Forge Financial Services LLC Portfolio Holdings

Forge Financial Services LLC

$119 Billion
Q4 2024

Forge Financial Services LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $22.1B, Capital Group Divid Value ETF with a value of $14.9B, Invesco S&P 500 Equal Weight E with a value of $14B, Capital Group Core Equity ETF with a value of $12.5B, and Invesco Exchange Traded Fd Tr with a value of $12.1B.

Examining the 13F form we can see an increase of $119B in the current position value.

Forge Financial Services LLC is based out at Edmond, OK

Below you can find more details about Forge Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion

ETFs: $96.5 Billion

Industrials: $617 Million

Consumer Cyclical: $484 Million

Consumer Defensive: $278 Million

Utilities: $211 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AMZN Amazon Com Inc Consumer Cyclical	$2.33T	$484 Million 0.41% of portfolio	2,072	Q4 2024 New
PM Philip Morris International Inc. Consumer Defensive	$233B	$278 Million 0.23% of portfolio	1,906	Q4 2024 New

Summary

Portfolio
No. of Stocks 20
Current Value $119 Billion
Filing
Period Q4 2024
Filing Date February 12, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 20 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forge Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forge Financial Services LLC with notifications on news.

Account

Forge Financial Services LLC Portfolio Holdings