Forza Wealth Management, LLC Incresed Positions in Q1 2025

Forza Wealth Management, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
59.4K
+ 189.78%
$50.72 - $50.92 $3.01M - $3.02M
90.7K $4.61B
IAU
Ishares Gold Trust

ETFs
15.2K
+ 7.12%
$49.74 - $58.96 $754K - $893K
228K $13.4B
DFAI
Dimensional ETF Tr

ETFs
62
+ 0.03%
$28.88 - $32.4 $1.79K - $2.01K
229K $7.14B
IBM
International Business Machines Corp

Technology
34
+ 0.26%
$217.4 - $264.74 $7.39K - $9K
13.2K $3.28B
VTV
Vanguard Value ETF

ETFs
1.81K
+ 10.36%
$167.73 - $179.21 $304K - $324K
19.3K $3.33B
AMGN
Amgen Inc

Healthcare
25
+ 0.41%
$258.59 - $327.36 $6.46K - $8.18K
6.12K $1.91B
XOM
Exxon Mobil Corp

Energy
76
+ 0.28%
$105.44 - $118.93 $8.01K - $9.04K
27.1K $3.23B
CAH
Cardinal Health Inc

Healthcare
15
+ 0.09%
$118.02 - $137.77 $1.77K - $2.07K
15.8K $2.18B
CVX
Chevron Corp

Energy
116
+ 1.08%
$146.71 - $167.97 $17K - $19.5K
10.9K $1.82B
JNJ
Johnson & Johnson

Healthcare
60
+ 0.63%
$142.06 - $167.7 $8.52K - $10.1K
9.52K $1.58B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.6K
+ 2.07%
$76.94 - $78.28 $123K - $125K
78.7K $6.16B
T
At&T Inc.

Communication Services
550
+ 1.71%
$21.56 - $28.28 $11.9K - $15.6K
32.7K $926M
AFL
Aflac Inc

Financial Services
30
+ 0.14%
$100.99 - $111.19 $3.03K - $3.34K
22.1K $2.46B
CSCO
Cisco Systems, Inc.

Technology
102
+ 0.16%
$58.74 - $64.87 $5.99K - $6.62K
62.1K $3.84B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.03K
+ 1.57%
$50.39 - $50.66 $102K - $103K
131K $6.64B
JPM
Jpmorgan Chase & CO

Financial Services
140
+ 0.79%
$225.19 - $279.95 $31.5K - $39.2K
17.9K $4.4B
GLD
Spdr Gold Trust

ETFs
14
+ 0.56%
$243.19 - $288.14 $3.4K - $4.03K
2.51K $723M
GILD
Gilead Sciences, Inc.

Healthcare
75
+ 1.48%
$89.14 - $117.41 $6.69K - $8.81K
5.13K $575M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
750
+ 6.47%
$95.85 - $99.25 $71.9K - $74.4K
12.3K $1.22B
MMM
3 M CO

Industrials
9
+ 0.17%
$129.7 - $155.12 $1.17K - $1.4K
5.36K $787M
GE
General Electric CO

Industrials
31
+ 1.31%
$168.59 - $212.13 $5.23K - $6.58K
2.4K $479M
TAP
Molson Coors Beverage CO

Consumer Defensive
45
+ 0.2%
$52.44 - $62.91 $2.36K - $2.83K
22.7K $1.38B
VTI
Vanguard Total Stock Market Et

ETFs
921
+ 7.71%
$271.18 - $303.12 $250K - $279K
12.9K $3.53B
HII
Huntington Ingalls Industries, Inc.

Industrials
100
+ 4.57%
$159.75 - $208.61 $16K - $20.9K
2.29K $466M
MDT
Medtronic PLC

Healthcare
90
+ 2.21%
$79.84 - $94.5 $7.19K - $8.51K
4.15K $373M
MA
Mastercard Inc

Financial Services
5
+ 0.25%
$504.67 - $576.31 $2.52K - $2.88K
1.97K $1.08B
GD
General Dynamics Corp

Industrials
40
+ 1.11%
$241.94 - $272.58 $9.68K - $10.9K
3.63K $991M
INTC
Intel Corp

Technology
400
+ 3.15%
$19.1 - $27.39 $7.64K - $11K
13.1K $298M
SLB
Schlumberger Limited

Energy
350
+ 5.81%
$38.4 - $43.74 $13.4K - $15.3K
6.37K $266M
PSX
Phillips 66

Energy
50
+ 2.29%
$113.93 - $131.55 $5.7K - $6.58K
2.24K $276M
PFE
Pfizer Inc

Healthcare
1.25K
+ 10.55%
$25.01 - $27.13 $31.3K - $33.9K
13.1K $332M
GPC
Genuine Parts CO

Consumer Cyclical
50
+ 1.04%
$115.91 - $129.02 $5.8K - $6.45K
4.88K $581M
QCOM
Qualcomm Inc

Technology
65
+ 1.74%
$151.94 - $175.86 $9.88K - $11.4K
3.79K $582M
VIG
Vanguard Dividend Appreciation

ETFs
66
+ 0.34%
N/A
19.3K $3.74B
LYB
Lyondell Basell Industries N.V.

Basic Materials
200
+ 1.6%
$69.82 - $78.67 $14K - $15.7K
12.7K $894M
ADBE
Adobe Inc.

Technology
10
+ 1.57%
$377.84 - $464.11 $3.78K - $4.64K
647 $248M
GIS
General Mills Inc

Consumer Defensive
100
+ 0.88%
$57.56 - $65.3 $5.76K - $6.53K
11.5K $686M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.32%
$222.66 - $268.42 $2.67K - $3.22K
3.71K $866M
AKAM
Akamai Technologies Inc

Technology
255
+ 4.5%
N/A
5.92K $476M
DIS
Walt Disney CO

Communication Services
110
+ 1.53%
$96.87 - $114.0 $10.7K - $12.5K
7.28K $719M
MRK
Merck & Co., Inc.

Healthcare
138
+ 1.3%
$83.01 - $101.02 $11.5K - $13.9K
10.8K $966M
TGT
Target Corp

Consumer Defensive
195
+ 5.3%
$103.65 - $142.5 $20.2K - $27.8K
3.87K $404M
FDX
Fedex Corp

Industrials
25
+ 0.93%
$230.33 - $281.53 $5.76K - $7.04K
2.72K $663M
GOOG
Alphabet Inc.

Communication Services
70
+ 2.03%
$156.06 - $207.71 $10.9K - $14.5K
3.52K $550M
ORCL
Oracle Corp

Technology
25
+ 0.6%
$139.81 - $186.47 $3.5K - $4.66K
4.17K $584M
ACN
Accenture PLC

Technology
10
+ 0.3%
$300.91 - $398.25 $3.01K - $3.98K
3.35K $1.05B
NTAP
Net App, Inc.

Technology
53
+ 0.67%
$87.84 - $126.3 $4.66K - $6.69K
8.02K $704M
EMR
Emerson Electric CO

Industrials
30
+ 0.17%
$108.64 - $131.17 $3.26K - $3.94K
17.7K $1.95B
DFAS
Dimensional ETF Tr U S Small C

ETFs
809
+ 1.33%
$58.81 - $68.2 $47.6K - $55.2K
61.6K $3.68B
Activity Summary
Buys All Purchases 51 New Holdings 1 Increased Positions 50 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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