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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
BLKBlackrock Inc
Recent Activity
New Position
0.47%
$1.024M
999 shares@ $1025.12 avg price
ECGEverus Constr Group
Recent Activity
New Position
0.16%
$336,377
5,116 shares@ $65.75 avg price
GNRCGenerac Hldgs Inc
Recent Activity
New Position
0.12%
$262,190
1,691 shares@ $155.06 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.11%
$222,239
3,164 shares@ $70.24 avg price
NTRSNorthern Tr Corp
Recent Activity
New Position
0.11%
$221,298
2,159 shares@ $102.51 avg price