FORVIS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNC | 11K | $447.38K |
 | TFC | 11K | $504.34K |
 | STZ | 11K | $1.46M |
 | OHI | 10K | $443.23K |
 | OGE | 10K | $483.77K |
 | WTRG | 10K | $417.06K |
 | ED | 10K | $1.05M |
 | MA | 10K | $5.86M |
 | UGI | 10K | $339.21K |
 | USB | 10K | $487.21K |
 | CF | 10K | $900.03K |
 | CMI | 10K | $4.15M |
 | OTIS | 10K | $899.12K |
 | SRE | 10K | $880.74K |
 | TXN | 10K | $1.79M |
 | SYY | 9K | $772.18K |
 | CP | 9K | $691.72K |
 | BP | 9K | $313.29K |
 | WEC | 9K | $1.01M |
 | ENB | 9K | $446.47K |
Lincoln National Corporation
LNC
Shares Held
11K
Value
$447.38K
Truist Financial Corporation
TFC
Shares Held
11K
Value
$504.34K
Constellation Brands, Inc.
STZ
Shares Held
11K
Value
$1.46M
Omega Healthcare Investors, Inc.
OHI
Shares Held
10K
Value
$443.23K
OGE Energy Corp.
OGE
Shares Held
10K
Value
$483.77K
Essential Utilities, Inc.
WTRG
Shares Held
10K
Value
$417.06K
Consolidated Edison, Inc.
ED
Shares Held
10K
Value
$1.05M
Mastercard Incorporated
MA
Shares Held
10K
Value
$5.86M
UGI Corporation
UGI
Shares Held
10K
Value
$339.21K
U.S. Bancorp
USB
Shares Held
10K
Value
$487.21K
CF Industries Holdings, Inc.
CF
Shares Held
10K
Value
$900.03K
Cummins Inc.
CMI
Shares Held
10K
Value
$4.15M
Otis Worldwide Corporation
OTIS
Shares Held
10K
Value
$899.12K
Sempra
SRE
Shares Held
10K
Value
$880.74K
Texas Instruments Incorporated
TXN
Shares Held
10K
Value
$1.79M
Sysco Corporation
SYY
Shares Held
9K
Value
$772.18K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
9K
Value
$691.72K
BP p.l.c.
BP
Shares Held
9K
Value
$313.29K
WEC Energy Group, Inc.
WEC
Shares Held
9K
Value
$1.01M
Enbridge Inc.
ENB
Shares Held
9K
Value
$446.47K