Forza Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$218M
Signature - Title
Timothy Videnka - CCO/Principal
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by Forza Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forza Wealth Management, LLC reported 187 stock holdings with total value $218M as of Q3 2024. Top holdings included IAU, DFAI, JPST, BSV, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 187 $218M +$15.6M -$1.22M +$14.4M IAU, DFAI, JPST, BSV, MSFT 13F-HR 10/28/2024, 11:03 AM
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