN	2,181	-42	$682
VANGUARD INTL EQUITY INDEX F (VSS)	5,793	-372	$677
VSS	5,793	-372	$677
WEC ENERGY GROUP INC	8,226	-5	$675
WEC	8,226	-5	$675
SELECT SECTOR SPDR TR (XLE)	7,102	-1,003	$670
XLE	7,102	-1,003	$670
ISHARES TR (IYM)	4,522	+91	$668
IYM	4,522	+91	$668
AMGEN INC	2,329	-249	$662
AMGN	2,329	-249	$662
CHUBB LIMITED	2,533	+70	$656
CB	2,533	+70	$656
STATE STR CORP	8,390	-408	$649
STT	8,390	-408	$649
ISHARES TR (ICF)	11,101	-1,414	$641
ICF	11,101	-1,414	$641
BLACKROCK INC	736	+136	$614
BLK	736	+136	$614
ISHARES TR (IBDP)	24,184	UNCH	$606
IBDP	24,184	UNCH	$606
EASTGROUP PPTYS INC	3,363	-13	$605
EGP	3,363	-13	$605
APPLIED MATLS INC	2,924	-198	$603
AMAT	2,924	-198	$603
SPDR SER TR (SPTM)	9,378	+30	$602
SPTM	9,378	+30	$602
GENERAL MLS INC	8,529	-45	$597
GIS	8,529	-45	$597
ISHARES TR (SHV)	5,369	-796	$593
SHV	5,369	-796	$593
NETFLIX INC	974	+530	$592
NFLX	974	+530	$592
PRUDENTIAL FINL INC	5,032	-364	$591
PRU	5,032	-364	$591
CORNING INC	17,493	UNCH	$577
GLW	17,493	UNCH	$577
PHILLIPS 66	3,534	+83	$577
PSX	3,534	+83	$577
ALTRIA GROUP INC	13,089	-762	$571
MO	13,089	-762	$571
VANGUARD INDEX FDS (VNQ)	6,582	-102	$569
VNQ	6,582	-102	$569
ISHARES TR (SUSB)	23,184	-6,267	$568
SUSB	23,184	-6,267	$568
VANGUARD BD INDEX FDS (BND)	7,799	-2,037	$566
BND	7,799	-2,037	$566
SELECT SECTOR SPDR TR (XLV)	3,773	-153	$557
XLV	3,773	-153	$557
REGIONS FINANCIAL CORP NEW	26,344	UNCH	$554
RF	26,344	UNCH	$554
GLOBAL X FDS	13,828	+13,828	$550
PAVE	13,828	+13,828	$550
U S SILICA HLDGS INC	43,945	UNCH	$545
SLCA	43,945	UNCH	$545
STANLEY BLACK & DECKER INC	5,501	-51	$539
SWK	5,501	-51	$539
GENERAL DYNAMICS CORP	1,904	+157	$538
GD	1,904	+157	$538
PNC FINL SVCS GROUP INC	3,326	+662	$537
PNC	3,326	+662	$537
ISHARES GOLD TR (IAU)	12,681	-162	$533
IAU	12,681	-162	$533
QCR HOLDINGS INC	8,767	UNCH	$533
QCRH	8,767	UNCH	$533
PLAINS GP HLDGS L P	29,059	+29,059	$530
PAGP	29,059	+29,059	$530
ISHARES TR (IJT)	4,020	+380	$526
IJT	4,020	+380	$526
SPDR SER TR (SPIB)	15,899	UNCH	$520
SPIB	15,899	UNCH	$520
HORMEL FOODS CORP	14,835	-481	$518
HRL	14,835	-481	$518
PAYCHEX INC	4,204	-30	$516
PAYX	4,204	-30	$516
ISHARES TR (GOVT)	22,611	-840	$515
GOVT	22,611	-840	$515
SHELL PLC	7,577	-36	$508
SHEL	7,577	-36	$508
LOCKHEED MARTIN CORP	1,113	+109	$506
LMT	1,113	+109	$506
VANGUARD INDEX FDS (VOE)	3,248	+1,510	$506
VOE	3,248	+1,510	$506
SALESFORCE INC	1,650	+257	$497
CRM	1,650	+257	$497
ISHARES TR (IBDY)	19,372	+3,880	$494
IBDY	19,372	+3,880	$494
SELECT SECTOR SPDR TR (XLF)	11,737	UNCH	$494
XLF	11,737	UNCH	$494
ENTERPRISE PRODS PARTNERS L	16,825	-1,282	$491
EPD	16,825	-1,282	$491
SPDR INDEX SHS FDS (SPEM)	13,515	-1,318	$489
SPEM	13,515	-1,318	$489
QUALCOMM INC	2,883	+199	$488
QCOM	2,883	+199	$488
L3HARRIS TECHNOLOGIES INC	2,283	UNCH	$487
LHX	2,283	UNCH	$487
MONDELEZ INTL INC	6,896	-533	$483
MDLZ	6,896	-533	$483
MORGAN STANLEY	5,118	+1,442	$482
MS	5,118	+1,442	$482
