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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
IVVIshares Tr
Recent Activity
Decreased -13.34%
0.76%
$1.651M
2,804 shares@ $588.69 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.55%
0.71%
$1.555M
10,734 shares@ $144.84 avg price
TAPMolson Coors Beverage Co
Recent Activity
Decreased -0.43%
0.6%
$1.298M
22,645 shares@ $57.32 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -2.65%
0.52%
$1.135M
20,075 shares@ $56.56 avg price
AGGIshares Tr
Recent Activity
Decreased -1.21%
0.52%
$1.123M
11,587 shares@ $96.9 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -2.01%
0.5%
$1.09M
12,666 shares@ $86.02 avg price
IEFAIshares Tr
Recent Activity
Decreased -10.11%
0.49%
$1.057M
15,041 shares@ $70.28 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -2.03%
0.49%
$1.057M
10,623 shares@ $99.49 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -2.41%
0.47%
$1.015M
17,500 shares@ $58.0 avg price
LYBLyondellbasell Industries N
Recent Activity
Decreased -1.47%
0.43%
$928,746
12,505 shares@ $74.27 avg price