Forza Wealth Management, LLC Purchases and Sells in Q2 2025

Forza Wealth Management, LLC

$244 Billion
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	39.3K + 377.88%	$102.31 - $105.8 $4.02M - $4.16M	49.7K $5.19B
VCIT	30K + 540.69%	$79.56 - $82.92 $2.38M - $2.48M	35.5K $2.94B
IVV	2.27K + 82.24%	$498.8 - $620.9 $1.13M - $1.41M	5.02K $3.12B
DFAI	5.51K + 2.41%	$28.02 - $34.71 $154K - $191K	234K $8.09B
VYM	6.37K + 27.35%	$114.78 - $133.31 $731K - $850K	29.7K $3.96B
IAU	320 + 0.14%	$56.1 - $64.74 $18K - $20.7K	228K $14.2B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFNM	90K New	$46.77 - $47.89 $4.21M - $4.31M	90K $4.27B
SDY	7K New	$121.58 - $136.74 $851K - $957K	7K $950M
EQWL	4.35K New	$91.62 - $109.97 $399K - $479K	4.35K $479M
RSP	2.59K New	$152.93 - $181.74 $397K - $471K	2.59K $471M
UPS	4.67K New	$91.92 - $110.2 $429K - $515K	4.67K $471M
VB	1.41K New	$193.73 - $237.37 $273K - $335K	1.41K $334M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	-39.6K - 76.19%	$93.15 - $96.56 $3.69M - $3.83M	12.4K $1.19B
VCSH	-29K - 40.26%	$77.94 - $79.5 $2.26M - $2.3M	43K $3.42B
VTV	-5.3K - 27.47%	$153.67 - $176.74 $814K - $936K	14K $2.47B
DGRO	-13.8K - 27.0%	$55.22 - $63.94 $762K - $882K	37.3K $2.38B
BMY	-1K - 5.02%	$44.12 - $59.6 $44.2K - $59.7K	19K $878M
ABBV	-300 - 2.68%	$170.16 - $206.27 $51K - $61.9K	10.9K $2.02B

Activity Summary All Purchases 66 New Holdings 16 Increased Positions 50 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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