FORGE FINANCIAL SERVICES LLC 13F Portfolio
FORGE FINANCIAL SERVICES LLC runs FORGE FINANCIAL SERVICES LLC and currently holds 36 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.16B. Their top holdings are CGDV, CGGR, CGGO, CGBL, BUFZ. The top five represent 90.3% of reported portfolio weight. FORGE FINANCIAL SERVICES LLC ranks #781 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORGE FINANCIAL SERVICES LLC initiated 6 new positions. They added to 5 existing positions. They trimmed 18 positions. Their current best-performing preview position is PWB with returns of +33.77%.
Portfolio Value
$1.16B
Alpha Score
28.7
#781 of 1000
Holdings
36
FORGE FINANCIAL SERVICES LLC Current 13F Holdings
Reported holdings from FORGE FINANCIAL SERVICES LLC's latest SEC 13F filing, ranked by portfolio weight.
36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CGDV CAPITAL GROUP DIVIDEND VALUE | 24.14% | $42.09 | $49.54 | +17.70% | Added +0.78% |
 CGGR CAPITAL GROUP GROWTH ETF | 22.43% | $40.30 | $48.40 | +20.10% | Added +2.26% |
 CGGO CAPITAL GROUP GBL GROWTH EQT | 20.97% | $32.84 | $39.46 | +20.16% | Trimmed -1.28% |
 CGBL CAPITAL GROUP CORE BALANCED | 12.56% | $34.48 | $37.18 | +7.82% | Added +2.06% |
BU BUFZ FIRST TR EXCHNG TRADED FD VI | 10.24% | $26.10 | $28.79 | +10.31% | Added +2.65% |
 QQQM INVESCO EXCH TRADED FD TR II | 1.74% | $214.07 | $309.39 | +44.53% | Trimmed -2.41% |
 CGUS CAPITAL GROUP CORE EQUITY ET | 1.66% | $35.56 | $45.41 | +27.70% | Trimmed -0.69% |
 RSP INVESCO EXCHANGE TRADED FD T | 1.52% | $176.05 | $213.06 | +21.02% | Trimmed -1.45% |
 TCAF T ROWE PRICE EXCHANGE-TRADED | 1.09% | $33.86 | $43.58 | +28.71% | Trimmed -1.56% |
 JHMM JOHN HANCOCK EXCHANGE TRADED | 0.61% | $59.90 | $73.08 | +22.00% | Trimmed -1.98% |
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