Forza Wealth Management, LLC Purchases in Q3 2024

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.9K
+ 255.37%
$91.42 - $91.82 $2M - $2.01M
30.4K $2.79B
IAU
Ishares Gold Trust

ETFs
5K
+ 2.43%
$44.06 - $50.5 $220K - $253K
210K $10.5B
VTI
Vanguard Total Stock Market Et

ETFs
4.14K
+ 86.69%
$255.18 - $283.2 $1.06M - $1.17M
8.91K $2.52B
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.7K
+ 47.79%
$59.25 - $65.33 $932K - $1.03M
48.6K $3.16B
DFAI
Dimensional ETF Tr

ETFs
16.9K
+ 8.23%
$28.69 - $32.06 $484K - $541K
222K $7.05B
IBM
International Business Machines Corp

Technology
441
+ 3.48%
$175.1 - $223.38 $77.2K - $98.5K
13.1K $2.9B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.26K
+ 8.7%
$76.38 - $78.87 $478K - $494K
78.2K $6.16B
AFL
Aflac Inc

Financial Services
785
+ 3.69%
$88.52 - $111.8 $69.5K - $87.8K
22.1K $2.47B
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 2.89%
$44.74 - $53.22 $77.8K - $92.5K
61.9K $3.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
412
+ 7.16%
$517.38 - $573.86 $213K - $236K
6.17K $3.54B
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.51K
New
$57.22 - $80.08 $258K - $361K
4.51K $352M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.65K
+ 2.93%
$57.32 - $62.65 $94.5K - $103K
57.9K $3.61B
AMT
American Tower Corp

Real Estate
662
+ 16.41%
$192.27 - $242.73 $127K - $161K
4.7K $1.09B
CAT
Caterpillar Inc

Industrials
713
New
$316.8 - $391.12 $226K - $279K
713 $279M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
301
+ 1.29%
$117.9 - $128.2 $35.5K - $38.6K
23.6K $3.03B
CAH
Cardinal Health Inc

Healthcare
680
+ 4.5%
$93.74 - $114.66 $63.7K - $78K
15.8K $1.75B
PSX
Phillips 66

Energy
1.96K
New
$125.0 - $147.17 $246K - $289K
1.96K $258M
VZ
Verizon Communications Inc

Communication Services
3.18K
+ 10.27%
$38.89 - $45.0 $123K - $143K
34.1K $1.53B
TMO
Thermo Fisher Scientific Inc.

Healthcare
407
New
$531.86 - $624.21 $216K - $254K
407 $252M
JPM
Jpmorgan Chase & CO

Financial Services
489
+ 2.83%
$194.9 - $224.8 $95.3K - $110K
17.7K $3.74B
MMM
3 M CO

Industrials
676
+ 15.05%
$99.69 - $139.42 $67.4K - $94.2K
5.17K $707M
SLB
Schlumberger Limited

Energy
5.8K
New
$39.57 - $49.67 $230K - $288K
5.8K $243M
ORCL
Oracle Corp

Technology
809
+ 24.61%
$125.9 - $170.35 $102K - $138K
4.1K $698M
IVV
Ishares Core S&P 500 ETF

ETFs
246
+ 8.23%
$520.18 - $576.82 $128K - $142K
3.24K $1.87B
NEE
Nextera Energy Inc

Utilities
2.72K
New
$69.9 - $84.97 $190K - $231K
2.72K $230M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
697
+ 5.08%
$105.53 - $118.34 $73.6K - $82.5K
14.4K $1.69B
GS
Goldman Sachs Group Inc

Financial Services
447
New
$459.02 - $510.25 $205K - $228K
447 $221M
BMY
Bristol Myers Squibb CO

Healthcare
159
+ 0.78%
$39.66 - $51.75 $6.31K - $8.23K
20.6K $1.07B
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 7.73%
$213.3 - $270.78 $50.1K - $63.6K
3.28K $887M
MO
Altria Group, Inc.

Consumer Defensive
4.24K
New
$45.95 - $54.71 $195K - $232K
4.24K $216M
SNY
Sanofi

Healthcare
3.74K
New
$48.54 - $58.53 $181K - $219K
3.74K $215M
META
Meta Platforms, Inc.

Communication Services
374
New
$453.41 - $572.44 $170K - $214K
374 $214M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
263
+ 15.34%
$405.19 - $478.57 $107K - $126K
1.98K $910M
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 3.15%
$245.82 - $304.51 $27.3K - $33.8K
3.63K $1.11B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.97K
New
$92.63 - $105.69 $183K - $209K
1.97K $206M
PM
Philip Morris International Inc.

Consumer Defensive
1.69K
New
$101.25 - $127.45 $171K - $215K
1.69K $205M
NKE
Nike, Inc.

Consumer Cyclical
2.3K
New
$71.09 - $89.44 $164K - $206K
2.3K $203M
NLOK
Norton Life Lock Inc.

Technology
7.41K
New
N/A
7.41K $203M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.45K
New
$41.02 - $46.01 $182K - $205K
4.45K $202M
IDXX
Idexx Laboratories Inc

Healthcare
400
New
$455.08 - $517.19 $182K - $207K
400 $202M
Coherent Corp
2.26K
New
N/A
2.26K $201M
KO
Coca Cola CO

Consumer Defensive
2.8K
New
$62.69 - $73.01 $175K - $204K
2.8K $201M
JNJ
Johnson & Johnson

Healthcare
379
+ 4.34%
$145.48 - $167.38 $55.1K - $63.4K
9.12K $1.48B
ACN
Accenture PLC

Technology
265
+ 13.59%
$295.44 - $355.81 $78.3K - $94.3K
2.22K $783M
MA
Mastercard Inc

Financial Services
200
+ 11.46%
$429.6 - $500.99 $85.9K - $100K
1.95K $960M
GIS
General Mills Inc

Consumer Defensive
1.03K
+ 10.45%
$62.5 - $75.15 $64.4K - $77.4K
10.9K $804M
AKAM
Akamai Technologies Inc

Technology
1.18K
+ 26.17%
N/A
5.7K $576M
AVGO
Broadcom Inc.

Technology
9.92K
+ 905.47%
$136.27 - $1745.86 $1.35M - $17.3M
11K $1.9B
TGT
Target Corp

Consumer Defensive
738
+ 25.66%
$133.47 - $159.25 $98.5K - $118K
3.61K $563M
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email