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Home > Institutional Investor > Forza Wealth Management, Llc > Profile

Instuitional Investor - Forza Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Forza Wealth Management, Llc
Portfolio Value $243,909,553
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 228,311 $14,237,474 5.84%
2.
Dimensional Etf Trust
 234,109 $8,093,148 3.32%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 140,538 $7,122,466 2.92%
4.
Vanguard Bond Index Funds
 BND 76,274 $6,002,764 2.46%
5.
Spdr Series Trust
 64,883 $5,951,718 2.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)