SPDR GOLD TR (GLD)	2,319	+750	$477
GLD	2,319	+750	$477
EVERSOURCE ENERGY	7,971	+13	$476
ES	7,971	+13	$476
SPDR SER TR (SPAB)	18,398	-2,371	$465
SPAB	18,398	-2,371	$465
SPDR SER TR (SPTS)	15,958	-1,291	$462
SPTS	15,958	-1,291	$462
FEDEX CORP	1,588	+28	$460
FDX	1,588	+28	$460
SELECT SECTOR SPDR TR (XLRE)	11,255	+108	$445
XLRE	11,255	+108	$445
FIDELITY COVINGTON TRUST	14,887	-6,592	$440
FELG	14,887	-6,592	$440
KIMBERLY CLARK CORP	3,405	-57	$440
KMB	3,405	-57	$440
ANALOG DEVICES INC	2,162	+491	$428
ADI	2,162	+491	$428
DIMENSIONAL ETF TRUST (DFSU)	12,284	-403	$423
DFSU	12,284	-403	$423
VANGUARD INDEX FDS (VXF)	2,370	-45	$415
VXF	2,370	-45	$415
ISHARES TR (IEF)	4,335	-83,578	$410
IEF	4,335	-83,578	$410
SCHLUMBERGER LTD	7,479	-717	$410
SLB	7,479	-717	$410
SPDR SER TR (SPLG)	6,666	UNCH	$410
SPLG	6,666	UNCH	$410
ISHARES TR (IYG)	6,150	+3,950	$408
IYG	6,150	+3,950	$408
ISHARES TR (IWS)	3,248	-876	$407
IWS	3,248	-876	$407
SPDR SER TR (CWB)	5,476	+5,476	$400
CWB	5,476	+5,476	$400
ESSENTIAL UTILS INC	10,737	+84	$398
WTRG	10,737	+84	$398
BANK OZK LITTLE ROCK ARK	8,467	UNCH	$385
OZK	8,467	UNCH	$385
SPDR SER TR (SPSB)	12,838	-7,107	$382
SPSB	12,838	-7,107	$382
DOMINION ENERGY INC	7,723	-138	$380
D	7,723	-138	$380
SPDR SER TR (SPYV)	7,558	-384	$379
SPYV	7,558	-384	$379
ISHARES TR (QUAL)	2,292	-288	$377
QUAL	2,292	-288	$377
VANGUARD STAR FDS (VXUS)	6,247	+6,247	$377
VXUS	6,247	+6,247	$377
INVESCO EXCH TRADED FD TR II (QQQM)	2,050	UNCH	$375
QQQM	2,050	UNCH	$375
SPDR SER TR (SLYV)	4,524	-124	$375
SLYV	4,524	-124	$375
EQUITY BANCSHARES INC (EQBK)	10,378	UNCH	$357
EQBK	10,378	UNCH	$357
NOV INC	18,255	-588	$356
NOV	18,255	-588	$356
OGE ENERGY CORP	10,357	UNCH	$355
OGE	10,357	UNCH	$355
LINCOLN NATL CORP IND	11,069	+11,069	$353
LNC	11,069	+11,069	$353
ISHARES TR (IYH)	5,625	+4,500	$348
IYH	5,625	+4,500	$348
VANGUARD WORLD FD (MGK)	1,186	-110	$340
MGK	1,186	-110	$340
TJX COS INC NEW	3,357	+633	$340
TJX	3,357	+633	$340
AMEREN CORP	4,473	+75	$331
AEE	4,473	+75	$331
CHESAPEAKE UTILS CORP	3,085	UNCH	$331
CPK	3,085	UNCH	$331
EVERGY INC	6,159	+169	$329
EVRG	6,159	+169	$329
LINDE PLC	708	+46	$329
LIN	708	+46	$329
LYONDELLBASELL INDUSTRIES N	3,205	+34	$328
LYB	3,205	+34	$328
VANGUARD WHITEHALL FDS (VYMI)	4,658	-500	$320
VYMI	4,658	-500	$320
NUCOR CORP	1,610	UNCH	$319
NUE	1,610	UNCH	$319
PROLOGIS INC.	2,453	+687	$319
PLD	2,453	+687	$319
BLACKSTONE INC	2,418	-102	$318
BX	2,418	-102	$318
ATMOS ENERGY CORP	2,658	UNCH	$316
ATO	2,658	UNCH	$316
TAIWAN SEMICONDUCTOR MFG LTD	2,308	+52	$314
TSM	2,308	+52	$314
NOVO NORDISK A S	2,394	+2,394	$307
NVO	2,394	+2,394	$307
VANECK ETF TRUST (SMB)	18,034	-24,346	$307
SMB	18,034	-24,346	$307
OMEGA HEALTHCARE INVS INC	9,637	+777	$305
OHI	9,637	+777	$305
REALTY INCOME CORP	5,614	+653	$304
O	5,614	+653	$304
AMER STATES WTR CO	4,076	UNCH	$294
AWR	4,076	UNCH	$294
COMERICA INC	5,337	UNCH	$293
CMA	5,337	UNCH	$293
