Institutions / Forvis Mazars Wealth Advisors, LLC / Activity
Activity — Forvis Mazars Wealth Advisors, LLC
369 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Regions Financial Corp Common stock | $-26 | -1 -0.00% | 33,395 0.02% of portfolio | low |
| Q1 2026 as of | Trim | CARRIER GLOBAL Corp Common stock | $-56 | -1 -0.00% | 20,181 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Stanley Black & Decker, Inc. Common stock | $-355 | -5 -0.11% | 4,537 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524839 Common stock | $372 | +16 +0.12% | 12,993 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-386 | -3 -0.10% | 3,123 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524722 Common stock | $627 | +20 +0.25% | 7,999 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78468R663 Common stock | $641 | +7 +0.11% | 6,353 0.01% of portfolio | low |
| Q1 2026 as of | Add | OGE Energy Corp Common stock | $767 | +16 +0.15% | 10,622 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 72201R866 Common stock | $-939 | -18 -0.02% | 77,772 0.08% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $995 | +5 +0.16% | 3,209 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CF Industries Holdings Inc Common stock | $-1.0K | -8 -0.08% | 9,923 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 66987V109 Common stock | $-1.2K | -8 -0.41% | 1,924 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $1.6K | +5 +0.06% | 8,068 0.05% of portfolio | low |
| Q1 2026 as of | Add | 055622104 Common stock | $1.6K | +35 +0.40% | 8,832 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $1.8K | +5 +0.23% | 2,186 0.01% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.8K | +77 +0.19% | 39,715 0.02% of portfolio | low |
| Q1 2026 as of | Add | Zimmer Biomet Holdings Inc Common stock | $1.8K | +20 +0.47% | 4,297 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $1.8K | +32 +0.66% | 4,873 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Ford Motor Co Common stock | $2.0K | +175 +0.27% | 64,884 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lakeland Financial Corp Common stock | $-2.1K | -36 -0.31% | 11,722 0.01% of portfolio | low |
| Q1 2026 as of | Trim | L3HARRIS Technologies, Inc. /De Common stock | $-2.1K | -6 -0.24% | 2,514 0.02% of portfolio | low |
| Q1 2026 as of | Add | Motorola Solutions, Inc. Common stock | $2.2K | +5 +0.23% | 2,208 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287523 Common stock | $2.3K | +7 +0.89% | 790 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Hormel Foods Corp /De Common stock | $2.3K | +103 +0.72% | 14,487 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Elevance Health Inc Common stock | $-2.3K | -8 -0.11% | 7,101 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Dexcom Inc Common stock | $-2.4K | -39 -0.25% | 15,838 0.02% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $2.5K | +13 +0.11% | 11,537 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Darden Restaurants Inc Common stock | $-2.5K | -13 -0.08% | 16,877 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46438F101 Common stock | $-2.6K | -68 -0.50% | 13,546 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $2.7K | +95 +0.54% | 17,774 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-2.8K | -26 -1.23% | 2,088 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $2.9K | +14 +0.33% | 4,285 0.02% of portfolio | low |
| Q1 2026 as of | Trim | United Rentals Inc Common stock | $-2.9K | -4 -0.09% | 4,416 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Altria Group, Inc. Common stock | $-3.4K | -52 -0.24% | 21,810 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-3.5K | -25 -1.01% | 2,448 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46137V233 Common stock | $3.5K | +65 +0.52% | 12,496 0.01% of portfolio | low |
| Q1 2026 as of | Add | FedEx Corp Common stock | $3.6K | +10 +0.44% | 2,305 0.02% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $3.6K | +60 +0.24% | 25,053 0.03% of portfolio | low |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $3.7K | +71 +0.63% | 11,361 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Realty Income Corp Common stock | $-4.3K | -70 -1.21% | 5,699 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287671 Common stock | $4.3K | +28 +0.87% | 3,260 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $4.5K | +11 +1.12% | 997 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287234 Common stock | $-4.6K | -81 -0.38% | 21,468 0.02% of portfolio | low |
| Q1 2026 as of | Add | 72201R833 Common stock | $4.6K | +46 +0.31% | 14,693 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $4.8K | +54 +0.43% | 12,716 0.02% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-4.8K | -17 -0.13% | 12,770 0.07% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $4.9K | +7 +1.05% | 675 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $5.0K | +53 +1.61% | 3,342 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-5.2K | -16 -1.00% | 1,591 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-5.9K | -52 -1.77% | 2,887 <0.01% of portfolio | low |