Forza Wealth Management, LLC Sells in Q3 2024

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.75K
- 9.1%
$50.85 - $53.88 $242K - $256K
47.5K $2.55B
CVX
Chevron Corp

Energy
-163
- 1.49%
$137.88 - $161.97 $22.5K - $26.4K
10.8K $1.59B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.13K
- 5.4%
$8.26 - $12.16 $9.29K - $13.7K
19.7K $177M
VLO
Valero Energy Corp

Energy
-1
- 0.03%
$132.81 - $163.48 $133 - $163
3.35K $452M
FDX
Fedex Corp

Industrials
-2
- 0.08%
$254.64 - $313.52 $509 - $627
2.65K $724M
NUE
Nucor Corp

Basic Materials
-1
- 0.02%
$137.77 - $166.14 $138 - $166
6.48K $974M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-750
- 6.26%
$38.51 - $41.48 $28.9K - $31.1K
11.2K $464M
XYL
Xylem Inc.

Industrials
-100
- 2.13%
$126.14 - $141.53 $12.6K - $14.2K
4.59K $619M
SYK
Stryker Corp

Healthcare
-67
- 7.44%
$315.94 - $371.96 $21.2K - $24.9K
834 $301M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.12%
$460.0 - $505.78 $460 - $506
832 $387M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.1K
- 2.7%
$76.94 - $79.54 $84.6K - $87.5K
39.6K $3.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-650
- 0.52%
$50.25 - $50.74 $32.7K - $33K
124K $6.31B
ABT
Abbott Laboratories

Healthcare
-350
- 6.97%
$100.07 - $118.13 $35K - $41.3K
4.67K $533M
CRM
Salesforce, Inc.

Technology
-1
- 0.1%
$238.42 - $276.53 $238 - $277
988 $270M
WMT
Walmart Inc.

Consumer Defensive
-511
- 11.23%
$66.91 - $81.4 $34.2K - $41.6K
4.04K $326M
PG
Procter & Gamble CO

Consumer Defensive
-130
- 2.55%
$160.76 - $177.82 $20.9K - $23.1K
4.97K $861M
PEP
Pepsico Inc

Consumer Defensive
-46
- 0.78%
$161.9 - $179.3 $7.45K - $8.25K
5.83K $991M
SJM
J M Smucker CO

Consumer Defensive
-200
- 5.08%
$109.12 - $122.4 $21.8K - $24.5K
3.74K $453M
BR
Broadridge Financial Solutions, Inc.

Technology
-100
- 3.33%
$196.56 - $218.55 $19.7K - $21.9K
2.9K $624M
CYBR
Cyber Ark Software Ltd.

Technology
-2
- 0.09%
$241.52 - $291.61 $483 - $583
2.12K $617M
HII
Huntington Ingalls Industries, Inc.

Industrials
-1
- 0.05%
$241.93 - $282.86 $242 - $283
2.19K $578M
TW
Tradeweb Markets Inc.

Financial Services
-2
- 0.09%
$104.25 - $123.67 $209 - $247
2.27K $280M
CMCSA
Comcast Corp

Communication Services
-1
- 0.01%
$37.33 - $41.78 $37.3 - $41.8
15.5K $649M
MDU
Mdu Resources Group Inc

Industrials
-1
- -0.0%
$24.1 - $27.68 $24.1 - $27.7
20.5K $561M
VNQ
Vanguard Specialized Funds Van

ETFs
-1
- 0.03%
$82.97 - $98.97 $83 - $99
3.64K $355M
AXP
American Express CO

Financial Services
-42
- 2.61%
$225.92 - $271.17 $9.49K - $11.4K
1.57K $425M
PSA
Public Storage

Real Estate
-1
- 0.14%
$283.13 - $365.01 $283 - $365
697 $254M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 0.51%
$523.84 - $572.02 $5.24K - $5.72K
1.95K $1.11B
PKG
Packaging Corp Of America

Consumer Cyclical
-1
- 0.05%
$176.32 - $215.7 $176 - $216
2.02K $435M
ENB
Enbridge Inc

Energy
-1
- 0.01%
$35.27 - $41.18 $35.3 - $41.2
13.6K $551M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2
- -0.0%
$51.02 - $52.74 $102 - $105
49.3K $2.6B
SCHO
Schwab Short Term Us Treasury

ETFs
-1
- -0.0%
$47.93 - $49.06 $47.9 - $49.1
98.9K $4.85B
Knife River Corp
-2
- 0.04%
N/A
5.12K $457M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-382
- 1.33%
$41.9 - $48.26 $16K - $18.4K
28.4K $1.36B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1
- -0.0%
$19.78 - $23.53 $19.8 - $23.5
36.6K $847M
BLK
Black Rock Inc.

Financial Services
-45
- 4.31%
$782.27 - $949.51 $35.2K - $42.7K
999 $949M
VIRT
Virtu Financial, Inc.

Financial Services
-2
- 0.01%
$21.68 - $32.43 $43.4 - $64.9
19.3K $587M
IEF
Ishares Barclays

ETFs
-421
- 0.8%
$92.67 - $99.14 $39K - $41.7K
52.1K $5.11B
LMT
Lockheed Martin Corp

Industrials
-1
- 0.05%
$460.3 - $584.56 $460 - $585
2.14K $1.25B
DGRO
Ishares Core Dividend Growth E

ETFs
-200
- 0.38%
$57.47 - $62.76 $11.5K - $12.6K
52K $3.26B
ABBV
Abb Vie Inc.

Healthcare
-145
- 1.26%
$163.84 - $199.33 $23.8K - $28.9K
11.4K $2.25B
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.01%
$179.99 - $201.6 $180 - $202
16K $3.21B
VOE
Vanguard Mid Cap Value Index F

ETFs
-76
- 0.25%
$149.02 - $167.67 $11.3K - $12.7K
30.8K $5.17B
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 44 Reductions 44 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