ENBRIDGE INC	8,089	-2,046	$293
ENB	8,089	-2,046	$293
NORTHROP GRUMMAN CORP	606	+606	$290
NOC	606	+606	$290
ISHARES TR (IJK)	3,133	-101	$286
IJK	3,133	-101	$286
UGI CORP NEW	11,673	+1,751	$286
UGI	11,673	+1,751	$286
FIRST TR EXCHANGE TRADED FD (FDN)	1,389	+56	$285
FDN	1,389	+56	$285
YUM CHINA HLDGS INC	7,160	UNCH	$285
YUMC	7,160	UNCH	$285
GE HEALTHCARE TECHNOLOGIES I	3,093	-146	$281
GEHC	3,093	-146	$281
DIMENSIONAL ETF TRUST (DFUV)	6,702	-99	$274
DFUV	6,702	-99	$274
SPDR SER TR (SPYG)	3,739	UNCH	$274
SPYG	3,739	UNCH	$274
VANGUARD WORLD FD (VSGX)	4,724	-840	$271
VSGX	4,724	-840	$271
SCHWAB STRATEGIC TR	3,311	+25	$267
SCHD	3,311	+25	$267
VANGUARD BD INDEX FDS (BIV)	3,452	-855	$260
BIV	3,452	-855	$260
S&P GLOBAL INC	611	-16	$260
SPGI	611	-16	$260
MARRIOTT INTL INC NEW	1,025	-179	$259
MAR	1,025	-179	$259
NOVARTIS AG	2,615	-1,171	$253
NVS	2,615	-1,171	$253
EL PASO ENERGY CAP TR I			$252
EP.PRC	13,739	+1,490	$252
ISHARES TR (IJJ)	2,108	-140	$249
IJJ	2,108	-140	$249
GILEAD SCIENCES INC	3,355	-396	$246
GILD	3,355	-396	$246
PARK NATL CORP	1,791	UNCH	$243
PRK	1,791	UNCH	$243
SPDR SER TR (XSD)	1,040	UNCH	$241
XSD	1,040	UNCH	$241
OMNICOM GROUP INC	2,469	-70	$239
OMC	2,469	-70	$239
NETAPP INC	2,255	+2,255	$237
NTAP	2,255	+2,255	$237
SCHWAB STRATEGIC TR	2,889	+82	$235
SCHM	2,889	+82	$235
VANGUARD INTL EQUITY INDEX F (VT)	2,109	+24	$233
VT	2,109	+24	$233
MEDTRONIC PLC	2,661	+166	$232
MDT	2,661	+166	$232
SCHWAB STRATEGIC TR	8,977	UNCH	$227
SCHE	8,977	UNCH	$227
HUNTINGTON BANCSHARES INC (HBAN)	15,529	-2,998	$217
HBAN	15,529	-2,998	$217
ASTRAZENECA PLC	3,171	+141	$215
AZN	3,171	+141	$215
ZOETIS INC	1,268	-29	$215
ZTS	1,268	-29	$215
BAXTER INTL INC	5,012	-1,355	$214
BAX	5,012	-1,355	$214
FORTREA HLDGS INC	5,293	-1,696	$212
FTRE	5,293	-1,696	$212
UNILEVER PLC	4,208	-1,065	$211
UL	4,208	-1,065	$211
ISHARES TR (IUSG)	1,759	-183	$206
IUSG	1,759	-183	$206
VANGUARD INDEX FDS (VBR)	1,071	+1,071	$206
VBR	1,071	+1,071	$206
BOEING CO	1,063	-377	$205
BA	1,063	-377	$205
ISHARES TR (IBMO)	8,000	UNCH	$203
IBMO	8,000	UNCH	$203
DIMENSIONAL ETF TRUST (DFUS)	3,513	+3,513	$200
DFUS	3,513	+3,513	$200
INFOSYS LTD	10,750	+10,750	$193
INFY	10,750	+10,750	$193
HEWLETT PACKARD ENTERPRISE C	10,540	-788	$187
HPE	10,540	-788	$187
BARINGS BDC INC	17,333	UNCH	$161
BBDC	17,333	UNCH	$161
STEEL CONNECT INC	15,116	-500	$143
STCN	15,116	-500	$143
BLACKROCK CORPOR HI YLD FD I	11,915	-11	$117
HYT	11,915	-11	$117
HALLADOR ENERGY COMPANY	21,200	+0	$113
HNRG	21,200	UNCH	$113
CENCORA INC			$0 (exited)
ABC	0	-3,331	$0
VANGUARD BD INDEX FDS			$0 (exited)
BSV	0	-2,969	$0
FIDELITY COVINGTON TRUST			$0 (exited)
FDVV	0	-13,331	$0
FS CREDIT OPPORTUNITIES CORP			$0 (exited)
FSCO	0	-12,048	$0
GLOBAL X FDS			$0 (exited)
GNOM	0	-11,954	$0
ISHARES TR			$0 (exited)
SHY	0	-5,291	$0
ISHARES TR			$0 (exited)
VLUE	0	-2,788	$0
VANGUARD BD INDEX FDS	0	-4,111	$0 (exited)
VUSB	0	-4,111	$0

