Forza Wealth Management, LLC Reduced Holdings in Q1 2025

Forza Wealth Management, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.3K
- 29.17%
$91.45 - $91.75 $2.49M - $2.5M
66.2K $6.07B
AVGO
Broadcom Inc.

Technology
-440
- 4.39%
$167.43 - $244.7 $73.7K - $108K
9.58K $1.6B
MSFT
Microsoft Corp

Technology
-124
- 1.04%
$375.39 - $447.2 $46.5K - $55.5K
11.8K $4.43B
GOOGL
Alphabet Inc.

Communication Services
-253
- 2.01%
$154.33 - $206.19 $39K - $52.2K
12.3K $1.9B
AAPL
Apple Inc.

Technology
-380
- 2.86%
$209.68 - $247.1 $79.7K - $93.9K
12.9K $2.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-150
- 0.25%
$57.21 - $65.8 $8.58K - $9.87K
61K $3.56B
NVO
Novo Nordisk A S

Healthcare
-300
- 2.37%
$69.3 - $90.95 $20.8K - $27.3K
12.4K $859M
VBR
Vanguard Small Cap Value ETF

ETFs
-40
- 0.25%
$183.02 - $207.75 $7.32K - $8.31K
15.9K $2.97B
SNPS
Synopsys Inc

Technology
-200
- 25.64%
$428.58 - $551.54 $85.7K - $110K
580 $249M
LMT
Lockheed Martin Corp

Industrials
-100
- 4.67%
$423.19 - $506.29 $42.3K - $50.6K
2.04K $911M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-74
- 3.79%
$522.96 - $601.18 $38.7K - $44.5K
1.88K $1B
AMZN
Amazon Com Inc

Consumer Cyclical
-150
- 5.39%
$190.26 - $242.06 $28.5K - $36.3K
2.63K $501M
IVV
Ishares Core S&P 500 ETF

ETFs
-50
- 1.78%
$554.06 - $615.85 $27.7K - $30.8K
2.75K $1.55B
VTRS
Viatris Inc

Healthcare
-372
- 1.69%
$8.68 - $12.42 $3.23K - $4.62K
21.6K $188M
GM
General Motors CO

Consumer Cyclical
-200
- 2.58%
$45.22 - $54.92 $9.04K - $11K
7.56K $356M
HBI
Hanesbrands Inc.

Consumer Cyclical
-900
- 4.14%
$5.76 - $8.6 $5.18K - $7.74K
20.9K $120M
NWL
Newell Brands Inc.

Consumer Defensive
-500
- 3.81%
$6.2 - $10.66 $3.1K - $5.33K
12.6K $78.3M
AMAT
Applied Materials Inc

Technology
-34
- 1.4%
$145.06 - $195.51 $4.93K - $6.65K
2.39K $347M
PG
Procter & Gamble CO

Consumer Defensive
-307
- 6.18%
$158.56 - $176.26 $48.7K - $54.1K
4.66K $794M
DGRO
Ishares Core Dividend Growth E

ETFs
-900
- 1.73%
$60.46 - $64.42 $54.4K - $58K
51.1K $3.16B
COST
Costco Wholesale Corp

Consumer Defensive
-127
- 4.12%
$890.62 - $1076.86 $113K - $137K
2.95K $2.79B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-600
- 12.5%
$58.32 - $65.09 $35K - $39.1K
4.2K $253M
NLOK
Norton Life Lock Inc.

Technology
-20
- 0.14%
N/A
14.7K $389M
LLY
Eli Lilly & CO

Healthcare
-193
- 7.08%
$725.72 - $929.72 $140K - $179K
2.53K $2.09B
COP
Conocophillips

Energy
-300
- 8.41%
$88.6 - $105.85 $26.6K - $31.8K
3.27K $343M
ZTS
Zoetis Inc.

Healthcare
-98
- 2.94%
$156.48 - $175.67 $15.3K - $17.2K
3.23K $532M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-268
- 1.14%
$126.11 - $135.06 $33.8K - $36.2K
23.3K $3B
NOC
Northrop Grumman Corp

Industrials
-50
- 7.69%
$433.45 - $513.82 $21.7K - $25.7K
600 $307M
LNG
Cheniere Energy, Inc.

Energy
-160
- 6.02%
$209.32 - $253.66 $33.5K - $40.6K
2.5K $579M
VEA
Vanguard Ftse Developed Market

ETFs
-200
- 2.16%
$47.4 - $52.99 $9.48K - $10.6K
9.07K $461M
BR
Broadridge Financial Solutions, Inc.

Technology
-100
- 3.85%
$221.46 - $244.83 $22.1K - $24.5K
2.5K $606M
RTX
Raytheon Technologies Corp

Industrials
-310
- 7.49%
$114.1 - $135.66 $35.4K - $42.1K
3.83K $507M
SJM
J M Smucker CO

Consumer Defensive
-10
- 0.27%
$100.41 - $118.41 $1K - $1.18K
3.7K $438M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-240
- 11.96%
$442.66 - $534.52 $106K - $128K
1.77K $941M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-170
- 0.37%
$50.82 - $52.7 $8.64K - $8.96K
46K $2.41B
TMUS
T Mobile Us, Inc.

Communication Services
-67
- 4.43%
$211.3 - $272.83 $14.2K - $18.3K
1.44K $385M
BMY
Bristol Myers Squibb CO

Healthcare
-110
- 0.55%
$53.9 - $63.11 $5.93K - $6.94K
20K $1.22B
AWK
American Water Works Company, Inc.

Utilities
-53
- 1.27%
$121.01 - $149.31 $6.41K - $7.91K
4.11K $607M
AMT
American Tower Corp

Real Estate
-120
- 2.78%
$173.46 - $217.6 $20.8K - $26.1K
4.2K $914M
MCK
Mckesson Corp

Healthcare
-15
- 1.12%
$566.21 - $672.99 $8.49K - $10.1K
1.32K $888M
IEF
Ishares Barclays

ETFs
-50
- 0.1%
$91.17 - $95.39 $4.56K - $4.77K
52K $4.96B
VZ
Verizon Communications Inc

Communication Services
-515
- 1.42%
$37.81 - $46.49 $19.5K - $23.9K
35.7K $1.62B
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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email