Forza Wealth Management, LLC - Q4 2022 holdings

$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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES GOLD TR4Q3 20234.7%
J P MORGAN EXCHANGE TRADED F4Q3 20234.8%
SCHWAB STRATEGIC TR4Q3 20233.2%
VANGUARD INDEX FDS4Q3 20232.8%
ISHARES TR4Q3 20232.9%
MICROSOFT CORP4Q3 20232.8%
VANGUARD SCOTTSDALE FDS4Q3 20232.5%
VANGUARD SPECIALIZED FUNDS4Q3 20232.2%
VANGUARD BD INDEX FDS4Q3 20232.3%
ISHARES TR4Q3 20232.2%

View Forza Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-22
13F-HR2024-01-24
13F-HR2023-10-24
13F-HR2023-07-25
13F-HR2023-05-03
13F-HR2023-02-06

View Forza Wealth Management, LLC's complete filings history.

Export Forza Wealth Management, LLC's holdings