Forza Wealth Management, LLC Reduced Holdings in Q4 2024

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-25.1K
- 25.39%
$24.06 - $48.88 $605K - $1.23M
73.8K $1.78B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-20.6K
- 72.37%
$44.04 - $49.49 $905K - $1.02M
7.85K $346M
INTC
Intel Corp

Technology
-22.4K
- 63.79%
$19.07 - $26.23 $427K - $588K
12.7K $255M
LLY
Eli Lilly & CO

Healthcare
-200
- 6.84%
$727.2 - $932.06 $145K - $186K
2.73K $2.1B
NVO
Novo Nordisk A S

Healthcare
-260
- 2.01%
$85.0 - $120.04 $22.1K - $31.2K
12.7K $1.09B
AMT
American Tower Corp

Real Estate
-378
- 8.05%
$179.4 - $232.01 $67.8K - $87.7K
4.32K $792M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-187
- 1.47%
$72.97 - $96.75 $13.6K - $18.1K
12.5K $929M
CVS
Cvs Health Corp

Healthcare
-1.91K
- 18.68%
$43.78 - $67.46 $83.6K - $129K
8.31K $373M
ABBV
Abb Vie Inc.

Healthcare
-200
- 1.76%
$164.99 - $203.87 $33K - $40.8K
11.2K $1.99B
IEFA
Ishares Tr

ETFs
-1.69K
- 10.12%
$70.06 - $77.43 $119K - $131K
15K $1.06B
PFE
Pfizer Inc

Healthcare
-6.91K
- 36.82%
$24.8 - $30.19 $171K - $209K
11.9K $314M
IVV
Ishares Core S&P 500 ETF

ETFs
-432
- 13.35%
$570.51 - $610.59 $246K - $264K
2.8K $1.65B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.1K
- 1.41%
$77.02 - $78.58 $85K - $86.7K
77.1K $5.96B
AWK
American Water Works Company, Inc.

Utilities
-672
- 13.89%
$123.83 - $146.07 $83.2K - $98.2K
4.17K $519M
MRK
Merck & Co., Inc.

Healthcare
-221
- 2.04%
$96.31 - $114.76 $21.3K - $25.4K
10.6K $1.06B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.32K
- 2.78%
$51.33 - $53.74 $67.8K - $70.9K
46.1K $2.38B
UNH
Unitedhealth Group Inc

Healthcare
-130
- 18.84%
$485.52 - $625.25 $63.1K - $81.3K
560 $283M
Bunge Global Sa
-300
- 6.07%
N/A
4.64K $361M
AMAT
Applied Materials Inc

Technology
-43
- 1.74%
$161.44 - $213.89 $6.94K - $9.2K
2.43K $395M
LHX
L3 Harris Technologies, Inc.

Industrials
-165
- 7.87%
$208.94 - $264.22 $34.5K - $43.6K
1.93K $406M
UNP
Union Pacific Corp

Industrials
-200
- 9.46%
$223.15 - $249.32 $44.6K - $49.9K
1.92K $437M
VIG
Vanguard Dividend Appreciation

ETFs
-156
- 0.81%
N/A
19.2K $3.76B
TSN
Tyson Foods, Inc.

Consumer Defensive
-950
- 11.73%
$57.14 - $64.54 $54.3K - $61.3K
7.15K $411M
VGIT
Vanguard Intermediate Term Tre

ETFs
-433
- 2.41%
$57.78 - $60.4 $25K - $26.2K
17.5K $1.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-142
- 1.21%
$96.64 - $101.23 $13.7K - $14.4K
11.6K $1.12B
SNPS
Synopsys Inc

Technology
-80
- 9.3%
$485.36 - $588.0 $38.8K - $47K
780 $379M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-6.16K
- 31.24%
$8.24 - $11.07 $50.7K - $68.2K
13.6K $126M
SJM
J M Smucker CO

Consumer Defensive
-30
- 0.8%
$106.92 - $121.75 $3.21K - $3.65K
3.71K $409M
PPL
Ppl Corp

Utilities
-1.03K
- 6.58%
$31.47 - $35.0 $32.4K - $36.1K
14.6K $474M
BR
Broadridge Financial Solutions, Inc.

Technology
-300
- 10.34%
$209.64 - $236.44 $62.9K - $70.9K
2.6K $588M
CVX
Chevron Corp

Energy
-60
- 0.56%
$141.15 - $162.53 $8.47K - $9.75K
10.7K $1.55B
AKAM
Akamai Technologies Inc

Technology
-42
- 0.74%
N/A
5.66K $541M
AMCR
Amcor PLC

Consumer Cyclical
-1K
- 8.06%
$9.34 - $11.37 $9.34K - $11.4K
11.4K $107M
COP
Conocophillips

Energy
-47
- 1.3%
$95.12 - $114.72 $4.47K - $5.39K
3.57K $354M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-72
- 0.3%
$126.68 - $134.74 $9.12K - $9.7K
23.6K $3.01B
TAP
Molson Coors Beverage CO

Consumer Defensive
-100
- 0.44%
$53.97 - $63.88 $5.4K - $6.39K
22.6K $1.3B
AXP
American Express CO

Financial Services
-150
- 9.58%
$267.35 - $305.57 $40.1K - $45.8K
1.42K $420M
GOOG
Alphabet Inc.

Communication Services
-500
- 12.66%
$163.08 - $198.16 $81.5K - $99.1K
3.45K $657M
USB
Us Bancorp \De\

Financial Services
-400
- 4.09%
$43.98 - $53.66 $17.6K - $21.5K
9.39K $449M
NWL
Newell Brands Inc.

Consumer Defensive
-2.2K
- 14.36%
$7.18 - $11.63 $15.8K - $25.6K
13.1K $131M
VTRS
Viatris Inc

Healthcare
-400
- 1.79%
$11.32 - $13.37 $4.53K - $5.35K
21.9K $273M
BMY
Bristol Myers Squibb CO

Healthcare
-548
- 2.66%
$51.92 - $59.94 $28.5K - $32.8K
20.1K $1.14B
AAPL
Apple Inc.

Technology
-293
- 2.16%
$221.69 - $259.02 $65K - $75.9K
13.3K $3.32B
AVGO
Broadcom Inc.

Technology
-1K
- 9.07%
$159.67 - $250.0 $160K - $250K
10K $2.32B
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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