Forza Wealth Management, LLC Sells in Q2 2025

Forza Wealth Management, LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-39.6K
- 76.19%
$93.15 - $96.56 $3.69M - $3.83M
12.4K $1.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-29K
- 40.26%
$77.94 - $79.5 $2.26M - $2.3M
43K $3.42B
VTV
Vanguard Value ETF

ETFs
-5.3K
- 27.47%
$153.67 - $176.74 $814K - $936K
14K $2.47B
DGRO
Ishares Core Dividend Growth E

ETFs
-13.8K
- 27.0%
$55.22 - $63.94 $762K - $882K
37.3K $2.38B
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 5.02%
$44.12 - $59.6 $44.2K - $59.7K
19K $878M
ABBV
Abb Vie Inc.

Healthcare
-300
- 2.68%
$170.16 - $206.27 $51K - $61.9K
10.9K $2.02B
XOM
Exxon Mobil Corp

Energy
-180
- 0.66%
$99.93 - $119.04 $18K - $21.4K
27K $2.91B
TAP
Molson Coors Beverage CO

Consumer Defensive
-130
- 0.57%
$47.24 - $62.46 $6.14K - $8.12K
22.6K $1.08B
AAPL
Apple Inc.

Technology
-279
- 2.17%
$172.42 - $223.89 $48.1K - $62.5K
12.6K $2.59B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.45K
- 3.11%
$77.74 - $78.78 $190K - $193K
76.3K $6B
MRK
Merck & Co., Inc.

Healthcare
-277
- 2.57%
$73.47 - $87.12 $20.4K - $24.1K
10.5K $830M
PEP
Pepsico Inc

Consumer Defensive
-110
- 1.85%
$128.02 - $151.37 $14.1K - $16.7K
5.84K $772M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.29K
- 1.95%
$91.43 - $91.74 $118K - $118K
64.9K $5.95B
TMUS
T Mobile Us, Inc.

Communication Services
-300
- 20.78%
$220.99 - $268.54 $66.3K - $80.6K
1.14K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 3.11%
$483.48 - $539.8 $26.6K - $29.7K
1.71K $831M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-4K
- 28.57%
$23.96 - $24.41 $95.8K - $97.6K
10K $242M
Bunge Global Sa
-1.2K
- 25.86%
N/A
3.44K $276M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.1K
- 4.57%
$51.1 - $53.29 $107K - $112K
43.9K $2.34B
SNY
Sanofi

Healthcare
-200
- 2.17%
$47.62 - $55.44 $9.52K - $11.1K
9.04K $436M
AWK
American Water Works Company, Inc.

Utilities
-272
- 6.61%
$133.82 - $151.96 $36.4K - $41.3K
3.84K $534M
LNG
Cheniere Energy, Inc.

Energy
-400
- 16.0%
$197.25 - $244.33 $78.9K - $97.7K
2.1K $511M
ZTS
Zoetis Inc.

Healthcare
-200
- 6.18%
$144.41 - $170.3 $28.9K - $34.1K
3.03K $473M
V
Visa Inc.

Financial Services
-156
- 13.4%
$308.27 - $373.31 $48.1K - $58.2K
1.01K $358M
ABT
Abbott Laboratories

Healthcare
-400
- 8.56%
$123.95 - $138.08 $49.6K - $55.2K
4.27K $581M
NVO
Novo Nordisk A S

Healthcare
-400
- 3.23%
$58.08 - $81.05 $23.2K - $32.4K
12K $826M
GOOG
Alphabet Inc.

Communication Services
-600
- 17.05%
$146.58 - $180.01 $87.9K - $108K
2.92K $518M
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 6.85%
$335.24 - $380.78 $28.5K - $32.4K
1.16K $423M
UNP
Union Pacific Corp

Industrials
-80
- 4.18%
$208.27 - $238.46 $16.7K - $19.1K
1.84K $422M
HBI
Hanesbrands Inc.

Consumer Cyclical
-1K
- 4.8%
$4.32 - $5.95 $4.32K - $5.95K
19.9K $90.9M
GILD
Gilead Sciences, Inc.

Healthcare
-130
- 2.53%
$96.91 - $113.0 $12.6K - $14.7K
5K $554M
MA
Mastercard Inc

Financial Services
-81
- 4.11%
$479.92 - $590.74 $38.9K - $47.8K
1.89K $1.06B
ADBE
Adobe Inc.

Technology
-47
- 7.26%
$340.0 - $420.68 $16K - $19.8K
600 $232M
NWL
Newell Brands Inc.

Consumer Defensive
-500
- 3.96%
$4.48 - $6.27 $2.24K - $3.14K
12.1K $65.5M
QCOM
Qualcomm Inc

Technology
-207
- 5.46%
$124.66 - $159.48 $25.8K - $33K
3.58K $571M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.49K
- 13.41%
$17.76 - $22.1 $26.5K - $33K
9.63K $213M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-130
- 0.96%
$10.59 - $11.48 $1.38K - $1.49K
13.4K $154M
HON
Honeywell International Inc

Industrials
-71
- 5.13%
$182.86 - $232.88 $13K - $16.5K
1.31K $306M
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 4.14%
$149.23 - $184.95 $10.4K - $12.9K
1.62K $295M
WMT
Walmart Inc.

Consumer Defensive
-54
- 1.23%
$81.79 - $99.98 $4.42K - $5.4K
4.34K $425M
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 2.84%
$908.13 - $1056.85 $76.3K - $88.8K
2.87K $2.84B
META
Meta Platforms, Inc.

Communication Services
-5
- 1.28%
$484.66 - $738.09 $2.42K - $3.69K
387 $286M
ETN
Eaton Corp PLC

Industrials
-12
- 1.22%
$246.52 - $356.99 $2.96K - $4.28K
972 $347M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.1%
N/A
19.2K $3.94B
EMR
Emerson Electric CO

Industrials
-75
- 0.42%
$94.15 - $133.33 $7.06K - $10K
17.7K $2.36B
IBM
International Business Machines Corp

Technology
-7
- 0.05%
$221.03 - $294.78 $1.55K - $2.06K
13.2K $3.89B
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 0.2%
$210.28 - $289.91 $7.57K - $10.4K
17.9K $5.19B
AVGO
Broadcom Inc.

Technology
-60
- 0.63%
$146.29 - $275.65 $8.78K - $16.5K
9.52K $2.62B
MSFT
Microsoft Corp

Technology
-120
- 1.02%
$354.56 - $497.45 $42.5K - $59.7K
11.7K $5.8B
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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