Forza Wealth Management, LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$243.9B

Holdings

188

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
101
TJXTJX COS INC NEW
4,855$599.5M0.25%
102
XYLXYLEM INC
4,586$593.2M0.24%
103
IWMISHARES TR
2,732$589.5M0.24%
104
ABTABBOTT LABS
4,274$581.3M0.24%
105
STXSEAGATE TECHNOLOGY HLDNGS PL
4,002$577.6M0.24%
106
AMZNAMAZON COM INC
2,631$577.2M0.24%
107
QCOMQUALCOMM INC
3,583$570.6M0.23%
108
AKAMAKAMAI TECHNOLOGIES INC
7,044$561.8M0.23%
109
RTXRTX CORPORATION
3,827$558.8M0.23%
110
GILDGILEAD SCIENCES INC
4,999$554.2M0.23%
111
AWCAMERICAN WTR WKS CO INC NEW
3,840$534.2M0.22%
112
GOOGALPHABET INC
2,919$517.8M0.21%
113
GENGEN DIGITAL INC
17,572$516.6M0.21%
114
LNGCHENIERE ENERGY INC
2,100$511.4M0.21%
115
VWOVANGUARD INTL EQUITY INDEX F
10,182$503.6M0.21%
116
DYHTARGET CORP
5,100$503.1M0.21%
117
PPLPPL CORP
14,616$495.3M0.20%
118
USBUS BANCORP DEL
10,815$489.4M0.20%
119
LHXL3HARRIS TECHNOLOGIES INC
1,931$484.4M0.20%
120
EQWLINVESCO EXCHANGE TRADED FD T
4,352$478.6M0.20%
121
ZTSZOETIS INC
3,034$473.2M0.19%
122
RSPINVESCO EXCHANGE TRADED FD T
2,594$471.4M0.19%
123
UPSUNITED PARCEL SERVICE INC
4,670$471.4M0.19%
124
AXPAMERICAN EXPRESS CO
1,416$451.7M0.19%
125
GUNRFLEXSHARES TR
11,238$450.8M0.18%
126
INTCINTEL CORP
20,102$450.3M0.18%
127
VLOVALERO ENERGY CORP
3,346$449.8M0.18%
128
EFAISHARES TR
5,000$446.9M0.18%
129
AMATAPPLIED MATLS INC
2,392$437.9M0.18%
130
SNYSANOFI
9,035$436.5M0.18%
131
PYPLPAYPAL HLDGS INC
5,743$426.8M0.17%
132
WMTWALMART INC
4,343$424.7M0.17%
133
HDHOME DEPOT INC
1,155$423.5M0.17%
134
UNPUNION PAC CORP
1,835$422.2M0.17%
135
KNFKNIFE RIVER CORP
5,116$417.7M0.17%
136
MDTMEDTRONIC PLC
4,764$415.3M0.17%
137
SBUXSTARBUCKS CORP
4,478$410.3M0.17%
138
TSNTYSON FOODS INC
7,151$400.0M0.16%
139
VRTXVERTEX PHARMACEUTICALS INC
881$392.2M0.16%
140
PKGPACKAGING CORP AMER
2,076$391.2M0.16%
141
GMGENERAL MTRS CO
7,560$372.0M0.15%
142
PFEPFIZER INC
15,290$370.6M0.15%
143
VVISA INC
1,008$357.9M0.15%
144
SYKSTRYKER CORPORATION
885$350.1M0.14%
145
ETNEATON CORP PLC
972$347.0M0.14%
146
MDUMDU RES GROUP INC
20,485$341.5M0.14%
147
VBVANGUARD INDEX FDS
1,410$334.1M0.14%
148
TWTRADEWEB MKTS INC
2,268$332.0M0.14%
149
NDQINVESCO QQQ TR
600$331.0M0.14%
150
ECGEVERUS CONSTR GROUP
5,116$325.0M0.13%
151
VNQVANGUARD INDEX FDS
3,643$324.4M0.13%
152
GEVGE VERNOVA INC
611$323.3M0.13%
153
HONHONEYWELL INTL INC
1,314$306.0M0.13%
154
SPDWSPDR INDEX SHS FDS
7,545$305.5M0.13%
155
NOCNORTHROP GRUMMAN CORP
600$300.0M0.12%
156
SNPSSYNOPSYS INC
580$297.4M0.12%
157
PSXPHILLIPS 66
2,483$296.2M0.12%
158
CRMSALESFORCE INC
1,082$295.1M0.12%
159
4I1PHILIP MORRIS INTL INC
1,619$294.9M0.12%
160
PHYS/USPROTT PHYSICAL GOLD TR
11,613$294.4M0.12%
161
COPCONOCOPHILLIPS
3,269$293.4M0.12%
162
METAMETA PLATFORMS INC
387$285.6M0.12%
163
SLBSCHLUMBERGER LTD
8,357$282.5M0.12%
164
GNRCGENERAC HLDGS INC
1,941$278.0M0.11%
165
MOALTRIA GROUP INC
4,734$277.6M0.11%
166
BGBUNGE GLOBAL SA
3,440$276.2M0.11%
167
NTRSNORTHERN TR CORP
2,159$273.7M0.11%
168
TMUST-MOBILE US INC
1,144$272.6M0.11%
169
SCHVSCHWAB STRATEGIC TR
9,768$270.3M0.11%
170
SNOWSNOWFLAKE INC
1,176$263.2M0.11%
171
IHIISHARES TR
4,200$263.1M0.11%
172
WFCWELLS FARGO CO NEW
3,164$253.5M0.10%
173
SUSAISHARES TR
1,992$252.5M0.10%
174
MTZMASTEC INC
1,445$246.3M0.10%
175
TDTTFLEXSHARES TR
10,000$242.4M0.10%
176
ADBEADOBE INC
600$232.1M0.10%
177
SCHGSCHWAB STRATEGIC TR
7,896$230.6M0.09%
178
EBAEBAY INC.
3,013$224.3M0.09%
179
CATCATERPILLAR INC
573$222.4M0.09%
180
PSAPUBLIC STORAGE OPER CO
750$220.1M0.09%
181
COHRCOHERENT CORP
2,461$219.5M0.09%
182
SPYVSPDR SERIES TRUST
4,165$218.0M0.09%
183
VGLTVANGUARD SCOTTSDALE FDS
3,795$213.0M0.09%
184
SCHFSCHWAB STRATEGIC TR
9,634$212.9M0.09%
185
VTRSVIATRIS INC
21,577$192.7M0.08%
186
WBAWALGREENS BOOTS ALLIANCE INC
13,425$154.1M0.06%
187
HN9HANESBRANDS INC
19,850$90.9M0.04%
188
NWLNEWELL BRANDS INC
12,125$65.5M0.03%
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