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Home > Institutional Investor > Forza Wealth Management, Llc > Profile

Instuitional Investor - Forza Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Forza Wealth Management, Llc
Portfolio Value $219,493,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 212,840 $10,537,708 4.8%
2.
Spdr Ser Tr
 93,424 $8,541,756 3.89%
3.
Dimensional Etf Trust
 228,541 $6,673,397 3.04%
4.
J P Morgan Exchange Traded F
 129,180 $6,506,797 2.96%
5.
Vanguard Bond Index Funds
 BND 77,124 $5,959,371 2.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)