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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
DFASDimensional Etf Trust
Recent Activity
Increased 24.89%
1.81%
$3.953M
60,748 shares@ $65.09 avg price
IJHIshares Tr
Recent Activity
Increased 5.75%
1.74%
$3.813M
61,197 shares@ $62.31 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.8%
1.72%
$3.758M
19,190 shares@ $195.84 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.28%
1.68%
$3.673M
62,047 shares@ $59.2 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
1.65%
$3.615M
6,168 shares@ $586.08 avg price
VTIVanguard Index Fds
Recent Activity
Increased 34.03%
1.58%
$3.46M
11,938 shares@ $289.82 avg price
AAPLApple Inc
Recent Activity
Decreased -2.16%
1.52%
$3.322M
13,265 shares@ $250.43 avg price
DGROIshares Tr
Recent Activity
Increased 0.08%
1.46%
$3.189M
51,993 shares@ $61.35 avg price
VBRVanguard Index Fds
Recent Activity
1.45%
$3.164M
15,964 shares@ $198.19 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.3%
1.37%
$3.007M
23,566 shares@ $127.6 avg price