Forza Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
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 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