FORVIS Wealth Advisors, LLC Q2 2023 vs. Q3 2023 Holdings Comparison

Investing in the stock market can be an exciting and profitable venture, but it's important to stay informed about the changes in holdings of various funds. In this article, we will be comparing the Q2 2023 and Q3 2023 13F holdings of FORVIS Wealth Advisors, LLC. We will analyze the data and explore the shifts in shares and value across different stocks.

1. VTI - VANGUARD INDEX FDS

Q2 2023 (SHARES): 3,641,425

Q3 2023 (SHARES): 3,693,456

Q2 2023 VALUE ($000): $802,133

Q3 2023 VALUE ($000): $784,527

CHG %: -2.2

The holdings in VTI, an ETF that tracks the performance of the CRSP US Total Market Index, saw a slight increase in shares from Q2 to Q3. However, the value of the holdings declined by 2.2%.

2. VEU - VANGUARD INTL EQUITY INDEX F

Q2 2023 (SHARES): 5,413,119

Q3 2023 (SHARES): 5,843,142

Q2 2023 VALUE ($000): $294,527

Q3 2023 VALUE ($000): $303,083

CHG %: 2.9

The holdings in VEU, an ETF that tracks the performance of the FTSE All-World ex-US Index, increased both in shares and value. The shares rose by 2.9%, while the value of the holdings also saw a positive change.

3. AGG - ISHARES TR

Q2 2023 (SHARES): 703,315

Q3 2023 (SHARES): 945,662

Q2 2023 VALUE ($000): $68,889

Q3 2023 VALUE ($000): $88,930

CHG %: 29.1

The holdings in AGG, a bond ETF that tracks the performance of the Bloomberg Barclays U.S. Aggregate Bond Index, experienced a significant increase in shares and value. The shares rose by 29.1%, indicating a higher investment in bonds during Q3.

4. SCZ - ISHARES TR

Q2 2023 (SHARES): 1,597,849

Q3 2023 (SHARES): 1,521,852

Q2 2023 VALUE ($000): $94,241

Q3 2023 VALUE ($000): $85,938

CHG %: -8.8

The holdings in SCZ, an ETF that tracks the performance of small-cap international stocks, saw a decrease in both shares and value. The shares declined by 8.8%, and the value also decreased during the same period.

5. SCHB - SCHWAB STRATEGIC TR

Q2 2023 (SHARES): 1,572,097

Q3 2023 (SHARES): 1,628,976

Q2 2023 VALUE ($000): $81,277

Q3 2023 VALUE ($000): $81,204

CHG %: -0.1

The holdings in SCHB, an ETF that tracks the performance of the Dow Jones U.S. Broad Stock Market Index, saw a minimal change in both shares and value. The shares increased slightly, but the value remained almost the same.

These are just a few examples of the changes in holdings for FORVIS Wealth Advisors, LLC during Q2 and Q3 of 2023. Analyzing these changes can provide valuable insights into the investment strategies and market trends of the fund. It's essential to stay updated on such changes to make informed investment decisions and ensure that your portfolio aligns with your financial goals.

Note: The data provided in this article is for informational purposes only and should not be considered as financial advice. Always do thorough research and consult with a financial professional before making any investment decisions.