$151 Million is the total value of Forza Wealth Management, LLC's 142 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES GOLD TR | 4 | Q3 2023 | 4.7% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 4.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.8% |
| ISHARES TR | 4 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.8% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 2.5% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 2.2% |
| VANGUARD BD INDEX FDS | 4 | Q3 2023 | 2.3% |
| ISHARES TR | 4 | Q3 2023 | 2.2% |
View Forza Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
View Forza Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.