Forza Wealth Management, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$276.5B

Holdings

183

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (183 positions)

#StockSharesValue% PortfolioType
101
VIRTVIRTU FINL INC
19,279$642.0M0.23%
102
PRUPRUDENTIAL FINL INC
5,647$637.0M0.23%
103
WMWASTE MGMT INC DEL
2,902$637.0M0.23%
104
SPIBSPDR SERIES TRUST
18,510$625.0M0.23%
105
QCOMQUALCOMM INC
3,646$623.0M0.23%
106
GENGEN DIGITAL INC
22,708$617.0M0.22%
107
GISGENERAL MLS INC
13,233$615.0M0.22%
108
AMATAPPLIED MATLS INC
2,392$614.0M0.22%
109
GMGENERAL MTRS CO
7,560$614.0M0.22%
110
GILDGILEAD SCIENCES INC
4,999$613.0M0.22%
111
PEPPEPSICO INC
4,175$599.0M0.22%
112
XYLXYLEM INC
4,286$583.0M0.21%
113
USBUS BANCORP DEL
10,917$582.0M0.21%
114
PFEPFIZER INC
23,188$577.0M0.21%
115
LHXL3HARRIS TECHNOLOGIES INC
1,931$566.0M0.20%
116
VLOVALERO ENERGY CORP
3,346$544.0M0.20%
117
AXPAMERICAN EXPRESS CO
1,416$523.0M0.19%
118
TAPMOLSON COORS BEVERAGE CO
11,169$521.0M0.19%
119
GUNRFLEXSHARES TR
11,238$515.0M0.19%
120
ABTABBOTT LABS
4,097$513.0M0.19%
121
PPLPPL CORP
14,616$511.0M0.18%
122
RSPINVESCO EXCHANGE TRADED FD T
2,594$496.0M0.18%
123
AWCAMERICAN WTR WKS CO INC NEW
3,776$492.0M0.18%
124
GOOGALPHABET INC
1,554$487.0M0.18%
125
EFAISHARES TR
5,000$480.0M0.17%
126
PYPLPAYPAL HLDGS INC
8,058$470.0M0.17%
127
WMTWALMART INC
4,173$464.0M0.17%
128
COHRCOHERENT CORP
2,461$454.0M0.16%
129
VWOVANGUARD INTL EQUITY INDEX F
8,397$451.0M0.16%
130
ECGEVERUS CONSTR GROUP
5,116$437.0M0.16%
131
AMZNAMAZON COM INC
1,881$434.0M0.16%
132
KOCOCA COLA CO
6,198$433.0M0.16%
133
UNPUNION PAC CORP
1,835$424.0M0.15%
134
SLBSLB LIMITED
10,902$418.0M0.15%
135
PSXPHILLIPS 66
3,167$408.0M0.15%
136
HDHOME DEPOT INC
1,187$408.0M0.15%
137
NVONOVO-NORDISK A S
7,966$405.0M0.15%
138
CMCSACOMCAST CORP NEW
13,541$404.0M0.15%
139
LYBLYONDELLBASELL INDUSTRIES N
9,285$402.0M0.15%
140
BRBROADRIDGE FINL SOLUTIONS IN
1,800$401.0M0.15%
141
GEVGE VERNOVA INC
611$399.0M0.14%
142
MDUMDU RES GROUP INC
20,485$399.0M0.14%
143
VRTXVERTEX PHARMACEUTICALS INC
881$399.0M0.14%
144
SNYSANOFI SA
8,145$394.0M0.14%
145
PHYS/USPROTT ASSET MANAGEMENT LP
11,613$383.0M0.14%
146
SBUXSTARBUCKS CORP
4,478$377.0M0.14%
147
NDQINVESCO QQQ TR
600$368.0M0.13%
148
VBVANGUARD INDEX FDS
1,410$363.0M0.13%
149
KNFKNIFE RIVER CORP
5,116$359.0M0.13%
150
CATCATERPILLAR INC
622$356.0M0.13%
151
EBAEBAY INC.
4,078$355.0M0.13%
152
VVISA INC
1,008$353.0M0.13%
153
MOALTRIA GROUP INC
6,061$349.0M0.13%
154
SPDWSPDR INDEX SHS FDS
7,545$335.0M0.12%
155
SYKSTRYKER CORPORATION
924$324.0M0.12%
156
MTZMASTEC INC
1,445$314.0M0.11%
157
ETNEATON CORP PLC
972$309.0M0.11%
158
BGBUNGE GLOBAL SA
3,440$306.0M0.11%
159
SUSAISHARES TR
2,192$305.0M0.11%
160
WFCWELLS FARGO CO NEW
3,164$294.0M0.11%
161
NTRSNORTHERN TR CORP
2,159$294.0M0.11%
162
SCHVSCHWAB STRATEGIC TR
9,768$289.0M0.10%
163
CRMSALESFORCE INC
1,082$286.0M0.10%
164
NEMNEWMONT CORP
2,797$279.0M0.10%
165
METAMETA PLATFORMS INC
402$265.0M0.10%
166
4I1PHILIP MORRIS INTL INC
1,619$259.0M0.09%
167
ITA*ISHARES TR
1,210$259.0M0.09%
168
SNOWSNOWFLAKE INC
1,176$257.0M0.09%
169
GNRCGENERAC HLDGS INC
1,891$257.0M0.09%
170
HONHONEYWELL INTL INC
1,314$256.0M0.09%
171
TSNTYSON FOODS INC
4,151$243.0M0.09%
172
TWTRADEWEB MKTS INC
2,268$243.0M0.09%
173
SPYVSPDR SERIES TRUST
4,165$236.0M0.09%
174
LNGCHENIERE ENERGY INC
1,200$233.0M0.08%
175
SCHFSCHWAB STRATEGIC TR
9,634$231.0M0.08%
176
ADBEADOBE INC
655$229.0M0.08%
177
ZTSZOETIS INC
1,815$228.0M0.08%
178
SCHGSCHWAB STRATEGIC TR
6,948$226.0M0.08%
179
NVDANVIDIA CORPORATION
1,200$223.0M0.08%
180
IXUSISHARES TR
2,619$221.0M0.08%
181
SHYGISHARES TR
4,975$213.0M0.08%
182
ADMARCHER DANIELS MIDLAND CO
3,633$208.0M0.08%
183
VTRSVIATRIS INC
14,643$182.0M0.07%
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