Stock Taper

FORVIS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP15.21K$5.14M
3M CompanyMMM15.24K$2.47M
NOV Inc.NOV15.41K$285.84K
CBRE Group, Inc.CBRE15.48K$2.08M
MannKind CorporationMNKD15.5K$66.03K
Xcel Energy Inc.XEL15.72K$1.26M
DexCom, Inc.DXCM15.81K$1.06M
Colgate-Palmolive CompanyCL16.71K$1.53M
CVS Health Corp.CVS17.17K$1.78M
Comcast CorporationCMCSA17.48K$429.19K
Corning IncGLW17.53K$4.48M
Netflix, Inc.NFLX17.89K$1.28M
Darden Restaurants, Inc.DRI18.13K$3.74M
Accenture plcACN18.35K$2.28M
PACCAR IncPCAR18.57K$2.23M
Duke Energy CorporationDUK18.72K$2.37M
DTE Energy CompanyDTE18.93K$2.88M
Caterpillar Inc.CAT19.22K$20.47M
Carrier Global CorporationCARR20.34K$1.49M
NextEra Energy, Inc.NEE20.67K$1.81M