Forza Wealth Management, LLC Portfolio Holdings
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
Forza Wealth Management, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $9.03B, Jp Morgan ETF Tr Ultra Short I with a value of $6.31B, Dimensional ETF Tr with a value of $6.08B, Vanguard Bd Index Fd Inc Short with a value of $5.52B, and Microsoft Corp with a value of $5.28B.
Examining the 13F form we can see an increase of $1.67B in the current position value, from $192B to 194B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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