Forza Wealth Management, LLC Purchases and Sells in Q3 2025

Forza Wealth Management, LLC

$261 Billion
Q3 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQWL	29.1K + 668.08%	$108.47 - $114.7 $3.15M - $3.33M	33.4K $3.83B
IVV	1.44K + 28.65%	$620.67 - $670.08 $893K - $964K	6.46K $4.32B
GOOGL	1.25K + 9.94%	$174.36 - $254.72 $219K - $319K	13.9K $3.37B
DFAI	19.8K + 8.48%	$34.05 - $36.55 $676K - $725K	254K $9.23B
BSV	14K + 18.34%	$78.11 - $79.07 $1.09M - $1.11M	90.3K $7.12B
DFAS	8.18K + 12.15%	$63.41 - $69.69 $518K - $570K	75.5K $5.17B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	24.3K New	$47.86 - $48.43 $1.16M - $1.18M	24.3K $1.17B
VO	1.83K New	$279.83 - $293.74 $512K - $537K	1.83K $537M
DIMENSIONAL ETF TRUST	5K New	N/A	5K $254M
ITA	1.21K New	$184.73 - $209.26 $224K - $253K	1.21K $253M
NEM	2.8K New	$57.35 - $85.25 $160K - $238K	2.8K $236M
NVDA	1.2K New	$153.3 - $186.58 $184K - $224K	1.2K $224M

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-58.4K - 79.14%	$24.23 - $24.42 $1.42M - $1.43M	15.4K $376M
JPST	-14.1K - 10.0%	$50.47 - $50.74 $709K - $713K	126K $6.42B
VEA	-9.48K - 43.71%	$56.02 - $60.3 $531K - $572K	12.2K $732M
VGIT	-7.62K - 28.18%	$58.97 - $60.36 $449K - $460K	19.4K $1.17B
COST	-240 - 8.37%	$915.95 - $994.57 $220K - $239K	2.63K $2.43B
NVO	-1.5K - 12.54%	$45.38 - $71.7 $68.1K - $108K	10.5K $581M

Activity Summary All Purchases 65 New Holdings 11 Increased Positions 54 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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