Forza Wealth Management, LLC Portfolio Holdings

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

Forza Wealth Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 187 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, Dimensional ETF Tr with a value of $7.05B, Jp Morgan ETF Tr Ultra Short I with a value of $6.31B, Vanguard Bd Index Fd Inc Short with a value of $6.16B, and Microsoft Corp with a value of $5.25B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $194B to 218B.

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 $218 Billion
ETFs: $112 Billion
Technology: $24.4 Billion
Healthcare: $20.7 Billion
Financial Services: $14.2 Billion
Industrials: $12.2 Billion
Consumer Defensive: $8.88 Billion
Energy: $7.1 Billion
Communication Services: $6.67 Billion
Other: $11.1 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$237 Million 0.11% of portfolio
11,613
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $218 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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