Forza Wealth Management, LLC Incresed Positions in Q4 2024

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
63K
+ 206.9%
$91.29 - $91.8 $5.75M - $5.78M
93.4K $8.54B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32.4K
+ 81.77%
$77.86 - $79.27 $2.52M - $2.57M
72K $5.62B
EEM
Ishares Msci Emerging Markets

ETFs
30.2K
+ 544.59%
$41.82 - $47.36 $1.26M - $1.43M
35.8K $1.5B
VTI
Vanguard Total Stock Market Et

ETFs
3.03K
+ 34.03%
$280.04 - $302.45 $849K - $917K
11.9K $3.46B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.4K
+ 110.07%
$50.67 - $50.9 $831K - $835K
31.3K $1.59B
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.1K
+ 24.88%
$63.58 - $71.15 $770K - $861K
60.7K $3.95B
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 0.32%
$205.18 - $250.29 $11.7K - $14.3K
17.8K $4.27B
COST
Costco Wholesale Corp

Consumer Defensive
431
+ 16.27%
$873.59 - $994.69 $377K - $429K
3.08K $2.82B
GOOGL
Alphabet Inc.

Communication Services
793
+ 6.74%
$161.86 - $196.66 $128K - $156K
12.6K $2.38B
ACN
Accenture PLC

Technology
1.13K
+ 50.93%
$343.9 - $376.86 $388K - $425K
3.34K $1.18B
EMR
Emerson Electric CO

Industrials
78
+ 0.44%
$108.13 - $134.33 $8.43K - $10.5K
17.7K $2.2B
SNY
Sanofi

Healthcare
5.5K
+ 147.26%
$45.89 - $57.31 $252K - $315K
9.24K $445M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.32K
+ 5.74%
$61.68 - $67.87 $205K - $226K
61.2K $3.81B
NLOK
Norton Life Lock Inc.

Technology
7.28K
+ 98.3%
N/A
14.7K $402M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.83K
+ 3.88%
$50.37 - $50.6 $243K - $244K
129K $6.51B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.77K
+ 12.29%
$113.92 - $127.38 $202K - $226K
16.2K $1.86B
DIS
Walt Disney CO

Communication Services
443
+ 6.58%
$92.39 - $117.6 $40.9K - $52.1K
7.17K $799M
CAH
Cardinal Health Inc

Healthcare
5
+ 0.03%
$107.89 - $125.33 $539 - $627
15.8K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 3.96%
$180.88 - $232.93 $19.2K - $24.7K
2.78K $610M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.85K
+ 19.3%
$54.54 - $61.04 $101K - $113K
11.4K $636M
CRM
Salesforce, Inc.

Technology
94
+ 9.51%
$270.87 - $367.87 $25.5K - $34.6K
1.08K $362M
IAU
Ishares Gold Trust

ETFs
2.37K
+ 1.13%
$48.37 - $52.65 $115K - $125K
213K $10.5B
MA
Mastercard Inc

Financial Services
19
+ 0.98%
$491.3 - $536.15 $9.33K - $10.2K
1.96K $1.03B
WMT
Walmart Inc.

Consumer Defensive
357
+ 8.84%
$79.1 - $95.7 $28.2K - $34.2K
4.4K $397M
PYPL
Pay Pal Holdings, Inc.

Financial Services
317
+ 7.04%
$77.25 - $91.3 $24.5K - $28.9K
4.82K $412M
V
Visa Inc.

Financial Services
33
+ 2.92%
$273.87 - $320.91 $9.04K - $10.6K
1.16K $368M
XLK
Technology Sector Spdr

ETFs
45
+ 1.17%
$220.26 - $241.44 $9.91K - $10.9K
3.91K $908M
FDX
Fedex Corp

Industrials
48
+ 1.81%
$260.5 - $305.15 $12.5K - $14.6K
2.69K $758M
Coherent Corp
198
+ 8.75%
N/A
2.46K $233M
LOW
Lowes Companies Inc

Consumer Cyclical
426
+ 13.0%
$244.52 - $284.07 $104K - $121K
3.7K $914M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.5K
+ 5.82%
$41.17 - $43.34 $103K - $108K
45.5K $1.88B
VTV
Vanguard Value ETF

ETFs
642
+ 3.82%
$168.32 - $181.87 $108K - $117K
17.5K $2.96B
SYK
Stryker Corp

Healthcare
51
+ 6.12%
$345.14 - $392.15 $17.6K - $20K
885 $319M
META
Meta Platforms, Inc.

Communication Services
18
+ 4.81%
$554.08 - $632.68 $9.97K - $11.4K
392 $230M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.92K
+ 300.0%
$25.93 - $105.3 $154K - $624K
7.9K $220M
CMCSA
Comcast Corp

Communication Services
2.05K
+ 13.2%
$37.39 - $45.14 $76.6K - $92.5K
17.6K $660M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 1.47%
$442.29 - $483.08 $12.8K - $14K
2.01K $909M
MDT
Medtronic PLC

Healthcare
403
+ 11.01%
$79.61 - $92.24 $32.1K - $37.2K
4.06K $325M
IBM
International Business Machines Corp

Technology
47
+ 0.36%
$204.9 - $238.04 $9.63K - $11.2K
13.2K $2.89B
ORCL
Oracle Corp

Technology
53
+ 1.29%
$165.41 - $192.43 $8.77K - $10.2K
4.15K $691M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.51K
+ 200.0%
$25.79 - $80.4 $168K - $524K
9.77K $255M
PSX
Phillips 66

Energy
221
+ 11.25%
$110.35 - $138.93 $24.4K - $30.7K
2.19K $249M
CAT
Caterpillar Inc

Industrials
25
+ 3.51%
$360.37 - $416.88 $9.01K - $10.4K
738 $268M
SLB
Schlumberger Limited

Energy
223
+ 3.84%
$36.83 - $45.59 $8.21K - $10.2K
6.02K $231M
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
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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