See Summary: FORVIS Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By FORVIS Wealth Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PAA	+183,767	+$3,227
TSPA	+69,225	+$2,271
INCY	+26,240	+$1,495
SMBC	+19,709	+$861
COR	+3,030	+$736
PAVE	+13,828	+$550
PAGP	+29,059	+$530
CWB	+5,476	+$400
VXUS	+6,247	+$377
LNC	+11,069	+$353

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ABC	-3,331	-$600
FDVV	-13,331	-$564
SHY	-5,291	-$434
VLUE	-2,788	-$282
BSV	-2,969	-$229
VUSB	-4,111	-$203
GNOM	-11,954	-$138
FSCO	-12,048	-$68

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+580,620	+$3,434
FBND	+292,436	+$11,904
JMUB	+209,487	+$10,516
VEU	+200,712	+$26,716
AGG	+180,967	+$16,347
SCHB	+91,079	+$14,266
SCHF	+90,203	+$6,115
WMT	+64,851	+$841
DFEM	+64,179	+$2,583
PJAN	+60,911	+$2,863

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
ITOT	-168,788	-$13,598
RSP	-114,335	-$16,248
TFI	-83,639	-$3,947
IEF	-83,578	-$8,064
VCSH	-73,595	-$5,698
PFE	-53,037	-$1,629
SCZ	-43,059	-$946
PG	-29,513	-$3,700
SMB	-24,346	-$417

FORVIS Wealth Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $3,935,142
At 12/31/2023: $3,591,738

FORVIS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FORVIS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

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