Forza Wealth Management, LLC Purchases in Q2 2025

Forza Wealth Management, LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
90K
New
$46.77 - $47.89 $4.21M - $4.31M
90K $4.27B
MUB
Ishares National Muni Bond ETF

ETFs
39.3K
+ 377.88%
$102.31 - $105.8 $4.02M - $4.16M
49.7K $5.19B
VCIT
Vanguard Intermediate Term Cor

ETFs
30K
+ 540.69%
$79.56 - $82.92 $2.38M - $2.48M
35.5K $2.94B
IVV
Ishares Core S&P 500 ETF

ETFs
2.27K
+ 82.24%
$498.8 - $620.9 $1.13M - $1.41M
5.02K $3.12B
DFAI
Dimensional ETF Tr

ETFs
5.51K
+ 2.41%
$28.02 - $34.71 $154K - $191K
234K $8.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.37K
+ 27.35%
$114.78 - $133.31 $731K - $850K
29.7K $3.96B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7K
New
$121.58 - $136.74 $851K - $957K
7K $950M
IAU
Ishares Gold Trust

ETFs
320
+ 0.14%
$56.1 - $64.74 $18K - $20.7K
228K $14.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.33K
+ 10.37%
$243.75 - $303.93 $325K - $405K
14.2K $4.31B
VEA
Vanguard Ftse Developed Market

ETFs
12.6K
+ 138.99%
$45.65 - $57.01 $576K - $719K
21.7K $1.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.1K
+ 9.99%
$51.16 - $62.02 $312K - $378K
67.1K $4.16B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.53K
+ 54.46%
$58.63 - $59.9 $559K - $571K
27K $1.62B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.5K
+ 11.58%
$50.52 - $50.92 $530K - $535K
101K $5.15B
CAH
Cardinal Health Inc

Healthcare
192
+ 1.21%
$125.0 - $168.0 $24K - $32.3K
16K $2.69B
CSCO
Cisco Systems, Inc.

Technology
467
+ 0.75%
$53.19 - $69.38 $24.8K - $32.4K
62.6K $4.34B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.33K
+ 7.11%
$50.36 - $50.68 $470K - $473K
141K $7.12B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.35K
New
$91.62 - $109.97 $399K - $479K
4.35K $479M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.59K
New
$152.93 - $181.74 $397K - $471K
2.59K $471M
UPS
United Parcel Service Inc

Industrials
4.67K
New
$91.92 - $110.2 $429K - $515K
4.67K $471M
ORCL
Oracle Corp

Technology
298
+ 7.14%
$122.82 - $218.63 $36.6K - $65.2K
4.47K $978M
VB
Vanguard Small Cap ETF

ETFs
1.41K
New
$193.73 - $237.37 $273K - $335K
1.41K $334M
Everus Constr Group
5.12K
New
N/A
5.12K $325M
Ge Vernova Inc
611
New
N/A
611 $323M
GOOGL
Alphabet Inc.

Communication Services
306
+ 2.49%
$144.7 - $178.6 $44.3K - $54.7K
12.6K $2.22B
DIS
Walt Disney CO

Communication Services
660
+ 9.06%
$81.72 - $124.01 $53.9K - $81.8K
7.94K $985M
SNOW
Snowflake Inc.

Technology
1.18K
New
$130.53 - $223.77 $154K - $263K
1.18K $263M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.99K
New
$101.97 - $126.75 $203K - $252K
1.99K $252M
HII
Huntington Ingalls Industries, Inc.

Industrials
685
+ 29.97%
$183.31 - $241.46 $126K - $165K
2.97K $717M
MTZ
Mastec Inc

Industrials
1.45K
New
$106.07 - $171.99 $153K - $249K
1.45K $246M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.9K
New
$22.27 - $29.21 $176K - $231K
7.9K $231M
EBAY
Ebay Inc

Consumer Cyclical
3.01K
New
$59.52 - $79.36 $179K - $239K
3.01K $224M
CAT
Caterpillar Inc

Industrials
573
New
$273.94 - $388.21 $157K - $222K
573 $222M
Coherent Corp
2.46K
New
N/A
2.46K $220M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.8K
New
$53.66 - $58.71 $204K - $223K
3.8K $213M
NTAP
Net App, Inc.

Technology
514
+ 6.41%
$76.1 - $106.55 $39.1K - $54.8K
8.53K $909M
INTC
Intel Corp

Technology
6.99K
+ 53.27%
$18.13 - $22.69 $127K - $159K
20.1K $450M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.34K
+ 29.76%
$39.89 - $49.46 $93.1K - $115K
10.2K $504M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.22K
+ 27.0%
$57.41 - $74.81 $70.1K - $91.3K
5.74K $427M
GD
General Dynamics Corp

Industrials
207
+ 5.7%
$247.68 - $291.66 $51.3K - $60.4K
3.84K $1.12B
NLOK
Norton Life Lock Inc.

Technology
2.91K
+ 19.83%
N/A
17.6K $517M
TGT
Target Corp

Consumer Defensive
1.23K
+ 31.68%
$88.76 - $105.77 $109K - $130K
5.1K $503M
USB
Us Bancorp \De\

Financial Services
1.43K
+ 15.18%
$36.4 - $45.76 $51.9K - $65.2K
10.8K $489M
AKAM
Akamai Technologies Inc

Technology
1.13K
+ 19.07%
N/A
7.04K $562M
AMT
American Tower Corp

Real Estate
300
+ 7.14%
$203.96 - $228.19 $61.2K - $68.5K
4.5K $994M
GNRC
Generac Holdings Inc.

Industrials
250
+ 14.78%
$101.92 - $143.21 $25.5K - $35.8K
1.94K $278M
MMM
3 M CO

Industrials
208
+ 3.88%
$126.09 - $154.15 $26.2K - $32.1K
5.56K $847M
SHV
Ishares Tr

ETFs
500
+ 5.68%
$110.06 - $110.46 $55K - $55.2K
9.3K $1.03B
VZ
Verizon Communications Inc

Communication Services
2.82K
+ 7.9%
$41.67 - $45.62 $118K - $129K
38.5K $1.67B
CVS
Cvs Health Corp

Healthcare
465
+ 5.46%
$60.04 - $70.18 $27.9K - $32.6K
8.99K $620M
Activity Summary
Buys All Purchases 66 New Holdings 16 Increased Positions 50 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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