Forge Financial Services LLC Top Holdings and 13F Report (2025) About Forge Financial Services LLCInvestment ActivityForge Financial Services LLC has $119.01 million in total holdings as of December 31, 2024.Forge Financial Services LLC owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Capital Group Global Growth Equity ETF $22,074,519Capital Group Dividend Value ETF $14,891,777Invesco S&P 500 Equal Weight ETF $14,034,799Capital Group Core Equity ETF $12,456,624Invesco NASDAQ 100 ETF $12,123,653 Sector AllocationMap of 500 Largest Holdings ofForge Financial Services LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCGGOCapital Group Global Growth Equity ETF$22,074,519721,76918.5%ETFCGDVCapital Group Dividend Value ETF$14,891,777401,39312.5%ETFRSPInvesco S&P 500 Equal Weight ETF$14,034,79977,61411.8%ETFCGUSCapital Group Core Equity ETF$12,456,624342,47410.5%ETFQQQMInvesco NASDAQ 100 ETF$12,123,65355,57410.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$8,253,486241,1646.9%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$5,867,83794,4244.9%ETFCGGRCapital Group Growth ETF$5,055,276127,5154.2%ETFXMHQInvesco S&P MidCap Quality ETF$4,674,17846,1453.9%ETFPWBInvesco Large Cap Growth ETF$4,417,81840,1203.7%ETFRWLInvesco S&P 500 Revenue ETF$4,113,57640,1553.5%ETFFTCSFirst Trust Capital Strength ETF$3,234,70835,9682.7%ETFFDLFirst Trust Morningstar Dividend Leaders Index$3,043,72272,7802.6%ETFCGCPCapital Group Core Plus Income ETF$2,741,887122,8192.3%ETFUPSUnited Parcel Service$617,2745,4000.5%TransportationAMZNAmazon.com$483,6552,0720.4%Retail/WholesalePMPhilip Morris International$277,6471,9060.2%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$222,5284,2270.2%ACTIVE BOND ETFBUFRFT Vest Laddered Buffer ETF$213,1256,8540.2%ETFOGEOGE Energy$211,4964,9490.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
