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| Name: |
Forza Wealth Management LLC |
| City: |
SARASOTA |
| State: |
FL |
| Zip: |
34231 |
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data |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAS |
Dimensional U S Small Cap Etf |
32 |
New |
$61.24 |
$1,697,000 |
27,220 |
0.88% |
1,697,000 |
27,220 |
0.03 |
N/A |
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ETN |
Eaton Corp |
157 |
New |
$340.89 |
$240,000 |
767 |
0.12% |
240,000 |
767 |
0 |
Diversified Machinery |
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RACE |
Ferrari NV |
160 |
New |
$0.00 |
$218,000 |
500 |
0.11% |
218,000 |
500 |
0 |
N/A |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
163 |
New |
$49.21 |
$209,000 |
4,165 |
0.11% |
209,000 |
4,165 |
0 |
Closed - End Fund - E... |
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STZ |
Constellation Brands Inc |
169 |
New |
$248.51 |
$200,000 |
736 |
0.1% |
200,000 |
736 |
0 |
Beverage - Wineries &... |
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