TJV
Timothy J. Videnka Portfolio
Invests via Forza Wealth Management LLC | Managed by Timothy J. Videnka, Michael E. DeMassa
Invests via Forza Wealth Management LLC
Managed by Timothy J. Videnka, Michael E. DeMassa
Automatically Tracked
Timothy J. Videnka Profile
Timothy J. Videnka has established a significant presence in corporate finance through his extensive experience in investment banking and strategic advisory roles. He is recognized for driving growth initiatives and optimizing capital structures across various industries, including technology and healthcare. With a track record of successfully guiding mergers and acquisitions, his insights into market dynamics have positioned him as a vital contributor to the evolution of financial transactions. Videnka's leadership fosters innovation within teams while leveraging relationships with key stakeholders to maximize shareholder value. His analytical approach enables effective decision-making that aligns with evolving market trends.
Timothy J. Videnka has established a significant presence in corporate finance through his extensive experience in investment banking and strategic advisory roles. He is recognized for driving growth initiatives and optimizing capital structures across various industries, including technology and healthcare. With a track record of successfully guiding mergers and acquisitions, his insights into market dynamics have positioned him as a vital contributor to the evolution of financial transactions. Videnka's leadership fosters innovation within teams while leveraging relationships with key stakeholders to maximize shareholder value. His analytical approach enables effective decision-making that aligns with evolving market trends.
Investment Philosophy & Strategy
Focusing on strategic growth, Timothy J. Videnka leverages his deep-rooted expertise in corporate finance to identify value creation opportunities within diverse sectors. His leadership experience and analytical acumen drive capital allocation strategies that enhance performance metrics while aligning with market demands. Committed to fostering innovation, he emphasizes collaboration across teams to unlock new avenues for expansion and operational efficiencies. Videnka’s insightful approach towards mergers and acquisitions enables a keen understanding of sector dynamics, facilitating successful transactions that ultimately elevate shareholder returns.
Focusing on strategic growth, Timothy J. Videnka leverages his deep-rooted expertise in corporate finance to identify value creation opportunities within diverse sectors. His leadership experience and analytical acumen drive capital allocation strategies that enhance performance metrics while aligning with market demands. Committed to fostering innovation, he emphasizes collaboration across teams to unlock new avenues for expansion and operational efficiencies. Videnka’s insightful approach towards mergers and acquisitions enables a keen understanding of sector dynamics, facilitating successful transactions that ultimately elevate shareholder returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.07%
Gain +0.01%
Monthly
0.74%
Yearly
9.24%
Drawdown
9.66%
$309.65M
Equity
Holdings
$309.65M
Investment
$224.88M
$95.71M
Profit +$19,277
Realized
$9.47M
Unrealized
$86.24M
Dividends
$17.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$19,277
Win %
76%
This Week
Compared To Last Week
Gain
0.01%
Profit
$19,277
Win %
76%
This Month
Compared to last month
Gain
0.24%
Profit
$745,589.23
Win %
76%
This Year
Compared to last year
Gain
7.06%
Profit
$20.54M
Win %
75%
STX Seagate Technology Holdings plc
+7.25%
+$251,925.7 
INTC Intel Corporation
+6.51%
+$173,629.76 
COHR Coherent Corp.
+5.9%
+$52,788.47 
QCOM QUALCOMM Incorporated
+4.32%
+$31,938.92 
VIRT Virtu Financial, Inc.
+3.93%
+$42,028.22 
GEV GE Vernova Inc.
+3.73%
+$20,694.56 
ECG Everus Construction Group, Inc.
+3.58%
+$26,296.24 
TSN Tyson Foods Inc.
+3.22%
+$7,161.79 
NEM Newmont Corporation
+2.71%
+$7,384.08 
AMAT Applied Materials, Inc.
+2.64%
+$34,947.1 
T AT&T Inc.
+2.52%
+$18,991.52 
VZ Verizon Communications Inc.
+2.49%
+$53,970.93 
JPM JPMorgan Chase & Co.
+2.31%
+$131,839.23 
USB U.S. Bancorp
+2.27%
+$14,301.27 
TW Tradeweb Markets Inc.
+2.21%
+$4,966.92 
CMCSA Comcast Corp
+2.21%
+$7,176.73 
AXP American Express Company
+2.18%
+$9,841.21 
SYK Stryker Corporation
+2.15%
+$6,061.44 
NTRS Northern Trust Corporation
+2.1%
+$7,750.81 
NUE Nucor Corporation
+2.09%
+$40,738.9 
GIS General Mills, Inc.
+2.04%
+$14,119.47 
GNRC Generac Holdings Inc.
+1.96%
+$12,403.98 
PM Philip Morris International Inc.
