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Timothy J Videnka

@Forza Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$219.494MTotal holdings183
Assets growth rate0.52%Assets growth rate (2-Q avg)6.57%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Forza Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Forza Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 219.494M in assets, with a quarterly growth rate of 0.52% and a 2-quarter average growth rate of 6.57%. The portfolio is managed by Timothy J Videnka, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.4%
2.72%
$5.959M
77,124 shares@ $77.27 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.4%
2.29%
$5.021M
11,913 shares@ $421.49 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.8%
1.72%
$3.758M
19,190 shares@ $195.84 avg price
AAPLApple Inc
Recent Activity
Decreased -2.16%
1.52%
$3.322M
13,265 shares@ $250.43 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.3%
1.37%
$3.007M
23,566 shares@ $127.6 avg price
IGIBIshares Tr
Recent Activity
Decreased -2.78%
1.09%
$2.377M
46,145 shares@ $51.52 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -9.07%
1.06%
$2.323M
10,020 shares@ $231.85 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -6.83%
0.96%
$2.104M
2,725 shares@ $772.0 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.75%
0.91%
$1.989M
11,194 shares@ $177.71 avg price
SCHOSchwab Strategic Tr
Recent Activity
Decreased -25.39%
0.81%
$1.776M
73,816 shares@ $24.07 avg price