CIK Peek
Latest 13F Filings for Forza Wealth Management, LLC
| Holding | Shares | Value | Dates | Change |
|---|---|---|---|---|
Class: ISHARES NEW | 227.99K | $13.44M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Increased 15.15K (7.0%, -) |
Class: INTL CORE EQT MK | 228.60K | $7.14M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Increased 62 (0.0%, -) |
Class: ULTRA SHRT ETF | 131.21K | $6.64M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Increased 2.02K (1.0%, -) |
Class: SHORT TRM BOND | 78.72K | $6.16M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Increased 1.60K (2.0%, -) |
Class: BLOOMBERG 1-3 MO | 66.17K | $6.07M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Decreased 27.25K (29.0%, -) |
Class: SHRT TRM CORP BD | 71.98K | $5.68M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Unchanged |
Class: MCAP VL IDXVIP | 31.41K | $5.04M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Unchanged |
Class: 7-10 YR TRSY BD | 52.02K | $4.96M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Decreased 50 (0.0%, -) |
N/A - J P MORGAN EXCHANGE TRADED F Class: ULTRA SHT MUNCPL | 90.70K | $4.61M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Increased 59.40K (189.0%, -) |
Class: COM | 11.79K | $4.43M | Quarter: Mar 31, 2025 Filed: Apr 30, 2025 | Decreased 124 (1.0%, -) |