Forza Wealth Management, LLC Purchases and Sells in Q4 2024

Forza Wealth Management, LLC

$219 Billion
Q4 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	63K + 206.9%	$91.29 - $91.8 $5.75M - $5.78M	93.4K $8.54B
VCSH	32.4K + 81.77%	$77.86 - $79.27 $2.52M - $2.57M	72K $5.62B
EEM	30.2K + 544.59%	$41.82 - $47.36 $1.26M - $1.43M	35.8K $1.5B
VTI	3.03K + 34.03%	$280.04 - $302.45 $849K - $917K	11.9K $3.46B
JMST	16.4K + 110.07%	$50.67 - $50.9 $831K - $835K	31.3K $1.59B
DFAS	12.1K + 24.88%	$63.58 - $71.15 $770K - $861K	60.7K $3.95B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC	999 New	N/A	999 $1.02B
EVERUS CONSTR GROUP	5.12K New	N/A	5.12K $336M
GNRC	1.69K New	$154.28 - $195.11 $261K - $330K	1.69K $262M
WFC	3.16K New	$54.98 - $77.35 $174K - $245K	3.16K $222M
NTRS	2.16K New	$88.4 - $111.16 $191K - $240K	2.16K $221M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-25.1K - 25.39%	$24.06 - $48.88 $605K - $1.23M	73.8K $1.78B
VWO	-20.6K - 72.37%	$44.04 - $49.49 $905K - $1.02M	7.85K $346M
INTC	-22.4K - 63.79%	$19.07 - $26.23 $427K - $588K	12.7K $255M
LLY	-200 - 6.84%	$727.2 - $932.06 $145K - $186K	2.73K $2.1B
NVO	-260 - 2.01%	$85.0 - $120.04 $22.1K - $31.2K	12.7K $1.09B
AMT	-378 - 8.05%	$179.4 - $232.01 $67.8K - $87.7K	4.32K $792M

Activity Summary All Purchases 71 New Holdings 5 Increased Positions 66 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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