Forge Financial Services LLC Portfolio Holdings
Forge Financial Services LLC
- $113 Billion
- Q1 2025
Forge Financial Services LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 21 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 $20.9B, Capital Group Divid Value ETF with a value of $14.1B, Invesco S&P 500 Equal Weight E with a value of $13.8B, Capital Group Core Equity ETF with a value of $12.1B, and Invesco Exchange Traded Fd Tr with a value of $11.2B.
Examining the 13F form we can see an decrease of $5.76B in the current position value, from $119B to 113B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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