Fund Update: Forvis Mazars Wealth Advisors, LLC Just Disclosed New Holdings

Fund Update: Forvis Mazars Wealth Advisors, LLC Just Disclosed New Holdings

Forvis Mazars Wealth Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 7,836 shares of $AMAT (~$1,145,937). This was a increase of ~240.52% from their previous position.
  • An increase of 3,828,805 shares of $SCHB (~$5,154,930). This was a increase of ~205.21% from their previous position.
  • A decrease of 16,063 shares of $VOOG (~$5,405,761). This was a increase of ~-70.35% from their previous position.
  • A decrease of 94,103 shares of $HST (~$1,662,284). This was a increase of ~-55.36% from their previous position.
  • An increase of 112,974 shares of $VCRB (~$8,352,212). This was a increase of ~179.83% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Forvis Mazars Wealth Advisors, LLC for more details.