Forza Wealth Management, LLC Incresed Positions in Q2 2025

Forza Wealth Management, LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
39.3K
+ 377.88%
$102.31 - $105.8 $4.02M - $4.16M
49.7K $5.19B
VCIT
Vanguard Intermediate Term Cor

ETFs
30K
+ 540.69%
$79.56 - $82.92 $2.38M - $2.48M
35.5K $2.94B
IVV
Ishares Core S&P 500 ETF

ETFs
2.27K
+ 82.24%
$498.8 - $620.9 $1.13M - $1.41M
5.02K $3.12B
DFAI
Dimensional ETF Tr

ETFs
5.51K
+ 2.41%
$28.02 - $34.71 $154K - $191K
234K $8.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.37K
+ 27.35%
$114.78 - $133.31 $731K - $850K
29.7K $3.96B
IAU
Ishares Gold Trust

ETFs
320
+ 0.14%
$56.1 - $64.74 $18K - $20.7K
228K $14.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.33K
+ 10.37%
$243.75 - $303.93 $325K - $405K
14.2K $4.31B
VEA
Vanguard Ftse Developed Market

ETFs
12.6K
+ 138.99%
$45.65 - $57.01 $576K - $719K
21.7K $1.24B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.74K
+ 9.33%
$52.31 - $63.72 $300K - $366K
67.3K $4.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.1K
+ 9.99%
$51.16 - $62.02 $312K - $378K
67.1K $4.16B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.5K
+ 11.58%
$50.52 - $50.92 $530K - $535K
101K $5.15B
CAH
Cardinal Health Inc

Healthcare
192
+ 1.21%
$125.0 - $168.0 $24K - $32.3K
16K $2.69B
CSCO
Cisco Systems, Inc.

Technology
467
+ 0.75%
$53.19 - $69.38 $24.8K - $32.4K
62.6K $4.34B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.33K
+ 7.11%
$50.36 - $50.68 $470K - $473K
141K $7.12B
ORCL
Oracle Corp

Technology
298
+ 7.14%
$122.82 - $218.63 $36.6K - $65.2K
4.47K $978M
GOOGL
Alphabet Inc.

Communication Services
306
+ 2.49%
$144.7 - $178.6 $44.3K - $54.7K
12.6K $2.22B
DIS
Walt Disney CO

Communication Services
660
+ 9.06%
$81.72 - $124.01 $53.9K - $81.8K
7.94K $985M
HII
Huntington Ingalls Industries, Inc.

Industrials
685
+ 29.97%
$183.31 - $241.46 $126K - $165K
2.97K $717M
NTAP
Net App, Inc.

Technology
514
+ 6.41%
$76.1 - $106.55 $39.1K - $54.8K
8.53K $909M
INTC
Intel Corp

Technology
6.99K
+ 53.27%
$18.13 - $22.69 $127K - $159K
20.1K $450M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.34K
+ 29.76%
$39.89 - $49.46 $93.1K - $115K
10.2K $504M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.22K
+ 27.0%
$57.41 - $74.81 $70.1K - $91.3K
5.74K $427M
GD
General Dynamics Corp

Industrials
207
+ 5.7%
$247.68 - $291.66 $51.3K - $60.4K
3.84K $1.12B
NLOK
Norton Life Lock Inc.

Technology
2.91K
+ 19.83%
N/A
17.6K $517M
TGT
Target Corp

Consumer Defensive
1.23K
+ 31.68%
$88.76 - $105.77 $109K - $130K
5.1K $503M
USB
Us Bancorp \De\

Financial Services
1.43K
+ 15.18%
$36.4 - $45.76 $51.9K - $65.2K
10.8K $489M
AKAM
Akamai Technologies Inc

Technology
1.13K
+ 19.07%
N/A
7.04K $562M
AMT
American Tower Corp

Real Estate
300
+ 7.14%
$203.96 - $228.19 $61.2K - $68.5K
4.5K $994M
GNRC
Generac Holdings Inc.

Industrials
250
+ 14.78%
$101.92 - $143.21 $25.5K - $35.8K
1.94K $278M
MMM
3 M CO

Industrials
208
+ 3.88%
$126.09 - $154.15 $26.2K - $32.1K
5.56K $847M
SHV
Ishares Tr

ETFs
500
+ 5.68%
$110.06 - $110.46 $55K - $55.2K
9.3K $1.03B
VZ
Verizon Communications Inc

Communication Services
2.82K
+ 7.9%
$41.67 - $45.62 $118K - $129K
38.5K $1.67B
CVS
Cvs Health Corp

Healthcare
465
+ 5.46%
$60.04 - $70.18 $27.9K - $32.6K
8.99K $620M
MDT
Medtronic PLC

Healthcare
610
+ 14.68%
$80.68 - $88.86 $49.2K - $54.2K
4.76K $415M
PFE
Pfizer Inc

Healthcare
2.19K
+ 16.7%
$21.59 - $24.84 $47.2K - $54.3K
15.3K $371M
CMCSA
Comcast Corp

Communication Services
1.6K
+ 9.1%
$32.84 - $36.72 $52.5K - $58.8K
19.2K $684M
GPC
Genuine Parts CO

Consumer Cyclical
176
+ 3.61%
$105.54 - $129.09 $18.6K - $22.7K
5.05K $613M
MO
Altria Group, Inc.

Consumer Defensive
496
+ 11.7%
$55.56 - $60.91 $27.6K - $30.2K
4.73K $278M
PSX
Phillips 66

Energy
248
+ 11.1%
$92.87 - $125.73 $23K - $31.2K
2.48K $296M
SLB
Schlumberger Limited

Energy
1.98K
+ 31.11%
$31.95 - $42.2 $63.4K - $83.7K
8.36K $282M
ACN
Accenture PLC

Technology
201
+ 5.99%
$279.23 - $323.21 $56.1K - $65K
3.55K $1.06B
LOW
Lowes Companies Inc

Consumer Cyclical
214
+ 5.76%
$210.83 - $235.28 $45.1K - $50.3K
3.93K $872M
PKG
Packaging Corp Of America

Consumer Cyclical
56
+ 2.77%
$175.97 - $201.36 $9.85K - $11.3K
2.08K $391M
GIS
General Mills Inc

Consumer Defensive
560
+ 4.88%
$50.37 - $60.97 $28.2K - $34.1K
12K $623M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.15K
+ 9.05%
$53.23 - $70.65 $61.2K - $81.2K
13.9K $802M
AFL
Aflac Inc

Financial Services
298
+ 1.35%
$99.77 - $112.45 $29.7K - $33.5K
22.4K $2.36B
JNJ
Johnson & Johnson

Healthcare
81
+ 0.85%
$146.36 - $159.82 $11.9K - $12.9K
9.6K $1.47B
AMGN
Amgen Inc

Healthcare
253
+ 4.14%
$262.28 - $309.85 $66.4K - $78.4K
6.37K $1.78B
CVX
Chevron Corp

Energy
700
+ 6.45%
$133.73 - $168.51 $93.6K - $118K
11.6K $1.65B
Activity Summary
Buys All Purchases 66 New Holdings 16 Increased Positions 50 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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