Forza Wealth Management, LLC Purchases and Sells in Q3 2024

Forza Wealth Management, LLC

$218 Billion
Q3 2024

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	21.9K + 255.37%	$91.42 - $91.82 $2M - $2.01M	30.4K $2.79B
IAU	5K + 2.43%	$44.06 - $50.5 $220K - $253K	210K $10.5B
VTI	4.14K + 86.69%	$255.18 - $283.2 $1.06M - $1.17M	8.91K $2.52B
DFAS	15.7K + 47.79%	$59.25 - $65.33 $932K - $1.03M	48.6K $3.16B
DFAI	16.9K + 8.23%	$28.69 - $32.06 $484K - $541K	222K $7.05B
IBM	441 + 3.48%	$175.1 - $223.38 $77.2K - $98.5K	13.1K $2.9B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PYPL	4.51K New	$57.22 - $80.08 $258K - $361K	4.51K $352M
CAT	713 New	$316.8 - $391.12 $226K - $279K	713 $279M
PSX	1.96K New	$125.0 - $147.17 $246K - $289K	1.96K $258M
TMO	407 New	$531.86 - $624.21 $216K - $254K	407 $252M
SLB	5.8K New	$39.57 - $49.67 $230K - $288K	5.8K $243M
NEE	2.72K New	$69.9 - $84.97 $190K - $231K	2.72K $230M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGIB	-4.75K - 9.1%	$50.85 - $53.88 $242K - $256K	47.5K $2.55B
CVX	-163 - 1.49%	$137.88 - $161.97 $22.5K - $26.4K	10.8K $1.59B
WBA	-1.13K - 5.4%	$8.26 - $12.16 $9.29K - $13.7K	19.7K $177M
VLO	-1 - 0.03%	$132.81 - $163.48 $133 - $163	3.35K $452M
FDX	-2 - 0.08%	$254.64 - $313.52 $509 - $627	2.65K $724M
NUE	-1 - 0.02%	$137.77 - $166.14 $138 - $166	6.48K $974M

Activity Summary All Purchases 90 New Holdings 18 Increased Positions 72 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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