Long-term investor
Forvis Mazars Wealth Advisors, LLC @forvismazarswealthadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001352864).
Record
- Tracked since 2025-09-30 (379 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +4.5% · 1 year n/a · all +6.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 31.7% · long · since 2025-09-30
- 922042775 · 10.6% · long · since 2025-09-30
- 46654Q724 · 4.1% · long · since 2025-09-30
- 922020748 · 3.3% · long · since 2025-09-30
- 808524102 · 2.9% · long · since 2025-09-30
- 87283Q503 · 2.7% · long · since 2025-09-30
- 464287226 · 2.4% · long · since 2025-09-30
- 922908363 · 2.3% · long · since 2025-09-30
- 316188309 · 2.2% · long · since 2025-09-30
- 25434V732 · 2.1% · long · since 2025-09-30
- 464287200 · 2.0% · long · since 2025-09-30
- 46432F834 · 1.1% · long · since 2025-09-30