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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
SJMSmucker J M Co
Recent Activity
Decreased -0.8%
0.19%
$408,545
3,710 shares@ $110.12 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -7.87%
0.19%
$406,051
1,931 shares@ $210.29 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -1.74%
0.18%
$394,540
2,426 shares@ $162.63 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -9.3%
0.18%
$378,581
780 shares@ $485.37 avg price
CVSCvs Health Corp
Recent Activity
Decreased -18.68%
0.17%
$372,991
8,309 shares@ $44.89 avg price
BGBunge Global Sa
Recent Activity
Decreased -6.07%
0.17%
$360,806
4,640 shares@ $77.76 avg price
COPConocophillips
Recent Activity
Decreased -1.29%
0.17%
$353,938
3,569 shares@ $99.18 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -72.37%
0.16%
$345,582
7,847 shares@ $44.05 avg price
PFEPfizer Inc
Recent Activity
Decreased -36.82%
0.15%
$314,434
11,852 shares@ $26.54 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -18.84%
0.13%
$283,282
560 shares@ $505.87 avg price