Forza Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Sarasota, FL
CIK
0001963030
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
183
219,493
IAU, BIL, DFAI, JPST
13F-HR
1/13/2025
000196303025000001
Q3 2024
187
218,358
IAU, DFAI, JPST, BSV
13F-HR
10/28/2024
000196303024000006
Q2 2024
171
193,923
IAU, JPST, DFAI, BSV
13F-HR
7/17/2024
000196303024000004
Q1 2024
172
192,256
IAU, JPST, DFAI, BSV
13F-HR
4/22/2024
000196303024000003
Q4 2023
167
181,233
IAU, JPST, BSV, DFAI
13F-HR
1/24/2024
000196303024000001
Q3 2023
180
193,809
IAU, JPST, MSFT, VOE
13F-HR
10/24/2023
000196303023000006
Q2 2023
183
198,613
IAU, JPST, MSFT, VOE
13F-HR
7/25/2023
000196303023000005
Q1 2023
177
194,214
IAU, JPST, VOE, SCHO
13F-HR
5/3/2023
000196303023000004
Q4 2022
142
150,721
JPST, IAU, SCHO, IGSB
13F-HR
2/6/2023
000196303023000003
Showing 1 to 9 of 9 entries
Previous
1
Next