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
AMGN
Amgen Inc

Healthcare
239
+ 4.1%
$309.38 - $337.38 $73.9K - $80.6K
6.07K $1.96B
XOM
Exxon Mobil Corp

Energy
633
+ 2.42%
$109.72 - $119.0 $69.5K - $75.3K
26.8K $3.14B
UNH
Unitedhealth Group Inc

Healthcare
145
+ 26.61%
$488.01 - $604.18 $70.8K - $87.6K
690 $403M
MDT
Medtronic PLC

Healthcare
1.06K
+ 40.48%
$76.84 - $91.03 $81.1K - $96K
3.66K $330M
CVS
Cvs Health Corp

Healthcare
1.25K
+ 13.87%
$55.81 - $63.18 $69.5K - $78.7K
10.2K $643M
GD
General Dynamics Corp

Industrials
235
+ 7.2%
$279.51 - $308.09 $65.7K - $72.4K
3.5K $1.06B
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.38%
$801.83 - $917.05 $8.02K - $9.17K
2.65K $2.35B
RTX
Raytheon Technologies Corp

Industrials
183
+ 4.69%
$99.55 - $123.34 $18.2K - $22.6K
4.08K $495M
GILD
Gilead Sciences, Inc.

Healthcare
337
+ 7.14%
$66.59 - $83.99 $22.4K - $28.3K
5.05K $424M
T
At&T Inc.

Communication Services
280
+ 0.88%
$18.21 - $22.28 $5.1K - $6.24K
32.2K $708M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 4.38%
$333.64 - $405.2 $17.3K - $21.1K
1.24K $502M
NTAP
Net App, Inc.

Technology
1.03K
+ 15.1%
$114.18 - $134.62 $118K - $139K
7.88K $973M
ETN
Eaton Corp PLC

Industrials
217
+ 28.29%
$272.52 - $333.02 $59.1K - $72.3K
984 $326M
ZTS
Zoetis Inc.

Healthcare
19
+ 0.57%
$172.58 - $196.48 $3.28K - $3.73K
3.33K $651M
LHX
L3 Harris Technologies, Inc.

Industrials
206
+ 10.9%
$221.96 - $243.27 $45.7K - $50.1K
2.1K $499M
GPC
Genuine Parts CO

Consumer Cyclical
490
+ 12.61%
$131.04 - $147.11 $64.2K - $72.1K
4.38K $611M
DIS
Walt Disney CO

Communication Services
809
+ 13.66%
$85.6 - $98.61 $69.3K - $79.8K
6.73K $647M
SHV
Ishares Tr

ETFs
500
+ 6.02%
$110.05 - $110.63 $55K - $55.3K
8.8K $974M
NVS
Novartis Ag

Healthcare
30
+ 0.56%
$106.13 - $120.89 $3.18K - $3.63K
5.35K $615M
EEM
Ishares Msci Emerging Markets

ETFs
700
+ 14.43%
$40.42 - $46.7 $28.3K - $32.7K
5.55K $255M
TMUS
T Mobile Us, Inc.

Communication Services
12
+ 0.8%
$175.14 - $206.36 $2.1K - $2.48K
1.51K $312M
AMZN
Amazon Com Inc

Consumer Cyclical
306
+ 12.92%
$161.02 - $200.0 $49.3K - $61.2K
2.68K $498M
EMR
Emerson Electric CO

Industrials
475
+ 2.77%
$98.19 - $118.87 $46.6K - $56.5K
17.6K $1.93B
V
Visa Inc.

Financial Services
85
+ 8.13%
$253.74 - $291.56 $21.6K - $24.8K
1.13K $311M
AMCR
Amcor PLC

Consumer Cyclical
1K
+ 8.77%
$9.5 - $11.44 $9.5K - $11.4K
12.4K $140M
PFE
Pfizer Inc

Healthcare
365
+ 1.98%
$27.7 - $31.39 $10.1K - $11.5K
18.8K $543M
GOOG
Alphabet Inc.

Communication Services
469
+ 13.48%
$149.54 - $192.66 $70.1K - $90.4K
3.95K $660M
BAC
Bank Of America Corp

Financial Services
509
+ 3.23%
$36.65 - $44.13 $18.7K - $22.5K
16.3K $645M
GM
General Motors CO

Consumer Cyclical
540
+ 7.48%
$39.95 - $49.9 $21.6K - $26.9K
7.76K $348M
HON
Honeywell International Inc

Industrials
71
+ 5.4%
$196.73 - $220.21 $14K - $15.6K
1.39K $286M
ADBE
Adobe Inc.

Technology
45
+ 8.14%
$508.13 - $586.55 $22.9K - $26.4K
598 $310M
MSFT
Microsoft Corp

Technology
399
+ 3.38%
$395.15 - $467.56 $158K - $187K
12.2K $5.25B
COP
Conocophillips

Energy
44
+ 1.23%
$102.3 - $116.61 $4.5K - $5.13K
3.62K $381M
AMAT
Applied Materials Inc

Technology
234
+ 10.47%
$174.88 - $254.97 $40.9K - $59.7K
2.47K $499M
SNPS
Synopsys Inc

Technology
35
+ 4.24%
$463.97 - $621.3 $16.2K - $21.7K
860 $435M
MRK
Merck & Co., Inc.

Healthcare
364
+ 3.47%
$111.15 - $128.97 $40.5K - $46.9K
10.8K $1.23B
GOOGL
Alphabet Inc.

Communication Services
619
+ 5.55%
$148.65 - $191.18 $92K - $118K
11.8K $1.95B
QCOM
Qualcomm Inc

Technology
142
+ 3.96%
$156.12 - $209.64 $22.2K - $29.8K
3.73K $633M
INTC
Intel Corp

Technology
1.3K
+ 3.84%
$18.9 - $34.87 $24.6K - $45.3K
35.1K $824M
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
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