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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
VTRSViatris Inc
Recent Activity
Decreased -1.78%
0.13%
$273,265
21,949 shares@ $12.45 avg price
INTCIntel Corp
Recent Activity
Decreased -63.79%
0.12%
$254,936
12,715 shares@ $20.06 avg price
NWLNewell Brands Inc
Recent Activity
Decreased -14.35%
0.06%
$130,725
13,125 shares@ $9.96 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
Decreased -31.23%
0.06%
$126,468
13,555 shares@ $9.33 avg price
AMCRAmcor Plc
Recent Activity
Decreased -8.06%
0.05%
$107,274
11,400 shares@ $9.41 avg price