Stock Taper

FORZA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Phillips 66PSX3.33K$562.94K
Zoetis Inc.ZTS3.31K$238.22K
Packaging Corporation of AmericaPKG3.27K$779.65K
Wells Fargo & CompanyWFC3.16K$261.47K
Huntington Ingalls Industries, Inc.HII3.02K$845.27K
Waste Management, Inc.WM2.9K$646.8K
Newmont CorporationNEM2.8K$261.24K
FedEx CorporationFDX2.72K$851.09K
NextEra Energy, Inc.NEE2.6K$228.11K
Costco Wholesale CorporationCOST2.6K$2.43M
Adobe Inc.ADBE2.55K$523.62K
Generac Holdings Inc.GNRC2.47K$722.07K
Coherent, Inc.COHR2.46K$970.79K
GE AerospaceGE2.4K$895.08K
Applied Materials, Inc.AMAT2.39K$1.73M
Oracle CorporationORCL2.36K$346.44K
Eli Lilly and CompanyLLY2.32K$2.79M
Tradeweb Markets Inc.TW2.27K$226.03K
Northern Trust CorporationNTRS2.16K$375.32K
Mastercard IncorporatedMA2.08K$1.07M