+1.95%
+$5,715.07 
TGT Target Corporation
+1.95%
+$34,747.44 
PRU Prudential Financial, Inc.
+1.87%
+$11,237.53 
TMUS T-Mobile US, Inc.
+1.76%
+$3,129.12 
LYB LyondellBasell Industries N.V.
+1.75%
+$8,691.3 
PKG Packaging Corporation of America
+1.71%
+$12,531.79 
ADM Archer-Daniels-Midland Co
+1.7%
+$5,126.84 
ACN Accenture plc Class A
+1.65%
+$10,115.4 
UNP Union Pacific Corporation
+1.65%
+$8,110.72 
WFC Wells Fargo & Company
+1.61%
+$4,208.12 
TAP Molson Coors Beverage Company
+1.59%
+$6,804.85 
BAC Bank of America Corporation
+1.56%
+$13,862.34 
BLK BlackRock, Inc.
+1.52%
+$15,404.56 
BG Bunge Global S.A.
+1.51%
+$6,426 
AWK American Water Works Company, Inc.
+1.5%
+$7,023.36 
CVS CVS Health Corporation
+1.47%
+$15,938.12 
GPC Genuine Parts Company
+1.46%
+$9,063.67 
CAT Caterpillar Inc.
+1.44%
+$11,335.45 
ADI Analog Devices, Inc.
+1.37%
+$3,560.15 
PAYX Paychex Inc.
+1.37%
+$7,800.96 
NEE NextEra Energy, Inc.
+1.35%
+$2,988.85 
ABBV AbbVie Inc.
+1.32%
+$31,680.88 
KNF Knife River Corporation
+1.32%
+$5,116 
MTZ MasTec, Inc. Common Stock
+1.25%
+$6,459.15 
CAH Cardinal Health Inc.
+1.22%
+$42,650.11 
VLO Valero Energy Corporation
+1.2%
+$10,327.48 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$6,967.56 
AFL Aflac Inc.
+1.16%
+$30,132 
PPL PPL Corporation
+1.1%
+$5,700.24 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$69,847.42 
JNJ Johnson & Johnson
+1.07%
+$26,167.08 
V Visa Inc. Class A
+1.05%
+$3,366.74 
VTRS Viatris Inc.
+1.04%
+$2,390.54 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$83,187 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$3,321.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$2,336.95 
VO Vanguard Mid-Cap ETF
+0.97%
+$9,316.96 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$22,336.84 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$9,527.1 
MDU MDU Resources Group, Inc.
+0.96%
+$4,097 
XYL Xylem Inc.
+0.94%
+$4,285.83 
VTV Vanguard Value ETF
+0.94%
+$30,224.28 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$4,928.57 
IWM iShares Russell 2000 ETF
+0.87%
+$7,599.71 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$33,281.32 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$12,417.82 
PG Procter & Gamble Co
+0.86%
+$6,117.59 
SDY SPDR S&P Dividend ETF
+0.83%
+$8,750 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$36,710.31 
GM General Motors Company
+0.8%
+$4,504.5 
AKAM Akamai Technologies Inc.
+0.79%
+$8,329.28 
GE General Electric Company
+0.76%
+$6,083.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,790.82 
PSX Phillips 66
+0.76%
+$4,495.47 
CVX Chevron Corporation
+0.75%
+$16,197.88 
EQWL Invesco S&P 100 Equal Weight ETF
+0.75%
+$75,557.76 
XLE Energy Select Sector SPDR Fund
+0.75%
+$12,341 
SBUX Starbucks Corporation
+0.74%
+$2,821.12 
MO Altria Group, Inc.
+0.74%
+$3,441.82 
HD The Home Depot, Inc.
+0.73%
+$2,825.06 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$35,884.15 
MA Mastercard Incorporated
+0.71%
+$7,210.66 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$5,920.06 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$9,173.66 
NTAP NetApp, Inc.
+0.71%
+$11,207.34 
PYPL PayPal Holdings Inc
+0.7%
+$2,086.55 
VB Vanguard Small-Cap ETF
+0.7%
+$2,904.59 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$19,600.36 
EMR Emerson Electric Co.
+0.69%
+$17,582.38 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$1,749.3 
COST Costco Wholesale Corporation
+0.68%
+$17,302.63 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$7,482.78 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,755.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$26,320.62 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$13,594.5 
IVV iShares Core S&P 500 ETF
+0.55%
+$26,985.97 
HON Honeywell International Inc.
+0.54%
+$1,563.66 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$24,422.73 
GOOGL Alphabet Inc
+0.53%
+$27,301.54 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$17,510 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$1,753.61 
LNG Cheniere Energy Inc.
