Forza Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$194M
Signature - Title
Timothy J Videnka - Principal/COO
Location
7701 Holiday Dr, Sarasota, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 171 $194M +$5.72M -$2.85M +$2.87M IAU, JPST, DFAI, BSV, MSFT 13F-HR 7/17/2024, 01:29 PM
Q1 2024 172 $192M +$7.69M -$4.72M +$2.98M IAU, JPST, DFAI, BSV, MSFT 13F-HR 4/22/2024, 02:06 PM
Q4 2023 167 $181M +$18.9M -$46.3M -$27.4M IAU, JPST, BSV, DFAI, SCHO 13F-HR 1/24/2024, 03:26 PM
Q3 2023 180 $194M +$3.65M -$3.16M +$497K IAU, JPST, MSFT, VOE, SCHO 13F-HR 10/24/2023, 11:02 AM
Q2 2023 183 $199M +$4.2M -$4.42M -$217K IAU, JPST, MSFT, VOE, SCHO 13F-HR 7/25/2023, 02:18 PM
Q1 2023 177 $194M +$42.1M -$905K +$41.2M IAU, JPST, VOE, SCHO, MSFT 13F-HR 5/3/2023, 02:18 PM
Q4 2022 142 $151M $0 $0 JPST, IAU, SCHO, IGSB, VOE 13F-HR 2/6/2023, 09:56 AM