Holdings
Forza Wealth Management, LLC
As of Jun 30, 2026, Forza Wealth Management, LLC reported 121 positions worth US$133M. Largest: Cisco Systems, Inc., Jp Morgan Chase & Co. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cisco Systems, Inc. | 64,217 | US$7.54M | −245 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,235 | US$5.97M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,285 | US$5.46M | −680 | Jun 30, 2026 |
| Microsoft Corp. | 12,100 | US$4.51M | −243 | Jun 30, 2026 |
| Apple Inc | 13,156 | US$3.81M | −722 | Jun 30, 2026 |
| Cardinal Health, Inc. | 15,845 | US$3.76M | −10 | Jun 30, 2026 |
| Exxon Mobil Corporation | 27,198 | US$3.72M | −15 | Jun 30, 2026 |
| International Business Machines Corporation | 13,211 | US$3.72M | −160 | Jun 30, 2026 |
| Eli Lilly And Company | 2,323 | US$2.79M | no change | Jun 30, 2026 |
| Abbvie Inc. | 10,703 | US$2.69M | no change | Jun 30, 2026 |