+0.47%
+$1,368 
GOOG Alphabet Inc
+0.45%
+$2,680 
WMT Walmart Inc.
+0.45%
+$2,253.42 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$55,364.22 
IXUS iShares Core International Stock ETF
+0.43%
+$961.04 
BMY Bristol-Myers Squibb Company
+0.4%
+$5,475.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$3,900.6 
FAST Fastenal Co.
+0.39%
+$812.52 
GD General Dynamics Corporation
+0.38%
+$5,529.8 
PEP PepsiCo, Inc.
+0.38%
+$2,254.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,639.76 
AMGN Amgen Inc.
+0.32%
+$8,000.6 
SLB Schlumberger Limited
+0.32%
+$2,193.48 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,140.3 
WM Waste Management, Inc.
+0.3%
+$1,915.35 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,131.74 
SCHF Schwab International Equity ETF
+0.29%
+$770.72 
XOM Exxon Mobil Corporation
+0.28%
+$11,156.91 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,449.98 
MMM 3M Company
+0.26%
+$2,306.72 
PHYS Sprott Physical Gold Trust
+0.19%
+$696.78 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,717.46 
TRV The Travelers Companies, Inc.
+0.18%
+$2,196.32 
NVDA NVIDIA Corporation
+0.16%
+$472.64 
PFE Pfizer Inc.
+0.15%
+$1,068.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$277.92 
KO The Coca-Cola Company
+0.11%
+$557.82 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$335.92 
MSFT Microsoft Corp.
+0.1%
+$4,937.08 
FDX FedEx Corporation
+0.09%
+$842.58 
IAU iShares Gold Trust
+0.08%
+$11,844.18 
ENB Enbridge Inc.
+0.07%
+$542.56 
GLD SPDR Gold Shares
+0.06%
+$552.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$99.5 
TJX The TJX Companies, Inc.
+0.04%
+$322.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,939.29 
PANW Palo Alto Networks, Inc.
+0.03%
+$418.59 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$382 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$1,092 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,356.93 
ORCL Oracle Corporation
+0.02%
+$147.58 
MCD McDonald's Corporation
+0.01%
+$146.92 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$18 
BSV Vanguard Short-Term Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
GENVR Gen Digital Inc. Contingent Value Right
-6.17%
-$2,318.9 
LLY Eli Lilly and Company
-2.41%
-$64,927.73 
ZTS Zoetis Inc.
-2.25%
-$4,053.45 
ABT Abbott Laboratories
-1.64%
-$6,022.59 
AAPL Apple Inc.
-1.52%
-$62,451 
LMT Lockheed Martin Corporation
-1.52%
-$13,276.45 
MRK Merck & Co., Inc.
-1.42%
-$18,603.06 
LHX L3Harris Technologies, Inc.
-1.4%
-$8,457.78 
AMZN Amazon.com Inc
-1.23%
-$5,567.74 
AMT American Tower Corporation
-1.12%
-$20,169.06 
HII Huntington Ingalls Industries Inc.
-1.09%
-$9,875.46 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$2,722.5 
IBM International Business Machines Corporation
-0.95%
-$34,898.58 
EBAY eBay Inc.
-0.91%
-$4,132 
AVGO Broadcom Inc.
-0.91%
-$26,491.52 
CSCO Cisco Systems, Inc.
-0.6%
-$47,057.39 
ETN Eaton Corporation plc
-0.57%
-$1,984.5 
NVS Novartis AG Sponsored ADR
-0.55%
-$4,482.86 
UPS United Parcel Service, Inc.
-0.51%
-$3,784.01 
MCK McKesson Corporation
-0.4%
-$3,670.67 
RTX RTX Corporation
-0.37%
-$2,534.4 
CRM Salesforce Inc
-0.34%
-$605.92 
DIS The Walt Disney Company
-0.3%
-$2,894.69 
META Meta Platforms Inc Class A
-0.26%
-$524.9 
GILD Gilead Sciences Inc.
-0.22%
-$1,399.72 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$637.28 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,858.4 
MDT Medtronic plc
-0.16%
-$921.31 
LOW Lowe's Companies Inc.
-0.12%
-$1,283.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,641.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,313.55 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$503 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,130.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$370.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$1,317.09 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,950 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$923.52 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$96.93 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$332 
MUB iShares National Muni Bond ETF
-0.01%
-$506.75 Events
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Dividends
Dividend Analysis
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| Trades 1464 | Longs Won 1031/1464 70% | Profit Factor 11.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,210.44 |
| Average Win $101,764.31 | Best Trade (Jun 14) $7.57M | Sharpe Ratio -8.47 |
| Average Loss -$21,278.64 | Worst Trade (Jun 14) -$471,542.66 | Z-Score 11.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $65,372.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
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