Forza Wealth Management, LLC Incresed Positions in Q3 2025

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQWL
Invesco Exchange Traded Fd Tr

ETFs
29.1K
+ 668.08%
$108.47 - $114.7 $3.15M - $3.33M
33.4K $3.83B
IVV
Ishares Core S&P 500 ETF

ETFs
1.44K
+ 28.65%
$620.67 - $670.08 $893K - $964K
6.46K $4.32B
GOOGL
Alphabet Inc.

Communication Services
1.25K
+ 9.94%
$174.36 - $254.72 $219K - $319K
13.9K $3.37B
DFAI
Dimensional ETF Tr

ETFs
19.8K
+ 8.48%
$34.05 - $36.55 $676K - $725K
254K $9.23B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14K
+ 18.34%
$78.11 - $79.07 $1.09M - $1.11M
90.3K $7.12B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.18K
+ 12.15%
$63.41 - $69.69 $518K - $570K
75.5K $5.17B
AAPL
Apple Inc.

Technology
687
+ 5.45%
$202.38 - $256.87 $139K - $176K
13.3K $3.38B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10K
+ 9.88%
$50.81 - $51.07 $508K - $511K
111K $5.68B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.2K
+ 10.22%
$47.18 - $48.17 $434K - $443K
99.2K $4.76B
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 0.58%
$282.78 - $316.06 $29.4K - $32.9K
18K $5.68B
MSFT
Microsoft Corp

Technology
281
+ 2.41%
$491.09 - $535.64 $138K - $151K
12K $6.19B
JNJ
Johnson & Johnson

Healthcare
245
+ 2.55%
$155.17 - $185.42 $38K - $45.4K
9.85K $1.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
61
+ 0.99%
$617.65 - $666.84 $37.7K - $40.7K
6.23K $4.15B
ORCL
Oracle Corp

Technology
150
+ 3.35%
$218.96 - $328.33 $32.8K - $49.2K
4.62K $1.3B
INTC
Intel Corp

Technology
1.04K
+ 5.19%
$19.31 - $35.5 $20.1K - $37K
21.1K $709M
GD
General Dynamics Corp

Industrials
42
+ 1.09%
$293.92 - $341.0 $12.3K - $14.3K
3.88K $1.32B
XOM
Exxon Mobil Corp

Energy
601
+ 2.23%
$105.83 - $117.22 $63.6K - $70.4K
27.6K $3.11B
DGRO
Ishares Core Dividend Growth E

ETFs
395
+ 1.06%
$64.12 - $68.08 $25.3K - $26.9K
37.7K $2.57B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
+ 0.41%
$108.46 - $120.63 $7.27K - $8.08K
16.3K $1.93B
HII
Huntington Ingalls Industries, Inc.

Industrials
49
+ 1.65%
$246.31 - $287.91 $12.1K - $14.1K
3.02K $869M
LOW
Lowes Companies Inc

Consumer Cyclical
106
+ 2.7%
$215.01 - $273.02 $22.8K - $28.9K
4.03K $1.01B
NTAP
Net App, Inc.

Technology
247
+ 2.9%
$101.1 - $126.36 $25K - $31.2K
8.78K $1.04B
GPC
Genuine Parts CO

Consumer Cyclical
216
+ 4.27%
$122.23 - $142.77 $26.4K - $30.8K
5.27K $730M
AMGN
Amgen Inc

Healthcare
347
+ 5.45%
$271.18 - $309.22 $94.1K - $107K
6.72K $1.9B
PKG
Packaging Corp Of America

Consumer Cyclical
255
+ 12.28%
$191.41 - $220.25 $48.8K - $56.2K
2.33K $508M
PFE
Pfizer Inc

Healthcare
3.84K
+ 25.09%
$23.29 - $25.88 $89.4K - $99.3K
19.1K $487M
MDT
Medtronic PLC

Healthcare
760
+ 15.95%
$87.67 - $95.74 $66.6K - $72.8K
5.52K $526M
CVS
Cvs Health Corp

Healthcare
596
+ 6.63%
$58.75 - $76.5 $35K - $45.6K
9.59K $723M
EBAY
Ebay Inc

Consumer Cyclical
475
+ 15.77%
$75.33 - $100.77 $35.8K - $47.9K
3.49K $317M
VZ
Verizon Communications Inc

Communication Services
1.06K
+ 2.76%
$40.84 - $45.06 $43.3K - $47.8K
39.6K $1.74B
PSX
Phillips 66

Energy
191
+ 7.69%
$118.37 - $139.46 $22.6K - $26.6K
2.67K $364M
MO
Altria Group, Inc.

Consumer Defensive
438
+ 9.25%
$57.75 - $67.68 $25.3K - $29.6K
5.17K $342M
MRK
Merck & Co., Inc.

Healthcare
159
+ 1.52%
$77.6 - $87.37 $12.3K - $13.9K
10.6K $893M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
200
+ 10.04%
$126.64 - $135.65 $25.3K - $27.1K
2.19K $297M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
125
+ 0.28%
$52.55 - $54.37 $6.57K - $6.8K
44K $2.38B
MA
Mastercard Inc

Financial Services
50
+ 2.65%
$550.18 - $598.96 $27.5K - $29.9K
1.94K $1.1B
USB
Us Bancorp \De\

Financial Services
102
+ 0.94%
$43.94 - $50.41 $4.48K - $5.14K
10.9K $528M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
250
+ 2.03%
$97.75 - $100.75 $24.4K - $25.2K
12.6K $1.26B
UPS
United Parcel Service Inc

Industrials
1.42K
+ 30.32%
$82.58 - $105.54 $117K - $149K
6.09K $508M
GIS
General Mills Inc

Consumer Defensive
999
+ 8.31%
$48.44 - $53.83 $48.4K - $53.8K
13K $657M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.1K
+ 19.19%
$65.64 - $78.22 $72.3K - $86.2K
6.85K $459M
SLB
Schlumberger Limited

Energy
789
+ 9.44%
$32.37 - $37.31 $25.5K - $29.4K
9.15K $314M
NLOK
Norton Life Lock Inc.

Technology
1.43K
+ 8.14%
N/A
19K $539M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
160
+ 0.25%
$91.44 - $91.77 $14.6K - $14.7K
65K $5.97B
BMY
Bristol Myers Squibb CO

Healthcare
820
+ 4.32%
$43.31 - $48.98 $35.5K - $40.2K
19.8K $892M
META
Meta Platforms, Inc.

Communication Services
15
+ 3.88%
$695.21 - $791.73 $10.4K - $11.9K
402 $295M
AKAM
Akamai Technologies Inc

Technology
446
+ 6.33%
N/A
7.49K $567M
PG
Procter & Gamble CO

Consumer Defensive
155
+ 3.32%
$150.47 - $161.22 $23.3K - $25K
4.82K $740M
CSCO
Cisco Systems, Inc.

Technology
619
+ 0.99%
$66.2 - $71.79 $41K - $44.4K
63.2K $4.33B
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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