Forza Wealth Management, LLC Purchases in Q4 2024

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
17
+ 0.97%
$122.65 - $138.35 $2.09K - $2.35K
1.77K $223M
RTX
Raytheon Technologies Corp

Industrials
54
+ 1.32%
$114.45 - $127.21 $6.18K - $6.87K
4.14K $479M
MMM
3 M CO

Industrials
178
+ 3.44%
$124.74 - $137.12 $22.2K - $24.4K
5.35K $690M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.56K
+ 100.0%
$18.41 - $40.87 $102K - $227K
11.1K $206M
ADBE
Adobe Inc.

Technology
39
+ 6.52%
$437.39 - $552.96 $17.1K - $21.6K
637 $283M
PSA
Public Storage

Real Estate
53
+ 7.6%
$289.33 - $360.21 $15.3K - $19.1K
750 $225M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
49
+ 5.89%
$396.64 - $516.74 $19.4K - $25.3K
881 $355M
GPC
Genuine Parts CO

Consumer Cyclical
451
+ 10.31%
$113.11 - $143.63 $51K - $64.8K
4.83K $564M
NTAP
Net App, Inc.

Technology
83
+ 1.05%
$115.31 - $131.11 $9.57K - $10.9K
7.96K $924M
TGT
Target Corp

Consumer Defensive
64
+ 1.77%
$121.59 - $160.69 $7.78K - $10.3K
3.68K $497M
GIS
General Mills Inc

Consumer Defensive
481
+ 4.42%
$62.78 - $74.62 $30.2K - $35.9K
11.4K $725M
VZ
Verizon Communications Inc

Communication Services
2.12K
+ 6.22%
$39.6 - $45.21 $83.9K - $95.8K
36.2K $1.45B
PEP
Pepsico Inc

Consumer Defensive
128
+ 2.2%
$151.29 - $176.1 $19.4K - $22.5K
5.95K $905M
VOE
Vanguard Mid Cap Value Index F

ETFs
585
+ 1.9%
$160.89 - $176.18 $94.1K - $103K
31.4K $5.08B
JNJ
Johnson & Johnson

Healthcare
342
+ 3.75%
$143.34 - $165.86 $49K - $56.7K
9.46K $1.37B
GD
General Dynamics Corp

Industrials
95
+ 2.72%
$260.28 - $314.03 $24.7K - $29.8K
3.59K $947M
AFL
Aflac Inc

Financial Services
26
+ 0.12%
$100.37 - $115.27 $2.61K - $3K
22.1K $2.28B
XOM
Exxon Mobil Corp

Energy
233
+ 0.87%
$105.51 - $125.37 $24.6K - $29.2K
27.1K $2.91B
AMGN
Amgen Inc

Healthcare
19
+ 0.31%
$258.78 - $328.31 $4.92K - $6.24K
6.09K $1.59B
DFAI
Dimensional ETF Tr

ETFs
6.71K
+ 3.02%
$29.0 - $31.6 $194K - $212K
229K $6.67B
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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