Forza Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.53B, Jp Morgan ETF Tr Ultra Short I with a value of $6.41B, Dimensional ETF Tr with a value of $5.67B, Vanguard Bd Index Fd Inc Short with a value of $5.45B, and Microsoft Corp with a value of $5.01B.
Examining the 13F form we can see an increase of $11B in the current position value, from $181B to 192B.
Forza Wealth Management, LLC is based out at Sarasota, FL
Below you can find more details about Forza Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Billion
ETFs: $96.5 Billion
Technology: $21.7 Billion
Healthcare: $19.7 Billion
Financial Services: $11.8 Billion
Industrials: $11.3 Billion
Consumer Defensive: $8.1 Billion
Energy: $6.76 Billion
Communication Services: $5.57 Billion
Other: $9.88 Billion
Stock Holdings Table Market Cap. of $200 Billions or more