Forza Wealth Management, LLC Incresed Positions 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
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
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
VZ
Verizon Communications Inc

Communication Services
3.18K
+ 10.27%
$38.89 - $45.0 $123K - $143K
34.1K $1.53B
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
697
+ 5.08%
$105.53 - $118.34 $73.6K - $82.5K
14.4K $1.69B
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
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
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
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
LYB
Lyondell Basell Industries N.V.

Basic Materials
947
+ 8.06%
$92.56 - $99.46 $87.7K - $94.2K
12.7K $1.22B
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
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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