Stock Taper

FORVIS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Phillips 66PSX4.48K$757.11K
Unilever PLCUL4.5K$270.24K
Trustmark CorporationTRMK4.63K$212.8K
Snap-on IncorporatedSNA4.85K$1.95M
Prudential Financial, Inc.PRU4.9K$528.43K
Stanley Black & Decker, Inc.SWK4.92K$463.05K
Blackstone Inc.BX5.05K$594.82K
Ameren CorporationAEE5.3K$599.12K
Realty Income CorporationO5.31K$329.26K
Morgan StanleyMS5.81K$1.21M
New Jersey Resources CorporationNJR6.01K$336.97K
Thermo Fisher Scientific Inc.TMO6.03K$3.03M
The Allstate CorporationALL6.07K$1.44M
Marriott International, Inc.MAR6.46K$2.4M
Equity Bancshares, Inc.EQBK6.58K$322.55K
Yum China Holdings, Inc.YUMC6.79K$277.36K
Waste Management, Inc.WM6.85K$1.53M
The Williams Companies, Inc.WMB6.9K$513.02K
PPL CorporationPPL7.07K$257K
Elevance Health Inc.ELV7.1K$2.74M