Forza Wealth Management, LLC Portfolio Holdings

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

Forza Wealth Management, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $10.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.54B, Dimensional ETF Tr with a value of $6.67B, Jp Morgan ETF Tr Ultra Short I with a value of $6.51B, and Vanguard Bd Index Fd Inc Short with a value of $5.96B.

Examining the 13F form we can see an increase of $1.14B in the current position value, from $218B to 219B.

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 $219 Billion
ETFs: $116 Billion
Technology: $24.8 Billion
Healthcare: $18 Billion
Financial Services: $14.4 Billion
Industrials: $11.7 Billion
Consumer Defensive: $8.85 Billion
Communication Services: $7.24 Billion
Energy: $6.86 Billion
Other: $9.47 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$234 Million 0.11% of portfolio
11,613
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $219 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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