Forza Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1963030 SARASOTA, FL

Position in LLY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,786,276

+$649,651 QoQ

Shares Held

2,323

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#2,196

of 4,605 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. LLY ranks #1 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,323	$2,786,276
2	ABBV	AbbVie Inc.	10,703	$2,693,302
3	JNJ	Johnson & Johnson	10,314	$2,619,446
4	AMGN	Amgen Inc	7,018	$2,541,358
5	MRK	Merck & Co., Inc.	10,879	$1,397,951
6	BMY	Bristol Myers Squibb Co	24,137	$1,390,773
7	NVS	Novartis AG	5,274	$826,541
8	PFE	Pfizer Inc	27,200	$654,976

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,786,276	2,323	0.0%	Shares	Sole	2026-07-17
2026-03-31	$2,136,625	2,323	-4.1%	Shares	Sole	2026-04-30
2025-12-31	$2,603,949	2,423	-1.9%	Shares	Sole	2026-02-02
2025-09-30	$1,883,847	2,469	-1.0%	Shares	Sole	2025-10-22
2025-06-30	$1,944,927	2,495	-1.5%	Shares	Sole	2025-07-18
2025-03-31	$2,091,204	2,532	-7.1%	Shares	Sole	2025-04-30
2024-12-31	$2,103,700	2,725	-6.8%	Shares	Sole	2025-01-13
2024-09-30	$2,591,374	2,925	0.0%	Shares	Sole	2024-10-28
2024-06-30	$2,648,236	2,925	0.0%	Shares	Sole	2024-07-17
2024-03-31	$2,275,533	2,925	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,705,041	2,925	-34.3%	Shares	Sole	2024-01-24
2023-09-30	$2,390,228	4,450	0.0%	Shares	Sole	2023-10-24
2023-06-30	$2,086,961	4,450	+3.5%	Shares	Sole	2023-07-25
2023-03-31	$1,476,706	4,300	+99.2%	Shares	Sole	2023-05-03
2022-12-31	$789,848	2,159	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.