test

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
AMTAmerican Tower Corp New
Recent Activity
Decreased -8.04%
0.37%
$792,148
4,319 shares@ $183.42 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -12.66%
0.3%
$656,828
3,449 shares@ $190.45 avg price
BRBroadridge Finl Solutions In
Recent Activity
Decreased -10.34%
0.27%
$587,834
2,600 shares@ $226.09 avg price
AKAMAkamai Technologies Inc
Recent Activity
Decreased -0.73%
0.25%
$541,475
5,661 shares@ $95.66 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Decreased -13.89%
0.24%
$518,501
4,165 shares@ $124.5 avg price
PPLPpl Corp
Recent Activity
Decreased -6.58%
0.22%
$474,435
14,616 shares@ $32.46 avg price
USBUs Bancorp Del
Recent Activity
Decreased -4.08%
0.21%
$449,124
9,390 shares@ $47.84 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -9.45%
0.2%
$436,697
1,915 shares@ $228.05 avg price
AXPAmerican Express Co
Recent Activity
Decreased -9.57%
0.2%
$420,255
1,416 shares@ $296.8 avg price
TSNTyson Foods Inc
Recent Activity
Decreased -11.72%
0.19%
$410,753
7,151 shares@ $57.44 avg price