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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 $222,480,614
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 227,991 $13,442,349 6.04%
2.
Dimensional Etf Trust
 228,603 $7,139,272 3.21%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 131,205 $6,642,909 2.99%
4.
Vanguard Bond Index Funds
 BND 78,724 $6,162,515 2.77%
5.
Spdr Ser Tr
 66,173 $6,070,049 2.73%
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)