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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
IAUIshares Gold Tr
Recent Activity
Increased 1.13%
4.81%
$10.538M
212,840 shares@ $49.51 avg price
BILSpdr Ser Tr
Recent Activity
Increased 206.91%
3.9%
$8.542M
93,424 shares@ $91.43 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 3.03%
3.05%
$6.673M
228,541 shares@ $29.2 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 3.89%
2.97%
$6.507M
129,180 shares@ $50.38 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.4%
2.72%
$5.959M
77,124 shares@ $77.27 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 81.78%
2.56%
$5.615M
71,978 shares@ $78.02 avg price
VOEVanguard Index Fds
Recent Activity
Increased 1.9%
2.32%
$5.081M
31,407 shares@ $161.77 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.4%
2.29%
$5.021M
11,913 shares@ $421.49 avg price
IEFIshares Tr
Recent Activity
2.2%
$4.814M
52,073 shares@ $92.46 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.33%
1.95%
$4.268M
17,803 shares@ $239.71 avg price