Forza Wealth Management, LLC Reduced Holdings in Q3 2025

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-58.4K
- 79.14%
$24.23 - $24.42 $1.42M - $1.43M
15.4K $376M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.1K
- 10.0%
$50.47 - $50.74 $709K - $713K
126K $6.42B
VEA
Vanguard Ftse Developed Market

ETFs
-9.48K
- 43.71%
$56.02 - $60.3 $531K - $572K
12.2K $732M
VGIT
Vanguard Intermediate Term Tre

ETFs
-7.62K
- 28.18%
$58.97 - $60.36 $449K - $460K
19.4K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
-240
- 8.37%
$915.95 - $994.57 $220K - $239K
2.63K $2.43B
NVO
Novo Nordisk A S

Healthcare
-1.5K
- 12.54%
$45.38 - $71.7 $68.1K - $108K
10.5K $581M
ACN
Accenture PLC

Technology
-237
- 6.67%
$232.56 - $304.78 $55.1K - $72.2K
3.32K $818M
LNG
Cheniere Energy, Inc.

Energy
-900
- 42.86%
$222.68 - $244.28 $200K - $220K
1.2K $282M
ZTS
Zoetis Inc.

Healthcare
-1.22K
- 40.18%
$141.13 - $159.19 $172K - $194K
1.82K $266M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.73K
- 6.34%
$78.96 - $80.04 $215K - $218K
40.3K $3.22B
AMZN
Amazon Com Inc

Consumer Cyclical
-750
- 28.51%
$211.65 - $238.24 $159K - $179K
1.88K $413M
AMT
American Tower Corp

Real Estate
-145
- 3.22%
$192.32 - $232.35 $27.9K - $33.7K
4.35K $837M
TAP
Molson Coors Beverage CO

Consumer Defensive
-2.01K
- 8.91%
$44.09 - $52.81 $88.7K - $106K
20.5K $930M
LMT
Lockheed Martin Corp

Industrials
-450
- 22.06%
$410.74 - $499.21 $185K - $225K
1.59K $794M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-529
- 3.82%
$48.34 - $67.22 $25.6K - $35.6K
13.3K $654M
TSN
Tyson Foods, Inc.

Consumer Defensive
-2.4K
- 33.56%
$52.3 - $57.69 $126K - $138K
4.75K $258M
GOOG
Alphabet Inc.

Communication Services
-1.31K
- 44.88%
$175.16 - $255.24 $229K - $334K
1.61K $392M
AVGO
Broadcom Inc.

Technology
-1.91K
- 20.06%
$264.74 - $369.57 $506K - $706K
7.61K $2.51B
EMR
Emerson Electric CO

Industrials
-200
- 1.13%
$128.6 - $149.63 $25.7K - $29.9K
17.5K $2.29B
LLY
Eli Lilly & CO

Healthcare
-26
- 1.04%
$625.65 - $812.69 $16.3K - $21.1K
2.47K $1.88B
TMUS
T Mobile Us, Inc.

Communication Services
-200
- 17.48%
$226.02 - $259.01 $45.2K - $51.8K
944 $226M
ABT
Abbott Laboratories

Healthcare
-250
- 5.85%
$120.51 - $136.62 $30.1K - $34.2K
4.02K $539M
MMM
3 M CO

Industrials
-339
- 6.09%
$144.41 - $160.2 $49K - $54.3K
5.23K $811M
IEF
Ishares Barclays

ETFs
-386
- 3.12%
$93.91 - $97.26 $36.2K - $37.5K
12K $1.16B
AWK
American Water Works Company, Inc.

Utilities
-200
- 5.21%
$135.05 - $147.0 $27K - $29.4K
3.64K $507M
SNY
Sanofi

Healthcare
-360
- 3.98%
$45.07 - $51.35 $16.2K - $18.5K
8.68K $409M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.39K
- 13.6%
$49.43 - $54.52 $68.5K - $75.5K
8.8K $477M
NWL
Newell Brands Inc.

Consumer Defensive
-1.8K
- 14.85%
$4.76 - $6.39 $8.57K - $11.5K
10.3K $54.1M
WMT
Walmart Inc.

Consumer Defensive
-300
- 6.91%
$94.4 - $104.27 $28.3K - $31.3K
4.04K $417M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-923
- 2.52%
$20.76 - $21.78 $19.2K - $20.1K
35.6K $769M
VTI
Vanguard Total Stock Market Et

ETFs
-1.02K
- 7.19%
$303.93 - $329.86 $310K - $336K
13.2K $4.32B
HBI
Hanesbrands Inc.

Consumer Cyclical
-3.5K
- 17.63%
$4.07 - $6.59 $14.2K - $23.1K
16.4K $108M
NUE
Nucor Corp

Basic Materials
-65
- 1.0%
$133.3 - $150.33 $8.66K - $9.77K
6.42K $869M
MCK
Mckesson Corp

Healthcare
-20
- 1.52%
$659.01 - $772.54 $13.2K - $15.5K
1.3K $1B
AFL
Aflac Inc

Financial Services
-500
- 2.23%
$98.09 - $111.7 $49K - $55.9K
21.9K $2.45B
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 2.06%
$121.35 - $144.54 $12.1K - $14.5K
4.76K $687M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-505
- 0.75%
$62.09 - $66.51 $31.4K - $33.6K
66.6K $4.35B
VIG
Vanguard Dividend Appreciation

ETFs
-110
- 0.57%
N/A
19.1K $4.13B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-90
- 0.3%
$132.9 - $142.03 $12K - $12.8K
29.6K $4.17B
VOE
Vanguard Mid Cap Value Index F

ETFs
-5
- 0.02%
$164.63 - $174.58 $823 - $873
31.4K $5.48B
ABBV
Abb Vie Inc.

Healthcare
-200
- 1.84%
$184.85 - $231.54 $37K - $46.3K
10.7K $2.48B
IAU
Ishares Gold Trust

ETFs
-1.35K
- 0.59%
$61.62 - $72.77 $83.2K - $98.2K
227K $16.5B
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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