Timothy J Videnka

@Forza Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$219.494M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IGSBIshares Tr Recent Activity Exited	0%	$2.596M 49,291 shares@ $52.66 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$948,560 999 shares@ $949.51 avg price	Exited
RACEFerrari N V Recent Activity Exited	0%	$235,055 500 shares@ $470.11 avg price	Exited
NEENextera Energy Inc Recent Activity Exited	0%	$230,175 2,723 shares@ $84.53 avg price	Exited
ICLRIcon Plc Recent Activity Exited	0%	$215,770 751 shares@ $287.32 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$203,320 2,300 shares@ $88.4 avg price	Exited
SPSMSpdr Ser Tr Recent Activity Exited	0%	$202,474 4,449 shares@ $45.52 avg price	Exited
IDXXIdexx Labs Inc Recent Activity Exited	0%	$202,088 400 shares@ $505.22 avg price	Exited
KOCoca Cola Co Recent Activity Exited	0%	$201,064 2,798 shares@ $71.86 avg price	Exited